How to Prepare for a New Salesforce Implementation

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),...
A Holistic Approach to  High-Functioning CRM and GMS Databases

A Holistic Approach to High-Functioning CRM and GMS Databases

Let’s get the uncomfortable facts out right away: Times have changed. As a nonprofit or foundation, having high-functioning database technology for CRM (Constituent Relationship Management) and GMS (Grant Management Systems) is no longer “a nice-to-have,” rather it is...