A Holistic Approach to High-Functioning CRM and GMS Databases

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...
Hiring a Salesforce Admin

Hiring a Salesforce Admin

Hiring a Salesforce Administrator (aka “Admin”) is tough. Their technical talent often means nonprofits are competing with companies to hire. And the Admin skillset is often unique among existing staff and so, difficult to evaluate. We’re answering the common...
Outbound Funds Module – Launched!

Outbound Funds Module – Launched!

Salesforce Outbound Funds Tracking – It’s available, people! This is an update on the exciting initiative of an open-source Salesforce-based CRM solution for outbound grantmaking, particularly foundations.  If you need a refresher on the project, please read...