(612) 843-3360   |   info@redpathcg.com |

(612) 843-3360   ▪   info@redpathcg.com

Redpath

Category: Salesforce

Boost Your Salesforce Experience with These Top 20 Chrome Extensions

Salesforce admins and developers juggle countless tasks—managing data, debugging code, navigating orgs, and deploying changes. To simplify your workflows and maximize productivity, we’ve curated the top 20 Chrome extensions that every Salesforce user needs. Whether you’re handling data updates, debugging Apex, or customizing the UI, these tools will save you time and reduce frustration. Data Management Extensions These tools help you manage records, metadata, and SOQL queries with ease. Salesforce Inspector Advanced View and edit field values directly on the UI. Import, export, and inspect data faster than ever. Salesforce Mass Editor Turn any list view into ...

Combining Online and Offline Data for Higher Ed Marketing

As a higher education marketing professional, you likely launch campaigns targeted at prospective students and families, current students, alumni, donors, sponsors, and community partners. No matter who you’re trying to reach, your audience members are complex individuals with their own interests and preferences. They interact with your institution in various ways, generating both online and offline data for your team to analyze. Your success as a marketer depends on combining these data points to get a comprehensive view of your audience and target them appropriately. That way, you can address their pain points, personalize your messages, and build stronger ...

Modernize your Recruitment and Admissions with Cloud Technology

Educational organizations are adopting cloud-based platforms to simplify their recruitment and admissions processes and improve the overall experience for students. By using centralized tools, institutions can reduce inefficiencies, connect systems, and manage applicant interactions more effectively. This post explores how cloud platforms like Salesforce can help streamline these efforts and address long-standing challenges in the field. The Challenges in Traditional Recruiting and Admissions Traditional methods of recruiting and managing admissions come with a set of common issues that can hinder productivity and impact the quality of communication with prospective students: Time-Consuming Processes: Paper-based workflows or disconnected digital ...

How to Add a Product Fundraiser to Your Existing Campaign

In 2023, individual giving decreased by 2.4% when adjusted for inflation. To combat this decline, nonprofits, universities, and other charitable organizations need to optimize the fundraising experience and offer a multitude of engaging giving opportunities. While many nonprofits are expanding their donation options by incorporating recurring giving, legacy giving, matching gifts, and non-cash donations into their fundraising strategies, you can also fortify your existing campaigns or initiatives by adding a product fundraiser. A product fundraiser involves selling a product to your supporters in exchange for donations. As your organization generates more revenue, your donors get something in return for ...

Building Stronger Connections: Using Relationships, Events, and Timelines in Salesforce Nonprofit Cloud

For nonprofits, building meaningful connections with donors and stakeholders can be the difference between growing and shrinking. Equally important is having the tools to support every facet of your nonprofit’s mission, including program delivery and constituent engagement. Salesforce Nonprofit Cloud provides features like Relationships, Events, and Timelines to give nonprofits a clear  view of their stakeholders. These tools help fundraising teams personalize outreach, strengthen donor connections, and improve campaign results while supporting broader efforts like program delivery and volunteer management. This blog post will explore how these tools can support your nonprofit’s work – helping your organization improve donor ...

8 Key Considerations for Selecting a Corporate Partnership and Industry Engagement Platform in Higher Education

The right Corporate Partnership and Industry Engagement platform can be a transformative tool for higher education institutions. It empowers institutions to enhance corporate partnerships, drive innovation, streamline operations, and foster impactful relationships with external partners. Here are eight critical considerations for selecting the right Customer Relationship Management (CRM) system for your institution: 01. Unified Partner Relationship Management In higher education, relationships with corporate and industry partners span multiple touchpoints—research collaborations, corporate partnerships, funding opportunities, and more. A CRM system like Salesforce allows institutions to track every interaction across the organization, ensuring seamless communication and actionable insights. Prioritize ...

Higher Ed Dreamin’: Lessons in Boundary Busting and Data Clean-Up from Salesforce Trailblazers

Attending the recent virtual Higher Ed Dreamin conference gave us, two new Redpath consultants, invaluable insights into the evolving power of Salesforce within higher education. From breaking down barriers to fostering organizational unity, and tackling duplicate data woes, this event was an eye-opener. Below, we share two key sessions that resonated with us and the takeaways we’re excited to bring back to Redpath. Breaking Barriers with Cloud Power - Keynote by Dr. Carrie Marcinkevage, Penn State University In her keynote, Dr. Marcinkevage, also known as Dr. CRM, shared insights on using CRM to dissolve silos within higher ...

From Fragmented to Focused: How Nonprofits Can Break Down Data Silos to Drive Real Impact

Many nonprofits use a mix of tools: an event management software here, a spreadsheet there, a communications tool somewhere else. Each of these point solutions may solve a specific problem, but together they create an incomplete, siloed picture of your organization’s operations and impact. This blog explores why maintaining these data silos costs nonprofits much more than they might think and how consolidating systems can unlock new opportunities to drive lasting change. Why point solutions fall short for nonprofits Using point solutions to address specific needs is a common occurance. These tools are attractive because they’re often ...

6 Higher Ed Fundraising Stats to Shape Your 2025 Strategy

As a higher education fundraising professional, it can be easy to feel isolated from other universities and institutions. When you’re entrenched in planning campaigns, researching donors, and fostering supporter relationships, you may lose sight of the outside factors impacting your work.  However, engaging with sector-wide trends and opportunities is essential to improving your university’s fundraising outcomes. As you develop your strategic plan for 2025, remember to assess external trends and circumstances in the higher ed fundraising sector that offer your institution both challenges and opportunities.  To help you get started, we’ve compiled six essential higher-ed fundraising trends and statistics ...

Optimizing Campaign Success with Outreach Source Codes in Salesforce’s Nonprofit Cloud

Nonprofits rely on well-executed campaigns to drive donations and increase constituent engagement. With the introduction of Outreach Source Codes in Salesforce Fundraising in the new Nonprofit Cloud, organizations can now track, measure, and optimize the effectiveness of individual appeals within their campaigns across multiple outreach methods. This new feature enhances Salesforce's native campaign functionality, empowering nonprofits to precisely attribute donations to specific outreach efforts. As part of the broader nonprofit digital transformation, Outreach Source Codes represent a significant advancement in constituent relationship management and integrated fundraising solutions. Whether the appeal is through mass mailings, online ads, or events, Outreach ...