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#LevelUp for Success with NPSP Engagement Plans and Levels

#LevelUp for Success with NPSP Engagement Plans and Levels The new Nonprofit Success Pack takes moves management to the next level (pun totally intended!) with native tools including Engagement Plans and Levels. These amazing new tools provide development staff with great efficiency in managing cultivation efforts and planning for the next “ask.” Engagement Plans leverage…

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September 29, 2016

The Tipping Point for Nonprofits Utilizing Salesforce

The Tipping Point for Nonprofits Utilizing Salesforce The past three years have been incredibly exciting for nonprofits who utilize Salesforce to #LevelUp their development, volunteer, and programmatic operations. In fact, the pace and breadth of change have been so spectacular that we are truly witnessing a Tipping Point in the evolution of Salesforce.org that…

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September 27, 2016

#LevelUp Your Salesforce Automation with Process Builder

#LevelUp with Process Builder In a world led by technology, automation is key to saving time and creating user-friendly processes. Process Builder is a powerful tool that delivers automation in Salesforce and was specifically created to help you overcome the anxiety of and processes of automation. Technology recognized best practices ensure you are maximizing opportunities…

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September 22, 2016

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