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Easy Volunteer and Client Sign-in

Easy Volunteer and Client Sign-in

“Just like many other nonprofits Rainbow Center needs to be able to track not only each unduplicated individual who comes to the Center every year but also how many times they visit. With the program designed by Bigger Boat not only are we able to…

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The History of HomeKeeper: From local impact to national shared measurement

The History of HomeKeeper: From local impact to national shared measurement

HomeKeeper is a Salesforce-based system for affordable homeownership organizations. It combines a day-to-day program management system with a shared measurement system. It is currently in use by over seventy organizations across the country. This post shares the history of how the HomeKeeper system came together over…

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Navigating Salesforce Licensing (June 2016)

Navigating Salesforce Licensing (June 2016)

Salesforce.org (and Salesforce.com) recently changed their pricing, configuration, and naming for licenses. This blog post reflects these changes and is an updated version of our previous licensing post. Through the Power of Us program, Salesforce.org provides a great benefit for every qualified 501c3: a grant…

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Getting Started with Salesforce Console for Nonprofits

Getting Started with Salesforce Console for Nonprofits

Console makes it easy to quickly navigate through lots of records, enter case notes, reconcile donations, and more. Console users can move more efficiently through Salesforce than is really possible in the standard interface. This means that console can turn your users into superstars at…

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Summer ’16 Release Highlights for Nonprofit Admins

Summer ’16 Release Highlights for Nonprofit Admins

Summer ‘16 is a treasure trove of great stuff. Don’t take our word for it — definitely make the time to dig into the full release notes! But before you go, here are our quick picks for the things that will make nonprofit admins’ lives…

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The Spring 2016 Nonprofit Starter Pack Sprint – A Community Assembles

The Spring 2016 Nonprofit Starter Pack Sprint – A Community Assembles

Last Monday was the best day I have ever had at a Salesforce event, and I’m so excited about what this community holds. At the opening plenary of the day’s Nonprofit Starter Pack Sprint, hosted by the Bay Area Nonprofit User Group (and the United Way…

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Top Benefits of Salesforce as a CRM for Human Services Agencies

Top Benefits of Salesforce as a CRM for Human Services Agencies

Choosing the right database platform for a human services organization is a critical decision. In our experience, Salesforce is an excellent choice for a wide range of human services organizations. Salesforce combines ease of use and ease of administration with powerful features to report and analyze data,…

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Grief-support agency upgrades to NPSP v3 to gain a more complete view of their constituents

Grief-support agency upgrades to NPSP v3 to gain a more complete view of their constituents

By upgrading to Nonprofits Starter Pack v3, we now have a more powerful platform to track our work. Finding answers is also easier with the NPSP v3 documentation and the Power of Us Hub community. – Stephanie Murray, Development Director, The Healing Center   Situation The…

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Supportive Housing Case Study: Tenderloin Housing Clinic

Supportive Housing Case Study: Tenderloin Housing Clinic

There is a trust component that is built into the work we’re doing with implementing Salesforce and that has huge implications in terms of ownership and buy-in. Salesforce is changing the way we think about the programs and services we provide to clients. The system…

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Exception Reporting: An Admin’s Best Friend

Exception Reporting: An Admin’s Best Friend

This week, I’ve been working in an org that was first built out almost 8 years ago. They’re a tiny staff, and don’t have a dedicated admin. Now, having an admin is absolutely crucial to long term success with Salesforce, but sometimes that just doesn’t…

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