Salesforce

Email Providers that Integrate with Salesforce 0

Email Providers that Integrate with Salesforce

Posted by on May 14, 2013 in Salesforce

Finding the right Email Service Provider (ESPs) for your organisation can be a stressful task. With so many to choose from and many providers offering very little information it is incredibly difficult to fully understand what the pros and cons of the providers actually are. Although Groundwire is no longer around, Sam Knox from the leading nonprofit organisation has provided a great in detail comparison report of Email providers that integrate with Salesforce. Covering everything from features to pricing. If you are in the market for an ESP or just browsing around this guide will provide the perfect overview of the many services available and just how they can help you integrate with your Salesforce smoothly. If you are interested, click the link below to download the PDF copy of the guide. Email Service Providers (January 2012,...

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Replacing Salesforce for Google Adwords 2

Replacing Salesforce for Google Adwords

Posted by on Mar 30, 2013 in Salesforce

Salesforce for Google Adwords retires on May 1st, which means a few thousand people are going to need an alternative. Here are a list of replacements for Salesforce for Google Adwords,  what they have in common, and what sets them apart. Common to All Replacements for Salesforce for Google Adwords For every Salesforce for Google Adwords replacement we looked at, there were some things in common. As far as we can see, all solutions require you to manually tag your incoming links. So Google Adwords URL’s will have to be rewritten, and query strings like utm_source=google added to all of them. Most / all solutions use the format suggested by Google URL Builder. Salesforce for Google Adwords didn’t require manual tagging and was able to use auto-tagging, but none of the replacements have this feature. The upshot is that you don’t need to open up Google Adwords API access. Also, all solutions also require you to put a few hidden fields in your Salesforce Web-to-Lead form, to track either the utm variables or other items. So you’ll have to tweak your Web-to-Lead forms, possibly with some additional javascript. And finally, you’ll have to put a tracking cookie on every page of your website – just like you had to with...

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Virgin Money Giving and Salesforce at London Hackathon Event in Tower 42 4

Virgin Money Giving and Salesforce at London Hackathon Event in Tower 42

Posted by on Dec 8, 2012 in Salesforce, Sync

I had the geeky pleasure of spending part of Saturday in Tower 42, in Salesforce’s offices for a hackathon. For those not aware of this geekfest, it’s when people get together to program for the fun of it. What made this day particularly interesting is that we started working on a connector for Virgin Money Giving and Salesforce. It’s in it’s early stages, and doesn’t even work yet (you can only do so much in an afternoon) but it’s the beginnings of what could hopefully be a wonderful app to save charities tremendous amounts of time and frustration. James Melville of Tquila (who had previously constructed a similar tool for JustGiving) and Prathaban Palani of News International did the majority of the work while I tried not to get in the way. If you want to improve on the app, it’s up at Github at https://github.com/stony-tsit/UK-Fundraising-Salesforce-App/ as a public app. It’s currently GPL2, with the idea of having an open-source freely available version on GitHuB, as well as a managed package with paid...

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Understanding Agile and Salesforce Implementations – from Idealist Consulting 0

Understanding Agile and Salesforce Implementations – from Idealist Consulting

Posted by on Nov 27, 2012 in Salesforce

Idealist Consulting, a B-Corp located in Oregon, USA, specialises in Salesforce Implementations for Non-profits. As we’re in the same space, we chat occasionally, and I wanted to highlight their recent blog post. Idealist discusses the three types of implementation methodologies, Waterfall, Agile, and Scrum, and like us, they’ve found Agile to be the best. They write: We have used each style, but the truth is roughly 80% of all projects can be facilitated in an Agile fashion and it is even more likely Agile project management will be utilized when deploying solutions in the cloud. Idealist go on to offer some great tips about how to use Agile methodology and Salesforce, I suggest you read their blog post for more great...

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Migrating Data from SQL Server to Salesforce.com using Talend – Part 1

Posted by on Oct 24, 2012 in Cloud Computing, Data Migration, Salesforce

At Third Sector IT we’re often asked to migrate data from a client’s existing system to a new Salesforce.com org. Sometimes this is because they are changing databases, and need all of their old data in Salesforce. Other times, they are considering adopting Salesforce and want to use the system with their own data in it. Sometimes customers have a second databases or web service, and want a daily or near-live synchronisation between the two. If the source is something simple like an Excel spread this can often be achieved using spreadsheets, the Salesforce Data Loader and a lot of patience! When migrating from a more complex source with multiple relational tables such as Access, MySQL, or MS SQL Server, using data loader can be time consuming and error prone. This is where Talend comes to the rescue! At Third Sector IT we love Talend and use it for virtually all of our complex data migration work both in house and for clients. Here are just a few of its many advantages for this type of work: Once a Talend job is set-up you can run it as many times as you like and each run takes a matter of minutes. This allows an iterative and flexible approach to...

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Salesforce Discounts for Community Interest Companies (CIC) Social Enterprises

Posted by on Oct 24, 2012 in Salesforce, Social Enterprise

Salesforce has always provided donated licenses and steep discounts on its software to Charities, but it has recently clarified its stance on Social Enterprises such as Community Interest Corporations (CIC), who might make a profit for their shareholders. Salesforce will provide discounted licenses to CIC’s, meaning that Salesforce’s Enterprise Licenses, which normally cost in the region of £1000 per person per annum, are discounted to approximately £250. I some cases, Salesforce might even donate the first 10 licenses to the organisation, and then discount the 11th license and onwards. While Salesforce is a compelling option for just about any organisation, the focus on lead generation, marketing, sales, and customer service is exactly the tools a CIC or Social Enterprise needs to increase it’s sales and satisfy its existing customers. To find out how to apply for discounted licenses as a Social Enterprise / CIC, or how we can help you generate more revenue and increase profits, contact us.   Fill in your details, and we’ll contact you First Name Last Name Email Phone/Mobile Organisation Interested In: Licenses for a Social EnterpriseIncreasing my CIC’s...

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