As a Salesforce partner, we help human service organizations modernize case and program management by implementing Salesforce solutions tailored to integrated, person-centered care. From reducing intake times to enabling real-time collaboration, our systems empower frontline teams to deliver better outcomes under programs like CalAIM and ECM. With expert support, role-based onboarding, and strategic configuration, we ensure technology fits how your team works — so they can focus less on admin and more on impact.

As a Salesforce partner, we help U.S. federal agencies modernize citizen communication by transitioning from platforms like GovDelivery to Salesforce Marketing Cloud (SFMC). SFMC offers personalized, data-driven, and secure engagement across channels, addressing the limitations of legacy systems such as poor segmentation and limited automation. With seamless integration and strong analytics, agencies can improve citizen satisfaction and program outcomes. Our team provides expert consultation, implementation, and ongoing support to ensure a smooth and impactful transformation.

Nonprofits often hesitate to adopt AI due to budget constraints, staff unfamiliarity, and data security concerns. However, AI can automate routine tasks, improve decision-making, and free up staff for mission-driven work. Rather than replacing jobs, AI enhances human roles by handling repetitive processes and providing data-driven insights. By addressing key concerns and implementing AI strategically, nonprofits can unlock greater efficiency, impact, and long-term success.

AI agents are transforming the nonprofit sector by automating routine tasks, enhancing donor engagement, and optimizing resource allocation. Unlike basic chatbots, AI agents analyze data, learn from interactions, and provide personalized support, allowing nonprofits to maintain high-quality service without overburdening their teams. By selecting the right AI partners—those aligned with their mission, data strategies, and change management needs—organizations can leverage AI effectively, ensuring long-term impact and sustainability.

Implementing Salesforce in a nonprofit is not just a technical upgrade; it’s a shift in how teams work, making change management critical. Running change management alongside the project helps address resistance, align the system with organizational culture, and boost user adoption early. This parallel approach ensures a smoother transition, long-term sustainability, and maximized impact for your nonprofit's mission.

Changing payment processors is a big step for Canadian nonprofits, but it’s also a chance to improve efficiency and your donor’s experience. From understanding costs and payment methods to ensuring smooth recurring donations, this blog covers what you need to know before making the switch.

On November 20th, Account Executive Elisa Salinas attended the Salesforce World Tour in New York City, where she explored the latest tools, trends, and innovations. From expert insights to new features like Agentforce, here are her top 10 takeaways.

Tax receipts are key to building donor relationships, but they don’t have to be a hassle. Learn how integrating Salesforce with Pllenty can automate CRA-compliant tax receipting, saving you time to focus on your mission.

Managing customer inquiries, sales, marketing, and data can overwhelm any business. Enter Agentforce — Salesforce's AI-powered solution for automating complex tasks around the clock. In this article, Abhishek Bedarkar explores how Agentforce is transforming industries, including nonprofits, by freeing teams to focus on what truly matters.

Nonprofits have their hands full raising funds and keeping donor info safe. That’s where Pllenty comes in. This Canadian payment processor helps nonprofits securely manage donations, cut costs, and build trust. In this post, Raisa Rashid from Pllenty and Salesforce consultant Prabhjot Gadri share practical tips on protecting your organization and picking the right payment processor.

The Salesforce Summer ’24 Release brings a host of exciting upgrades and new features, with significant enhancements to the Salesforce Nonprofit Cloud (NPC) suite. From custom donor behavior scores and streamlined gift processing to advanced program management tools and powerful automation features, this release is packed with tools to elevate your Salesforce experience. Dive into the latest updates and learn how these innovations can help your nonprofit achieve more.

DevOps is a transformative methodology that bridges the gap between software development (Dev) and IT operations (Ops) to ensure continuous delivery of high-quality software. For Salesforce implementations, adopting DevOps practices can significantly enhance collaboration, automation, and efficiency. This comprehensive guide explores the core principles of DevOps, the unique challenges within the Salesforce ecosystem, and practical strategies to integrate DevOps tools and processes. Learn how to leverage version control systems, automate testing, manage environments, and utilize Salesforce-specific DevOps tools to optimize your Salesforce projects and drive superior results. Embrace DevOps to accelerate delivery, improve quality, and achieve greater scalability and customer satisfaction.

AI in Salesforce is an emerging technology, with numerous new functionalities continually being released. Tony Aromolaran dives into how nonprofits can leverage AI in Salesforce to increase effectiveness, boost productivity, and free up their time.

Nonprofits face a common problem: disparate data that is scattered across various platforms. This issue can complicate decision-making and jeopardize data accuracy. Introducing Salesforce Data Cloud — a solution designed to seamlessly integrate diverse data sources. Sean Byrne dives into how Salesforce Data Cloud empowers nonprofits to use their data effectively, enhancing fundraising, donor engagement, and community impact.

Have you embarked on the journey of digital transformation, only to feel overwhelmed by questions and uncertainties? At Belmar, we understand the apprehensions that come with embarking on such a journey, which is why we've compiled a list of the most frequently asked questions from our clients as they gear up for their own digital transformation projects.

Explore the transformative impact of Salesforce Nonprofit Cloud (NPC) on nonprofit organizations, focusing on OmniStudio solution. Dive into the innovative features and processes NPC offers, aiming to revolutionize the way nonprofits leverage Salesforce for their mission-driven initiatives.

In the ever-evolving business landscape, digital transformation is a key driver for growth. Tom Kadota, Solutions Engineer at Belmar, shares vital insights on the top five considerations for organizations gearing up for this journey. From change management to technological adoption, this guide offers a strategic roadmap for success in the complex realm of the digital era.

As the Spring '24 Salesforce Release approaches, it's crucial for nonprofits to stay informed about key changes that will impact their Salesforce configuration. Keep up with essential updates relevant to the Nonprofit space and shed light on their implications for your Salesforce instance. Whether your updates are scheduled for Jan 12, 2024, Feb 2, 2024, or Feb 9, 2024, it's imperative to verify your release date.

Organizations are facing the growing need to digitally transform, driven by changing market dynamics, risk reduction, and gaining a competitive edge. Yet, this transformation can feel overwhelming, especially for non-tech-savvy individuals. Matthew Hui, COO of Belmar Consulting, discussing his insights on generating buy-in, aligning executives, and implementing strategies to drive transformation.

In the world of Salesforce solutions tailored for nonprofits, the distinction between Nonprofit Cloud (NPC) and Nonprofit Success Pack (NPSP) becomes crucial, especially in Constituent Management. This article highlights the key disparities between NPC and NPSP in managing constituents within the Salesforce ecosystem, emphasizing the innovative features NPC introduces and the implications of these changes for nonprofit organizations.