Blog

Today, businesses have a lot to juggle. From handling customer questions and tracking sales to looking at marketing results and processing all sorts of data. With so many moving parts, it’s challenging for teams to stay on top of everything and keep up with the fast-paced demands of the modern marketplace.
Enter Agentforce: Salesforce's groundbreaking suite of AI-driven agents, designed to handle complex, time-consuming tasks 24/7. In this article, Abhishek Bedarkar looks at how Agentforce is changing industries, including nonprofits, by automating routine tasks and helping organizations focus on what really matters.

In today’s digital age, nonprofits face two main challenges: raising funds and protecting donor information. Pllenty, a Canadian payment processor, helps nonprofits securely manage donations, lower costs, and build donor trust with PCI compliance. In this joint effort, Raisa Rashid, Director at Pllenty, and Prabhjot Gadri, Salesforce consultant, share insights on safeguarding your organization and its donors, along with key considerations for choosing a payment processing service.

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.

The arrival of Nonprofit Cloud (NPC), sparked curiosity among clients and partners. In the past, Salesforce.org worked separately in the nonprofit space with its Nonprofit Success Pack (NPSP). Now, NPC's latest addition, Fundraising, brings it neck and neck with NPSP's features. This milestone prompts the question: what does this mean for nonprofits contemplating a shift to Salesforce via NPC?

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.

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.

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!

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!

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.

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.

The Salesforce Winter ’21 Release brought many new features and improvements to a variety of products and clouds. Here are our top 5 features from the release and how to use them.

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.

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.

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.

People respond to feedback differently from one another, which can make providing feedback difficult. If feedback is not delivered effectively, it can reduce employee morale, negatively impact employee motivation, and worst case scenario, leave individuals feeling offended and disgruntled. Here are 3 key things to remember when delivering feedback.

Diversity in the workplace has many benefits that allow companies to excel on their business strategy. As a member of the Salesforce Talent Alliance, Belmar is committed to inclusive hiring practices. We want to continue to grow in providing work opportunities to people from different background, elevating workplace diversity in the tech consulting industry.

Now more than ever, companies are trying to find ways to stay connected with their employees while working from home. At Belmar, we are consistently looking for ways to keep our team engaged, connected and excited about what is to come. Here are 3 ways to stay connected with employees.

Working from home has become the new “normal” at Belmar. Despite the new structure, our team has been able to achieve a better work-life balance, an increase in company-wide engagement rate, and an overall growth in productivity. Here are some tips and tricks that have allowed our team to stay on their ‘A’ game while working from home.

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!

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?

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?

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.

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.

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.

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.

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.

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.

At Belmar, we are part of a greater community - we want to give back to the causes that we believe in. Through the Belmar x Ally Global Foundation partnership, employees will have the opportunity to give back beyond their day-to-day workplace tasks. Read more about Belmar’s commitments to this partnership.

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.

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.

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!

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.

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.

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.

At Belmar, we are part of a greater community - we want to give back to the causes that we believe in. Through the Belmar x Ally Global Foundation partnership, employees will have the opportunity to give back beyond their day-to-day workplace tasks. Read more about Belmar’s commitments to this partnership.