Data Best Practices

Our non-profit works with Cathy Folkes of Data Best Practices, LLC, to help us optimize Salesforce Nonprofit Cloud so we can better manage donor relationships, fundraising activity, and reporting with a small team. Cathy quickly understood how a lean nonprofit operates and translated our goals into practical, well-structured configuration changes. Their strength was combining deep Salesforce expertise with clear communication and dependable follow-through, which kept the project moving without creating extra burden on our staff. The work included improving data structure and processes, refining reporting and dashboards, and helping us streamline how information flows from fundraising activity into Salesforce. As a result, our team has more reliable data, faster reporting, and greater confidence that we’re tracking donor engagement consistently. We also gained a cleaner setup that is easier to maintain and scale as our programs grow. A helpful tip for others: come prepared with your top priorities and key pain points, and this partner will do an excellent job turning them into a clear plan with measurable outcomes. Overall, they were an outstanding partner—highly responsive, knowledgeable, and focused on results. Jerry Watson Co-Founder, Hunter’s Fund

We partnered with Cathy Folkes of Data Best Practices to streamline our donor management processes and enhance our fundraising campaigns through Salesforce Nonprofit Cloud. Our challenge was converting our database from our File Maker Pro platform and creating user-friendly dashboards for reporting. Cathy Folkes impressed us with her her deep understanding of the nonprofit sector and her ability to tailor solutions to our specific needs. The project involved Salesforce Nonprofit Cloud, Classy and Mailchimp integration, and customization of donor reporting tools. Her expertise ensured seamless data migration and automation of key processes, saving us countless hours and enabling more targeted donor engagement. She also provided excellent training, empowering our staff to use the system confidently. A tip for working with Cathy Folkes: be ready to collaborate actively. Her process is thorough, and she values input to deliver the best results. We highly recommend Cathy Folkes for nonprofits seeking to maximize Sthe potential of alesforce’s. Jerry Watson Hunter’s Fund

Smoothe!

I cannot recommend Cathy enough. She was friendly, knowledgeable, communicative, and resourceful. She always took time outside of our sessions to her own research and came prepared to every session. Even if she didn't know the answer to a question right away, she immediately went to find the answer. Without her, I would not have been able to produce the visualizations I needed to produce for our website relaunch. Working with Cathy gave me the confidence I needed to use Tableau and trial and error different things. Before I was so afraid to break the tool in fear of losing data. Our team would 100% use Cathy again as a resource in the future.

Knowledgeable expert in direct mail, fundraising, and data analysis