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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
