Sep 30, 2021The Mission-Driven Playbook: Managing Your Grant PortfolioAs a grant-making organization, your North Star is impact. To create the most impact possible in your focus areas, you must channel funding into the best programs and partners. But, the grant management lifecycle is complex and resource intensive. And organizational inefficiencies throughout could be limiting your potential impact. There…Salesforce Tools5 min readSalesforce Tools5 min read
Sep 7, 2021The Mission-Driven Playbook: Managing Donor RelationshipsDonors are the lifeblood of most mission-driven organizations. If you can’t get donors on board and keep them around, you’ll have fewer resources to dedicate to your mission. Fewer resources means less impact. The relationships you build with donors is key to unlocking sustained impact. Our team has experienced this…CRM6 min readCRM6 min read
Aug 10, 2021The Salesforce Playbook for Mission-Driven OrganizationsFor many mission-driven organizations, technical infrastructure can be an afterthought. Something that’s handled by a separate team who decides on the best software solutions to fit the organization’s needs. What’s at the top of the list when making these decisions? Usually cost. Then, the amount of resources required for setting…CRM5 min readCRM5 min read
Jul 26, 2021Using Third-Party Data to Measure Goal AchievementTracking your team’s progress on OKRs relies on having the right data at your fingertips. In our previous posts we’ve shown you how Lab5 tracks and evaluates our OKRs using Axy OKR. We find that one of the most useful features of Axy OKR is the ability to pull in…Okr4 min readOkr4 min read
Jul 8, 2021Checking In on Checking In: How Regular Check-Ins Impact our TeamWhat do your team check-ins look like? Whether you have a casual stand-up once a day, or a formalized meeting process, we’re always interested in how teams align and get on the same page. At Lab5, our check-ins fall somewhere in between formal and informal. We don’t run rigid meetings…Check In3 min readCheck In3 min read
Jun 23, 2021How Lab5 Uses OKR to Create Winning Strategies“Strategy.” Is there a consulting firm, research shop, or service-oriented business who doesn’t claim to have mastered “strategy?” It’s an alluring word, because it makes a bold promise. Having a strategy means you’ve combed through the data, thought about it, and developed a solid plan. A “strategy” is totally actionable. …Okr4 min readOkr4 min read
Jun 1, 2021Lab5 Uses Axy OKR by Axy7 to Streamline OKR management in SalesforceAt the core of most organizations, there are big dreams and big goals. No matter your sector or expertise, goal-setting cuts to the heart of the work you do each day. This year, Lab5 set off on a mission to make goal-setting a vital component of our company culture. That’s…Okr3 min readOkr3 min read
May 12, 2021Diversifying the Salesforce Hiring PipelineOver the past few years, the Salesforce industry has struggled with the same issue that has plagued the tech industry as a whole — a lack of diversity. A common explanation for the lack of diversity and inclusivity has been the hiring pipeline — that not enough women, people of…Salesforce3 min readSalesforce3 min read
May 1, 2021Partnership: Lab5 x CopadoAt Lab5, we love to align ourselves with people and organizations who are excellent at what they do. That’s why we’re so excited to announce a strategic partnership with Copado. Copado is an end-to-end DevOps tool that unites Salesforce admins, developers, and architects. It’s built 100% natively on the Lightning…CRM2 min readCRM2 min read
Apr 12, 2021How We Stay Connected on a Fully Remote Team“Remote work” has been a major theme for all businesses over the last year. While COVID was an accelerant, remote work has become more common with every passing year. After all, why wouldn’t companies want to avoid massive office overheads, while freeing up commute times and making their staff happier? …Salesforce4 min readSalesforce4 min read
