Defining the purpose of your CRM can transform it from a data repository to a strategic tool that supports decision-making and advances impact.
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.
Salesforce Implementations
CRM Requirements Gathering Saves Time, Reduces Costs, and Delivers Smarter Enhancements
Requirements gathering is essential when it comes to managing enhancement requests for your organization’s Salesforce CRM.
Hyde Square Task Force: Utilizing a Scalable CRM Strategy for Long-Term Impact
CRM systems—like Salesforce—are powerful tools that can help organizations leverage their impact with data-informed decisions.
How to Ensure a Successful Salesforce Implementation
A successful Salesforce implementation requires clear communication and an understanding of the roles and expectations for all involved.
Building CRM Expertise In-House: Why It Matters and How to Do It
CRM systems—like Salesforce—are powerful tools that can help organizations leverage their impact with data-informed decisions.
CHN Housing Partners: Investing in Tech to Advance Affordable Housing
CHN Housing Partners is investing in technology solutions to help advance their work in the affordable housing sector.
Coaching4Change Reduces Data Silos and Improves Efficiency with Nonprofit Cloud
Nonprofit Cloud reduces data silos and improves program management by reducing data silos and streamling previously manual processes.
Minnesota Homeownership Center Streamlines Operations with Salesforce
A streamlined CRM helps Minnesota Homeownership Center empower Minnesotans to achieve their goals of long-term, sustainable homeownership.
Kids in Need of Defense: Leveraging Salesforce for Scalable Impact
Long Island Housing Partnership utilizes Salesforce to expand affordable housing programs and streamline service delivery.
Long Island Housing Partnership Increases Access to Affordable Housing Programs
Long Island Housing Partnership utilizes Salesforce to expand affordable housing programs and streamline service delivery.
Project Managers are Key to a Successful Salesforce Implementation
When it comes to big initiatives like a Salesforce implementation, the project manager is the glue that helps hold the project together.
When Planning for a Salesforce Implementation, Keep the End Goals in Mind
When planning for a new Salesforce CRM implementation, it’s important to build the solution with the end goals in mind.