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Latest Insights

Introducing the Raisers Edge to Salesforce Accelerator
In recent years, many nonprofits have been looking for alternatives to Blackbaud Raiser’s Edge, a popular fundraising and donor management software. By far, the most attractive of options is Salesforce Nonprofit Cloud, which offers a powerful suite of tools designed to help nonprofits manage their operations more efficiently. However, migrating from Raiser’s Edge to Salesforce…

Salesforce Nonprofit Cloud – What it Means For Your Organization
Salesforce Nonprofit Cloud is a new Salesforce for Nonprofits solution designed to meet the unique needs of nonprofit organizations and help them better achieve their missions. Nonprofit Cloud is built on the Salesforce platform, and it includes a range of features that are specifically tailored to nonprofit organizations. These features include tools for managing donor…

Salesforce and NetSuite: Better Together | Webinar with Boomi
Unite finance, operations, and sales into a powerhouse team with Salesforce and NetSuite, together.

Plative Launch For Wealth & Asset Management
Plative Launch for Wealth & Asset Management has been developed through years of experience working with many of the worlds fastest growing Asset Managers.

Salesforce and NetSuite integration: Point to Point or iPaaS?
iPaaS is one of the fastest growing segments in the Enterprise Software market. Here are some factors to consider with your business on your decision to use iPaaS.

FormAssembly for Non-Profits & Foundations
Are you struggling to collect information from your constituents? Do you collect form information and manually load/data load it into Salesforce?

Salesforce Release Updates
Are you a Salesforce consultant? Here’s everything you need to know about Salesforce’s preiodic release updates.

10 Hottest Salesforce Winter ’23 Features
The Salesforce Winter ’23 release is now available! Here are the top 10 features.

How Real Estate Investment Firms Can Best Leverage Salesforce
A Summary of our Fireside Chat with Gemdale USA’s Managing Director, Josh Goldman.

Top 3 Mistakes when Implementing a Food Bank CRM
We’ve had the privilege of working with some really pioneering Food Bank customers in our 7 year history. Here’s what we learned.

Top 3 Tips for Salesforce Success from Food Bank CIO
We hosted Jen Lamplough, Northern Illinois Food Bank’s Chief Impact Officer, as she dug deep with Salesforce Expert Sterrin Bird, on her Top 3 Tips for Food Bank’s considering Salesforce or a CRM system: 1. Get buy-in first from your key stakeholders “You have to look at getting buy-in across the board” Jen exclaims. Firstly…

Digital Transformation with Salesforce Manufacturing Cloud
With the pandemic exposing limitations within the manufacturing industry, whether through the supply chain, logistics, production capabilities or their own internal processes, the manufacturing industry is now at the forefront of undertaking a massive digital transformation. C-Level executives that are in the know, realize that in order to succeed they must innovate their existing technology…