Category: Salesforce

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 ...

5 Ways you can Maximize your Grantmaking Impact with Nonprofit Cloud

Grant management is essential for many nonprofit organizations, enabling them to fund crucial initiatives and drive social change. Yet, the traditional processes of managing grants can be time-consuming and cumbersome, often bogged down by paperwork and manual tasks. Enter Salesforce, a powerful platform that offers a comprehensive solution for streamlining every aspect of the grant lifecycle.  In this blog post, we'll touch on some of the insights shared in our webinar “Elevate Your Organizations Grantmaking Efficiency Through Nonprofit Cloud”, exploring how nonprofits can harness the full potential of Salesforce to revolutionize their grant management practices. 01. Preparing ...

Redpath Renews Its Commitment to the Community: Second Consecutive Year of Pro Bono Salesforce Support Grant

As we launched into the new year, Redpath held our annual all-company Winter Dreamin’ event, a virtual gathering dedicated to unifying our team, fostering learning and growth, emphasizing teamwork, and contributing meaningfully to our community. Combined volunteer hours Organizations supported Dedicated event days For the second year in a row, Redpath invited applications from nonprofits and small businesses seeking complimentary hours of dedicated work for a business project or training. This initiative, known as Redpath’s Pro Bono Salesforce Support Grant, aimed to extend our support to organizations ...

How to Create Nonprofit KPI Dashboards with Examples

Dashboards can’t function without data, and neither can your nonprofit. However, too much data can also make dashboards irrelevant. As Salesforce Nonprofit Cloud’s functionality has increased, organizations have migrated more and more of their important data into the solution. While this is great for powering valuable insights, the influx of information can also make it difficult to gain a succinct overview of your data. To keep your nonprofit’s dashboards relevant and useful for analyzing key data, you need to create customized options. In this short guide, we’ll provide tips for building custom Salesforce KPI dashboards and explore a few nonprofit dashboard ...

Enhance the Security of Your Salesforce Experience Cloud Site: A Comprehensive Checklist

Salesforce’s Experience Cloud empowers organizations to foster connections among customers, partners, and employees while safeguarding sensitive data. To ensure maximum security within your Experience Cloud environment, here's a thorough checklist covering the top 10 settings and features to verify:  01. Review the Object and Field Access for Community Users Access to Objects and Fields for users is managed via Profiles and Permissions Sets. It's crucial to configure Community-specific User Profiles and Permissions Sets with maximum restrictions. Each community user should only access data essential for engaging with your organization. 02. Assess External Org-Wide Sharing Settings ...

Discover the Redpath Difference: Our Outcome-Focused Approach to Project Management

We’re reshaping the narrative… In the world of service-based project management, the notorious scope creep often sneaks in, altering project landscapes as they progress. But what exactly is scope creep? Picture the scope as the defined workload for a project, and scope creep as the gradual expansion of these requirements over time. It could mean initially planning for 3 dashboards and realizing later that 5 are needed. Or midway through a project, recognizing a shift in the client's needs, prompting a reevaluation of the remainder of the project. Traditionally, this might seem an inevitable aspect of managing projects ...

Adapting to Change: The Crucial Role of Data in Nonprofit Resilience

The ever-changing nonprofit landscape makes nonprofit impact even more challenging than ever. Data can play an extremely useful role in determining what an organization's next move should be. In a recent NXUnite Panel, Redpath’s Senior Consultant, Stephanie King, delved into the transformative power of data in nonprofit decision-making. Join us as we explore the insights Stephanie shared on leveraging data to drive programmatic effectiveness, enhancing fundraising efforts, and building a holistic understanding of impact. In a world inundated with information, it's crucial to recognize that data, by itself, is not a magic wand. Instead, it becomes a potent force when ...

AI for Good: Preconfigured AI Predictions for Free with Einstein for Nonprofits

Artificial Intelligence algorithms of various kinds are embedded in almost all of our daily technology interactions. The shopping suggestions that you see on Facebook and Amazon are constantly learning about you and your preferences. That’s why the products you see listed are often uniquely interesting to you. The auto-complete suggestions in your texting app makes smart guesses based not only on its knowledge of language in general, but from what it has learned about you and how you write. The list goes on - I quickly generated a comprehensive list that included these examples by asking ChatGPT, “What are ...

Raiser’s Edge vs Salesforce: 7 Reasons Nonprofits Switch

Raiser’s Edge and Salesforce are two of the top CRM platforms for nonprofits, but did you know that over 54,000 organizations have found that Salesforce is the better choice?  If your nonprofit is considering switching to Salesforce or just evaluating your options for a comprehensive database, look no further. This guide will walk you through everything you need to know to make your decision, including: What are the Differences Between Raiser’s Edge and Salesforce? Raiser’s Edge vs Salesforce: Pros and Cons Top Reasons Nonprofits Switch from Raiser’s Edge to Salesforce What to Know Before Switching to Salesforce Your organization’s CRM is ...

What to know about Salesforce Education Cloud: Guide & FAQ

Schools and higher education institutions handle data from thousands of students across multiple departments—and they can’t afford for this data to be siloed. To give students the best educational experience possible and ensure you’re addressing their needs, you need a unified software solution that gives faculty and staff easy access to the full picture. Salesforce Education Cloud offers all of these benefits and more. If you’re on the fence about whether to invest in Education Cloud or just want more information about its capabilities, you’re in the right place. In this guide, we’ll cover the following: What is Salesforce Education ...