Looking to maximize your mission and streamline operations? Discover how choosing the right Salesforce Nonprofit CRM partner can transform your organization’s impact from the inside out.

In this blog, Matt Hui, President, outlines what nonprofits need to know before diving into a Salesforce CRM implementation—highlighting the key features to look for, the questions to ask, and the red flags to avoid.

Whether you're upgrading systems or launching your first CRM, this guide offers clear, actionable steps to help you find a partner who understands your goals and delivers real results.

Ready to build smarter systems and stronger relationships? Contact us today to explore how the right Salesforce partner can set your nonprofit up for long-term success.

Looking to deepen connections and boost engagement? Learn how Salesforce Experience Cloud helps nonprofits create personalized, data-driven experiences that bring communities closer.

In this blog, Sri Nair, Delivery Team Lead, shares how organizations are using Experience Cloud to centralize supporter interactions, streamline operations, and build dynamic digital spaces that foster trust, collaboration, and belonging.

Whether you're rethinking your CRM strategy or looking to scale community impact, this article offers practical insights to help you lead with connection and drive lasting change.

Need help getting started? Contact us today!

Looking to transform how your agency operates? Learn how Salesforce Data Cloud empowers U.S. federal agencies to make faster, smarter decisions through real-time analytics, seamless data integration, and built-in security and compliance.

In this blog, Laxinder Singh, Director of Delivery, shares how public sector leaders are leveraging data to improve citizen engagement, personalize services, and enhance national security and disaster response while meeting growing demands for transparency and efficiency.

Whether you’re modernizing legacy systems or building a future-ready data strategy, this article offers a clear roadmap to unlocking mission-critical insights and driving lasting impact.

Need help getting started? Contact us today!

Looking to enhance your client services? Learn how Salesforce Nonprofit Cloud Case Management helps organizations deliver personalized support, improve collaboration, and maximize limited resources.

In this blog, Cole Berry, Salesforce Solutions Architect, shares how nonprofits use automation, centralized data, and real-time reporting to cut admin work, scale services, and track impact while keeping the human connection central to their mission.

Whether you’re exploring new systems or ready to upgrade your case management, this article provides a clear roadmap for leveraging Salesforce to strengthen support and drive lasting change.

Need help getting started? Contact us today!

Considering an upgrade to your fundraising tools? Unlocking Success: The Top 5 Game-Changing Benefits of Salesforce Fundraising Software shows you exactly how Salesforce Nonprofit Cloud can transform your donor engagement and boost your mission’s impact.

In this practical guide, our experts unpack essential features like comprehensive donor management, customizable reporting, and seamless integrations giving you the tools to deepen relationships, make data-driven decisions, and automate your campaigns for greater efficiency.

Ready to migrate with confidence? Contact us now.

Choosing the right CRM can transform your nonprofit’s ability to engage donors and scale impact. In this comprehensive guide, Tom Kadota, Principal Solutions Engineer, reviews the top 10 CRMs for nonprofits in 2025—breaking down their key features, strengths, and considerations to help you find the perfect fit.

From robust donor management and volunteer tracking to powerful analytics and personalized communications, this post explores the tools you need to deepen supporter relationships, streamline operations, and maximize fundraising success.

Want expert help choosing or implementing the best CRM for your nonprofit? Contact us today.

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.

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.

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.

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.

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.