Outbound Funds Module (OFM) helps organizations manage grants or the distribution of other types of funds. We recently spoke to three organizations using OFM to manage their grantmaking process. We wanted to know how they are using OFM, what pain points brought them...
Becoming Mighty: What small teams stand to gain with Salesforce & how to stack the odds in your favor If you’ve worked on or with small teams considering Salesforce, you’ve probably heard a warning along the lines of, “yeah it’s...
The inaugural Nonprofit Dreamin took place last week. For two days, 1300+ individuals from different parts of the world collaborated, learned, and networked with other nonprofit professionals in the Salesforce ecosystem. As someone relatively new to the Salesforce...
Outbound Funds Module (OFM) is a flexible, customizable product that helps foundations and grantmaking nonprofit organizations meet their philanthropic goals. As foundations and nonprofits consider adopting OFM to manage their grantmaking efforts in Salesforce,...
Automating work using technology sounds GREAT. And it can be! But it’s not always the right solution. Sometimes, it’s best to cross the stream where it’s shallowest. What is process automation? Process automation is using technology (in this case, Salesforce) to...
We often get asked how to prepare for a Salesforce project. One of the most critical preparation steps is defining key processes. But many of the processes we follow at work are things we do without thinking, like making a cup of tea– we don’t need instructions, we...
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