This post continues our deep dive with single-Salesforce Collaborative CRM with recommendations for smoothing the path to success.
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.
Nonprofits
The Collaborative CRM Platform – Part 3 An Introduction to Single Salesforce Collaborative CRMs
With Collaborative CRMs, organizations are empowering networks of nonprofits to increase performance and improve collaboration at all levels.
Physicians for Human Rights- Revolutionizing the Asylum Program with Salesforce
The North Peak team created a plan to produce a single, cohesive CRM solution, designed and built on Salesforce.
Homeless Children’s Playtime Project: High-Functioning Salesforce Solution for a Smaller Organization
A Salesforce solution helped nonprofit Playtime Project to leverage technology to manage their development processes.
The Collaborative CRM Platform – Part 2
Collaborative CRM platforms help nonprofits and chapter organizations align and collaborate with a shared data model.
Outbound Funds Module – Launched!
Outbound Funds Module, a flexible Salesforce grant management solution, has officially launched and is now available to use.
Rehabilitating Salesforce and Integrating Peer to Peer Fundraising to Impact More Lives
We worked with the Chordoma Foundation to migrate their Salesforce instance and implement new donation and fundraising solutions.
Outbound Funds Module: The Open-source, Salesforce-based CRM/GMS
An update on Outbound Funds Module, a flexible Salesforce grant management solution for nonprofits and foundations.
Intro to Collaborative CRM Platforms
Collaborative CRM’s help organizations of similar purpose work together on the development, deployment, and support of a CRM platform.
Outbound Grantmaking and Salesforce-An Open-Source, Salesforce-based CRM for Grantmakers
In July of 2017, a focused group of Salesforce professionals came together at Salesforce.org’s NPSP Sprint in Chicago to build on an effort started...
Breaking Down Data Silos at the Center for Strategic and International Studies
We worked with a leading nonprofit organization to break down data silos and ensure that CRM data was managed in a strategic way.
Forefront- Renewing a Membership Organization
Nonprofit Forefront excelled at providing services but the organization struggled with membership engagement and retention.