Five Best Practices for CRM Change Management and User Adoption

Change management and user adoption are essential for the success of a new CRM implementation. Unfortunately, those elements often get overlooked, and organizations then find themselves struggling to maintain their new database. In this blog post we’ll share five...

Salesforce Managed Services for Your Nonprofit or Foundation

Bringing in an expert to handle Managed Services is a cost efficient way to ensure your Salesforce customer relationship management (CRM) platform is getting the attention it needs to work effectively. Salesforce is an incredible business tool with almost endless...

How to Prepare for the Transition from foundationConnect

Change can be hard, especially when it involves new technology. With the announcement from Salesforce that foundationConnect will be retired January 31, 2026 (with subscriptions no longer renewable after January 31, 2025) many foundations and nonprofits are reviewing...

Takeaways from the September CRM Leadership Roundtable

CRM Leadership Roundtables are informal virtual gatherings where leaders can share ideas and discuss challenges related to fostering CRM and GMS best practices. Below is a recap of the September roundtable conversation. What Kinds of Topics are Discussed in a...

New Grant Management System Improves Workflows for the Bush Foundation

The Bush Foundation works to inspire and support creative problem solving – within and across sectors – to make the region better for everyone. To do this, they invest in great ideas and the people who power them in Minnesota, North Dakota, South Dakota and the 23...