Category: Redpath Blog

Your complete Salesforce for Nonprofits implementation guide

If your organization is considering investing in Salesforce for Nonprofits—or if you’re already committed to doing so—you’re on the right path. Salesforce is trusted by thousands of nonprofits because its platform offers solutions built with nonprofits' needs in mind, is widely used and supported, and is highly customizable. However, making the switch to a new system can be an involved process, and Salesforce for Nonprofits is no different. There are a lot of factors in play, from choosing the right solution for your organization to customizing the platform and migrating large amounts of important data. Many nonprofits find implementation overwhelming ...

How your organization can benefit from the 5 free Salesforce Integration User Licenses

What are Salesforce's new Integration User Licenses?  For those Salesforce users who are working with integrations with your Salesforce platform, Salesforce recently released a new type of license to assign to these users: Salesforce Integration User License.  Each user needs a Salesforce license, and those licenses that are assigned to each user determine the level of access they have to the platform. The access assigned to each user is typically inline with the roles and responsibilities of the user; however, before this integration user license was created, some of the other, more expensive licenses had to be used ...

Salesforce is updating its Nonprofit Cloud: What does this mean?

Back in March, Salesforce announced changes to Nonprofit Cloud. This exciting announcement shows Salesforce’s commitment to providing best-in-class nonprofit technology and continued commitment to the sector.  Learn about what changes are included in the new Nonprofit Cloud, what excites us about these changes, and what is on the horizon. The new Salesforce Nonprofit Cloud The new Nonprofit Cloud is a reimagined solution for nonprofit organizations. It takes advantage of the state of the art solutions built in other industry clouds allowing nonprofit organizations to drive towards their vision. The vision of Nonprofit Cloud is to enable organizations ...

Marketing Cloud for nonprofits: What it can do for you

With thousands of email addresses and a variety of donor segments in your database, manually creating, personalizing, and sending communications for your nonprofit just isn’t feasible. Salesforce Marketing Cloud offers a solution for nonprofits that integrates into your Salesforce instance and comes with other exciting features you can leverage to streamline virtual donor communications. To give you an overview of how Marketing Cloud can improve your nonprofit organization’s donor engagement capabilities, we’ll cover these basics: What is Salesforce Marketing Cloud? Key features: What Marketing Cloud can do for nonprofits How to make the most of Salesforce Marketing Cloud for nonprofits Wrapping ...

Redpath Consulting Group (Redpath) introduces new Redpath solutions

Redpath has launched a unique, first-of-its-kind set of fixed-price solutions for Strategic Advising, Fundraising and Marketing Automation for nonprofit organizations and higher education institutions. MINNEAPOLIS, MN  - April 20, 2023 - After years of completing Salesforce implementations with clients in nonprofit and education, Redpath has identified fixed-price solutions that leverage their industry knowledge. Each solution has been crafted to have an emphasis on change management and training throughout the engagement while also allowing the Redpath team to focus on customizations that truly matter to an organization reaching its goals. Here is the list of ...

How technology and the growing virtual environment has changed fundraising

Fundraising has evolved significantly over the last few years with new technologies, strategies, and trends emerging that are changing the way organizations raise money. Your organization may be feeling some of the effects of some of these changes that have evolved over the last few years: Increased use of digital platforms The use of digital platforms, such as constituent relationship management (CRM) platforms, that are connected to social media, email, and mobile apps, has grown significantly in recent years. Many organizations are now using these platforms to reach out to donors, share their stories, and accept donations. The ...

Is cloud computing having an impact on IT leaders?

I believe it is. Technology leaders have traditionally been tasked to manage infrastructure, rollout upgrades, integrate disparate systems, and oversee development projects. As they seek economies of scale, better governance, common technology standards, and cost efficiencies, business unit based IT functions have been moving to a centralized “shared service” model. Their focus has shifted away from having deep business unit knowledge to more technology specialization. Often over 80% of the technology budget is now being used to “keep the lights on”. Some argue that this trend has further widened the gap between the business and internal technology experts. Business users ...

15 Critical things to consider when migrating data from Raiser’s Edge to Salesforce for Nonprofits.

We have yet to meet a Nonprofit that does not believe their data is extremely important to them. So the thought of migrating that data from their current databases and spreadsheets can cause some anxiety. But rest assured, even though the Salesforce database structure is different from the legacy data systems, such as Raiser’s Edge and spreadsheets, you can always create a logical home for the data and the relationships between that data. Do not be surprised to find out that your data might not be as clean as you believed. You will almost certainly identify duplicate data, conflicting ...

Why do you need a Salesforce partner to help you with your Raiser’s Edge migration?

Raiser's Edge is a powerful fundraising and donor management system that has been a staple of the nonprofit industry for many years. However, as technology evolves, so do the needs of nonprofit organizations. Salesforce for Nonprofits has become a popular choice for those looking to streamline their fundraising efforts, automate key processes, and gain greater insights into their supporters. But, when it comes to migrating your data from Raiser's Edge to Salesforce, the process can be complex and time-consuming. That's why you need a Salesforce partner to help you navigate the process and ensure that your migration is successful. ...

Redpath kicks off the year with their Pro Bono Salesforce Consulting Grant

To kick off our year, Redpath hosted our all-company Winter Dreamin’ event. This virtual event was designed to bring our team together so we can learn, grow, focus on teamwork, and give back to our community. Leading up to Winter Dreamin', Redpath opened up applications for nonprofits and small businesses to apply to receive 20-25 complimentary hours of work to complete a business project or training through Redpath’s Pro Bono Salesforce Consulting Grant. A total of 152 volunteer hours were completed January 11-13 during the Winter Dreamin’ event. Out of 30 applicants, 6 organizations were selected. Let’s take a ...