When it comes to big initiatives like a Salesforce implementation, the project manager is the glue that helps hold the project together.
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.
Salesforce Grant Management
Comparing and Selecting the Right Salesforce Grant Management System
Planning, preparation and strategy will help organizations choose the right Salesforce grant management system to meet their needs.
Moving the Heckscher Foundation for Children to Outbound Funds Module for Grant Management
Heckscher Foundation for Children chose Outbound Funds Module for a streamlined grant management system that improves workflows and delivers positive results.
How to Prepare for the Transition from foundationConnect
North Peak Solutions has helped many organizations successfully make the transition from foundationConnect to Outbound Funds Module.
New Grant Management System Improves Workflows for the Bush Foundation
The Bush Foundation has seen almost immediate results with Outbound Funds Module, a flexible grant management system.
Learn about Grants Management with Salesforce + Outbound Funds Module
Learn how Foundations manage the full grant lifecycle in Outbound Funds Module, the most widely used Salesforce-based Grant Management System.
Reflections on the Technology Association of Grantmakers (TAG) Annual Conference
Last month we attended the annual TAG conference with the goal of connecting with foundations. We wanted to learn more about how a Salesforce-based...
Salesforce’s New Grants Management Solution: Outbound Funds Module
Foundations can leverage the full power of the Salesforce platform to create grants management systems that are tailored for their needs.
How 3 Organizations Are Using the Outbound Funds Module to Manage their Grantmaking Process
Outbound Funds Module helps grantmaking organizations manage grants and the distribution of other types of funds.
Filling In the GAP: Support User Adoption with Outbound Funds Module
Outbound Funds Module is a flexible, customizable product that helps foundations and grantmaking nonprofits meet their philanthropic goals.
Is Automation the Answer to All My Problems?
Process automation is using technology (in this case, Salesforce) to perform a defined set of tasks in a particular order, based on criteria.
What do dinner, process definition, and Salesforce have in common?
We often get asked how to prepare for a Salesforce project. One of the most critical preparation steps is defining key processes. But many of the...