Transforming Impact: How Salesforce Nonprofit Case Management Revolutionizes Service Delivery
This article was written by Cole Berry, Salesforce Solutions Architect. Nonprofits do big work with lean teams. The ones we partner with are on the front line every day—supporting families, coaching young people, housing neighbours, and connecting clients to vital services. More and more of these organizations are moving to Salesforce Nonprofit Cloud Case Management […]
Top 10 CRMs for Nonprofits: Boost Your Fundraising and Enhance Donor Relationships in 2025
This article was written by Tom Kadota, Principal Solutions Engineer. If you’re serious about growth in 2025, the right nonprofit CRM (constituent relationship management) isn’t optional—it’s the backbone of modern fundraising. A good platform helps you know your donors, spot trends, automate the busy work, and run smarter campaigns across email, web, events, and peer-to-peer. […]
Ultimate Checklist for a Seamless Blackbaud to Salesforce Nonprofit Cloud Migration
This article was written by Laxinder Singh, Director of Delivery. Are you considering Salesforce as your new nonprofit CRM? Migrating from Blackbaud to Salesforce Nonprofit Cloud can Are you moving your nonprofit CRM from Blackbaud to Salesforce Nonprofit Cloud? Done right, this change simplifies your stack, improves donor engagement, and gives your team clearer data […]
Elevating Human Services: How Strategic Case and Program Management Drives Real-World Impact
This article was written by Anjan Phangura, HR Operations Coordinator. Short answer up top: Human and social service teams get the best results when case and program management lives on one secure, flexible platform. Salesforce Case and Program Management with nonprofit management consulting firms brings client data, care plans, referrals, reporting, and outcomes into one […]
Overcoming Barriers to AI Adoption in Nonprofits
Bringing AI into a nonprofit can feel like a big leap when budgets are tight and teams are stretched. Yet the gains are real: less manual admin, clearer insights, faster decisions, and more time for mission work. Tools like Agentforce can take repetitive tasks off your plate so staff can focus on community impact. The […]
Leveraging AI Agents to Empower Nonprofits: How the Right Partnerships Drive Mission Success
This article was written by Keya Aggarwal, Associate Salesforce Consultant. Nonprofit teams are stretched. AI agents help by automating admin, personalising supporter journeys, and answering questions any time. The biggest wins come when you choose the right use cases, protect data, integrate with your CRM, and get proper training so people adopt the tools. Pick […]
Why Change Management Should Run Alongside Your Salesforce Nonprofit Project
This article was written by Anita Pinto, Delivery Team Lead. Rolling out Salesforce in a nonprofit is not only a tech job. It is a people job. You are changing how teams collect data, track donors, manage programmes, and report on impact. If you only focus on configuration and ignore how people will work in […]
What Canadian Nonprofits Should Know Before Switching Payment Processors
This article was contributed by our featured guest, Raisa Rashid, Project Management Director at Pllenty. Switching payment processors is a big call for any Canadian nonprofit. The right provider isn’t just a way to take donations—it’s a partner that helps you manage online giving, membership dues, peer-to-peer campaigns, ticket sales, and recurring gifts without headaches. […]
How Automated Tax Receipting Can Save Time for Charitable Organizations
This article was written by Prabhjot Gadri, a Salesforce Consultant here at Belmar, and Raisa Rashid, Director at Pllenty. For registered charities in Canada, official donation tax receipts do more than acknowledge a gift—they help donors claim charitable tax credits, which can lift giving and improve retention. The challenge is the admin load. Creating CRA-compliant […]
Key Benefits of Salesforce AI to Nonprofits
This article was written by Tony Aromolaran, Salesforce Consultant. AI in Salesforce is an emerging technology, with numerous new functionalities continually being released. Recently, much of the excitement has centered around Predictive and Generative AI. Predictive AI involves utilizing relevant data to train a model, which is then used to generate predictive insights and metrics. […]