If you’re thinking about moving to a new constituent relationship management (CRM) system, you aren’t alone. Every day, nonprofits consider a change for a variety of reasons: Maybe their current CRM system is going away. Or their CRM ...Read More

If you’ve worked in the nonprofit sector for very long, you likely know about Salesforce Nonprofit Success Pack (NPSP). It’s a customer relationship management (CRM) solution that many nonprofits use to build donor relationships, accelerate major giving, and ...Read More

Digital transformation for nonprofits is not a new concept but has become an even more urgent reality since the fallout of COVID-19.  Nonprofits need to have a solid technical foundation in order to carry on with their important work. The ...Read More

The recent Nonprofit Trends Report from Salesforce provides helpful insights on how nonprofits have responded to the fallout of COVID-19 and what role technology has played in helping them become more resilient. As I read through the report, I found ...Read More

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