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Inspiration, best practices, and tips for nonprofits and businesses to take CRM and marketing automation further. See guidelines for guest submissions here.

Case Study Sneak Peek: finding the right app combo for grant management

In 1921 the Heckscher Foundation for Children was established with the mission to promote the welfare of children in New York and the United States. Today the Foundation’s mission is...

Lightning or Bust: why moving to Salesforce Lightning is unavoidable

Perhaps the greatest existential question within the Salesforce world right now is whether or not to upgrade to Lightning. There’s even a Trailhead devoted to it. But the problem is...

Announcing the Geopointe + Idealist Consulting partnership

Idealist Consulting is excited to announce a new partnership with Geopointe. Idealist Consulting is a preferred partner of Salesforce.org that has helped 800+ nonprofits and SMBs...

Can your marketing team handle marketing automation?

Marketers, there has never been a more exciting time to be you. Marketing budgets are growing for the average small business and nonprofit. With more support from leadership and the...

Case Study Sneak Peek: Paragon BioTeck Inc uses Salesforce to transform business

Oregon-based Paragon BioTeck, Inc has been using Salesforce since 2010 but had no IT management until 2016. That’s when they found they’d reached the limits of what their systems could...

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