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.
OUR BLOG
Salesforce Implementations and Relaunches
A well-planned implementation with clear goals is the key to a successful Salesforce implementation or relaunch of an existing system.
A Collaborative CRM to Help Rebuilding Together Strengthen Communities
The Rebuilding Together team believed a shared CRM solution would get their network to a stronger, more sustainable place.
A Collaborative CRM to Help Rebuilding Together Strengthen Communities- Part 2
Rebuilding Together and affiliate organizations are seeing big wins with their Salesforce-based Collaborative CRM.
Outbound Funds Module is a Salesforce Grant Management Solution
The power of Outbound Funds Module is that it was built by the community, for the community, as a simple grant management solution.
Collaborative CRM Meetup- April 2020 Recap
Collaborative CRM meetups are a chance for nonprofit leaders, staff, consultants and others to share ideas, resources and solutions for CRM practices.
Outbound Funds Module New Release Details and Meet the Team
Outbound Funds Module is a flexible Salesforce-based grant management solution for nonprofits and foundations.
Ensure Continuity for Salesforce Users with the Summer ’20 Release
This post details critical Salesforce updates that users should be aware of to ensure continued functionality.
Collaborative CRM Meetup- March 2020 Recap
Collaborative CRM meetups are a chance for leaders, staff and others to share resources and best practices around CRM management.
For Long-Term CRM Success, Invest in Your Salesforce Administrator- How to Set Up Admins for Success
Salesforce administrators are technically savvy self-starters who are motivated to learn and excited about taking on new challenges.
Outbound Funds Module Update-New Release and Case Studies
Outbound Funds Module is a flexible, scalable grant management solution suitable for nonprofits and foundations.
Green Infrastructure Leadership Exchange- A Strong CRM Foundation to Grow Membership, Grant Program
The Green Infrastructure Leadership Exchange is a community network seeking to accelerate green stormwater infrastructure implementation.
Outbound Funds Module Update-Upgrade + Foundation Case Study
Outbound Funds Module built on the Salesforce platform is a flexible grant management solution for nonprofits and foundations.