Category: Redpath Blog

7 Characteristics of a Good Consultant

As a consultant, you surely know why the job you do is important: a great consultant can be a huge benefit for an organization, offering deep expertise, unbiased feedback, and new ideas that may not have sprung up internally. But you’ve also surely met potential clients who have been burnt by poor consulting in the past, receiving ineffective guidance or poor advice that’s only cost them money.  So what can you do to be the best consultant you can be and give clients the positive and beneficial experience that they’re always hoping for? Here are seven traits of the ...

Benefits of Sustaining Donation Options for Nonprofits

Anybody who’s ever caught part of a public media pledge drive certainly knows about sustaining donations. But did you know that just about any nonprofit organization can set up a sustaining donation option for their members? Also called sustaining memberships, recurring donations, monthly donations, etc, the concept is simple: rather than an individual or organization giving a single, one-time donation, they give repeatedly over an extended (or perpetually ongoing) time period.  Many organizations see a sustaining vs one-time donation as a “six of one, half-dozen of the other”-type situation where neither is more beneficial, so they don’t take the ...

Part 3 – Why do 47,000 Nonprofits use Salesforce’s Nonprofit Success Pack?

Salesforce’s Nonprofit Success Pack (NPSP) helps nonprofits of any size utilize all of the power of the world’s #1 CRM to manage constituents, programs, and fundraising with ease. In case you missed it, check out Part 1 and Part 2!  9. Campaigns and appeal management To generate the donations your nonprofit needs to thrive, you’re working hard to keep your organization front of mind with your donors. It’s important to know which appeals are working well so you can be more effective in the future. Salesforce campaigns allow you to see, at a glance, the effectiveness of each appeal or event, ...

Part 2 – Why do 47,000 Nonprofits use Salesforce’s Nonprofit Success Pack?

Salesforce’s Nonprofit Success Pack (NPSP) helps nonprofits of any size utilize all of the power of the world’s #1 CRM to manage constituents, programs, and fundraising with ease. In case you missed it, check out Part 1!  5. Reduce time and money spent on administrative tasks Receiving a stack of donation checks in the mail or after a big event is exciting but comes with some administrative tasks that can be daunting. We understand, and fortunately, Salesforce has a variety of tools to minimize administrative time spent on data entry. From NPSP’s quick and customizable Gift Entry to a ...

Part 1 – Why do 47,000 Nonprofits use Salesforce’s Nonprofit Success Pack?

Salesforce’s Nonprofit Success Pack (NPSP) helps nonprofits of any size utilize all of the power of the world’s #1 CRM to manage constituents, programs, and fundraising with ease.  1. 10 free licenses! What’s the catch? There isn’t one. Through the Salesforce Power of Us program, take advantage of 10 free Salesforce Enterprise Edition licenses, plus deep discounts on additional licenses, available to every nonprofit, charitable, educational, and social change institution. Because the NPSP package is also free, all of the power of Salesforce can be leveraged at a price even the smallest nonprofits can often afford. 2. Expand your ...

4 Tips to Make the Most of Dreamforce 2022

It’s almost September, and that means that all the best Salesforce experts from across the globe are making plans to meet up in the Salesforce hometown of San Francisco for Dreamforce 2022, a 3-day extravaganza happening from September 20-22 that’s part conference, part family reunion, part party, and all unmissable.  As an attendee, Dreamforce is both exciting and just a little bit daunting. After all, you want to make sure you’re getting the most out of your time spent, right? Here are a few tips to help you make the Dreamforce 2022 experience one that’s unforgettable–for all the right ...

7 Reasons (Awesome!) Salesforce Consultants don’t need a “Techie” Degree

That’s right, I said it. You don’t need a techie degree to become an awesome Salesforce consultant. As a Salesforce consultant with at least one engineering degree, I do not say that lightly. In fact, when I started Redpath Consulting Group in 2008, I firmly believed that to be a Salesforce consultant you needed a computer science/IT degree. And, I’m sure you’re wondering why! Well, it is obvious, isn’t it? Salesforce is a Customer Relationship Management (CRM) computer software system. So to become a Salesforce implementation consultant, clearly you need to be a software and computer engineer. Don’t you?... ...

What is Salesforce Governance and Why do I need it?

The word governance sounds formal and may bring up thoughts of “red tape,” “bureaucracy,” and “inflexibility.” So the mere suggestion of applying a governance framework to your Salesforce org might sound complicated, scary or not a good idea! Before I try and convince you that Salesforce governance is a good idea, let’s explore what governance is. Simply put, the idea of governance within technology is a set of best technology management practices that are followed by all. Now that we have a clear understanding of what governance is, would you agree it’s important? Do you also agree that your ...

Transforming Customer Engagement with Salesforce Service Cloud + Experience Cloud

A Big Acquisition Leads to a Messy Platform A leading provider of software solutions to healthcare organizations recently found themselves in a sticky situation. They had just acquired two other companies and realized that each company had its own Salesforce customer-facing Experience Cloud coupled with Service Cloud, leading to a variety of challenges involving integrating the two companies’ customer service options into their own setup. For one, the healthcare software provider’s existing Experience Cloud site was dated and confusing to its customers and could not easily incorporate new content such as single sign-on (SSO) capabilities and chat capabilities in ...

9 Salesforce Clouds Healthcare Payers Should Be Using

The competition for Medicare recipients and employer groups is increasing. The ability to effectively market and shorten the sales cycle time, broker sales, and automate quotes is becoming critical. Payers that quickly transform these critical business processes with effective digital transformation become more competitive. More competition demands more efficient operations. How does your business stack up? Today Health Care payers often face many of these challenges : Increased competition for medicare recipients and employer groups causing lost sales Manual inefficient operations causing poor member experience Siloed data systems between sales, enrollment, services, claims, and care management causing disconnected member experiences ...