Resources
CRM Solutions, Technology Thought Leadership, and Client Case Studies
OUR BLOG
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...
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.
Empowering a Network of Philanthropy-United Philanthropy Forum
United Philanthropy Forum implemented a series of Salesforce managed packages distributed to 27 regional affiliates got program management.
A CRM System to Engage and Empower Women-International Center for Research on Women
Like many nonprofits, ICRW had multiple data silos and getting all their data in one place was a time consuming, mostly manual process.
Nonprofit Success Pack Supports Orgs of All Shapes and Sizes
We work with nonprofits to implement the Nonprofit Success Pack (NPSP) for donor management.
After-School All-Stars Scales Fundraising Efforts
We worked with After School All Stars to customize and implement Salesforce with the to improve donor and program management.