By Anne Early, Principal Consultant, Salesforce Service Group
This post originally appeared on Salesforce.org on December 6, 2018. 5 Tips for Maximizing Your Marketing Impact with Pardot & Salesforce With all the challenges facing our world today, your nonprofit’s mission is essential to turning changemaking ideas into reality. Making a difference in people’s lives is hard work, but sharing your message with donors should be easy. Thankfully, marketing...
By Wendy Jaccard, Principal Consultant, Salesforce Services Group
Moving from one CRM system to another is never easy. There’s all the new and different functionality to learn and explore, the new lingo to figure out, and the biggie—data migration. Future business processes and the mapping of your data go hand-in-hand. No matter what your business processes will be, there are features and functions in Raiser’s Edge (RE) that most organizations use when they...
By Allison Letts, Senior Consultant, Salesforce Services Group
Importing data into your Salesforce org can be stressful--requiring lots of planning, mapping and testing. Yes, the real stress comes after you run the report. Suddenly, your co-workers are complaining about the thousand extra chatter notifications they’re getting, and to-do tasks are popping up on cases that were resolved 10 years ago. Why? You didn’t turn off your automation. And, no wonder as...
By Aimee Cubbage, Salesforce Practice Lead, ACF Solutions, An Attain Company
At the start of 2017, just a few months post-acquisition, ACF Solutions’ journey to fully integrate into Attain began with a focus on continuing to strengthen our relationships with and to add value to our clients; growing and investing in our incredible and talented team of Salesforce technologists; and ensuring we remained ever active in the Salesforce.org ecosystem, with an unwavering...
By Carla Estey, Principal Consultant, Attain Salesforce Services Group
It was great to be back at Dreamforce this year. I was completely amazed by how much it’s grown over the past five years, but the excitement is still the same! One of the highlights was receiving the 2017 Salesforce Partner Innovation Award in the nonprofit category on behalf of Attain for our project with United Service Organizations (USO). The project involved introducing Salesforce as a system...

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