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Salesforce Reporting 101 for Nonprofits

If you use a Salesforce-based product, such as the Nonprofit Success Pack™ (NPSP) or Luminate CRM™, you have some of the most powerful, flexible reporting tools available for nonprofits. But do you know what reporting capabilities Salesforce has to offer? I recently teamed up with my colleague, Dan Weik, data consultant at Cathexis Partners, to […]

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Top Picks for Fundraisers at 2018 AFP International and NTC Conferences in the Big Easy

It seems like the Big Easy will be the center of the nonprofit universe this April with both AFP International Fundraising Conference and the Nonprofit Technology Conference (NTC) in New Orleans. I won’t miss out on any of the fun: Cathexis Partners will be sponsoring and exhibiting at the events (booth #541 at NTC, and […]

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