KELL LABS

A Fork in the Road

“Should I pick ___ app or ___ app for my needs with Salesforce? Or what about integrating with ___?” If I had a dime for every time I answered this question I’d finally be able to buy that fancy electric car I’ve been wanting.

Here’s an important tip. When it comes to using the Salesforce platform for your CRM needs, not all apps are created equal or even viable options. Salesforce is not an iPhone, this is a complex business platform that requires careful consideration.

The first and most important consideration is what we call your “flavor” of Salesforce. Think of this as the core application that governs how you will manage all contacts, donations and more. If you know me, you know I like to use the house analogy when describing Salesforce. Let’s break it down.

Read more: A Fork in the Road

Email Marketing Integration for Nonprofits Using Salesforce - Emma

Email Marketing Integration for Nonprofits Using Salesforce - Emma

At KELL, we are always asked about the email marketing integration applications and how they work with Salesforce. With so many options out there we decided to dedicate a KELL Labs series to provide the low down on some of the more popular email marketing integrations, the details of the integration that you need to know and of course, our recommendation.

This week, we’ll take a look at Emma. This integration is available through the AppExchange.

 

Read more: Email Marketing Integration for Nonprofits Using Salesforce - Emma

5 Ideas on the Salesforce IdeaExchange that You Should Vote for Right Now

5 Tips for Effective Salesforce User Adoption for Nonprofits

Have you ever found yourself working in your Salesforce instance thinking, “I really, really wish Salesforce was able to do [insert great idea here].” Well chances are, another Salesforce user has felt the exact same way. With the use of the IdeaExchange, any Salesforce user has the ability to make an impact on the Salesforce roadmap.

The IdeaExchange is one of the great components of the Salesforce Success Community. It’s a great place for all users, no matter your level of experience to be heard in a public forum by the Salesforce community including other users outside of your organization, partners and Salesforce Product Managers.

At KELL, we are always geeking out about the latest functionality, fix or new feature that is included in a Salesforce release and eagerly hoping that an idea we voted for, promoted or even created, goes from idea to feature. That’s why we thought it would be fun to share ideas that we think you should vote for right now. Of course, ideas are continuously being voted for, promoted and updated by the Salesforce community and by the team at Salesforce...so keep up with this new KELL Labs series and get voting!

Read more: 5 Ideas on the Salesforce IdeaExchange that You Should Vote for Right Now

Salesforce Lightning and Wave – What They Mean for Nonprofits

Salesforce Lightning and Wave – What They Mean for Nonprofits

With Dreamforce 2014 behind us, we at KELL are taking a moment to reflect on the new product announcements and what they can do for nonprofits. The two big announcements will bring significant additional functionality to the Salesforce platform.

Wave, the first offering on the new Analytics Cloud, is Salesforce’s debut product in the data analytics and visualization market. The what and the what?!? Ok, let me explain.

Read more: Salesforce Lightning and Wave – What They Mean for Nonprofits

Dreamforce Recap: The Newbie’s Perspective

Dreamforce Recap: The Newbie’s Perspective

We can’t believe another Dreamforce has come and gone. As usual, several exciting product announcements were made that we’ll share with you later today and tell you about what they mean for nonprofits.

Several of the KELL team members attended Dreamforce this year to network, learn and even present at sessions. Some are Dreamforce vets and some were attending for the first time ever. We asked one of our newbies, Samantha Higdon, a few questions to see what her first experience at Dreamforce was like.

Read more: Dreamforce Recap: The Newbie’s Perspective

Dreamforce Recap: Learn the 4 A's to Salesforce Admin Success

Dreamforce Recap: Learn the 4 As to Salesforce Admin Success

My favorite Dreamforce session on Monday was presented by Adam Torman (Director, Project Management at Salesforce.com) and Mike Gerholdt (Salesforce.com Admin Evangelist and blogger of ButtonClick Admin fame). They walked us through the 4 A's of Administrator Success and they had some great tips, so we wanted to share them with you.

Here are some highlights, but be sure to check out the Dreamforce 2014 YouTube channel for more details after Dreamforce. Also be sure to follow us on Twitter and on Facebook for updates.

Read more: Dreamforce Recap: Learn the 4 A's to Salesforce Admin Success

5 Tips for Effective Salesforce User Adoption for Nonprofits

5 Tips for Effective Salesforce User Adoption for Nonprofits

One of the things most commonly overlooked components when a nonprofit organization is implementing Salesforce (or any new system or process for that matter) is user adoption. You can invest all of the time and money in the world into building out a new system, but if your users are not on board, the project cannot be successful! A CRM is only as useful as the data that is put into it.

So how do you fix that?

Here are 5 key tips to making sure your users are ready (and incentivized) to use your new system before you go live:

Read more: 5 Tips for Effective Salesforce User Adoption for Nonprofits

Meet Our Superheroes: Brian Weldon

We have a fabulous team at KELL Partners – some may call us geeks, [and we’re ok with that] but we like to call our team members superheroes. This regular series will highlight a KELL team member. This post will focus on one of our Senior Project Managers, Brian Weldon.

KELL Partners Brian WeldonWhat’s your favorite thing about working with nonprofits?

The nonprofit world is one of the last holdouts for the kind of people crazy enough to think that they can make a positive difference in the world...and to actually try. I love that. Spending time with people passionate about what they do, particularly when it's helping others, makes life a whole lot richer. I try not to take that for granted.

Do you volunteer with any nonprofits? Why those organizations?

My nonprofit roots are in Atlanta, Georgia where I served for many years with an amazing organization called She Is Safe. They work to prevent, rescue and restore women and girls from abuse and exploitation in high risk places around the world. Being a part of such significant life change is hard to beat.

As a newbie to Austin, I'm excited to begin exploring local opportunities to serve.

Read more: Meet Our Superheroes: Brian Weldon

Do NOT go to Dreamforce 2014! if any of the following apply…

We’re a few weeks away from Dreamforce [aka the biggest Salesforce event of the year] and it’s all the rage. If you haven’t made the plans to attend, you may want to rethink that plan if any of the following apply to you:

 

1. You don't like fun people.

If you prefer the company of ferrets and frogs to fun humans, don’t go to Dreamforce! You won’t get any value from all the networking opportunities and collaborative learning you’ll be exposed to.

Do NOT go to Dreamforce 2014! if any of the following apply

 

Read more: Do NOT go to Dreamforce 2014! if any of the following apply…

Subcategories

  • App Focus

    We take a look at the latest Salesforce apps for nonprofits

  • Salesforce Foundation

    Our take on the latest news from the Salesforce Foundation

  • Dreamforce

    The world's largest technology conference hosted by Salesforce

  • KELL Culture

    A look inside KELL and at our fabulous team of superheroes.

  • Best Practices

    Our clients ask a lot of great questions! They want their Salesforce data to provide answers. It's our job to make the technology provide the answers quickly and efficiently. These solutions have helped us to develop hundreds of best practice solutions for nonprofits using Salesforce.