Strategies for Managing Salesforce CRM User Requests

Having a formal system in place to manage and track user requests helps ensure your Salesforce CRM is a highly functional strategic tool that serves the entire organization. All changes made to the CRM should align with the broader organizational goals, and a formal...

How to Help Your Team use Salesforce as a Strategic Reporting Tool

Salesforce is a strategic reporting tool that helps nonprofits track and report on data essential for understanding programs, pipeline, and donors. Rather than explaining how to create and customize reports in Salesforce, in this article we’ll share how strong user...

Hanna Jones

Senior Consultant Hanna is a creative problem-solver with a passion for serving non-profit organizations. She excels at providing valuable, tailored software solutions by attentively listening to, analyzing, and understanding each client’s unique needs. Hanna...

Agentforce Nonprofit vs. Custom: Choosing the Right Salesforce Path

When it comes to Salesforce, it can be tough to decide between Agentforce Nonprofit (AFNP) and a Custom solution. Both options are powerful tools that can elevate an organization’s mission and impact while simplifying workflows and streamlining processes. While...

Replacing FoundationConnect with a Custom Grants Management Solution

The Geraldine R. Dodge Foundation (Dodge) is a private foundation based in New Jersey, that supports, centers, and connects communities and changemakers who are working toward a just and equitable state. When Salesforce announced that foundationConnect would be...