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A ‘See You Later’

  The HomeKeeper team and I wanted to let the HomeKeeper community know that I’ll be leaving my position with the team on August 16 to start a graduate degree in urban planning at MIT this fall. It’s exciting, but I will miss the work we do here on the HomeKeeper team. I’ve been in… Read More »

Dreamforce 2016: Blazing a Trail to Success

Salesforce’s annual conference is called “Dreamforce” and it brings together developers, users, CEO’s, nonprofit staff, admins (and more) together. The conference ranges from technical panels with tips on how to write Salesforce triggers and tests, to talks by thought leaders like Melinda Gates and Tony Robbins. Our team attended the conference and had five major… Read More »

Quick Guide for Executive Directors: 6 Things to Know About HomeKeeper

1. HomeKeeper is flexible, searchable and keeps information at your fingertips 2. It’s easy to segment, query and filter your data   3. Beautiful dashboards and charts can be copied into your applications or board reports in minutes   4. Your data (can) roll up to our National Data Hub, where you compare your program’s… Read More »

Habitat for Humanity Twin Cities: Our Experience Adopting HomeKeeper

We spoke to Alice Melton, a Financial Empowerment Coach from Habitat Twin Cities about her HomeKeeper experience. Alice has led the process to get her team up and running with HomeKeeper. We talked to Habitat Twin Cities when they were a month or two out from their data migration. One of the most important factors in their HomeKeeper… Read More »

A new look for HomeKeeper Support: our five favorite features in our new “Help Center”

HomeKeeper’s Support Forums have a new look! The new design makes it easier for all of our users to get answers to their questions. It doesn’t matter who you are, from frontline staff at a Habitat for Humanity affiliate, or a community land trust Executive Director, you’ll find answers here! Because of changes in the Zendesk platform, we… Read More »

Make Faster, Better Reports! (Part II)

Oftentimes at our office hours, we highlight our top tips for users who are looking to make better reports, faster. Reports in Salesforce are the easiest way to leverage your data. They let you query, count and interpret all the information you’ve worked so hard to get in to HomeKeeper and Salesforce. There’s a lot to… Read More »

How New Features in HomeKeeper Make Tracking Impact Easier

In HomeKeeper’s last two product releases, we’ve introduceN pages to make entering information easier. The pages guide you while entering information. The pages pull fields from HomeKeeper’s Service file, and shows which fields are most important depending on where a buyer is in your pipeline. We also made sure to include the most important datapoints… Read More »

Starter Spreadsheet to Manage Your Property Portfolio

Most homeownership programs start as the seed of an idea – an intrepid community leader hears about the innovation of the Community Land Trust, or a faith community comes together to start a Habitat for Humanity chapter in their area. They also usually start with a spreadsheet. Spreadsheets are great–they sort information about applicants, properties… Read More »

Build Dashboards that Tell Compelling Stories

Are you reporting the data about your program in a compelling way? Do you just count, or do you leverage data to deepen your message?  By identifying the stakeholders you want to reach, as well as the decisions they make, you can target your efforts,  speak to their concerns and create visuals that last in… Read More »

Make Reporting A Breeze with these 5 HomeKeeper Report Types

Learn the trick to understanding Salesforce’s report types, plus the our 5 favorite Report Types (Skip to the bottom to see our favorites). When you decide you want to start customizing your own reports in Salesforce, things can get tricky. Your first prompt is to select a “report type”… which may send you into fits… Read More »

 

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