Full Speed Into Summer: AI Conversations, Community Gatherings, and Fresh Releases
A Note from Daisy
As Q2 comes to a close, our team has been reflecting on the conversations we've shared with nonprofit and foundation leaders these past few months. Across the sector, people are asking deeper questions about their systems and about how technology can truly serve the people who use it.
These conversations shape us. They guide how we approach every partnership and every decision about where we're headed.
Heading into Q3, we feel energized by the organizations we work alongside and the systems we're building together.
To everyone in the nonprofit and grantmaking space doing this work: thank you for the questions you ask and the change you're creating.
— Daisy
Inside Our AI Conversation with Salesforce
Thank you to everyone who joined "The AI Journey Starts Here: Real Talk for Grantmaking Organizations," presented with Salesforce! The conversation made one thing clear: successful AI adoption starts with your people and your processes.
Attendees got a look at the ImagineCRM AI Framework for responsible adoption, covering governance, data security, and a human-in-the-loop approach. Logan Appel, Global Director of IT at GEAPP, shared a practitioner's view of building AI capacity one workflow at a time, and the session explored how Agentforce is opening new possibilities across the Salesforce ecosystem.
A huge thanks to our speakers Ursula Stewart of Salesforce, Logan Appel, and our own Daisy Sayre Garcia and Rebecca Newton for sharing real insights.
Out and About with the Salesforce Community
June kept our team connected with the Salesforce community, in true summer style. Jillian Brabant and Denise Carbone spent June 3rd and 4th at McCormick Place in Chicago for Salesforce Connections 2026, the biggest two days in marketing and commerce.
We were especially proud to see Denise take the stage as a speaker among the 280+ sessions, hands-on Agentforce demos, and thousands of the brightest minds under one roof. CNX gave us a front-row seat to the future of AI-driven marketing and a fantastic opportunity to connect with partners, clients, and friends.
The fun continued at the 7th Annual ChicagOhana Summer Swing, where our team sponsored the Salesforce Trailblazer Community at TopGolf Naperville for networking, great food, and friendly competition on the bays. A highlight of the night was hearing Salesforce's Marissa Alonso dive deep into Agentforce and the exciting possibilities of AI-powered automation.
Events like these remind us why this community is so special, and we're grateful to the organizers, sponsors, and everyone who made the night memorable. See you at the next one!
Rooted in Purpose at Hispanics in Philanthropy
Our Founder and CEO Daisy Sayre Garcia spent June 8th through 10th at the Hispanics in Philanthropy Annual Conference, surrounded by more than 1,000 Latino leaders, funders, and organizers.
Weeks like this are a powerful reminder of what guides our work: technology exists to support people and the missions they carry forward. Thank you to the HIP team for curating such a meaningful gathering. Daisy left with a full heart, ready to keep building together.
Stay Ahead of Salesforce's New Security Requirements
Salesforce has rolled out new Multi-Factor Authentication requirements, which began June 22nd for sandboxes and July 20th for production. A little preparation now keeps your team's access smooth and your mission moving.
Denise Carbone, our Director of Delivery, broke down exactly what's changing, who's affected, and the simple steps every user can take to avoid disruptions.
Events
Coffee and Quality United Way of Greater Houston: Facilitated by ImagineCRM — August 6, 2026
Nonprofit Innovation Exchange — Chicago, August 19, 2026
Technology Association of Grantmakers (TAG) — Chicago, November 11, 2026
Salesforce Summer '26 Has Arrived
Salesforce Summer '26 landed on June 15th, built around the idea of the Agentic Enterprise, where AI agents and human teams work side by side across the platform.
Highlights include Multi-Agent Orchestration for Agentforce agents to collaborate on end-to-end workflows, Slack-first tools that bring CRM context directly to sales and service teams, real-time data activation updates, and enhanced compliance tracking for regulatory and policy changes.
Every new release brings fresh features along with changes to your existing setup, and our team is here to help you make the most of both.
Share Your Story
Has ImagineCRM helped your organization move faster, do more, or simplify the work? We'd love to hear it.
Send your stories to info@imaginecrm.org with the subject line "Customer Success Story." Your experience could inspire another organization stepping into what's possible.
To say thank you, we will pick a story at random and send you a $150 Amazon Gift Card.