Let reviewers focus on applicants, not technology In part 1 of our Admissions Connect blog series you learned about the features of Admissions Connect that …
At Redpath Consulting Group, nearly every Salesforce implementation project we undertake involves some level of mass/broadcast email integration. Our clients come to us seeking a solution that integrates well with Salesforce and that will hopefully bring in other new and exciting features too. However, many of our nonprofit clients —
In our previous blog, we mentioned that future scheduled or written off Payments could be communicated to the Finance Team. Accounting Subledger also transforms the Opportunity, Payment and General Accounting Unit Allocation Salesforce data into Ledger Entries the Finance Department can use for importing into their system. #1 – Accounting
Digital fundraising is essential to success. But making it as easy as possible for people to support your organization isn’t necessarily easy—for them or for your staff. Taking donations over the phone, manually entering payments, or processing refunds and recurring donations can all be time-consuming tasks. Today’s donors have come
In many nonprofits, a lot of time is spent in conversation between the Development and Finance Teams regarding gifts that need to be accrued, scheduled or written off. Without the right tool, teams can spend a lot of time going back and forth getting the numbers to align. That’s where
Salesforce has cloud solutions for many industries and Health Cloud is one of their newer cloud offerings. Health Cloud is a CRM built specifically to address the needs of the Healthcare & Life Sciences industry. While Salesforce’s Sales and Service Clouds are built to manage relationships with customers, Health Cloud
With all of the sophisticated tools available to enhance your Salesforce org’s security — like Shield, Security Center, and vulnerability assessments — it can be easy to overlook the basics. It’s important to conduct regular security reviews, both on a technical level within your Salesforce org and on a policy
Your applicants deserve a better experience Now more than ever, it’s imperative for your college or university to eliminate barriers to the application process and foster a positive applicant experience. This means ensuring that your application requirements are clear, your application tool is accessible, and applicants get their questions answered
The face of patient care is constantly changing, and while healthcare providers are often quick to adopt new technologies and procedures to support that care, many still rely on outdated legacy systems to handle patient data. The result is a missed opportunity to obtain a holistic view of patients and
In the first of this two-part series, we explored a couple of key objectives the team at your university should accomplish in order to make the most of Salesforce’s Education Cloud. Catch up on Part 1 to learn how to incorporate your organization’s vision, value proposition and team capabilities into
The benefits of Salesforce’s Education Cloud for your higher education institution can be considerable. Achieving them, however, isn’t as simple as implementing the Education Data Architecture (EDA) and moving forward. Whether you’re already on your way down your Education Cloud path and you’re looking to improve or you’re just getting
Salesforce’s first-ever Education Summit (formerly Higher Education Summit) in 2012 was my first professional conference in my career. The presentations showed me what was possible on the Salesforce platform and I learned how collaborative the Higher Ed industry is while meeting peers between sessions. In 2020, we had to adjust
Dashboards can’t function without data. But too much data can also make dashboards irrelevant. As Salesforce’s functionality has increased, companies have migrated more and more of their important data into the solution. While this is great for powering valuable insights, the influx of information can also make it difficult to