Blog - page 7

Highlights of Four Force for Change Grants

Highlights of Four Force for Change Grants

The Salesforce Foundation recently announced their 2015 Force for Change grant program. This grant program focuses on “increasing social impact through the innovative use of Salesforce technologies.” In the past, these grants have helped nonprofit and higher ed organizations accelerate and/or scale their work in…

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And Now We Test!

And Now We Test!

Whether or not you consider testing to be exciting (“HEY EVERYONE! COME SEE WHAT I BROKE!!!!!”) or dulling to the senses, it is utterly necessary. And when we are talking specifically about User Acceptance Testing (UAT) done by our clients, it always improves the overall…

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Our Process: Standup

Our Process: Standup

Note: This is the first post in an occasional series about our internal processes and how they help our work. One key aspect of our agile process is our morning standup. It happens every morning at the same time in the same place. It is…

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Top 5 Quick Picks for Nonprofits from the Summer ’15 Release

Top 5 Quick Picks for Nonprofits from the Summer ’15 Release

The preliminary Release Notes for Summer ‘15 came out late last week. We’ve had a quick look through and found a few things we think nonprofits and their admins should be very excited about! Prepare to be empowered, #awesomeadmins! These new features aren’t nonprofit-specific, but…

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Ten Benefits of Salesforce as a Nonprofit CRM

Ten Benefits of Salesforce as a Nonprofit CRM

Choosing the right database platform for your organization is a critical decision. In our (and many other people’s) experience, Salesforce is an excellent choice for nonprofit organizations. Here’s why: Eliminates data silos The Salesforce platform is powerful and flexible enough to centralize or integrate a…

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Why do I have so many Salesforce logins?

Why do I have so many Salesforce logins?

As you delve into the Salesforce admin world, you may find yourself suddenly juggling multiple usernames and passwords. “I thought I only had one database!” you may be thinking. You do! But there are other parts of your Salesforce experience that have their own logins….

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Using Salesforce for Cohort Management

Using Salesforce for Cohort Management

Many nonprofit organizations manage cohort groups.  This includes leadership development organizations, educational cohorts, and alumni organizations. The requirements of these organizations typically include: Nominations and/or applications via a website. Tracking where the nominee is in the process for cohort selection. Sending communication to cohorts and/or…

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Three Use Cases for Salesforce-based Mapping in Human and Social Services

Three Use Cases for Salesforce-based Mapping in Human and Social Services

Human and social services organizations often care about the geography of clients or services needed by clients. This can include picking up donated goods or finding the closest referral partner to a client’s home. I recently got to know Geopointe for a Dreamforce presentation. It’s…

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Where to find us at Dreamforce 2014

Where to find us at Dreamforce 2014

The Bigger Boat team will be out in force at Dreamforce this week. For those who don’t know, Dreamforce is Salesforce’s annual conference in San Francisco. There are over 7,000 nonprofit attendees registered for the event! Here are a few of the places to look…

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Understanding what you’re getting into with Salesforce

Understanding what you’re getting into with Salesforce

Many of the biggest hurdles organizations face when implementing Salesforce are not about technology at all. In fact, they are much more about the approach the organization takes towards the process overall. Our friend Sam Dorman has created an excellent Getting Ready Playbook that’s available for…

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