Written By: The CRM FirmAging is inevitable, whether it's for people or the data we rely on daily. Just as we feel the...
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Salesforce’s Winter Harvest of New Tools & Features to Be Thankful For
Nov 13, 2024 | Nonprofit Resources, Salesforce Consulting, Salesforce News, Salesforce Resources, The CRM Firm
Written By: Justin Jackson | Salesforce ConsultantAs Thanksgiving approaches, Salesforce has harvested a cornucopia...
Empowering Foster Care: One Accord for Kids and Their Mission
Jul 10, 2024 | Customer Case Studies, Nonprofit Resources, Salesforce Consulting, Salesforce Resources, The CRM Firm
Written By: Sarah Burt | Director of ConsultingHeart Galleries have the life changing responsibility of connecting...
Salesforce Financial Services Cloud for Wealth Management
Jun 14, 2024 | Salesforce Consulting, Salesforce Resources, The CRM Firm
Written By: Erin Moore | Sr. Salesforce ConsultantSalesforce Financial Services Cloud (FSC) is a specialized version...
Salesforce Summer ’24 Release Notes
May 9, 2024 | Salesforce Consulting, Salesforce News, The CRM Firm
Written By: The CRM FirmSalesforce releases platform updates three times a year during Spring, Winter, and Summer....
A Comparative Look at Salesforce Marketing Cloud Products
May 6, 2024 | Salesforce Consulting, Salesforce Resources, The CRM Firm
Written By: Andy Carlson | Marketing Cloud ArchitectSalesforce’s Digital Marketing suite is an ever-evolving...
How CAFB Streamlined Operations and Improved Data Integrity with NPSP
Apr 26, 2024 | Customer Case Studies, The CRM Firm
Written By: The CRM FirmCapital Area Food Bank (CAFB) is a beacon of hope for individuals facing hunger and food...
Streamlining Data Capture: A Comparison of Third-Party Digital Form Tools for Salesforce
Apr 25, 2024 | Salesforce Consulting, Salesforce Resources, The CRM Firm
Written By: Justin Jackson | Salesforce ConsultantData collection is one of the many engines that keep a business...
Building Impact with a Revolutionized Grantee Experience for a Philanthropic Organization
Apr 24, 2024 | Customer Case Studies, Nonprofit Resources, The CRM Firm
Written By: The CRM FirmIn the evolving landscape of philanthropy and impact investment, organizations want to stand...