30th Jun 2022 | Charity, Consultancy, GDPR, Salesforce, Web Hosting
One of the big questions for charities (and for businesses) is, WHERE IS MY DATA?
Knowing where your data is part of your compliance with the regulations.
Here is our knowledge article on where to find it!
It’s like we try to make it easy!
A super-short article, but you might want to check out our knowledge base for other useful articles, too!
30th May 2022 | Consultancy, Event Bridge, Eventbrite, Extract/Transform/Load, Salesforce
A Trademark is born
Behold it’s glory!®
It feels like a win at the Oscars… but there is a lot more to the story.
The Event Bridge® logo now has the same Trademark protections as the Event Bridge® name.
It is another step on Event Bridge’s journey within the Salesforce ecosystem.
Gaining a Trademark
The Trademark process is not that difficult, but there are a lot of traps for the unwary. That is why we employed the services of Michelle Ward of Indelible IP Limited.
Michelle helped me through, strike that, did the application process. Apart from an interesting discussion about what I wanted to protect and which areas I needed protection in, Michelle did the process. Not only that, but she kept me informed throughout the process.
If you want to know what protections you gain and how to USE a trademark, you need to speak with Michelle.
How did I find the amazing Michelle? Well, through Evo Business networking.
However, in gaining this trademark I would like to thank Pauline who helped design the logo: Pauline Brown of Blueice Graphic Design
So, you can see it was a team effort.
While we have a number of customers who directly use Event Bridge, it is soon going to be listed on the Salesforce AppExchange. Just a few more weeks!
What does Eventbridge® do? Well, it effortlessly connects Eventbrite to Salesforce. You can find out more about it on its website.
1st Apr 2022 | Autoresponder, Charity, Consultancy, Email, Event Bridge, General Information, Salesforce, Support, Training
Finding support can be difficult… so that is why we have launched our support portal.
The idea is that people will be able to help themselves before checking in with us. For many people, this ‘instant result’ saves them a load of time.
However, there will still be many times when you do need our personal support, so, for our customers, it is possible to raise new cases.
But… won’t that mean learning ANOTHER username and password? Fortunately, that answer is ‘no’.
As long as you have your own Salesforce instance and we have you as a contact in our system then you don’t need a password at all.
(For those of our customers who do not have Salesforce, we can still set you up, but you will need a username/password.)
The portal is at support.cloud-genius.com
Here is a video on how to access the Knowledge articles:
Access Knowledge Articles
Here is one on how to log in (without a password), raise and monitor a case.
This is a new venture… so while we have been having our techies check everything out… I am sure you will find some things that could be improved. I would love to hear from you!
22nd Feb 2022 | Charity, Event Bridge, Salesforce
I was always told to carry people on the journey…
So we are starting a new journey with Salesforce. Over the years we have gathered a lot of useful knowledge. A lot of this is for us to use internally – within the company, but we also have a lot of information that is good for questions about Salesforce and Event Bridge.
So we now have a knowledge portal: https://cloudgeniusltd.force.com/support/s/
At the moment, it lets folk find out information. In the near future it will let people submit cases and track progress.
We are getting very excited, as it should help us to serve our customers better.
Of course, the other part of implementing this ourselves is so that we can help our customers implement it to help out their organisations.
30th Sep 2021 | Lunch and Learn, Salesforce, Training, Training Club
What on earth are they doing?
One of the scariest moments of going from being a successful ‘minion’ to a manager is that moment when you realise that you don’t know what is happening.
You can look very carefully at the folk you are managing, but you cannot watch every mouse click and keyboard tap and screen flick. You don’t want to be one of those managers who thinks that you can do everything better than your staff. A manager who micro-manages, picks up on every detail of every piece of work done by their staff.
This situation is unpleasant for the staff, unpleasant for the manager and inefficient, as every piece of work is being done twice.
Similarly, how do you know what is happening with your resources? Are your finances in a good state? Is money coming in?
For charities there are questions like… did the people who donated last year donate this year? If not, why not?
If they did give this year, did they increase their donation?
So many questions, so little time.
To manually go through every piece of data takes forever.
That is why I am running the next Salesforce Lunch and Learn. To look at reports…
In Salesforce, once you have written a report, it will keep on running with current data. So you can run it against the last 3 months of data and it will update so that no matter what data you run it on, you will get the last 3 months of data.
Within the Salesforce Non Profit Success Pack there are a number of reports that are particularly aimed at donations and comparing this year to previous year.
21st October from 12noon to 12:45 we will be looking at these reports and how you can use them.
Book Here is where you can sign up.
Use the code SALESFORCE to get your ticket for free. (This is to stop the ‘bots signing up and taking the valuable places.)
See you there.
2nd Sep 2021 | Business Ownership, Consultancy, Email, General Information, Salesforce
It is always a great joy to hear Amanda Beard-Neilson speak. Amanda is organizer of one of the best Salesforce conferences in London. OK, I think the best.
I have always found her an inspiration.
Here she is on project management – something she absolutely aces!
Did I mention that she also has a great sense of humour?