Non-Profits Archives

Tanya Renne
March 11, 2024
Associations, Data, Financial Services, Implementation, Non-Profits, Sales and Service Cloud, Strategic Services

Basic to Baller: The Road to Hyper-Personalized Marketing

It’s said that In order to get from A to Z you need to pass through all the letters in between. This is often true for effective marketing strategies. The exercise of understanding your audience via the data you have – and the data’s ability to hone and target...

Tanya Renne
March 4, 2024
Associations, Data, Experience Cloud, Implementation, Managed Services, Non-Profits, Sales and Service Cloud

9 Reasons to Invest in Salesforce: SMB Edition

Small and medium-sized businesses (SMBs) can find substantial value in investing in Salesforce, tailored to their specific needs and growth objectives. Here are nine compelling reasons for SMBs to consider investing in Salesforce: Scalable Solutions Salesforce provides scalable solutions that grow with your business. SMBs can start with a...

Tanya Renne
February 5, 2024
Associations, Data, Education, Implementation, Managed Services, Non-Profits, Sales and Service Cloud, Strategic Services

Mastering Member Success: Recruitment and Retention

Mastering Member Success: Salesforce Strategies for Recruitment and Retention Your Members Deserve a CRM as Awesome as They Are In the world of member recruitment and retention, your association needs a tool that’s just as impressive as your members. Salesforce allows associations to create detailed member profiles, consolidating information...

Tanya Renne
January 13, 2024
Associations, Domains, Education, Financial Services, Non-Profits, Sales and Service Cloud

20-point Plan to Maximize Your Salesforce Investment

Maximizing the return on investment (ROI) in Salesforce involves strategic planning, effective implementation, and ongoing optimization. Here are 20 ways organizations can get more out of their investment in Salesforce: Do you have Crystal Clear Objectives? Clearly define business objectives and align them with Salesforce capabilities to ensure that...

Tanya Renne
January 13, 2024
Associations, Non-Profits, Sales and Service Cloud

10-point Plan to Enhance Member Engagement

It is crucial to enhance member engagement for the success and sustainability of any organization, be it a community group, association, or business. Understand Member Needs You think you know, but do you? Conduct surveys, interviews, or focus groups to understand the unique needs and preferences of your members....

Tanya Renne
January 13, 2024
Associations, Education, Field Service Cloud, Financial Services, Non-Profits, Sales and Service Cloud

10-point Checklist to Support Adoption of a New System

Clearly Define Objectives: Example 1: Clearly communicate that the new [system/process] aims to streamline communication, improve customer interactions, and increase sales efficiency… Example 2: Outline specific objectives for a new [system/process]. Emphasize its role in enhancing collaboration, tracking project progress, and reducing time spent on administrative tasks… User-Friendly Interface:...

Tanya Renne
January 12, 2024
Associations, Education, Non-Profits

Orchid’s 50-Point Assessment for Non-Profits

Tanya Renne
December 29, 2023
Associations, Implementation, Managed Services, Non-Profits

Beyond Sales and Customer Service

Salesforce is a versatile platform that extends well beyond its core sales and customer service offerings. Here are several ways to leverage Salesforce for broader business functions: Marketing Automation Utilize Salesforce Marketing Cloud to automate marketing campaigns, personalize customer interactions, and analyze marketing performance. This extends your capabilities into...

Tanya Renne
December 1, 2023
Associations, Data, Experience Cloud, Implementation, Managed Services, Non-Profits, Sales and Service Cloud

5 Ways to Guarantee A Successful Technology Project

To increase the chances of a successful technology project, consider implementing the following five strategies: Clearly Define Project Goals and Objectives Establish clear and measurable goals for your successful technology project. Define what you want to achieve, whether it’s improving efficiency, enhancing customer experience, increasing revenue, or streamlining processes....

Tanya Renne
November 27, 2023
Associations, Implementation, Managed Services, Non-Profits

8 Ways Associations Fail Their Members

Associations may fail their members in various ways, leading to dissatisfaction, disengagement, and a decline in membership. Here are some common ways associations may fail their members: Lack of Value Proposition Firstly, associations must provide their members with a clear and compelling value proposition. If associations fail to deliver...