Category: Salesforce

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 ...

You’ve implemented Marketing Cloud, but are you using it to its fullest potential?

The amount of features and functionality included with Marketing Cloud can make even the most experienced admin’s head spin. Many times, nonprofit organizations, colleges and universities are using Marketing Cloud, but they aren’t leveraging all of its tools to their fullest potential.  One of the tools we routinely see underutilized is the Journeys feature, which enables marketers to automate their messages to their supporters and make sure they are targeting those who are genuinely interested in their content.  Setting up a fully fledged marketing automation Journey can seem like a daunting task, so much so that many people don’t ...

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 ...

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 ...

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 ...

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 ...