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Spring Cleaning

A Little Spring Cleaning of Your Data Goes a Long Way

Published: January 25, 2023Last Updated: January 26, 2023Author: FíontaCategory: Resources, SalesforceTags: CRM, data

For most nonprofits and associations, January is a slower(ish) month filled with strategic planning for the upcoming year, allocating grant…

On-Demand Webinar

On-Demand Webinar: Get Ready to Move…Your Data

Published: September 17, 2021Last Updated: May 31, 2022Author: Jenifer AlonzoCategory: Salesforce, WebinarsTags: data, data-migration

Webinar Details What’s the worst part of moving to a new house? If you answered packing, you are definitely not…

Strategies to Prepare Salesforce for Giving Season

6 Strategies to Prepare Salesforce for Giving Season

Published: November 5, 2018Last Updated: January 17, 2022Author: FíontaCategory: SalesforceTags: data, giving-season, Pardot, UX

Don’t worry, it’s not too late to prepare Salesforce for giving season—and beyond. Spending some time with the data in…

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