How to Prepare for a new Salesforce Implementation

How to Prepare for a new Salesforce Implementation

Preparing for a Salesforce implementation will help ensure a smooth transition from your old database to a new Salesforce platform. Whether Salesforce is being implemented as a new Constituent Relationship Management (CRM) tool or a new Grant Management System (GMS),...

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...
When is the Right Time for Salesforce Managed Services?

When is the Right Time for Salesforce Managed Services?

Maintaining a Constituent Relationship Management (CRM) platform or Grant Management System (GMS) can be complicated and time consuming, especially if your team doesn’t have someone in place to fill the important role of Salesforce Administrator. Whatever the reason...