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...

Hyde Square Task Force: Utilizing a Scalable CRM Strategy for Long-Term Impact

Hyde Square Task Force, a nonprofit organization based in Boston, is dedicated to empowering youth through arts, culture, and community leadership. Their mission is to nurture and amplify the voices, creativity, and power of youth by grounding them in Afro-Latin...

Flexible Technology Solutions Support Participatory Grantmaking Efforts

Understanding Participatory Grantmaking: Shifting the Power in Philanthropy Participatory grantmaking (PGM) is a funding model that moves decision-making power from foundation staff or board of directors to the communities the funds will support. At its core, PGM is...

How to Ensure a Successful Salesforce Implementation

How to Ensure a Successful Salesforce Implementation Implementing Salesforce—especially for nonprofits and foundations—isn’t just about configuring the platform to meet organizational needs. The goal is to put in place a system that empowers teams, streamlines...