If your nonprofit organization is using Salesforce Nonprofit Success Pack (NPSP), do you know you have tools that can take your major giving program to new levels? Does that sound too good to be true? Well, it really isn’t. ...Read More

When you think about your nonprofit’s digital strategy, training might not immediately come to mind. But having a plan for training is more important than you might think — especially in today’s environment of remote workforces. Training is a ...Read More

Authored by: Catherine Moore, Heller Consulting and Andrew Caswell, National CRM Implementation Lead for the Canadian Cancer Society You’ve probably heard the term “change management” before. But do you know what it is and why it’s so important ...Read More

Gift processing is a challenge for many nonprofits. It takes time to enter gifts into your donor database or customer relationship management (CRM) system. It requires each gift type to be coded correctly. Each gift must have the right General ...Read More

Preparing your fundraising information for your accounting system isn’t always easy. In fact, it can take significant time and effort to align and reconcile data properly. That’s something Salesforce has aimed to make easier with the release of ...Read More

If you are already on Salesforce and you’re looking to make small improvements, streamlining might be the right option for you. When discussing streamlining, we are referring to a process of optimizing or improving your current system. There is ...Read More

Not so long ago, the accepted best practice was to operate on a single CRM platform, with the goal of achieving a 360-degree view of an organization’s constituents. At that time, single CRM approach made sense, and, with good ...Read More