Salesforce Implementation Improves Communication and Reporting for The Burn Institute

As a Salesforce consulting firm, we work exclusively with nonprofits and foundations to help them become and stay data-driven. So when The Burn Institute contacted us about becoming their implementation partner for a new Salesforce CRM, we knew that their work of...

How to Prepare for a New Salesforce Implementation

Preparing for a Salesforce implementation will help ensure a smooth transition from your old database to a new Salesforce platform. Whether Salesforce is being implemented as a new Constituent Relationship Management (CRM) tool or a new Grant Management System (GMS),...

Salesforce: Tips on Staffing for Success

Workflow databases like constituent relationship management (CRM) systems for Nonprofits and grant management systems (GMS) for Foundations are important business intelligence tools. In addition to amplifying the work of staff and improving experiences for...

Salesforce Launches Nonprofit Cloud: What This Means for Your Organization

Earlier this week, Salesforce announced they are launching Nonprofit Cloud, their new product offering for nonprofits, available now. While we can’t say for sure what the reasoning behind this new product is, we can (relatively safely) assume that it comes from a...

When is the Right Time for Salesforce Managed Services?

Maintaining a Constituent Relationship Management (CRM) platform or Grant Management System (GMS) can be complicated and time consuming, especially if your team doesn’t have someone in place to fill the important role of Salesforce Administrator. Whatever the reason...