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...

Managed Administrative Service helps Nonprofits and Foundations Succeed with Salesforce

Over the past 9 years, our goal as a Salesforce consulting firm has been to empower nonprofits and foundations to become and stay data-driven. We practice this through our implementation and enhancement services that provide relatively simple, easy to maintain...

Reflections on the Technology Association of Grantmakers (TAG) Annual Conference

Last month we attended the annual TAG conference with the goal of connecting with foundations. We wanted to learn more about how a Salesforce-based approach to CRM and GMS could help elevate and streamline the important work that foundations are doing every day. From...

A Holistic Approach to High-Functioning CRM and GMS Databases

Let’s get the uncomfortable facts out right away: Times have changed. As a nonprofit or foundation, having high-functioning database technology for CRM (Constituent Relationship Management) and GMS (Grant Management Systems) is no longer “a nice-to-have,” rather it is...