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Blog Case Study

How to get a Raiser’s Edge Migration done efficiently, fast, and focused

Bigger Boat was able to help us assess what our needs were and get us on a path to success. We had a very short timetable for moving data from Raiser’s Edge to Salesforce. With Bigger Boat’s strong team, excellent project management, and agility we were able to get our minimal viable product (MVP) completed…

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Blog Case Study

Tracking impact investors with the Nonprofit Success Pack

Bellwether Housing manages and develops affordable housing in the Seattle area. They serve over 3000 clients a year and manage 30 properties. We recently worked with them to implement a Salesforce system to help them be more effective in raising money from donors and investors that are key to the organization delivering on its mission.…

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Blog

Calculating Donor “Streak” in The NPSP (No code required!)

Do you know how loyal your donors are? One key metric of donor loyalty is to look at how many consecutive years they have donated. Some folks call this concept a donor’s “streak”. I first heard about this metric and the desire to include it as a field on a donor’s Contact record in Salesforce…

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Blog

The Spring 2016 Nonprofit Starter Pack Sprint – A Community Assembles

Last Monday was the best day I have ever had at a Salesforce event, and I’m so excited about what this community holds. At the opening plenary of the day’s Nonprofit Starter Pack Sprint, hosted by the Bay Area Nonprofit User Group (and the United Way of the Bay Area donating an incredible space), Ryan Ozimek…

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Blog Case Study

Grief-support agency upgrades to NPSP v3 to gain a more complete view of their constituents

By upgrading to Nonprofits Starter Pack v3, we now have a more powerful platform to track our work. Finding answers is also easier with the NPSP v3 documentation and the Power of Us Hub community. – Stephanie Murray, Development Director, The Healing Center   Situation The Healing Center is a grief-support community for adults, children and…

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Blog

Tracking Complicated Human Services Client-Relationships in Salesforce

We recently collaborated with an organization who does highly-effective therapeutic work with at-risk children in the Seattle area. Children served by this organization often have a complex web of caregivers, relatives, foster parents, siblings, half-siblings, case workers, and other significant people in their lives. These children frequently change living situations. It is critical for this organization…

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Administrator Blog

You don’t have to be a Coder to be a NPSP Contributor

On October 22nd and 23rd, almost 60 passionate folks gathered in Seattle (and a handful more, remotely) for the latest Nonprofit Starter Pack Community Sprint. We came together to spend two full days focused on making the Nonprofit Starter Pack even more awesome — and nothing else. A few weeks before the event, a friend from…

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Administrator Blog

How to: updating Campaign Member status via Process Builder and Flow

Note: this post assumes a basic working knowledge of Salesforce Flows and Process Builder. If you want to learn more about these, we recommend the Trailhead module on Flows and the Trailhead module on Process Builder. Have you ever wanted to know which of your invited guests to an event actually donated and which ones did…

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Blog User Adoption

What the Lightning Experience Announcement Means for Nonprofits

There’s been a lot of excitement this week about the new Lightning Experience. Lightning Experience is the next generation of the desktop user interface (UI) for Salesforce. Eventually, it will match feature-for-feature to Salesforce Classic (the current UI you’re used to) and then some! There’s a ton of really awesome, beautiful stuff in this release…

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Blog Misc

Nonprofit Starter Pack v3: What a year!

Just over a year ago, version 3 of the Nonprofit Starter Pack was launched. It was a pivotal release for several reasons. This release added a more flexible architecture and a new preferred account model, called the Household account model. It also added new features such as seasonal addresses and streamlined settings. The v3 release…