Misty McLaughlin
Vice President, Consulting
For years, we’ve heard nonprofit organizations talk about the dream of a single CRM: one database that offers the elusive, comprehensive, 360-degree view of each supporter. The dream is to have greater insight -- and to be able to act immediately on those insights.
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Jenn Olivia
Project Manager
My favorite part of the Dreamforce conference is the opportunity to connect with colleagues, clients, friends, partners, former colleagues, future colleagues, acquaintances, mentors. As a virtual company, the opportunity for face time with those important members of the Jackson River family is invaluable.
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Seth Leonard
Project Manager
The middle of the calendar year is a seriously good time to start thinking about the fundraising campaigns you plan to roll out in November and December—including the need to track the campaigns you intend to run. Tracking data doesn't need to take forever, or cost a lot of money.
Read more » Seth Leonard
Project Manager
For those of you following along, you know that data loading is one of my favorite hobbies. And yet, I know that actually loading data into Salesforce is only part of the equation in creating an efficient and effective CRM environment.
While I've offered a number of how-to's on getting your data into Salesforce, I haven't talked about how to make sure you're adding clean, useable data. In addition to making sure your data is in the right format, sometimes you also need to alter the information you're starting with to ensure the end result is what you want available in Salesforce.
Read more » Seth Leonard
Project Manager
Now is a great time to start dreaming about the year ahead and what you might want to accomplish for your organization. Undoubtedly, some of those tasks on the to-do list probably involve your Salesforce data.
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