Takeaways from the September CRM Leadership Roundtable

CRM Leadership Roundtables are informal virtual gatherings where leaders can share ideas and discuss challenges related to fostering CRM and GMS best practices. Below is a recap of the September roundtable conversation. What Kinds of Topics are Discussed in a...

Takeaways from the June CRM Leadership Roundtable

A CRM Leadership Roundtable is an informal virtual gathering where leaders can share ideas and discuss challenges related to implementing, maintaining and training staff on CRM best practices. June marked our first get-together, and moving forward we will be holding...

Learn about Grants Management with Salesforce + Outbound Funds Module

Our webinar on June 14, 2023 at 11:30 am will be an opportunity to see firsthand how Foundations manage the full grant lifecycle in Outbound Funds Module (OFM); the most widely used Salesforce-based Grant Management System. Reserve Your Spot Now Salesforce with OFM...

How to Prepare for a New Salesforce Implementation

Preparing for a Salesforce implementation will help ensure a smooth transition from your old database to a new Salesforce platform. Whether Salesforce is being implemented as a new Constituent Relationship Management (CRM) tool or a new Grant Management System (GMS),...

Salesforce: Tips on Staffing for Success

Workflow databases like constituent relationship management (CRM) systems for Nonprofits and grant management systems (GMS) for Foundations are important business intelligence tools. In addition to amplifying the work of staff and improving experiences for...