Our Belmar team is back from Dreamforce and excited to share their experience! Held by Salesforce, Dreamforce is the largest AI event of the year with over 40,000 in-person attendees. We've highlighted our main takeaways from the Nonprofit and Public Sector Keynote, as well as highlights from our Belmar team. Take a look!

The Summer ‘23 Release of Salesforce’s annual changes is here! As we dive into this latest update, get ready to learn all about the newest features, enhancements, and capabilities that will empower your organization like never before.

Many organizations struggle with when and how to approach a digital transformation if their existing system appears to be working fine. Is there ever a perfect time? Who should lead the charge? What do we need to consider before we start? The Canadian National Institute for the Blind and The Mustard Seed answered these questions and more when they sat down to share their CRM migration experience.

Our Belmates were super excited to learn about all the latest trends on Salesforce at TrailblazerDX 2023; here are some of our key takeaways from TrailblazerDX this year.

Meet Carleena, Helpline Services Manager at Alzheimer’s Orange County, where she manages the Helpline, supervises employees and interns, provides family support, education and assistance with care planning, and much more!

The first installment of Salesforce’s annual changes is finally live! Every year, Salesforce has three major updates to their platform. Here are some exciting features coming to Salesforce within the first quarter of 2023!

As Belmar grows and scales our business, we recognize the importance of staying true to our missions and values that we set out for ourselves from day 1 - fostering community is one of them, and for this season of giving back, our organization volunteered at two different nonprofit organizations.

In light of this year’s Giving Season, we created a social media campaign, ‘Greater Giving’ to directly showcase the good work of several nonprofit organizations that we work closely with. Giving Season is a large focus for nonprofits, many times bringing in the most donations they receive for the year, so we thought it would be a perfect time to help them out!

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.

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?

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.

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!

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.

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?

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.

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!

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 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.

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.

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.