Entries by Jeff Miller

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Adding Multi-Factor Authentication (MFA) to your Salesforce User Accounts

If you might be scratching your head about recent emails from Salesforce about implementing a Multi-Factor Authentication (MFA) requirement for your organization, you are not alone. The key challenges we see with product announcements from Salesforce like this one are that they: focus on the needs of their medium- to large-scale B2B sales customers, not […]

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When should you switch from a basic email marketing tool to a marketing automation platform?

When your nonprofit started using email to reach your donors and other contacts, your team most likely signed up for one of the many basic email marketing tools out there like Constant Contact or Mailchimp (among many, many others). And while I am sure there have been a few hiccups along the way, this system […]

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Data Hygiene: Get your technology systems in top shape for your end-of-year campaign

With end-of-year planning in full swing, don’t forget to add data cleaning to your checklist. You want your technology systems to be in their best shape before your “busy” season begins, so making sure you start putting some processes into play now by practicing good data hygiene so you can guarantee your campaign will run […]