PICnet is proud to welcome CloudFixer as the latest certified Soapbox Engage Partner. CloudFixer automatically improves, cleans and maintains your Salesforce instance for you. In this guest blog post, they share tips from their data custodial expertise that can benefit your nonprofit.
By Ehren Foss, Founder and Managing Partner of CloudFixer
This nonprofit-focused Salesforce stuff is pretty snazzy, don’t you think? People are building everything from online fundraising apps and wealth data sources to special migration tools and lots of other things to lower the cost of doing good.
Soapbox Engage and Soapbox Mailer for Salesforce have assembled several widely trusted components (Joomla and Amazon Web Services) into something many nonprofits need, like simple event signups, donation forms, and a mass email tool integrating with Salesforce. These basic components can be quite a challenge to assemble and interconnect without a service like Engage.
It's the "little" things that can bog down a DIY nonprofit person, like mobile-friendly templates. Having many of these snags taken care of by the platform is a plus. I also like how Soapbox unobtrusively inserts data as Leads, thereby working more seamlessly with the many different Salesforce data models we've seen in the wild.
One other "little thing" that can drag down your organization is data hygiene. If you aren’t careful, you might not end up so happy with duplicates, staff turnover, and unused reports.