How to Prepare for the Transition from foundationConnect

Change can be hard, especially when it involves new technology. With the announcement from Salesforce that foundationConnect will be retired January 31, 2026 (with subscriptions no longer renewable after January 31, 2025) many foundations and nonprofits are reviewing...

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...

New Grant Management System Improves Workflows for the Bush Foundation

The Bush Foundation works to inspire and support creative problem solving – within and across sectors – to make the region better for everyone. To do this, they invest in great ideas and the people who power them in Minnesota, North Dakota, South Dakota and the 23...

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...

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),...