I have a confession. One of my fears when I left Fight Colorectal Cancer to join Convio is that I would lose my hands-on experience in Salesforce. That I would get too much distance from the day-to-day of actually using Salesforce/Common Ground at an organization. Crazy. Truth is, every day I’m faced with a new [...]
Posts Tagged ‘Salesforce’
29 Jan
First month on the new job
Back in September, as I posted that I was leaving Fight Colorectal Cancer to join Convio, I had a picture in my head of what my new job would be like. I’m happy to say that the reality is turning out to be better than I was imagining back then. I love my job. I [...]
17 Dec
Early first impressions of Salesforce Spring ’12
Disclaimer: I am a Salesforce MVP and a soon-to-be employee of Convio, a Salesforce partner. Even though I have some insider knowledge through the Salesforce MVP program, I am not using any of that information in this post. The critical opinions and speculation I express below are entirely my own based solely on own experience. [...]
5 Sep
Salesforce, Dreamforce & Nonprofits: It always comes back to the data model
I’m back from Dreamforce 2011, trying to process everything I saw and learned. On a personal level, this was the best Dreamforce yet. I was honored to be selected as a Salesforce MVP last March. This gave me some Dreamforce perks starting with a fantastic MVP-only Introduction to Object Oriented Programming class on Monday before [...]
11 Jul
An update on my quest for project management bliss
Over a year ago, I wrote a post expressing my frustration in evaluating project management apps for my organization. I’ve been wanting to write a follow-up post for a while. I had hoped I could write something glowing about the tool we carefully chose. Not quite.
28 Apr
Setting up an easy welcome series in Salesforce
Now that our rebranding is off the ground, we've finally implemented something in Salesforce I've wanted to do for a long time…a welcome series of emails to new contacts. Until recently, when someone registered through our website without donating or taking action, they got very little initial feedback from us. They just started hearing from [...]
2 Jan
Ridiculously easy YTD comparison reports in Salesforce
Happy New Year! Ever struggle with a problem for months, if not years, and then when the solution comes it’s so painfully simple that you have a bruise on the side of your head from where you keep slapping yourself? The problem: Salesforce reporting is great when you want to look at the whole of [...]
8 Dec
Thoughts on Chatter while the Kool-Aid flows at Dreamforce
It’s the beginning of Day 2 at Dreamforce, the gigantic Salesforce user conference in San Francisco. Instead of joining 15,000 or so folks for the second morning keynote, I’m sitting in my hotel room watching the keynote stream on my laptop. I didn’t get much out of yesterday’s keynote. Very much “preaching to the cloud” and [...]
29 Oct
My top 5 Salesforce/Common Ground administrator tips (as presented at the Convio Summit)
I just got back from 3 fabulous days in Baltimore at the Convio Summit user conference. This year, there were enough nonprofit organizations already on Common Ground to warrant a session or two aimed at users, rather than just to sell existing Convio clients to the application as was found at previous Summits. I am so [...]
25 Sep
What’s new and cool in Convio Common Ground version 3
It’s been a little over a year since I fully deployed Convio Common Ground at the Colorectal Cancer Coalition. Still no regrets. It’s a great fit for us. A few months ago, we started using Common Ground’s GL Export utility to align Salesforce/Common Ground data with QuickBooks. Finally. I don’t have the resources to hire anyone [...]
