How to Help Your Team use Salesforce as a Strategic Reporting Tool

Salesforce is a strategic reporting tool that helps nonprofits track and report on data essential for understanding programs, pipeline, and donors. Rather than explaining how to create and customize reports in Salesforce, in this article we’ll share how strong user...

Agentforce Nonprofit vs. Custom: Choosing the Right Salesforce Path

When it comes to Salesforce, it can be tough to decide between Agentforce Nonprofit (AFNP) and a Custom solution. Both options are powerful tools that can elevate an organization’s mission and impact while simplifying workflows and streamlining processes. While...

Replacing FoundationConnect with a Custom Grants Management Solution

The Geraldine R. Dodge Foundation (Dodge) is a private foundation based in New Jersey, that supports, centers, and connects communities and changemakers who are working toward a just and equitable state. When Salesforce announced that foundationConnect would be...

How Defining Your CRM’s Purpose Strengthens Decision-Making and Impact

Does your organization simply have a CRM where data is stored, or do you have a true database of record that streamlines workflows and serves as a reliable business intelligence tool? Wherever your organization falls on that spectrum, one thing is clear: defining the...

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. If you’ve ever spent time and effort to build out a field or automation only to find out it wasn’t actually what the user needed, you...