Part Two – Teamwork = Success in Accounting Subledger Set Up
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 Subledger setup Much like NPSP Settings, Accounting Subledger has a series of settings to review with your Finance Department and we recommend that you work closely with them through this process. Here are some examples of settings you will encounter in Accounting Subledger: Record types and filters provide the ability ...
Part One – Accounting Subledger, the tool that your Finance Department will embrace
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 Accounting Subledger comes in. Accounting Subledger can address and streamline this process, saving both effort and time. Let’s just say that the Development Team receives notification of a major Capital Campaign gift. To follow the internal process, they need to inform the Finance Team of the gift. The Finance Team ...
Cloudy Presents: Enhancement Manager for Salesforce
Periodic Salesforce projects and ongoing system upkeep are a necessity for any org. Planning, tracking and communication for these efforts are also necessary, but they aren’t always easy! Spreadsheets, project management tools, emails, meetings and power point presentations line the path to the Salesforce promised land, but a simple and coherent view of that path is not always clear. To help you on your Salesforce journey, Cloudy is excited to offer a new (FREE!) Salesforce App. This simple app consists of a single custom object, a dashboard, and some (optional) automation to make your Salesforce project planning and management simple ...
Data cleanup and maintenance made easy with Salesforce dashboards
Maintaining data quality is a universal chore that is pretty easy for any busy Salesforce administrator to overlook. There are just so many reports to click through. Fortunately, though, by creating a data quality dashboard, you can make the monitoring of your organization’s data quality much easier. When building dashboards in Salesforce, many nonprofits tend to focus on more traditional sets of reports — those that track sales, fundraising and service metrics. However, dashboards are also a great way for admins to effectively stay on top of data quality and quickly see which areas need your attention. Top data quality ...
Three email drip programs your nonprofit should create today
You’ve read about the reasons why your nonprofit needs a marketing automation solution and how to improve donor stewardship with personalization techniques. Now, let's talk about one of the most powerful features of a marketing automation platform: automated drip programs. Drip programs are an automated series of emails sent on a pre-determined schedule and triggered based on constituent criteria or actions. A marketing automation tool like Pardot allows you to go even further by building non-email touchpoints into your drip program. This can include scheduling a follow-up call to a donor after a large donation, assigning a task to send ...
Donor stewardship made easy with marketing automation
"Dear %%firstname%%" In the past, email personalization meant simply inserting a contact's first name with a merge field into your email greeting, and crossing your fingers that your data was accurate. If you’re engaged in fundraising or constituent mobilization of any kind, marketing automation can be a game-changer for your nonprofit. And with marketing automation tools like Pardot, personalization goes much further – allowing you to automate timely, relevant, thoughtful content and touchpoints throughout a donor’s life cycle. Here are just a few of the tools you can use to personalize your constituent communications with Pardot: Automated emails With features ...
New e-book: Expanding donor management with Salesforce and engagement marketing
Thank You. You send this message to your donors after every interaction, and it’s one of the most important things a nonprofit can do. Donors, after all, are your lifeblood. Without their support and commitment, most nonprofits would struggle to exist. …
Expanding Donor Management with Pardot E-Book
Donors are the life force of any successful nonprofit, and furthering your mission requires a proactive approach in how you manage your donors. This whitepaper is your guide to ways in which Salesforce can support your goals to strengthen the relationship you have with your donors and encourage their future support. In this guide, you’ll learn how Salesforce can be used to: Understand your donor base Maintain ongoing correspondence with donors Obtain a 360-degree view of your donor management Find support from your donors when you need it most Explore all the ways in which Salesforce can help you ...
Redpath panel recap: Building your CRM strategy
Whether it’s an integrated platform like Salesforce or a series of spreadsheets, every organization needs a strategy to power its CRM system. Yet many companies struggle to institute this essential component. That’s why Redpath hosted a live panel event, last week in Minneapolis, to discuss the framework and best practices for creating your own CRM strategy. Our expert panel included Redpath President and Co-founder Paul Selway, Principal Consultant Jamin O'Malley, and special guest Ash SanFilippo, director of strategic initiatives at TreeHouse—a nonprofit that helps teens build relationships and resiliency rooted in living hope. The panel was moderated by Redpath Senior ...
Our Favorite New Products for Nonprofits from Dreamforce ’19
Last month, Redpath joined thousands of Salesforce.org community members gathered in San Francisco for a week of networking, learning and growing together at Dreamforce 2019. This annual conference is always packed with exciting new product demos and announcements, and this year was no exception. Read about some of the most exciting new products geared toward nonprofits that were featured at Dreamforce this year. Nonprofit Cloud Enhancements for better program management Salesforce recently announced several new expansions coming to Nonprofit Cloud, all designed to help organizations reach more people and achieve their missions with personalized experiences. Here’s more details about some ...
