We worked with the Chordoma Foundation to migrate their Salesforce instance and implement new donation and fundraising solutions.
Resources
We believe the entire Salesforce community advances when we share openly and generously. These are some of our recent client success stories and thought leadership pieces.
Nonprofits
Outbound Funds Module: The Open-source, Salesforce-based CRM/GMS
An update on Outbound Funds Module, a flexible Salesforce grant management solution for nonprofits and foundations.
Intro to Collaborative CRM Platforms
Collaborative CRM’s help organizations of similar purpose work together on the development, deployment, and support of a CRM platform.
Outbound Grantmaking and Salesforce-An Open-Source, Salesforce-based CRM for Grantmakers
In July of 2017, a focused group of Salesforce professionals came together at Salesforce.org’s NPSP Sprint in Chicago to build on an effort started...
Breaking Down Data Silos at the Center for Strategic and International Studies
We worked with a leading nonprofit organization to break down data silos and ensure that CRM data was managed in a strategic way.
Forefront- Renewing a Membership Organization
Nonprofit Forefront excelled at providing services but the organization struggled with membership engagement and retention.
Empowering a Network of Philanthropy-United Philanthropy Forum
United Philanthropy Forum implemented a series of Salesforce managed packages distributed to 27 regional affiliates got program management.
A CRM System to Engage and Empower Women-International Center for Research on Women
Like many nonprofits, ICRW had multiple data silos and getting all their data in one place was a time consuming, mostly manual process.
Nonprofit Success Pack Supports Orgs of All Shapes and Sizes
We work with nonprofits to implement the Nonprofit Success Pack (NPSP) for donor management.
After-School All-Stars Scales Fundraising Efforts
We worked with After School All Stars to customize and implement Salesforce with the to improve donor and program management.