Resources

We believe the entire Salesforce community advances when we share openly and generously. These are some of our recent client success stories and thought leadership pieces.

Jun 17, 2025

Flexible grantmaking technology helps organizations manage their programs and meet the needs of the communities they serve.

May 7, 2025

A successful Salesforce implementation requires clear communication and an understanding of the roles and expectations for all involved.

Apr 25, 2025

CRM systems—like Salesforce—are powerful tools that can help organizations leverage their impact with data-informed decisions.

Apr 11, 2025

CHN Housing Partners is investing in technology solutions to help advance their work in the affordable housing sector.

Mar 20, 2025

Nonprofit Cloud reduces data silos and improves program management by reducing data silos and streamling previously manual processes.

Feb 27, 2025

A streamlined CRM helps Minnesota Homeownership Center empower Minnesotans to achieve their goals of long-term, sustainable homeownership.

Jan 16, 2025

Staff turnover can be tough, but with planning and preparation you can ensure a smooth transition for the incoming Salesforce Admin.

Jan 14, 2025

Long Island Housing Partnership utilizes Salesforce to expand affordable housing programs and streamline service delivery.

Nov 15, 2024

Long Island Housing Partnership utilizes Salesforce to expand affordable housing programs and streamline service delivery.

Oct 25, 2024

When it comes to big initiatives like a Salesforce implementation, the project manager is the glue that helps hold the project together.

Aug 21, 2024

For some organizations, hiring an outside consultant to handle Salesforce Administration is an important step towards better data management.

Aug 8, 2024

When planning for a new Salesforce CRM implementation, it’s important to build the solution with the end goals in mind.