How to Prepare for the Departure of a Salesforce Admin

A Salesforce Admin is an essential role that is responsible for the daily maintenance and care of an organization’s CRM or GMS. While we want to think that folks will stick around for the long haul, we have to acknowledge that change happens, and staff turnover...

Kids in Need of Defense: Leveraging Salesforce for Scalable Impact

Founded in 2008, Kids in Need of Defense (KIND) is an international NGO with a guiding mission of a world in which unaccompanied and separated children’s rights and well-being are protected as they seek safety. KIND’s work to achieve this vision includes making sure...

Long Island Housing Partnership Increases Access to Affordable Housing Programs

Long Island Housing Partnership (LIHP) is a nonprofit organization dedicated to addressing affordable housing needs and promoting community development on Long Island, New York. Founded in 1987, LIHP works to create affordable housing opportunities for low and...

Project Managers are Key to a Successful Salesforce Implementation

As a consulting firm we’ve completed hundreds of Salesforce implementations, and this experience has shown us that when a client has a dedicated project manager in place, the implementation runs more smoothly and is more likely to be completed on time and within...

Outsourcing Salesforce Administration Services Can Improve Data Management

For some nonprofits and foundations, hiring an outside consultant to handle Salesforce Administration is an important step towards better data management. In this blog post we explore what it looks like to bring in a consultant to provide administrative services, and...