KELL LABS

Email Marketing Integration for Nonprofits Using Salesforce - ExactTarget Marketing Cloud

Email Marketing Integration for Nonprofits Using Salesforce - Cazoomi SyncApps for Constant Contact (using Marketing Lists application)

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 the ExactTarget Marketing Cloud integration application for Salesforce. This integration is available through the AppExchange.

 

Read more: Email Marketing Integration for Nonprofits Using Salesforce - ExactTarget Marketing Cloud

Our Favorite Improvements for Nonprofits in the Summer ‘14 Salesforce Release

Three times a year, Salesforce.com rolls out new features to its users. Most of these new features are enabled automatically (you don’t have to do anything!). Although there are some new features that are optional, and therefore have to be enabled by your System Administrator.

 

If you’re new to the releases, here’s a quick FAQ on new releases:

How do I know when a new release has been rolled out in my instance of Salesforce?

Salesforce Summer 14 Release for Nonprofits

Unless you’re using a custom logo, you'll see a new icon on the top left when you log in to Salesforce. For Summer ’14, it’s a mask and snorkel. You'll also see the orange "Discover Summer ‘14” link on the top right side of your homepage. If you click that link, it will take you to additional resources like videos and the Release Notes, letting you know what’s new. Here’s a link to the Summer ’14 Release Notes.

I work for a nonprofit, and the release notes talk about a lot of features that don’t apply to me. How do I know which features are most exciting for nonprofits?

You can always come and check out KELL Labs, or visit other nonprofit community resources to see what other nonprofits are saying. The Salesforce.com Foundation also hosts a webinar for each release, where they show examples of the new features along with use cases for nonprofits.

We attended the Foundation’s webinar and took some notes so you don’t have to. Here are our favorite features from Summer ’14 that nonprofits can use:

Read more: Our Favorite Improvements for Nonprofits in the Summer ‘14 Salesforce Release

Email Marketing Integration for Nonprofits Using Salesforce - Act-On

Email Marketing Integration for Nonprofits Using Salesforce - Act-On

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 Act-On. This integration is available on the available on the AppExchange and provided by Act-On Software, Inc.

 

Read more: Email Marketing Integration for Nonprofits Using Salesforce - Act-On

Email Marketing Integration for Nonprofits Using Salesforce - iContact for Salesforce

Email Marketing Integration for Nonprofits Using Salesforce - iContact for Salesforce

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 iContact for Salesforce. This application is available on the AppExchange, but it cannot be installed until it is purchased. iContact will then send instructions for installation.

 

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

3 Tips for a Successful Nonprofit QuickStart Implementation

Our QuickStart program makes it easy for nonprofits to get started with the Salesforce Nonprofit Starter Pack (NPSP) and in just a short time, you can make a huge difference at your organization. Our implementation process has made the data migration process approachable so that we can spend more time with you on applying the Salesforce technology to match your unique processes.

Before you start your QuickStart project, here are 3 tips and tricks to help you get started.

Read more: 3 Tips for a Successful Nonprofit QuickStart Implementation

6 Reasons Why Nonprofit Starter Pack 3 (aka Cumulus) Will Be Awesome

What is Nonprofit Starter Pack 3 ? It’s the next generation of the Nonprofit Starter Pack, developed by the Salesforce Foundation (code name is Cumulus). It’s so much more than just an app upgrade. It represents a fundamental shift in how the Salesforce Foundation is handling its free offering for nonprofits.

WARNING: mega geek-out ahead J

Before NPSP 3, the Nonprofit Starter Pack was a group of 6 separate packages offered by the Foundation as a way for nonprofits to get started on the Salesforce platform. For geeks like us, it could sometimes be frustrating to customize around the Starter Pack due to code firing (or not firing) unpredictably and the rather long delay between releases. Some packages, like Affiliations, haven’t received an update in 3.5 years!

Read more: 6 Reasons Why Nonprofit Starter Pack 3 (aka Cumulus) Will Be Awesome

Meet Our Superheroes: Judi Sohn

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 our Sr. Solution Architect (and Salesforce.com MVP), Judi Sohn.

KELL Partners Judi SohnWhat’s your favorite thing about working with nonprofits?

I love helping organizations get efficient using technology. If an organization has a clear business process and is making every second in the back office count, that’s more time and more money they have for their mission. When I help an organization change a process from something that was entirely manual in an Excel spreadsheet or Google Doc to something that flows smoothly and accurately from end to end in Salesforce, it makes my heart sing.

Read more: Meet Our Superheroes: Judi Sohn

4 Things Nonprofits Should Do with Their Donation Forms

4 Things Nonprofits Should Do with Their Donation Forms

Online donation pages are vitally important to an organization and here at KELL we have the opportunity to look at a ton of them and help our clients make them better. Not everyone has the desire to spend their spare time reading human interaction design guidelines, usage metrics and the latest internet research on where browser/mobile standards are heading.

Luckily for you, we’re that nerdy and have distilled some of the results into a few simple things to keep in mind.

 

1. Avoid distracting the user

This may seem like a no-brainer, but it can often be tempting to overlook. When a visitor lands on your donation page the last thing you want to do is give them extra opportunities to go elsewhere. Things like a Twitter feed, latest posts from your blog, or other interactive elements whose general purpose is to get people to click on them should not be presented to the visitor until after they finished with the form.

Read more: 4 Things Nonprofits Should Do with Their Donation Forms

What does Salesforce1 for Nonprofits Really Mean?

On Thursday May 29th Sandra and I attended the Salesforce1 World Tour in Washington, DC. The event was advertised as InnovationForce +SocialGood but the main purpose was to launch Salesforce1 for Nonprofits.

What Is Salesforce1 for Nonprofits?

That’s the big question. Let me start by explaining what it is NOT. It is not a new product. There is no new release, new version, new functionality, new app to download – nada.

This is bigger than a product. Much bigger. If you’ve been following the Salesforce for Nonprofits market over the past 7 years closely like we have, the true meaning behind this announcement is huge and long overdue.

The bumper sticker answer is this – Salesforce1 for Nonprofits is a new product strategy for the Salesforce Foundation. It’s a strategy that has been carefully designed to provide “wall to wall” value for nonprofits – and there’s nothing else like it in the nonprofit market. The Foundation calls this strategy “The Connected Nonprofit”.

The strategy is built upon four pillars:

  1. Deliver better programs and services
  2. Communicate more effectively
  3. Engage and strengthen their community
  4. Raise more funds

Email Marketing Integration for Nonprofits Using Salesforce - Campaign Monitor

Email Marketing Integration for Nonprofits Using Salesforce - Campaign Monitor

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 Campaign Monitor. This integration is available on the AppExchange and provided by Beaufort 12 and Campaign Monitor.

 

Read more: Email Marketing Integration for Nonprofits Using Salesforce - Campaign Monitor

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.