Announcing New Faces at Apsona!

May 19th, 2021

Apsona for Salesforce is continuing to grow and build its tool set for Data Management, Reporting, Deduplication and Document Merge solutions. As our company grows its support of business and nonprofits globally we wanted to share several new updates from our team: We are excited to announce that Justin Barss has joined our team this […]


Take a Scrub Brush to Your Data!

February 25th, 2019

There is nothing like dirty data to undermine everyone’s confidence in your Salesforce database. Telltale signs: – You find the fundraising and development people with their own individual spreadsheets, hoarding their data like 10-year-olds after the annual Hallowe’en night of Trick or Treating. – Your CEO asks for a specific report and it takes more […]


Apsona Multi-Step Reporting: Learn the Basics

September 19th, 2017

This is the first in a series of posts about Multi-Step Reporting Introduction The sky’s the limit with Apsona’s multi-step reporting (MSR) tool for what kind of reports you can generate. Need a report that spans multiple objects, including sibling objects as well as parent/child? No problem, MSR can do it. What about applying a […]


Using Logic and Conditionals When Generating Documents

July 30th, 2017

Sending a well crafted thank you letter to your donors is an essential part of your non-profit’s fundraising efforts. Acknowledging a donor in a timely manner increases giving and also improves donor retention. And when you need to send large numbers of such letters, you would want to automate the process so that members of […]


Save Time and Clicks with Apsona Grids

May 17th, 2017

And make time for what really matters Imagine this: it’s 4 pm and you’re wrapping up work to get home in time for your daughter’s t-ball game. Suddenly, in walks your supervisor … who informs you she has just discovered massive data entry errors in a large batch of Opportunities. It’s critical, she tells you, […]


The Power of Apsona Single-Step Reporting

March 31st, 2017

Or, no more banging your head against the wall over standard Salesforce reports Reports reports reports. One of the critical functions of your Salesforce database is to generate reports that will give you accurate, useful information about your constituents, products, and services. Standard Salesforce reporting can get you only so far. Sometimes, you need a […]


Take the Headache out of Data Import With Apsona

January 31st, 2017

Picture this: your annual auction has been a huge success. Congratulations! You have a spreadsheet chock full of donors with all their contact information, along with the items they won and additional donations they made. Some of these donors are new to you; some have been loyal fans of your organization for years. Now it’s […]


Apsona Charts and dashboards

July 10th, 2015

Segment, slice and dice your data at will with Apsona’s Charting and dashboard add-on. This new add-on is the latest entrant to the Apsona suite of products. The question we were frequently asked was, “As Apsona reporting is so powerful, why can we not see the report data as charts and in dashboards?” Now, with Apsona’s […]


Fundraising Reporting with Apsona Multi-step Reporting

February 27th, 2015

Constituent reporting on individual donors and their giving histories is invaluable information for a non-profit organization. One such report requirement was posted on the Power Of Us Hub where the user wanted to find the increase or decrease in donation amounts by their donors. Here is the question: My fundraising team wants to know how […]


Updating data without VLOOKUP with Apsona

January 31st, 2015

Apsona for Salesforce has built-in tools that can highlight data quality issues, which you can find and replace when ever the need arises. Most businesses are aware that bad data quality can be a huge drain on their productivity and profitability. If you have an active Salesforce org you will always need to update data […]