For the past 10 years, I’ve been having conversations with people about retention metrics. It is a really challenging thing to work on for a couple of reasons, none of which are technical! Any time an organization wants retention metrics, I’ve got to dig in to what they mean when they say retention. Is aContinue reading “April 2025: Retention”
Tag Archives: technology
January 2025: Enhanced Recurring Update
Back in September, I posted about a recent upgrade I’d done from Legacy Recurring Donations to Enhanced. Since then I’ve learned an additional lesson that seems worth writing down. I started noticing that we had some Recurring Donations that were getting their future pledge created with the wrong Close Date. Some yearly Recurring Donations hadContinue reading “January 2025: Enhanced Recurring Update”
December 2024: Just because you can doesn’t mean you should
People I work with frequently assume I work for Salesforce or have worked for Salesforce in the past, and that I’m always going to recommend Salesforce’s solution. None of those things are true! I started using Salesforce (Sales Cloud) because it was the right tool for a particular job. Like most people in the SalesforceContinue reading “December 2024: Just because you can doesn’t mean you should”
Artisanal Data 