Ultimate Checklist for a Seamless Blackbaud to Salesforce Nonprofit Cloud Migration
Thinking about switching CRMs? Migrating from Blackbaud to Salesforce Nonprofit Cloud can be a game-changer — but success depends on preparation.
Laxinder Singh, Director of Delivery, breaks down a practical, step-by-step checklist to make your transition seamless. From data integrity and mapping to team training and post-migration optimization, this guide covers everything you need to streamline operations, enhance donor engagement, and build for scale.
Whether you're tackling data silos or looking for more customization, this is your go-to roadmap for maximizing the potential of Salesforce Nonprofit Cloud.
📌 Ready to migrate with confidence? Contact us now.
Salesforce’s Acquisition of Informatica: Strengthening AI with Advanced Data Management
As a Salesforce partner, we help organizations unlock the full potential of AI by ensuring their data is ready to power smart decisions. With Salesforce’s $8B acquisition of Informatica, businesses now benefit from industry-leading data management tools that enhance accuracy, security, and compliance across platforms.
From strengthening real-time customer insights through Data Cloud to optimizing AI-powered automation with Agentforce, this strategic move empowers teams with clean, structured data — the foundation of any successful AI initiative. Whether you're in healthcare, finance, or the nonprofit sector, Informatica’s advanced data integration and governance tools ensure Salesforce AI solutions perform reliably and compliantly.
With Informatica, your AI models are built on high-quality inputs, enabling smarter personalization, faster automation, and measurable impact. As your implementation partner, we configure solutions that fit how your team works — so you can focus on outcomes, not data gaps.
Elevating Human Services: How Strategic Case and Program Management Drives Real-World Impact
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.
Beyond GovDelivery: Transforming Federal Communications with Salesforce Marketing Cloud
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.
Leveraging AI Agents to Empower Nonprofits: How the Right Partnerships Drive Mission 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.
Why Change Management Should Run Alongside Your Salesforce Nonprofit Project
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.
What Canadian Nonprofits Should Know Before Switching Payment Processors
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.
10 Key Takeaways from the Salesforce World Tour NYC
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.
How Automated Tax Receipting Can Save Time for Charitable Organizations
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.
How PCI Compliance Boosts Donor Trust and Fundraising Success
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.
Salesforce Summer ‘24 Release: What’s New and Exciting
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.
Unlocking the Power of DevOps in Salesforce: A Comprehensive Guide
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.
Key Benefits of Salesforce AI to Nonprofits
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.
Data Cloud: The Importance of Having a Unified Profile for Effective Customer Engagement
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.
5 Key Project Phases of Your Digital Transformation Journey
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.
Key Differences between Salesforce NPC and NPSP: OmniStudio
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.
Top 5 Things to Prepare Your Organization for Digital Transformation
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.
Salesforce Spring ‘24 Release Top Highlights
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.
Strategies for Achieving Buy-In and Executive Alignment in Your Organization
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.
Key Differences between Salesforce NPC and NPSP: Changes to Constituent Management
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.