4 Reasons Why Your Foundation Should Manage Grants with a Whole Organization Solution

This is a special guest post with roundCorner. As foundations expand in size and scope, siloed legacy systems become increasingly ineffective for grants management. We find that more foundations are placing their trust in whole organization platforms to handle all their processes around philanthropic giving. Salesforce is one

Categories: Blog, Getting Started, Philanthropy|

Spring ‘17 Salesforce Release Favorites for Nonprofits

Peter Bender Solution Architect and Lead Consultant The Salesforce release notes can be a lot to take in, but never fear. Long-time nonprofit solution architect Peter Bender has reviewed the latest features for the Salesforce Spring ‘17 release, with

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What Case Management Teams Need to Survive in 2018 and Beyond

Thomas Horst Human Services Account Manager A new year is often a time for optimism and fresh goals. That being said, we’ve heard anxiety from those we know in the human services sector throughout into 2018. There is greater

Categories: Best Practices, Blog, Getting Started, Human Services|

Your Nonprofit Technology Plan: Lessons From Catholic Charities Fort Worth

Amy Willard Sr. Technical Project Manager As your organization starts the year, you’re likely building your strategic plan for 2018. You want to do even better this year, for your mission and those you serve. And if you’re thinking about increases in efficiency, you

Best Practices for a New Case Management System with Community Housing Partnership

Tilly Josephson Human Services Account Manager Homelessness is a pervasive problem, and it hits U.S. families hard. Our client Community Housing Partnership (CHP) helps San Francisco families and individuals break the cycle of homelessness, housing nearly 200 families in the city’s Tenderloin

Categories: Best Practices, Blog, Getting Started, Human Services|

Getting Started with Nonprofit Success Pack (NPSP) and Lightning Experience

Eric Magnuson Technical Sales Manager If you are interested in improving your organization’s performance by taking advantage of Salesforce and the Nonprofit Success Pack (NPSP), there’s truly never been a better time. First, you’re joining tens of thousands of

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College Access Data & Systems: Tips From Spark

Kristi Phillips Education Solution Consultant Part II in a College Access Data Series If you’ve been following along in our series, you’ve heard how our data-driven client Spark connects underserved middle school students with transformative apprenticeships to improve their school

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Salesforce Winter ‘17 Release Highlights for Nonprofits!

Alexa Adams Foundation Practice Lead It’s that time of year, when Salesforce provides its users an early holiday present! I’ve been poring through the Winter ‘17 Release Notes, locating the gems that will have the greatest impact for our nonprofit clients.

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Can’t-Miss Nonprofit Panels at Dreamforce 2016!

Registration is open for sessions at Dreamforce (#DF16)! Be sure to save your spot before they fill up. All nonprofit panels will be at the Westin St. Francis this year. Keynotes and other activities are located on other parts of the Dreamforce campus. Naturally, we have our short list of panels

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Data-Driven College Access: Lessons From Spark

Kristi Phillips Education Solution Consultant Part I in a College Access Data Series You can’t truly understand what drives an organization’s results unless you look behind the curtain. On the surface, our client Spark is a successful youth mentoring program whose

Categories: Blog, Education|