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.
A Comprehensive Guide: Nonprofit Success Pack (NPSP) vs. Nonprofit Cloud (NPC) in Salesforce
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?
Dreamforce 2023 Highlights: Top Takeaways and Trends
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!
Salesforce Summer '23 Release Notes Summary: Exciting Features and Updates
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.
Webinar Shorts Recap - How Do I Begin the Switch From My Current CRM to Salesforce?
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.
Your TrailblazerDX 2023 Guide in 5 Minutes
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.
Spotlight Story: Carleena Bhaduri from Alzheimer’s Orange County
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!
Our Favourite Features from Salesforce Spring ‘23 Release
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!
Belmates Give Back: Volunteering at Union Gospel Mission and Ronald McDonald House
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.
Our Greater Giving Initiative Recap to Support Nonprofits
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!
Spotlight Story: Raine Playfair from Coast Funds
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.
5 Reasons Why You Should Move Your Donor Database From Raiser’s Edge to Salesforce
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?
Spotlight Story: Sheila Biggers from JABC
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.
Key Takeaways: Blackbaud to Salesforce, Eh? Webinar
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!