Making the most of Dreamforce 2019: 4 tips for nonprofits
One of our favorite events of the year, Dreamforce 2019, is taking place in San Francisco, Nov. 19-22. Dreamforce is the ultimate gathering for all Salesforce communities, especially Salesforce.org. More than 5,500 Salesforce community participants will be in attendance enjoying the 300-plus sessions dedicated to making Salesforce a better, stronger tool for Salesforce.org community. This is where you can "get your learn on" in a place like no other. Question is: Will you be there? We hope so, and if you are feeling a little overwhelmed with everything there is to see and do at Dreamforce, we want to ...
Bridging the productivity gap with Process Builder
When it comes to sales professionals, you’d expect they spend most of their time selling the company’s goods and services. It’s logical, after all. But they don’t. Research from Salesforce’s “State of Sales" Report shows surveyed sales professionals spend roughly 36% of their time building relationships with clients and actually selling. The remaining 64% of their time is lost to various non-selling tasks including administrative work, service tasks, travel, training, internal meetings and general downtime. Not surprisingly, then, 57% of surveyed sales professionals expect to miss their annual quotas because of all this busy work. If your organization is falling ...
How to create focused, KPI-driven Salesforce Dashboards
Dashboards can’t function without data. But too much data can also make dashboards irrelevant. As Salesforce’s functionality has increased, companies 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 dashboards relevant and useful for analyzing key company data, you need to create customized options. Here are some tips on building custom Salesforce dashboards and how you can use them to drive growth for your operation. Define your key result areas ...
New Guide Available: Increase User Adoption and Productivity with Salesforce Customization
Your Salesforce solution means so much to your organization already, and it always has the potential to do even more. Many organizations only scratch the surface of what Salesforce can deliver because they miss out on exploring customization options. These options transform Salesforce from a daily operations tool to one tailored solution built to complement and accelerate your unique business processes. From customizing reports and adding fields to implementing custom integrations with the systems you already use, a customized Salesforce solution ensures a simple, sophisticated user experience. In Redpath's latest Guide, we explore how Process Builder, custom data models and ...
Salesforce: It’s for foundations too
Nonprofits exist to lift people up and help solve the most difficult problems facing our communities. But to do that, they need the right tools. Foundations in particular face a distinct set of challenges that require multifaceted business management systems to achieve success. Thankfully, Salesforce has the capability to do just that. Here’s a look at what makes foundations so unique and how Salesforce can be a powerful tool in furthering their vital work. Foundations have unique needs Foundations aren’t like other nonprofits. While most nonprofits are focused on bringing in donations, foundations also pay money out in the form ...
How Salesforce Improves Fundraising for Public Broadcasters
At a time when government funding seems to continually rest on a knife’s edge, public media stations need to raise money effectively to continue their mission. But social media and modern mobile lifestyles mean today’s broadcasters need a 360-degree view of constituents to be successful in their fundraising efforts. Thankfully, a solution like Salesforce has the tools you need to develop successful fundraising strategies. From tracking donor activities to optimizing communications channels, here’s how Salesforce can improve development efforts for public media stations. Donor management To effectively manage your donor database, you need robust segmentation capabilities and comprehensive visibility into ...
New e-book on Growing Public Media Reach with Salesforce
The mission of public media is as ambitious as it is challenging. Public broadcasters are required to both reach and engage each local, state, and national audience effectively and efficiently. And as streaming media, podcasts and hyper-tailored content and programming increase, public broadcast media is challenged to not only keep up but to also elevate the conversation. …
How to Make Lightning Migration Part of Your Next Salesforce Project
Updating to Salesforce Lightning doesn’t have to be a project in itself. It can be added to another Salesforce improvement. In today’s blog, we look at some other Salesforce projects that simply scream for a Lightning update to be added on. …
Personalization With Salesforce For Fun & Profit
As companies search for a more personal connection to boost customer response, CRM solutions such as Salesforce house a treasure trove of data to meet this need. This blog looks deeper at how teams can use the data in their own CRM system to make that perfect personal connection with their customers. Let’s explore. …
Simplify, Accelerate & Transform Salesforce Data Migration & Cleanup With The Redpath Data Migration Playbook.
Data migration and cleanup can be scary but it doesn’t have to be. We share our data migration playbook here in full for you. We’re ready to help you simplify, accelerate and transform your CRM migration and data cleanup project. Let Redpath put the Wow! Into your data migration project. …
