Salesforce Managed Services for Your Nonprofit or Foundation

Salesforce Managed Services for Your Nonprofit or Foundation

Bringing in an expert to handle Managed Services is a cost efficient way to ensure your Salesforce customer relationship management (CRM) platform is getting the attention it needs to work effectively. Salesforce is an incredible business tool with almost endless...

How to Prepare for the Transition from foundationConnect

Change can be hard, especially when it involves new technology. With the announcement from Salesforce that foundationConnect will be retired January 31, 2026 (with subscriptions no longer renewable after January 31, 2025) many foundations and nonprofits are reviewing...
Takeaways from the September CRM Leadership Roundtable

Takeaways from the September CRM Leadership Roundtable

CRM Leadership Roundtables are informal virtual gatherings where leaders can share ideas and discuss challenges related to fostering CRM and GMS best practices. Below is a recap of the September roundtable conversation. What Kinds of Topics are Discussed in a...
Takeaways from the June CRM Leadership Roundtable

Takeaways from the June CRM Leadership Roundtable

A CRM Leadership Roundtable is an informal virtual gathering where leaders can share ideas and discuss challenges related to implementing, maintaining and training staff on CRM best practices. June marked our first get-together, and moving forward we will be holding...