How do I know how well we are doing?

How do I know how well we are doing?

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.

More free Salesforce Training!

More free Salesforce Training!

How do you learn best?

There used to be a trope that some people were visual learners, some people learned best by hearing, some people learned best by reading, while others were kinaesthetic – they learned best by doing. While that seemed like a sensible set of categories, modern psychology has entirely debunked the theory!

It turns out that we all learn best from a mixture of learning styles.

So here are some resources…

It has long been known that Salesforce has an amazing set of resources available. They are called ‘Trailhead’. Even better they are free of charge for anyone. If you want to learn how to write a report, or train yourself up as a Systems Admin, all the resources are there. There are even ‘soft skills’ such as change management and the like.

It really is great and you get (virtual) badges.

People are social – learn with others

Even with all these resources, the majority of people that I speak with do not get to use them. Why? Well, most people don’t like studying on their own. They like to do things together. They like to ask questions of an instructor.

It is for this reason that I started ‘Lunch and Learn’. It is a high-quality, 45 minute time for you to ‘sharpen the saw’. In other words get your skills up-to-date, so that you can get the things you need to do done more easily.

I have put a price on the training… £5. However, if you read this article you can get the September training for only £0. That’s right, for free!

Even better, the code to get the free tickets is easy to remember: salesforce

Just go to the Cloud Genius website: and on the booking form click ‘Enter promo code’ and use the code above.

See you then! Next course is on 16 Sept 2021.

Help! What is a CRM and how do I choose one?

Help! What is a CRM and how do I choose one?

One of the bigger, if not the biggest business decision is purchasing a new CRM system. (Customer Relationship Management system)

This information is not Salesforce specific!!!

While I do consult on Salesforce, this guide is deliberately about what a CRM can do for your business or charity. It is not about Salesforce!

So, grab a cuppa, sit back and watch the video. It’s about 20 minutes long.
At the end you should know what to consider before looking for a CRM system.

Good luck!

The Why and What of Salesforce (Charity Version)

Most charities need some way of keeping track of their donors and their volunteers.

Salesforce is a database that allows all of that.

Here is a video summary:

Charities have many other needs, too.

How about setting up a website advertising for new volunteers?

You can easily set up a webpage, using Salesforce, that will allow you to accept that information straight into your Salesforce database. It will take about three minutes and require no programming. If you require it to fit in with your website’s theme, you may need to pass it by your web designer to smarten it up. (That should take them five minutes.)

Supposing you want to be notified every time a new person applies through that website and set a task to remind you to check up on the applicant within a set time?

Salesforce workflows make that a snap.

Perhaps you need to keep track of all your volunteers’ CRB (criminal records bureau) checks or their driving licences or some other check?

How about a report that automatically arrives in your inbox every month telling you of the checks that are due to expire in the following month? Very easy to set up. Once set up you can forget it.

You run courses and you need to keep track of delegates, facilitators and the people who referred your delegates… who attended which course. You want to associate the feedback from the courses with the relevant facilitators. With Salesforce that is all really easy to set up.

This is all done without any servers in your office. All you need are PCs (Windows, Macs or Linux will all work) with one of the common browsers (Internet Explorer, Safari, Firefox or Chrome) and an internet connection.

Training is simple, too. For your users it presents as a simple website.


The entire system is upgraded and improved three times a year, free of charge. (Each upgrade takes up to five minutes.)

It is all maintained in top quality, secure, safe, reliable data centres.

And, as a charity (or non profit), you may well qualify for 10 user licences for free. (Check out the Salesforce Foundation.)

What is not to like? (This has only just scratched the surface of what Salesforce can do.)

No wonder Salesforce is now a top database for charities. Easy, reliable, intuitive.

What is there left to do? Tailor it so it perfectly fits your organisation’s needs. Cloud Genius are experts not only in Salesforce, but also customisations that are specific to charities. We will also provide training on your bespoke environment. Click on the Salesforce logo to request more information.

What is not to love?

Click here now to contact us for more information
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