Outbound Funds Module New Release Details and Meet the Team

Outbound Funds Module New Release Details and Meet the Team We have updates about the new Outbound Funds package release, how-to videos, and introductions to the Outbound Funds team. Read on for the details! If you’re not familiar with Outbound Funds, the first...

For Long-Term CRM Success, Invest in Your Salesforce Administrator- How to Set Up Admins for Success

Who is a Salesforce Administrator? Behind every effective system is a high-functioning administrator. This person is essential to the health and adoption of your Salesforce.  A Salesforce administrator is equal parts right- and left-brained. They blend soft-skills and...

Outbound Funds Module Update-New Release and Case Studies

A new Outbound Funds package release is coming and more organizations are using the package to manage grant and scholarship programs. Read on for the details!  If you’re not familiar with Outbound Funds, the first installment of this series has the background you...

Green Infrastructure Leadership Exchange- A Strong CRM Foundation to Grow Membership, Grant Program

Green Infrastructure Leadership Exchange- A Strong CRM Foundation to Grow Membership, Grant Program The Green Infrastructure Leadership Exchange (Exchange) is a practitioner network that supports communities seeking to accelerate green stormwater infrastructure...

Outbound Funds Module Update-Upgrade + Foundation Case Study

In this Outbound Funds update we’re diving deep into a use case for a community foundation that’s using the package to streamline their grantmaking processes and gain insights on the organization they serve. We also have a big update from the team on a newly released...