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Monthly Archives

February 2016

Managing Grants In Salesforce is A Snap with Nonprofit Starter Pack 3.0

By | CRM & Salesforce, Grant Management, Salesforce News and App Reviews

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Salesforce just made grants management a whole lot easier. Salesforce.org (formerly the Salesforce Foundation) has added grants management fields to the most recent edition of the Salesforce Nonprofit Starter Pack (NPSP), enabling greater efficiency of time and effort for managing your external grants. If you are a nonprofit or foundation, this is exciting news for your development director!

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Mastering Click and Pledge Memberships with Salesforce

By | CRM & Salesforce, Donor Tracking and Management, Nonprofit Resources, Operations and Development

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In a prior blog post about “How to Handle Memberships in the Salesforce Nonprofit Starter Pack,” we shared how to manually enter memberships into Salesforce, but what do you do if you have online memberships? Click & Pledge (C&P) a popular online donation tool that integrates excellently with Salesforce, can handle all of your online membership needs. 

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