Nonprofit Event Management in Salesforce
If your nonprofit is thinking about using Salesforce to manage events, this article is for you. Learn best practices and tips for success!
Managing Duplicate Records in Salesforce
Which solution is best for your organization? There’s a reason they call it “dirty data.” Inaccurate, incomplete, or inconsistent data can derail your fundraising. Duplicate records, in particular, can make a fundraiser’s job even harder. Consider these...
Transforming Wish Fulfillment: How Make-A-Wish New Jersey Optimized Their Fundraising and Data with Salesforce
A Salesforce For Nonprofits Case Study Each year, Make-A-Wish Foundation of America (MAW) grants thousands of wishes to critically ill children across the country, enriching their lives and giving them hope and strength in the face of unthinkable challenges. MAW does...
Engaging & Managing Volunteers with Salesforce
Volunteers bring passion and energy to nonprofits – they provide vital support for program delivery and fundraising events. Volunteers serve as your community ambassadors. Today’s volunteers are also likely tomorrow’s donors. Whether your nonprofit is...
Sharing Solutions from the Environmental Defense Fund: CT Nonprofit Salesforce Users Group
You’re Invited 📩 Join us as we hear from Alyssa Buda, Senior Salesforce Admin at Environmental Defense Fund (EDF), who will share a case study on how to use the Experience Cloud and Salesforce screen flows to engage and connect. You’ll learn how the EDF uses...
You’re Invited! June Salesforce User Group
You’re invited! Come one and all to the June 2024 Salesforce Users Group Get Together! Join us June 13 at the District in New Haven CT!
Welcome Pia Roeser to the iMission Team
Pia Roeser has joined iMission as a Salesforce Consultant, bringing nearly a decade of experience and expertise in helping nonprofits harness the power of Salesforce, as well as other specialized CRM and SaaS platforms.
Welcome iMission’s Newest Salesforce Consultant Valerie Achterhof
The iMission Salesforce team is growing! Please say hello and welcome to our new Salesforce consultant, Valerie Achterhof! Valerie supports nonprofits across the country in harnessing the power of Salesforce. She is a data, dashboard, and report-writing expert with a...
Marketing Automation & Salesforce NPSP: A Nonprofit Case Study
Learn how Salesforce and iMission empowered Keep America Beautiful’s digital marketing and leads management using marketing automation!
Salesforce Platform Empowers VITA (Volunteer Income Tax Assistance)
Learn How Salesforce and iMission were able to empower a CT-based nonprofit to deliver over $30 Million to low-income residents!
Bassett Healthcare Network: Transitioning from Raiser’s Edge Software to the Salesforce Platform
Bassett Healthcare recently completed a CRM transition from Raiser’s Edge to Salesforce working with iMission. Read our case study details!
iMission Institute Announces Promotion of Riley Cameron as Director of CRM Solutions
iMission Institute is happy to report the promotion of Riley Cameron to Director of CRM Services effective September 1, 2023. Learn more!
Why Hire A Salesforce Nonprofit Consultant?
Are you wondering if you really need to hire a Salesforce nonprofit consultant? There are many reasons to work with a qualified pro!
How to Get Started with Salesforce for Nonprofits
Learn how to crack open the power of the leading constituent management platform. Get started with Salesforce for nonprofits with these tips.
Migrating from Raiser’s Edge to SalesForce
More and more nonprofits are migrating from Raiser’s Edge to Salesforce. Set up your organization’s roadmap for success.
5 Steps to a Successful Nonprofit Salesforce Implementation
Learn the 5 steps you can take to make your Salesforce implementation a success. Need more info? We’ve got you covered! Give iMission a call!
Top Zoom Integrations With Salesforce
Learn how the best in-class tools allow you to seamlessly integrate Zoom to Salesforce. See which integration best fits your organization.
How to Choose the Right Email Marketing Platform for Your Nonprofit
Choosing the right email marketing platform for your nonprofit is a big decision. Learn about the differences between Mailchimp & Salesforce!
Importing Salesforce Data: Top Tools
Learn the basics of importing data into Salesforce for your nonprofit: different tools available, how to define your project and your data.
Salesforce Program Management For Nonprofits
Learn how Salesforce can power up your nonprofit program management. Bring the power of digital tech to social & human services
Salesforce Multi-Factor Authentication Implementation
Salesforce Multi-Factor Authentication (MFA) is required to provide greater security for your organization’s data. Learn about the changes MFA will have on your organization and how to get the conversation started with your team. In this webinar recording, you...Charles Comstock Celebrates 2 years with iMission
iMission is Celebrating 2 years with Charles Comstock! This July marked 2 years for Charlie Comstock at iMission. Originally joining the iMission team as a digital mapping / GIS intern, Charlie’s talents soon became apparent and he joined the staff full...
Salesforce Welcomes iMission Institute As a Consulting Partner
Salesforce, the global leader in customer relationship management (CRM) services and provider of cutting-edge applications focused on customer service, marketing automation, analytics, and application development, welcomes iMission Institute as a Consulting Partner....
Tech with Humanity Helps CT Low Income Families Access Federal Supports During Covid 19
When times get tough, people come together in unity to support each other. This is what happened when the Volunteer Income Tax Assistance (VITA) sites across Connecticut were shut down due to the COVID-19 pandemic. Because of this shutdown, many low-income...iMission Institute Welcomes Regina M. Trimble
Introducing Regina M. Trimble! We are pleased to welcome Regina M. Trimble as a Senior Salesforce Consultant. Regina will be supporting our community health and social service nonprofit providers. Regina comes to us as an experienced project...Syncing Salesforce Fundraising with Nonprofit Accounting Systems
An accounting system is about the numbers. A constituent relationship management (CRM) system is about people, like donors. In the past, these systems have not connected easily, creating obstacles for the Resource Development, Grants Management, and Finance teams to...Salesforce Program & Grant Management
Streamline Your Program & Grants Management With Salesforce! If you’ve been struggling with streamlining your Programs & Grants Management, this webinar is for you! June 18th, 2020 webinar recording. Join expert panelists and CT nonprofit executives...5 Ways to Accelerate Salesforce Adoption
First impressions are critical for success with Salesforce for Nonprofits adoption. Once formed, first impressions are often difficult to change. A bad initial experience with Salesforce can leave a team member with a lasting resistance. A positive initial experience...