KELL LABS

9 Reasons Your Nonprofit Should Use Online Petitions – Even If You’re Not An Advocacy Organization

This is a guest KELL Labs post written by Tim Forbes, VP of Products and Marketing for PICnet, the makers of Soapbox Engage, a suite of online engagement tools integrating with Salesforce.com. Soapbox Petitions is the latest addition to this suite and allows nonprofits to easily create mobile-friendly petition campaigns with their organization’s branding that integrate directly with Salesforce.com.


To effectively raise money and build an engaged group of supporters, your organization needs more than just a donate page on its website. You need strategies and tools that move people from casual visitor to recurring donor and dedicated supporter – all while minimizing overhead.

Online petitions are an effective tool to capture the casual visitor and active donor alike, and move them down the engagement path – even if yours isn’t an advocacy organization.

9 Reasons Your Nonprofit Should Use Online Petitions

 

Read more: 9 Reasons Your Nonprofit Should Use Online Petitions – Even If You’re Not An Advocacy Organization

5 Reasons Why We Heart FormAssembly’s Salesforce Integration

FormAssembly is a flexible and powerful app that creates online forms and surveys that automatically populate information anywhere in Salesforce. It is extremely customizable with many options for branding and design to make it look and feel like your own. Here at KELL Partners, we recommend this app for all of your data collection needs.

Our clients have found endless ways to customize FormAssembly for their specific needs. One of our K-12 education clients uses it to allow students to apply to their program, as well as track the progress of students who have been accepted as they develop skills in key academic and leadership areas. Students, parents, teachers, and mentors can enter contact information, test scores, extra-curricular activities, manage and update progress reports, submit college application data, and even upload parental consent and teacher recommendation forms.

FormAssembly language options

Read more: 5 Reasons Why We Heart FormAssembly’s Salesforce Integration

Meet Our Superheroes: Luke Williams

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 Project Managers, Luke Williams.

KELL Partners - Luke WilliamsWhat’s your favorite thing about working with nonprofits?

For me, I am happy to know that every new project I take on is a way that I can help make a positive impact on the way a nonprofit organization carries out its mission.

Do you volunteer with any nonprofits? Why those organizations?

I am a member of the First Book-San Diego’s advisory board. First Book provides access to new books for children in need. Books were a huge part of my childhood and I feel that everyone should have a chance to develop a love of reading regardless of social or economic status.

Read more: Meet Our Superheroes: Luke Williams

4 Traits to Look for in a Salesforce Admin for Nonprofits

Traits for a Nonprofit Salesforce Administrator

Your organization’s Salesforce Administrator is the all-seeing, all-being Salesforce user. It’s important to understand the importance of a person that is designated to manage your instance. Finding the best match for your organization can make or break the integrity of your Salesforce CRM. So before you go on the hunt for your System Admin, here are just a few traits that your System Admin should have.


1)They are Supportive

The most important responsibility of your System Admin is to perform basic administration of your Salesforce.com instance like creating reports, fields, editing page layouts, and making tweaks to user security. Equally important to having the knowledge, your Admin needs to play a supportive role to manage support requests and address the needs of your users. It’s also the responsibility of your admin to regularly perform database de-duping and cleanup procedures as well as generating backups on a scheduled basis.

 

Read more: 4 Traits to Look for in a Salesforce Admin for Nonprofits

The Exciting Promise of a Future on Salesforce1

Salesforce1 for Nonprofits

If you followed news from Dreamforce this year and came away thinking that Salesforce1 is just a new mobile app with little immediate benefit for nonprofits, then you missed what was one of the biggest shifts in the cloud.

At my first Dreamforce in 2008, I carried my laptop computer around with me all over Moscone Center. I had just gotten my first iPhone. I used it to keep in touch with my co-workers, keep up with email messages and text my family. When I had to get real work done, including logging in to Salesforce, I had to use my laptop. Last year, I brought my laptop but I only had to take it out a handful of times and otherwise spent the week on my iPad.

This year, my laptop sat untouched in my room. While running around all over downtown San Francisco, I used my iPad a few times but for the most part, I lived on my iPhone. I still volunteer my time as an administrator of a nonprofit’s Salesforce org, so I used SalesforceA to quickly reset a password. I took notes in Evernote. Had we been using Evernote for Business I could have connected those notes directly back to Salesforce.

Read more: The Exciting Promise of a Future on Salesforce1

Why Nonprofit Organizations Need Salesforce Training Documentation

This is a guest KELL Labs post written by Jonathan DeVore, Director of Customer Success at ScreenSteps. He and his team regularly blog about Salesforce training and user adoption. KELL has recently partnered with ScreenSteps to use their documentation product internally as well as with our clients for training and documentation. Their product makes it really easy for nonprofits to share documentation and keep new users up to speed as quickly as possible.


Why Nonprofit Organizations Need Salesforce Training Documentation

In today’s work environment, the only thing you can count on is that the labor force in your nonprofit organization is going to change. This happens primarily for three reasons: expansion, contraction and turnover.

When times are good, expansion will bring new faces to help with the workload and people will take on new responsibilities. When times are bad, you might have to right-size, let staff go, and people will take on extra responsibilities. And no matter what’s going on in the public sector or the private sector, you are going to experience turnover (especially if you use volunteers) - people just like to move on to something new.

This constant change in your workforce requires that you have an effective training plan that gets new hires up and running right away, and makes it easy to reassign jobs when necessary. But traditional training plans don’t work.

The traditional approach to Salesforce training is that everybody gathers around a projector and watches the presenter go through screens, type in words, and click a few buttons. But this approach isn’t practical in today’s work environment for one simple reason: Your team won’t remember how to do anything you show them.

20 years ago training presentations were effective and over the shoulder training worked, but in today’s environment there is simply too much going on to remember it all. Workflows are becoming more complex, and now require multiple on-screen and off-screen steps. This is especially true for nonprofits because Salesforce has made some processes much more complex and involved.

Read more: Why Nonprofit Organizations Need Salesforce Training Documentation

3 Reasons Why Nonprofit System Admins Should Use the New SalesforceA Mobile App

On November 17th, Salesforce rolled out a brand new mobile application that offers System Administrators power on the go. This free app allows you to manage users, access release and documentation and complete user management tasks while you’re on your way to your next meeting, sitting on the subway or even walking your dog.

Why Nonprofit System Admins Should Use the New SalesforceA Mobile App
Why Nonprofit System Admins Should Use the New SalesforceA Mobile App
Why Nonprofit System Admins Should Use the New SalesforceA Mobile App

 

Read more: 3 Reasons Why Nonprofit System Admins Should Use the New SalesforceA Mobile App

Meet Our Superheroes: Julie Loyd

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, Julie Loyd.

Kell Adam KramerWhat’s your favorite thing about working with nonprofits?

I love the “Aha!” moment. Many of our clients, for either budgetary or staff-resource reasons, have been using very inefficient systems for a long time. I live for that moment when something really “clicks” during a training or phone call, and I can tell that someone is really excited about what we’re doing for them. I know that they can then take these new skills and abilities and use them to further their mission.

Read more: Meet Our Superheroes: Julie Loyd

Top 5 New Features That Nonprofits Can Use in the Salesforce Winter ’14 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 Embeded Dashboards

Unless you’re using a custom logo, you'll see a new icon on the top left when you log in to Salesforce. For Winter ’14, it’s a polar bear. You'll also see the orange "Discover Winter ‘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 Winter ’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 top 5 favorite features from Winter ’14 that nonprofits can use:

Read more: Top 5 New Features That Nonprofits Can Use in the Salesforce Winter ’14 Release

5 Insider Secrets for Nonprofits to Make the Most of Dreamforce

So you’ve gotten tired of everyone telling you how amazing Dreamforce is and you’ve finally decided to register and see for yourself? Or maybe you have been attending for a few years, but frankly you don’t get what the big deal is – except that Dreamforce is just big.

This year, Dreamforce is expected to attract more than 100,000 attendees, both in-person and online, November 18-21. Thousands of them are from nonprofit organizations just like you. If you haven’t registered yet, it’s not too late.

Read more: 5 Insider Secrets for Nonprofits to Make the Most of Dreamforce

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.