Comparing and Selecting the Right Salesforce Grant Management System

Comparing and Selecting the Right Salesforce Grant Management System

When it comes to comparing and selecting the right Salesforce Grant Management System (GMS), there’s a lot of factors to consider. Do you need a system that’s flexible and easily customized to meet your organizational needs? Or maybe you want to scale up with the most...
Salesforce Managed Services for Your Nonprofit or Foundation

Salesforce Managed Services for Your Nonprofit or Foundation

Bringing in an expert to handle Managed Services is a cost efficient way to ensure your Salesforce customer relationship management (CRM) platform is getting the attention it needs to work effectively. Salesforce is an incredible business tool with almost endless...
Takeaways from the September CRM Leadership Roundtable

Takeaways from the September CRM Leadership Roundtable

CRM Leadership Roundtables are informal virtual gatherings where leaders can share ideas and discuss challenges related to fostering CRM and GMS best practices. Below is a recap of the September roundtable conversation. What Kinds of Topics are Discussed in a...
Takeaways from the June CRM Leadership Roundtable

Takeaways from the June CRM Leadership Roundtable

A CRM Leadership Roundtable is an informal virtual gathering where leaders can share ideas and discuss challenges related to implementing, maintaining and training staff on CRM best practices. June marked our first get-together, and moving forward we will be holding...