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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.

Idealist Consulting a finalist for Oregon Ethics in Business award

Idealist Consulting has been named a finalist in the Rotary Oregon Ethics in Business Award in the small business category. The winner will be announced at the Oregon Ethics in...

So you’re having a Salesforce baby...

When you’re pregnant you have a lot of stuff to do and you find yourself researching things you never expected and didn’t even know to consider. Probably the best advice I received...

How to shop for a CRM like you shop for a car

So you’re considering buying a new database and you want to know if it’s worth the upgrade cost. Maybe you’ve had your old database for years and it does some things really well, but...

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...

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