Spotlight Story: Raine Playfair from Coast Funds
Say hello to Raine Playfair, Manager of Stewardship Funding at Coast Funds! She has been working at Coast Funds for just over 3 years, where she’s able to blend her passion for community building with local stewardship and conservation.
5 Reasons Why You Should Move Your Donor Database From Raiser’s Edge to Salesforce
Salesforce is the world’s leading customer relationship management (CRM) tool packed with features that provide value to a variety of organizations. Some of their renowned clients range from Toyota, Amazon Web Services, to Spotify; but they don’t just cater to large corporations, they also offer 10 free licenses for all qualifying nonprofits! Did we mention it was free?
Spotlight Story: Sheila Biggers from JABC
Say hello to Sheila Biggers, President & CEO at JABC, a not-for-profit impact organization that delivers innovative educational programs to youth. We had the chance to sit down and ask her a few questions.
Spotlight Story: Tina Chiao from the BC Centre for Ability
Meet Tina, Director of Development & Communications at BC Centre for Ability (BCCFA), where she oversees the Centre’s fundraising, marketing and communications efforts.
Key Takeaways: Salesforce to Blackbaud, Eh? Webinar
On July 13, Belmar Consulting Group in partnership with Salesforce held a Blackbaud to Salesforce, Eh? webinar that lead nearly 100 attendees through the journey of migrating from Blackbaud to Salesforce from the perspective of two organizations (The Mustard Seed & CNIB) who've been there and done it!
Raghava Srista Annual Bursary Announcement
At Belmar, we are built by our people. We are extremely proud of the work we do, and even more proud of the talented and dedicated individuals that make it happen. Raghava Sristi was one of these talented individuals who worked at Belmar from 2018-2021. In his memory, we are pleased to announce the Raghava Srista Annual Bursary.
Make the Most Out of Your Nonprofit Success Pack
Salesforce is the world’s leading customer relationship management (CRM) tool packed with features that provide value to a variety of organizations. Some of their renowned clients range from Toyota, Amazon Web Services, to Spotify; but they don’t just cater to large corporations, they also offer 10 free licenses for all qualifying nonprofits! Did we mention it was free?
Great Partnerships: The Key to a Successful Project
Partnerships are everywhere, and you’re probably no stranger to them! And in business, we’re well-versed that project partnerships are used both internally and externally. You may recognize them when you create content to launch a marketing campaign, host a co-branded webinar, or build innovative and fully customized solutions for your organization using Salesforce.org. Is the last one too niche? Don’t worry, we’ll get you up to speed so that when you’re ready to begin your implementation, you’re prepared.
Our Favourite Features from Salesforce Spring ‘22 Release
Last month, Salesforce announced that the Spring '22 Release preview is live and, for the first time, includes new innovations from Slack. Here are some of our favorite features!
Key Takeaways: Belmar’s Nonprofit Executive Summit
On November 16, we held a Nonprofit Executive Summit for 30 leaders in the nonprofit space to show how they could optimize their processes through digital transformation! The event was hosted by Jenny Mitchell, and she was joined by guest speakers Josh Myers, Chris Parris, and Brock Warner. Below are some of the highlights from their keynotes.
Client Management 101 within NPSP Case Management
Client management is extremely powerful for your organization, but it’s no easy feat. In this blog post, we share some of the benefits of client management and our tips and advice to ensure that you can effectively provide the services that every client needs.
5 Things You Didn’t Know About Salesforce Nonprofit Case Management
Salesforce Nonprofit Case Management can be useful to your nonprofit organization. However, we recognize that this may be a new product to many organizations. Here are 5 things you may not know about Nonprofit Case Management.
5 Tips for an Efficient Intake Process
The intake process of an organization is an important part of the process for any human service organization, but it can be challenging to manage. A smooth and efficient intake process will save your organization time and effort, while ensuring that the right people are enrolled in the right programs. You need people, process, and technology to leave a lasting impact - read below for 5 tips on how to utilize all these elements for your organization’s intake process.
Customer Success Story: BC Centre for Ability
For a nonprofit organization like BC Centre for Ability (BCCFA), who operates a variety of programs to help children, youth, and adults who may need additional resources and support, staying efficient and streamlined is a must. Today, not only does BCCFA have a system that is scalable, it is also flexible enough to make adjustments. Read more about how their digital transformation journey ensures that BCCFA can achieve their organizational goals.
How Does Salesforce fit into my Human Services Organization
Are you a human services organization facing pain points such as data loss, unorganized systems, or difficulties tracking information? Salesforce is the solution for you! Here is how Salesforce can benefit your human services organization.
A Viewer’s Guide to “Ask Us Anything - Case and Program Management Demystified”
Are you a services organization facing pain points such as data loss, unorganized systems, and difficulties tracking information? Are you curious about what Case and Program Management is? Introducing our guide to our webinar, “Ask Us Anything - Case and Program Management Demystified”, where you can find out how we can tackle your common struggles and more through Case and Program Management.
5 Reasons to Consider Salesforce for your Case Management Solution
Is your nonprofit team frustrated with having to follow inefficient, piecemeal processes to do the job rather than helping your clients? If this sounds like you, know that there IS a better way. Here are 5 reasons to consider the Salesforce Case Management Module.
Case and Program Management Terms - Defined
Have you ever read through the comments of a Youtube video and realized you have no idea what teenagers are saying these days? Sitting in on a case and program management meeting without being familiar with the terms can feel the same way. To help your future meetings be more efficient, and most importantly, easier to digest, we’ve put together a short list of the most commonly used terms within the case and program management industry.
A Comprehensive Guide for a Successful Job Interview
An interview is more than just a first impression; it’s an outlet to show the interviewer what you can offer their company beyond what is already shown on your resume. Here is a step-by-step guide you can use to leverage your assets and present them in a way that ensures a memorable interaction.
Webinar Recap: Fundraising Metrics for Success
On June 15, we welcomed our special guest, Jenny Mitchell, the Chief Visionary Officer at Chavender. Jenny has extensive knowledge in fundraising, and her nonprofit experience spans many sectors. During our Fundraising Metrics for Success Webinar, we touched on many important points pertaining to fundraising metrics. Continue reading below to learn 5 key takeaways from our chat with Jenny.