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.

Aug 6, 2018

Outbound Funds Module, a flexible Salesforce grant management solution, has officially launched and is now available to use.

Jun 12, 2018

We worked with the Chordoma Foundation to migrate their Salesforce instance and implement new donation and fundraising solutions.

May 25, 2018

An update on Outbound Funds Module, a flexible Salesforce grant management solution for nonprofits and foundations.

Apr 23, 2018

Collaborative CRM’s help organizations of similar purpose work together on the development, deployment, and support of a CRM platform.

Feb 7, 2018

In July of 2017, a focused group of Salesforce professionals came together at Salesforce.org’s...

Feb 9, 2017

We worked with a leading nonprofit organization to break down data silos and ensure that CRM data was managed in a strategic way.

Sep 25, 2016

Nonprofit Forefront excelled at providing services but the organization struggled with membership engagement and retention.

Sep 25, 2016

United Philanthropy Forum implemented a series of Salesforce managed packages distributed to 27 regional affiliates got program management.

Sep 25, 2016

Like many nonprofits, ICRW had multiple data silos and getting all their data in one place was a time consuming, mostly manual process.

Sep 21, 2016

We work with nonprofits to implement the Nonprofit Success Pack (NPSP) for donor management.

Sep 11, 2015

We worked with After School All Stars to customize and implement Salesforce with the to improve donor and program management.