Gain Access to All of our Recorded Webinars & Resources

Access to our growing catalog of recorded webinars and ebooks are available by filling out the form below. Once you have submitted this information, you will be sent a link via email that provides on-demand access to these resources.

If you’re looking for information on a particular topic not covered in our webinars or ebooks, a wealth of information is also available in our Blogs. These articles cover topics such as setting up your Salesforce instance and Salesforce best practices.


Our new ebook, Data Strategies for Nonprofits: Choosing the Right Technology at the Right Time, teaches staff at every level to use the data maturity model to get more impactful data and drive effective technology choices.

Among the many ways nonprofits can use technology to drive program innovation, possibly the most transformational is using a CRM (Constituent Relations Management) database to improve client outcomes. Rooted in the Theory of Change Model, this whitepaper—written in conjunction with The Capacity Institute—outlines five strategies that help nonprofits adopting CRMs meet their missions.

Salesforce is a multifaceted powerful platform to gather, track, and analyze operational data, especially for nonprofits. Whether you are new to Salesforce or a pro user who uses Salesforce Connectors with ease, you’ll find something new in this ebook to help your nonprofit data practice.

Every nonprofit Salesforce implementation is unique, and each requires planning, direction and commitment for success. Some projects never get off the ground, while others flounder during planning. This book will help you determine if Salesforce is a good fit for your organization, and set realistic expectations for the implementation process.

Recorded Webinars:

View our 20-minute, pre-recorded webinars on 501CaseManager, our user interface for Salesforce.

2 Minute Overview of 501CaseManager
501CaseManager for Human Services
501CaseManager for Call Centers
Case Management in Native Salesforce


View our 20-minute pre-recorded webinar on RollCall, our Salesforce app that streamlines attendance tracking in Salesforce while eliminating redundancy in creating classes and enrolling students.


View our 20-minute pre-recorded webinars on the following topics:

Introduction to Lightning for the NPSP (Salesforce Lightning: How Does That Strike you?)
Email Integration with Salesforce
Salesforce as Your Development Hub
Enhanced Volunteers in Salesforce — Individuals
Enhanced Volunteers for Salesforce — Groups
Online Fundraising and Payments with Click & Pledge
Events Management with Click & Pledge

Access Recorded Webinars