Outbound Funds: The Open-source, Salesforce-based CRM/GMS

Outbound Funds: The Open-source, Salesforce-based CRM/GMS

This is an update on the exciting initiative to create an open-source Salesforce-based CRM solution for outbound grantmaking, particularly foundations. If you need a refresher on the project, please read our Outbound Grantmaking and Salesforce blog post. Our last...

Collaborative CRM Platform – Article Series

The goal of this article series is to introduce how and why nonprofit organizations are building Collaborative CRM Platforms on Salesforce to serve networks of affiliated organizations.  The series consists of: The Collaborative CRM Platform – an Overview Managed...
Intro to Collaborative CRM Platforms

Intro to Collaborative CRM Platforms

Collaborative CRM Platforms are a relatively new concept, defined as initiatives where organizations of similar purpose with nearly identical needs work together on the development, deployment, training, support and ongoing enhancement of a CRM platform. They go...
Breaking Down Data Silos at CSIS

Breaking Down Data Silos at CSIS

Breaking Down Data Silos at CSIS The Center for Strategic and International Studies (CSIS), a highly respected Washington D.C. – based think tank established over 50 years ago. It’s a bipartisan, nonprofit public policy research institution dedicated to analysis and...
Forefront- Renewing a Membership Organization

Forefront- Renewing a Membership Organization

About Forefront is an Illinois-based membership association for nonprofits, philanthropy, public agencies, advisors, and other groups. The organization provides education, advocacy, thought leadership, and project management services to around 1,100 members as well as...