What Mattered to Us in 2014: Top 10 Blog Posts
Before we leave 2014 in the dust, here's a roundup of our ten most popular blog posts, reflecting on everything from agile project management to the launch of NGO Connect. Grab your holiday beverage of choice and settle in for some reading.
1. TAX RECEIPTS, BOARD REPORTS AND MORE: GENERATING DOCUMENTS FROM SALESFORCE WITH CONGA COMPOSER: Creating documents with Salesforce isn't easy. Our partners at Conga describe how to use Conga Composer to create and deliver campaign reports, tax receipts, and quarterly newsletters exactly when, where and how you need them.
2. WHY AGILE IS A MUST FOR SALESFORCE IMPLEMENTATIONS: Agile project management is key to minimizing risk and maximizing the impact of your Salesforce implementation. Learn why agile gives you wings in this post from our consulting team.
3. PLEDGES VS. RECURRING DONATIONS: Every nonprofit wants recurring revenue, but the strategy behind pledges and recurring donations often leave teams confused. Our consultant Jenny Council lays out the definitions and use cases, as well as what to consider from accounting to CRM.
4. WHY NGO CONNECT IS GREAT NEWS FOR NONPROFITS: In September the Salesforce Foundation and roundCorner announced the launch of NGO Connect, and it has changed the entire nonprofit ecosystem for the better. Learn why.
5. WHAT IS SALESFORCE1 FOR NONPROFITS AND WHY SHOULD YOU CARE: Before NGO Connect, there was Salesforce1 for Nonprofits, a strategy that continues to inform the way our community talks about Salesforce. Learn why it matters here.
6. THE NONPROFIT STARTER PACK VS. NGO CONNECT: A TALE OF TWO HOMES: In a sea of metaphors, we continually find the house to be the best way to explain the differences between the Nonprofit Starter Pack and NGO Connect. Our consultant John Licata lays it out here.
7. 10 SIMPLE STEPS FOR USING AN RFP TO FIND A SALESFORCE CONSULTANT: More and more, large businesses are turning to the RFP process to vet Salesforce consultants. Here's our tips on how to make the most of this process.
8. PUFFY CLOUDS AHEAD: INITIAL IMPRESSIONS OF CUMULUS: The latest release of the Nonprofit Starter Pack (3.0, nicknamed "Cumulus" during development) brought many improvements such as household accounts and address updates. Check out our consultant Mike Smith's impressions here.
9. ROUNDCORNER ANSWERS THE TOUGH QUESTIONS: Our CEO Rob Jordan asked roundCorner the tough questions about their relationship with the Salesforce Foundation and what's ahead with NGO Connect.
10. HEAD TO HEAD: DEDUPLICATION INFOGRAPHIC: Deduplication and data clean-up remain one of the main priorities and areas of confusion for our clients. We compare two common tools in this infographic: DemandTools (by CRM Fusion) and Cloudingo.
So there you have it, our top reads of 2014. We have much more in store for 2015 - let us know in comments what you'd like to read about and we'll make it happen!
