Ensure Continuity for Salesforce Users with the Summer ’20 Release

Ensure Continuity for Salesforce Users with the Summer ’20 Release In anticipation of changes coming with the Summer ‘20 Release, we are outlining actions admins can take to ensure continuity for users related to two critical updates.  Note: Salesforce announced in...

The Collaborative CRM Platform – Part 4 Single Salesforce Collaborative CRMs- Continued

This post continues our deep dive with single-Salesforce Collaborative CRM with recommendations for smoothing the path to success. We’ll start with common challenges and then share some governance tips that can help you combat them. We’re excited to feature The Sierra...

The Collaborative CRM Platform – Part 3 An Introduction to Single Salesforce Collaborative CRMs

Using Collaborative CRM platforms, National organizations are empowering networks of nonprofits to increase performance and improve collaboration at all levels. In this installment of our series on Collaborative CRMs (CCRMs), we’re exploring another model: the single...

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...

Intro to Collaborative CRM Platforms

Collaborative CRM Platforms are a relatively new concept, defined as initiatives where organizations of similar purpose with nearly identical needs work together on the development, deployment, training, support and ongoing enhancement of a CRM platform. They go...