Designing an Innovative Approach to Donor Retention: A Guide
There’s a lot that goes into acquiring a donor for your nonprofit. You have to research your target audience, raise awareness about your mission, engage prospective donors, and then ask them to give when the time is right. Along the way, you’ll lay the foundation for a lasting relationship that can benefit your organization for years to come—if you have the right donor retention approach on your side to strengthen and maintain that relationship. In this guide, we’ll walk through some strategies you can use to design an innovative approach to donor retention: Prioritize donor appreciation. Demonstrate individual impact. ...
Tech for Higher Education: 6 Types of Software to Consider
Technology has changed how higher education institutions fundraise, connect with alumni, and manage supporter data. With technical advances, your university can better identify major giving prospects, manage events, and improve your donation process. However, there is also a wide range of platforms to choose from, and it may not be immediately clear what types of software your university needs. For example, does your Corporate and Foundation Relations office need prospect research or grant management software? Are your CRM’s built-in volunteer management features good enough or should you upgrade? To help you answer questions like these, we’ll explore six types ...
Our 10 Favorite Flow Features from the Salesforce Summer ’24 Release
Whenever Salesforce publishes the release notes for an upcoming release, I always jump straight to the Flow section. The last several releases have included a lot of major improvements to Flow, and the Summer ’24 Release is no different, containing both simple quality-of-life updates and features that could completely change how we approach solutions to certain problems. Here’s my list of some of my favorite new Flow features and improvements in the Summer ’24 Release. Repeater Component Builds a Collection from a Single Screen The Repeater screen component was previously available as a beta feature, but has ...
Our 3 Takeaways from Salesforce Education Summit
Educators are abuzz with excitement Nearly 2000 trailblazers from educational institutions throughout the world traveled to sunny San Diego to immerse themselves in the latest innovation from Salesforce, peer institutions, and the broader ecosystem. Having worked in Higher Education for nearly ten years, I’ve always appreciated the passion that higher education professionals bring on a daily for serving their students, constituents, and driving scholarship and innovation forward One of my absolute favorite things about the education industry is the willingness of industry professionals and institutions to share best practices and offer true collaboration with one another. Although some ...
Align your work with your goals with Nonprofit Cloud Outcomes Management
You already use Salesforce or another database to track your donors and donations. You also have some sort of system for tracking your programs and participants. Maybe you use Salesforce for that too – or perhaps program managers are juggling their caseloads with sticky notes and spreadsheets! What is still missing at many nonprofits is an effective way to measure outcomes. Sure, you can count the number of people served… but what about the impact you intended to have on them? Measuring impact can seem too slippery and abstract. Figuring out what to measure and how to measure it ...
4 Tips to Create User Personas for Higher Ed Websites
A user persona is a representation of your target audience. Higher ed user personas are tools that help university marketing professionals understand their primary audiences and develop a web design and content approach that speaks to their needs, motivations, and preferences. If you’re creating personas for the first time, lean on tried-and-true best practices to get your strategy off the ground. This guide covers four tips to develop detailed higher ed user personas that will allow you to connect with your audience on a deeper level. Identify your primary audience The first step in creating user personas ...
From Chaos to Clarity: Measuring Impact with Salesforce’s Nonprofit Cloud for Programs
For nonprofits juggling many programs and services, Salesforce's Nonprofit Cloud for Programs offers some impressive nonprofit tools. It helps you track all the moving parts of your services - from who you’re helping to what benefits you’re delivering. Engaging stories resonate with your funders’ hearts, but delivering quantifiable results about your impact can help them decide how many zeros to put on that check! Here’s a quick look at what this platform brings to the table, why you need it, and how Redpath can help. What it offers Nonprofit Cloud for Programs allows you to manage ...
How Technology Transfer Institutions can Maximize their Efforts with Salesforce Solutions
Technology Transfer: An Overview Institutions facilitating technology transfer from academic and research organizations to industry play a pivotal role in commercializing research and innovations. Acting as a bridge between academia, research organizations, and the private sector, these institutions ensure that groundbreaking discoveries made in the lab make their way to the marketplace. For those new to technology transfer, AUTM provides valuable insights into the process in their article titled “What is Technology Transfer, Anyway?” While technology transfer may not be immediately associated with educational departments, we've had the privilege of collaborating with several technology transfer institutions and have ...
Salesforce Unveils Einstein 1 Studio for No-Code AI Model Building
Salesforce recently launched Einstein 1 Studio, a powerful new no-code tool that allows anyone to easily build, deploy, and manage custom AI models, at their 2024 TrailblazerDX developer conference. This innovative offering expands AI capabilities for Salesforce customers. What is Einstein 1 Studio? Einstein 1 Studio is a user-friendly interface that guides you through the process of creating AI models from your own data. No coding experience is required - the studio provides simple point-and-click tools to upload data, choose model types, train models, and deploy them into production. Einstein 1 Platform brings together your data, ...
Enhance Customer Service with Minimal Staffing through AI in Experience Cloud
Picture this: nonprofit teams stretched thin, striving to meet the diverse needs of their stakeholders while grappling with limited resources. Sound familiar? Herein lies the potential of AI to make a tangible impact. By infusing AI functionalities into Salesforce Experience Cloud, nonprofits can optimize their customer service strategies, all while minimizing the strain on their workforce. Managing an expanding workload while maintaining exceptional service standards poses a challenge for many nonprofits. Salesforce’s 5th Edition Nonprofit Trends Report revealed that a significant portion of nonprofits, roughly 20%, harbor reservations about integrating artificial intelligence (AI) into their operations, citing ...
