https://www.imaginecrm.org/blog daily 0.75 2026-03-31 https://www.imaginecrm.org/blog/inc-regionals-2026 monthly 0.5 2026-03-31 https://www.imaginecrm.org/blog/march-2026-newsletter monthly 0.5 2026-03-16 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/e9e9d02c-e96c-43e2-9fda-b6ed82e44656/0754449d-de89-4f08-8613-9236a3bca4e0.jpg Blog - March 2026 Newsletter: Celebrating the People Behind the Mission Paula Whitfield has been promoted to Chief Operating Officer. She’s been a cornerstone of ImagineCRM's leadership for years, and this promotion is a reflection of the impact she's made on our organization. With more than 20 years of leadership experience across finance, operations, and technology, Paula brings both strategic depth and genuine heart to everything she does, helping organizations navigate complex transformation and growth. As Senior Advisor, she's played a central role in building our organizational capacity and identifying the opportunities that have helped us grow. In her new role as COO, she'll continue doing what she does best: aligning our team and our clients around the goals that drive real impact. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/dec17999-4913-4d9e-9707-b7e06506a282/Screenshot+2026-03-12+at+3.35.57%E2%80%AFPM.png Blog - March 2026 Newsletter: Celebrating the People Behind the Mission Rebecca Newton has been promoted to Principal Solutions Architect. With 20 years of nonprofit industry experience and a Salesforce Administrator certification to match, she brings the technical fluency and sector knowledge to build systems that work for the humans using them. Her creativity and deep knowledge in the areas of grants management, fiscal sponsorship, and nonprofit technology have made a genuine investment in making our clients' lives easier. In her new role, Rebecca will lead our new technology initiatives and AI strategy. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/093beaf6-b9b8-447f-b48d-0fb675c81d40/Screenshot+2026-03-15+at+8.41.11%E2%80%AFPM.png Blog - March 2026 Newsletter: Celebrating the People Behind the Mission Jasneet Malik has been promoted to Salesforce Consultant. Jasneet brings exceptional technical expertise and a commitment to client success that has consistently earned high satisfaction ratings. Her 10+ Salesforce certifications and dedication to continuous learning make her an invaluable resource for our clients. In her new role, Jasneet will continue delivering high-quality Salesforce solutions and supporting our clients’ success. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/0fa5cdf2-57ef-4613-b821-4b7fe8a92847/Screenshot+2026-03-12+at+3.37.04%E2%80%AFPM.png Blog - March 2026 Newsletter: Celebrating the People Behind the Mission Rosie Goldman has been promoted to Delivery Specialist. Rosie's organizational skills, attention to detail, and ability to keep complex projects on track have been instrumental to our team's success. Her blend of project management expertise and Salesforce knowledge translates to seamless delivery for our clients. In her new role, Rosie will support project coordination and delivery across our client engagements. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/56dc8553-2565-4d0b-b018-395e4450615b/Screenshot+2026-03-12+at+3.24.58%E2%80%AFPM.png Blog - March 2026 Newsletter: Celebrating the People Behind the Mission - Make it stand out For over 11 years, our founder, Daisy Garcia, has built a Pasadena-based team rooted in an unwavering commitment to helping clients transform the way they work. Her leadership is the reason we show up every day for the missions we serve. Here’s to Daisy, our leadership team, and every woman moving mission-driven work forward. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/4f904f9f-8139-4f73-848c-00fd6700cbc6/Screenshot+2026-03-12+at+3.31.37%E2%80%AFPM.jpg Blog - March 2026 Newsletter: Celebrating the People Behind the Mission - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/355640a9-7e56-4936-9433-a6ab8408e551/Screenshot+2026-03-12+at+3.18.03%E2%80%AFPM.jpg Blog - March 2026 Newsletter: Celebrating the People Behind the Mission - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/a55d10eb-e912-488c-85fd-1219d85325b2/9a0a6c9c-2f79-07e5-c52a-1c0845762108.png Blog - March 2026 Newsletter: Celebrating the People Behind the Mission - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.imaginecrm.org/blog/january-2026-newsletter monthly 0.5 2026-03-12 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/f246a5bc-c114-44ea-8908-49c04be68a4f/Daisy.png Blog - January 2026 Newsletter: Big News Agentforce Grantmaking Looking Ahead! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/73dfb8a1-39e6-41cb-842a-358ec5d95131/232ccfc5-d90b-daa6-870b-c27e67064e07.png Blog - January 2026 Newsletter: Big News Agentforce Grantmaking Looking Ahead! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1769655027733-Q45HRAIHQQ65EEEQLBP1/pic5jan26.jpeg Blog - January 2026 Newsletter: Big News Agentforce Grantmaking Looking Ahead! https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1769655029090-S9V3KHONHS2PO4A64QQX/pic4jan26.png Blog - January 2026 Newsletter: Big News Agentforce Grantmaking Looking Ahead! https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1769655029557-PVVUI4TX3690SEKA4K3B/pic3jan26.jpeg Blog - January 2026 Newsletter: Big News Agentforce Grantmaking Looking Ahead! https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1769655030137-DQ13O1BINMGWYD4QMQZ3/pic2jan26.jpg Blog - January 2026 Newsletter: Big News Agentforce Grantmaking Looking Ahead! https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1769655711404-74LS07AKZ21J4GRYN60Z/pic1jan26.png Blog - January 2026 Newsletter: Big News Agentforce Grantmaking Looking Ahead! https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/039c8ab4-236d-43ef-8849-eff3dde15e85/e7c0feda-5f20-6679-be9e-ddc906b4036d.png Blog - January 2026 Newsletter: Big News Agentforce Grantmaking Looking Ahead! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/a55d10eb-e912-488c-85fd-1219d85325b2/9a0a6c9c-2f79-07e5-c52a-1c0845762108.png Blog - January 2026 Newsletter: Big News Agentforce Grantmaking Looking Ahead! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.imaginecrm.org/blog/new-at-imaginecrm-summer-newsletter-agdex monthly 0.5 2026-01-29 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1762526558125-WUVB3HSE73RAWNWZC14L/3_A-Message-From-Our-Founder-Daisy-Garcia.png Blog - November Newsletter: Dreamforce Thought Leadership Agentforce! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/9b924b60-817f-452d-8bf5-b4e5cf57bc0d/Jasneet%2BMalik.webp Blog - November Newsletter: Dreamforce Thought Leadership Agentforce! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/4f45f6f1-e439-4dd6-8c34-aefa000e8058/Outcomes+Pic+for+newsletter.png Blog - November Newsletter: Dreamforce Thought Leadership Agentforce! - Make it stand out By extending Salesforce’s capabilities — not replacing them — we help organizations turn complexity into clarity. 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Reach out to us here to learn and schedule a demo! https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1762527338113-2WROQCDG833F9JL2N1PZ/DC+Speaking+DF25+2.jpg Blog - November Newsletter: Dreamforce Thought Leadership Agentforce! https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1762527376461-85K0EYLYIJRNRYOJ7UPH/DC+Pics+Group.jpg Blog - November Newsletter: Dreamforce Thought Leadership Agentforce! https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/8f74ec0f-e98a-45da-a579-9224478f61a8/image-7.png Blog - November Newsletter: Dreamforce Thought Leadership Agentforce! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/5a4618bb-c935-48eb-9981-c0563c2a5516/TAG+2025+Team+Photo+%285%29.png Blog - November Newsletter: Dreamforce Thought Leadership Agentforce! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/956edf25-197b-43ae-9037-5bd8b3e6cd14/Salesforce+nonprofit+event.jpg Blog - November Newsletter: Dreamforce Thought Leadership Agentforce! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/be832b77-232a-44ba-b24e-4e04754ec0cc/6_And-were-just-getting-started.png Blog - November Newsletter: Dreamforce Thought Leadership Agentforce! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/a55d10eb-e912-488c-85fd-1219d85325b2/9a0a6c9c-2f79-07e5-c52a-1c0845762108.png Blog - November Newsletter: Dreamforce Thought Leadership Agentforce! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.imaginecrm.org/blog/-dreamforce-2025-tools-to-use monthly 0.5 2026-03-28 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/86670df3-f167-4f78-9021-256c2bd86dc8/Customer+Quote+Templates+%285%29.png Blog - Dreamforce 2025 - Tools to Use! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.imaginecrm.org/blog/-salesforce-winter-26-smarter-nonprofit-cloud-easier-admin-experience monthly 0.5 2025-11-02 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/89f9ca4d-5ebc-430f-bb6c-ed1e1d752400/Customer+Quote+Templates+%283%29.png Blog - ❄️ Salesforce Winter ’26: Smarter Nonprofit Cloud, Easier Admin Experience - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/441da09c-64aa-4af8-8a50-0a734fff3403/Winter26-Release-Newsroom-Image-1200x675-1.webp Blog - ❄️ Salesforce Winter ’26: Smarter Nonprofit Cloud, Easier Admin Experience - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1757724444642-9WAQK9LAEMV0MRCVTYUX/unsplash-image-IjkIOe-2fF4.jpg Blog - ❄️ Salesforce Winter ’26: Smarter Nonprofit Cloud, Easier Admin Experience - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.imaginecrm.org/blog/showing-up-lifting-up-reflections-from-witness-success-2025 monthly 0.5 2025-11-02 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/51545965-73d9-4a40-b0eb-d9aed1393cfd/Customer+Quote+Templates+%282%29.png Blog - Showing Up, Lifting Up: Reflections from WITness Success 2025 - Make it stand out Darlene (Far Right) and Friends! 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A Practical Checklist for Nonprofits - 1. Do You Know Your Use Cases? Before you do anything else, ask yourself: What problems are we trying to solve? Where are we spending too much time? What’s repetitive, manual, or slowing us down? If I were magically given 10 more people to work with us, where would we place them? https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1754326958228-6JPFS748XKDO1A2X68C7/unsplash-image-Oalh2MojUuk.jpg Blog - Are You AI Ready? A Practical Checklist for Nonprofits - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.imaginecrm.org/blog/reflecting-on-our-wins-thank-you-for-being-part-of-this-journey monthly 0.5 2025-11-02 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1750407915598-1ZZ4N9839M07SY7343HW/Screenshot+2025-06-19+at+17.47.02.png Blog - Reflecting on Our Wins. Thank You for Being Part of This Journey - ImagineCRM was named Best Salesforce Partner to Work For, and we were also Highly Commended as Diversity and Inclusion Employer of the Year. These awards speak to the culture we’ve built from day one. A workplace where people feel safe, seen, supported, and where they are given the space to grow. We’ve always believed that impact starts with people. From day one, we’ve invested in our team, mentoring, certifying, encouraging, and celebrating them. These awards aren’t just about recognition. They are about what happens when you center purpose, wellbeing, and trust. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/e5a30096-be0c-4da7-9d97-c79147341381/images+%281%29.png Blog - Reflecting on Our Wins. Thank You for Being Part of This Journey - We’re now officially certified as a Minority Business Enterprise by the NMSDC, which is an important moment in our growth. This connects us with more than 1500 corporations committed to supplier diversity and opens new doors for meaningful partnerships. But it’s also personal. This recognition reflects our identity as a Latina-led business with a mission to build equity and opportunity into everything we do. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/3305794b-cd34-4578-a2ec-6f240e7a2886/Screenshot+2025-07-21+at+16.59.02.png Blog - Reflecting on Our Wins. Thank You for Being Part of This Journey - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.imaginecrm.org/blog/were-honored-imaginecrm-is-an-inc-5000-shortlisted-company monthly 0.5 2025-10-27 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/4a2f9a54-d147-4b65-af4b-2a9d17651fd2/We+made+the+list+ICRM+Blue+Template2+%281%29.png Blog - We’re Honored: ImagineCRM Made the Inc. 5000 List - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/61694585-f0a5-4b1e-ad79-5403bd5890bb/Screenshot+2025-07-21+at+16.52.45.png Blog - We’re Honored: ImagineCRM Made the Inc. 5000 List - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.imaginecrm.org/blog/im-honored-to-be-speaking-at-dreamforce-this-year monthly 0.5 2025-11-02 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1424c852-c778-469d-8515-a7bd8cad437e/16.png Blog - I’m Honored to be speaking at Dreamforce this year! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/35a526ae-626d-4b97-9208-f7d2aaa9fba3/18.png Blog - I’m Honored to be speaking at Dreamforce this year! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/f4e997b0-cfcf-4453-8b5d-7cb874291916/19.png Blog - I’m Honored to be speaking at Dreamforce this year! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.imaginecrm.org/blog/imaginecrm-wins-best-salesforce-partner-to-work-for-at-the-2025-digital-revolution-awards monthly 0.5 2025-11-02 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/5af45b10-4655-4464-bcd6-005316c9baa7/Screenshot+2025-06-19+at+17.47.02.png Blog - ImagineCRM Wins Best Salesforce Partner to Work For at the 2025 Digital Revolution Awards - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/f2864e0d-f995-4733-9576-b538311adc07/Website+Images+-+ImagineCRM++%283%29.png Blog - ImagineCRM Wins Best Salesforce Partner to Work For at the 2025 Digital Revolution Awards - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/02a30d2c-973d-4da2-919e-ffb8b00b91e5/Screenshot+2025-06-20+at+09.23.42.png Blog - ImagineCRM Wins Best Salesforce Partner to Work For at the 2025 Digital Revolution Awards - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.imaginecrm.org/blog/smarter-grantmaking-starts-here-key-enhancements-in-salesforce-summer-25-release monthly 0.5 2025-11-02 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/766828c3-69fb-4cea-a0be-05716b496b79/Website+Images+-+ImagineCRM++%281%29.png Blog - Smarter Grantmaking Starts Here: Key Enhancements in Salesforce Summer ’25 Release. - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/0f43a343-477d-44c5-8eec-1f1609accfda/Screenshot+2025-06-12+at+15.43.47.png Blog - Smarter Grantmaking Starts Here: Key Enhancements in Salesforce Summer ’25 Release. - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/fcd3402a-9982-4860-9237-5977e7b6d0e3/Screenshot+2025-06-12+at+15.45.49.png Blog - Smarter Grantmaking Starts Here: Key Enhancements in Salesforce Summer ’25 Release. - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/d52d8139-90af-4d16-b1d6-0c0a28154e75/Screenshot+2025-06-12+at+15.46.46.png Blog - Smarter Grantmaking Starts Here: Key Enhancements in Salesforce Summer ’25 Release. - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.imaginecrm.org/blog/you-dont-need-a-3-year-roadmap-you-need-clarity-and-capacity monthly 0.5 2025-11-02 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/a281421f-4cd0-4b92-86e5-304eaf816c6f/Website+Images+-+ImagineCRM++%2812%29.png Blog - You Don’t Need a 3-Year Roadmap. You Need Clarity and Capacity. - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/0d6732f4-b713-4ba5-8caa-5494b58cfb4d/Website+Images+-+ImagineCRM++%2810%29.png Blog - You Don’t Need a 3-Year Roadmap. You Need Clarity and Capacity. - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/122356a6-882e-43f8-a853-e0f997e35722/Website+Images+-+ImagineCRM++%288%29.png Blog - You Don’t Need a 3-Year Roadmap. You Need Clarity and Capacity. - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/982256a3-1eb3-4cd3-a1d2-3033d8b5f171/Website+Images+-+ImagineCRM++%289%29.png Blog - You Don’t Need a 3-Year Roadmap. You Need Clarity and Capacity. - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.imaginecrm.org/blog/you-shouldnt-have-to-teach-us-grantmaking-why-imaginecrm-shows-up-differently-when-working-with-you monthly 0.5 2025-11-02 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/206e61f7-8abc-4134-984d-f028e21c8c8c/Website+Images+-+ImagineCRM++%2814%29.png Blog - “You shouldn’t have to teach your partner about grantmaking”: Why ImagineCRM shows up differently when working with you. - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/ea5ea6b9-49ae-4017-a26e-3080939b837d/Screenshot+2025-05-30+at+17.08.08.png Blog - “You shouldn’t have to teach your partner about grantmaking”: Why ImagineCRM shows up differently when working with you. - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/9738968f-1508-43a5-99c5-fb8b32cf8915/Screenshot+2025-05-30+at+17.11.00.png Blog - “You shouldn’t have to teach your partner about grantmaking”: Why ImagineCRM shows up differently when working with you. - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/8adef466-97c6-42a1-9b3b-f4ab7676261a/Screenshot+2025-05-30+at+17.14.28.png Blog - “You shouldn’t have to teach your partner about grantmaking”: Why ImagineCRM shows up differently when working with you. - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/cfee8a77-7abd-4e4e-a009-631a92894fdd/Website+Images+-+ImagineCRM++%2815%29.png Blog - “You shouldn’t have to teach your partner about grantmaking”: Why ImagineCRM shows up differently when working with you. - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.imaginecrm.org/blog/creating-space-for-innovation-lessons-for-leaders monthly 0.5 2025-11-02 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/131cb41c-9f98-45c8-84a0-130efb150c4b/Website+Images+-+ImagineCRM++%285%29.png Blog - Creating Space for Innovation and AI. Lessons for Leaders. - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/83392a4b-ebb7-457c-9c53-3e682de95b45/Website+Images+-+ImagineCRM+.png Blog - Creating Space for Innovation and AI. Lessons for Leaders. - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/b5be63da-8d7e-4575-ac17-c0b9276b58b2/Website+Images+-+ImagineCRM++%281%29.png Blog - Creating Space for Innovation and AI. Lessons for Leaders. - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/8da6d59f-70f1-430d-ae9a-7344eff01cc9/Website+Images+-+ImagineCRM++%282%29.png Blog - Creating Space for Innovation and AI. Lessons for Leaders. - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/a6a77011-c510-4490-b09c-d21f66260ea8/Website+Images+-+ImagineCRM++%283%29.png Blog - Creating Space for Innovation and AI. Lessons for Leaders. - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/f17b2c4a-01b1-4249-bd5e-77cc9aae3b65/Website+Images+-+ImagineCRM++%284%29.png Blog - Creating Space for Innovation and AI. Lessons for Leaders. - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.imaginecrm.org/blog/why-think-about-people-first-when-doing-a-salesforce-project monthly 0.5 2025-11-03 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/b63217f4-e755-44d9-ada2-2cb44f9f0c6c/ImagineCRM+LinkedIn+Article+Header+%281921+x+1080+px%29+%2811%29.png Blog - Why think about people first when doing a Salesforce project? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/3f2484c3-43bc-4e6b-8224-4e463b2dba7d/ImagineCRM+LinkedIn+Article+Header+%281921+x+1080+px%29+%289%29.png Blog - Why think about people first when doing a Salesforce project? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/969758cf-435c-4de7-a72a-ebdbb542ace6/ImagineCRM+LinkedIn+Article+Header+%281921+x+1080+px%29+%2810%29.png Blog - Why think about people first when doing a Salesforce project? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.imaginecrm.org/blog/people-process-technology-devops-dreamin-chicago-key-points-from-my-session monthly 0.5 2025-11-03 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/54247da5-4ce2-4d15-8dbd-a1f96bb2bc7b/ImagineCRM+LinkedIn+Article+Header+%281921+x+1080+px%29+%286%29.png Blog - People, Process, Technology: DevOps Dreamin’ Chicago- Key Points From My Session - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/4e0450ff-6bcd-42f8-ba04-22e90bf2bdc1/Screenshot+2025-04-28+at+18.21.09.png Blog - People, Process, Technology: DevOps Dreamin’ Chicago- Key Points From My Session - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/fee80451-fcda-4fae-8a82-9e08278abac6/ImagineCRM+LinkedIn+Article+Header+%281921+x+1080+px%29+%287%29.png Blog - People, Process, Technology: DevOps Dreamin’ Chicago- Key Points From My Session - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.imaginecrm.org/blog/if-you-want-to-meetthemoment-were-here-to-help monthly 0.5 2025-11-03 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1744720793768-6H10NN6A8SZOLI9KS6K8/unsplash-image-IjkIOe-2fF4.jpg Blog - If You Want to #MeetTheMoment, We’re Here to Help. - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1744721602757-D7A8S6PIBZWYFK3IQJCK/unsplash-image-KdeqA3aTnBY.jpg Blog - If You Want to #MeetTheMoment, We’re Here to Help. - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1744191902599-MLKLZSLC3F63ZEE06EPW/LinkedIn+Article+ImagineCRM++%281%29.png Blog - If You Want to #MeetTheMoment, We’re Here to Help. - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.imaginecrm.org/blog/modernising-grantmaking-what-you-need-to-know-about-moving-to-salesforces-nonprofit-cloud monthly 0.5 2025-11-03 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/c1544241-c436-4655-aeed-8f895945eadc/Screenshot+2025-04-09+at+10.25.36.png Blog - Modernising Grantmaking: What You Need To Know About Moving To Salesforce’s Nonprofit Cloud - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/918344f4-cadb-4b14-8eaa-b536e9798309/shutterstock_2429463827.jpg Blog - Modernising Grantmaking: What You Need To Know About Moving To Salesforce’s Nonprofit Cloud - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/6eadb8bc-6057-4f71-b228-5033cbe17d47/shutterstock_2438274147.jpg Blog - Modernising Grantmaking: What You Need To Know About Moving To Salesforce’s Nonprofit Cloud - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.imaginecrm.org/blog/unlocking-efficiency-with-salesforce-accelerators-the-imaginecrm-guide monthly 0.5 2025-11-03 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/5cdc36d8-c189-4e5f-979e-1fb65c5b8f90/ImagineCRM+LinkedIn+Article+Header+%281921+x+1080+px%29+%283%29.png Blog - Unlocking Efficiency with Salesforce Accelerators: The ImagineCRM Guide - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/c0c42d29-9d59-4fcb-bbac-78a427f15512/Actionable+Alerts+02.png Blog - Unlocking Efficiency with Salesforce Accelerators: The ImagineCRM Guide - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/6c133cff-87c3-47ab-b4e9-a1161f8ce131/TravelApp_screenshot01_640x400.png Blog - Unlocking Efficiency with Salesforce Accelerators: The ImagineCRM Guide - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/56ae8d55-e66e-4832-876d-3d7f9df094c0/FIBFDataModel_diagram01_640x360.png Blog - Unlocking Efficiency with Salesforce Accelerators: The ImagineCRM Guide - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/9754707e-1d17-4489-8870-0866e571c581/SAMgov+Integration+01.png Blog - Unlocking Efficiency with Salesforce Accelerators: The ImagineCRM Guide - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/4508c694-c346-49ce-a341-c76fe5a705e7/SummitEventsApp_LaunchSlide01.png Blog - Unlocking Efficiency with Salesforce Accelerators: The ImagineCRM Guide - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/41a38be0-9ec7-457c-a2b8-4c4864ea1ca2/TechTransfer01.png Blog - Unlocking Efficiency with Salesforce Accelerators: The ImagineCRM Guide - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.imaginecrm.org/blog/getting-started-with-agentforce-on-salesforce monthly 0.5 2025-11-03 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/f4c66318-85c4-4b10-857b-940457a7fd5e/21.png Blog - Getting Started With Agentforce on Salesforce - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/46975b96-ea29-46b6-8630-d5a60019c1ad/22.png Blog - Getting Started With Agentforce on Salesforce - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.imaginecrm.org/blog/span-classsqsrte-text-color-accentimaginecrm-shortlisted-for-three-digital-revolution-awardsspan monthly 0.5 2025-11-03 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/74f5cd1a-ac5b-431b-8dff-73d6739375c5/1.png Blog - ImagineCRM Shortlisted for Three Digital Revolution Awards</span> - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.imaginecrm.org/blog/unlocking-nonprofit-insights-how-the-candid-demographics-connector-empowers-your-salesforce-strategy monthly 0.5 2025-11-03 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/5235225f-45b3-4c42-afb3-c808ec1322b4/ImagineCRM+Email+Header++%28966+x+485+px%29+%281%29.png Blog - Unlocking Nonprofit Insights: How the Candid Demographics Connector Empowers Your Salesforce Strategy https://www.imaginecrm.org/blog/unlocking-efficient-grantmaking-key-enhancements-in-salesforce-spring-25-release monthly 0.5 2025-10-27 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/34fb37c2-eb97-49e4-8b88-66994af808e3/ImagineCRM+New+LinkedIn+Style++%287%29.png Blog - Unlocking Efficient Grantmaking: Key Enhancements in Salesforce Spring '25 Release - “With every release, we do the research and distill the key updates so you don’t have to. Our focus on grantmaking ensures you can save time, stay ahead, and get the most value from Salesforce—helping you drive even greater impact. We love seeing our customers get even more value from Salesforce.” - Denise Carbone, Delivery Director - ImagineCRM https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/cda70f7e-d34b-4f14-b515-e9ceb206520e/4.png Blog - Unlocking Efficient Grantmaking: Key Enhancements in Salesforce Spring '25 Release - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.imaginecrm.org/blog/celebrating-10-years-of-imaginecrm-a-decade-of-growth-impact-and-community monthly 0.5 2025-11-03 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/3fbb7955-a10d-4eed-8f42-05462f575f53/1.jpg Blog - Celebrating 10 Years of ImagineCRM: A Decade of Growth, Impact, and Community - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/7ee2b199-85b4-4935-81b2-433d0bd3c74b/2.jpg Blog - Celebrating 10 Years of ImagineCRM: A Decade of Growth, Impact, and Community - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.imaginecrm.org/blog/insights-from-tag-nyc-a-focus-on-ai-for-foundations-and-grant-makers monthly 0.5 2025-11-03 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/fa122c3a-6072-470e-87f7-108dca2a8ea8/9.png Blog - Insights from TAG NYC - A Focus on AI for Foundations and Grant-Makers - 1. The Importance of AI Policies: One of the biggest takeaways from the event was the need for organizations to develop comprehensive AI policies. As generative AI becomes more widely used, particularly in grant applications, policies can help ensure that AI’s benefits are harnessed while mitigating potential risks. According to Candid’s 2024 survey, 57% of grantmakers said they didn’t know whether they had received AI-generated applications, highlighting a gap in awareness and the need for better systems to address this shift. As we move towards a world where AI is better understood this is an interesting and valuable piece of work for organisations to consider doing now. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/23bcff0f-9e03-4e91-a783-f3a1309a1b4d/8.png Blog - Insights from TAG NYC - A Focus on AI for Foundations and Grant-Makers - 2. Identifying and Managing Risks: TAG NYC emphasized the importance of risk management when working with AI. Foundations need to openly identify and manage risks, especially as AI use grows. For instance, 42% of funders surveyed by Candid believed they had not received AI-generated applications, but 10% of respondents stated they already accepted them. These numbers show that while some foundations are embracing AI, many remain unclear about it as it is such a new technology, and we need to make sure that no organization gets left behind which is why the TAG event was so useful. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/d4741c27-91f6-43bf-bb5b-008c0ec50329/11.png Blog - Insights from TAG NYC - A Focus on AI for Foundations and Grant-Makers - 3. The Role of Monitoring Systems: AI isn’t a "set it and forget it" solution. Continuous monitoring is crucial to ensure AI systems function as expected. The event discussed how organizations should implement monitoring systems to evaluate AI performance. Many foundations are still undecided—Candid’s report revealed that 67% of respondents have not yet decided whether they will accept AI-generated grant proposals. This shows that the sector is still exploring how best to incorporate AI into its processes. The good news is, by having robust systems in place like Salesforce, you can collate lots of data and store everything in one place so that as you need to cross reference applications, and look for trends in your monitoring you’ll be able to rely on Salesforce to compare all your data and applications easily. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/2c55844e-3c35-4768-9f67-09179ef597e7/2.png Blog - Insights from TAG NYC - A Focus on AI for Foundations and Grant-Makers - 4. AI and Accessibility in Grantmaking: One of the key discussions at TAG NYC was how AI could make grant applications more accessible, especially for underserved communities. Candid’s report echoed this sentiment, with some foundations noting how AI could help level the playing field for non-native English speakers and others who might struggle with traditional application processes. As one foundation stated: “We fund a community with a large number of refugees and other non-native English speakers. We are hoping this will help them level the playing field.” https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/194aed43-22d8-4fae-ba23-46c57a8256ec/Screenshot+2024-10-27+at+15.06.57.png Blog - Insights from TAG NYC - A Focus on AI for Foundations and Grant-Makers - Curious to learn more? Come and meet us in New York, and Salesforce World Tour! At TAG NYC, we gained invaluable insights into how foundations can harness AI’s potential, backed by findings from Candid’s latest report. As foundations navigate AI, developing the right policies, managing risks, and implementing monitoring systems will be key to success. Join us to connect with experts, discover how AI can elevate your organization, and be at the forefront of this revolution. Let’s shape the future together! AI is undeniably transforming the future of grantmaking, and now is the time to be part of this exciting shift. https://www.imaginecrm.org/blog/imaginecrms-winter-25-release-picks monthly 0.5 2025-10-27 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/206189ee-544d-4448-8df7-927ce2266bb0/Screenshot+2024-10-23+at+13.11.40.png Blog - ImagineCRM’s Winter ‘25 Release Picks - Nonprofit Cloud and Grantmaking Updates 1. Einstein Generative AI for Nonprofit Cloud Use Einstein Generative AI to efficiently summarize important information. Quickly Create a Summary of a Program and Its Benefits with Einstein Catch Up On Notes by Using Einstein Generate a Specialized Version of a Grant Application for Board Review Create a Funding Award Summary with Einstein https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/97a7e82f-ab09-4238-afb7-df6326182647/Review+Submitted+Applications+More+Easily Blog - ImagineCRM’s Winter ‘25 Release Picks - 2. More Flow-Based Forms in Grantmaking Nonprofit Cloud for Grantmaking now supports additional types of forms, including the ability to build forms with flows for grant applications, progress reports, and reviewer feedback. An enhanced form framework supports a user interface that best suits specific use cases. Use Flow-Based Forms in Grantmaking https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/e26b98c1-68ef-4211-b3e1-44c7d9bb3978/ImagineCRM+LinkedIn+Article+Header+%281921+x+1080+px%29+%282%29.png Blog - ImagineCRM’s Winter ‘25 Release Picks - 3. New Objects and Fields in Grantmaking! To build complex grant applications and to define and measure the impact of your grants, use the new and updated Grantmaking objects and fields. New Fields for Application Reviews New fields are IsRequired, ApplicationStageDefinition, DisplayOrder, and IsAssignedToMe New Object for managing Funding Award Requirements Use the new object Funding Award Requirement Section New Fields for Individual Application Task New field is Description New and Changed Objects in Grantmaking https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/fb259cd1-0cb4-4905-b220-195241d25188/Review+Submitted+Applications+More+Easily+on+Salesforce Blog - ImagineCRM’s Winter ‘25 Release Picks - 4. Review Submitted Applications More Easily Reviewers can see details and provide feedback and ratings on a single common page! Just add the Form Review component (for the application sections) and the Form Section component (for the review) to the Application Review record page layout. Review Submitted Applications from a Single Page https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/14c29647-7253-4a28-9abd-2a23949f960f/Dynamic+Highlights+Panel Blog - ImagineCRM’s Winter ‘25 Release Picks - 5. Dynamic Highlights Panel You can now ditch using compact layouts in Setup when configuring the highlights panel on your page layouts! Use the new Dynamic Highlights Panel to configure your most important fields right in the Lightning App Builder. To use the new component, find the Dynamic Highlights Panel component in the Fields tab. Drag the Dynamic Highlights Panel component onto the Lightning App Builder canvas, and then add fields and actions to it. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/62e392a5-c084-4d6c-9785-82dc8fdcc921/Make+Record+Fields+Stand+Out+with+Conditional+Formatting Blog - ImagineCRM’s Winter ‘25 Release Picks - 6. Make Record Fields Stand Out with Conditional Formatting Apply formatting to fields to help users quickly identify the most relevant information on a record page. In Lightning App Builder, give fields on Dynamic Forms-enabled pages custom icons and colors that can appear, disappear, and change color based on the criteria and rules that you define. You can view, edit, and delete rulesets for an object with the new Conditional Field Formatting node in Object Manager. Make Record Fields Stand Out with Conditional Formatting https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/411ece06-02a3-434f-a97b-99bb98b7580a/Streamlined+State+and+Country+Picklist+Setup+Process+Image Blog - ImagineCRM’s Winter ‘25 Release Picks - 7. Streamlined State and Country Picklist Setup Process Updating state and country picklists for address fields now takes fewer steps, which reduces the number of actions required for enablement. Plus, a new feature automatically maps standard states and countries, which saves you time and minimizes errors. To use this new feature, turn on the Enable Picklists for Address Fields in Country/Territory Picklists settings in Setup. Enjoy a Streamlined State and Country Picklist Setup Process https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/3c18ba32-0e4f-480e-97d9-ddd9c2ae8364/Screenshot+2024-10-23+at+13.43.16.png Blog - ImagineCRM’s Winter ‘25 Release Picks - 8. User and Object Access Summaries To simplify user management, you now have visibility into the profile, permission sets, and permission set groups that grant permissions to a specific user in the User Access Summary. In Setup, select a user, and then click View Summary. To see how an individual permission was granted, click the row-level action, and then click Access Granted By. Get Insight into How a User’s Permissions Are Granted Also, use the read-only Object Access Summary in Object Manager to quickly check object permissions when troubleshooting, completing reviews, or determining how to grant user access. In Setup, go to Object Manager, and then select an object. In the sidebar, click Object Access. See How Object Access Is Granted in Object Manager https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/c7942675-ed76-42dd-9af4-3613af37b5bd/Winter+%E2%80%9825+release+for+grant+making+on+Salesforce Blog - ImagineCRM’s Winter ‘25 Release Picks - What’s New in Flow 10. The Action Button component is now generally available With the Action Button component, the running user can trigger a screen action with the click of a button on a screen. This component means fewer screens so users can complete screen flows more quickly and with fewer mistakes. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/cfbb0f4a-0b91-44fe-83c8-b8620c20b288/Winter+%E2%80%9825+release+for+grant+making+on+Salesforce Blog - ImagineCRM’s Winter ‘25 Release Picks - 12. Troubleshoot Configuration Issues Systematically with the Errors and Warning Pane Troubleshooting flow errors is easier than ever before. The new Errors and Warnings pane lists issues that prevent you from saving and activating your flow as you work in an easy to scan format. The pane includes links to the Flow Builder canvas that help you identify the source of issues. https://www.imaginecrm.org/blog/why-a-grant-management-system-isnt-enough-exploring-the-limitations-of-using-gms-as-a-crm monthly 0.5 2025-12-02 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/745c3051-f40c-4764-94d1-1a476b399ea5/Screenshot+2024-10-23+at+09.53.54.png Blog - Why a Grant Management System Isn’t Enough: Exploring the Limitations of Using GMS as a CRM - Make it stand out Image rights: TAG 2024 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/3567aefb-3683-4f01-a6f6-184a527e67c5/shutterstock_2407377979.jpg Blog - Why a Grant Management System Isn’t Enough: Exploring the Limitations of Using GMS as a CRM - Impact Reporting and Dashboards: Unlike Salesforce, which allows you to create real-time, customizable dashboards that showcase performance metrics across all departments and functions, a GMS tends to be limited to grant-specific metrics. Salesforce enables you to track and report on not just grant applications but also on the impacts your grants are having, pulling data in from your grantees automatically when they submit reports. These capabilities help demonstrate your organization’s success to stakeholders and board members, allowing you to pull reports easily, seamlessly, and quickly. With a few clicks the reports can be generated using the data that is in Salesforce. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/cc095db2-a227-4c03-9092-890aaa8e51f6/shutterstock_2179349247.jpg Blog - Why a Grant Management System Isn’t Enough: Exploring the Limitations of Using GMS as a CRM - Time-Saving Automation and AI: One of the key benefits of using Salesforce over a GMS is the ability to automate routine tasks and processes. While a GMS may offer some basic automation, Salesforce excels with its powerful automation tools, including Salesforce Flow and Agentforce, which streamline workflows across departments. For example, Salesforce can automatically route tasks, send reminders, update records, and trigger follow-up actions without requiring manual intervention. This kind of automation saves your team valuable time, freeing them to focus on strategic initiatives rather than administrative tasks. This also saves big money when you compare the manual workarounds many GMS systems require to do what Salesforce does with automation and not staff and salary time. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/89bcddbf-115d-4301-85e2-c181a43b299b/shutterstock_1862672080.jpg Blog - Why a Grant Management System Isn’t Enough: Exploring the Limitations of Using GMS as a CRM - Best-in-Class Technology: GMS systems are highly specialized, focusing on grants alone, and as such, they often don’t keep pace with the latest advancements in technology across other sectors like fundraising, marketing, and AI. On the other hand, Salesforce is constantly evolving, integrating the best-in-class technology from across industries. Whether it’s AI, advanced automation, or integrations with tools like Slack for collaboration or Tableau for advanced analytics, Salesforce allows you to leverage cutting-edge technologies as soon as they are available. By relying solely on a GMS, you limit your organization’s ability to innovate and stay competitive, missing out on technology that can streamline processes, enhance donor engagement, and provide deeper insights into your impact. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/3d1e853e-0e36-4574-9625-f76aac831ff6/shutterstock_2136006495.jpg Blog - Why a Grant Management System Isn’t Enough: Exploring the Limitations of Using GMS as a CRM - Scalability as You Evolve: Another challenge of using a GMS as your CRM is the lack of scalability. As your organization grows, whether in terms of fundraising capacity, staff size, or program expansion, your system needs to evolve with you. Salesforce’s declarative development model—often referred to as “clicks, not code”—means that non-technical users can easily adapt the platform to meet new needs. You can create new workflows, automate complex processes, and integrate additional systems without needing to bring in developers for every change. This flexibility ensures that your organization can scale seamlessly as its operations become more sophisticated. In contrast, GMS systems often require more rigid configurations, limiting your ability to adapt quickly. Changes typically involve technical customizations, which can slow down your growth and increase dependency on external developers. As a result, organizations using a GMS can face bottlenecks when trying to scale their systems in response to new opportunities or challenges. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/42546454-98e4-4b1a-a5ad-e90ce666a5de/shutterstock_2095185139.jpg Blog - Why a Grant Management System Isn’t Enough: Exploring the Limitations of Using GMS as a CRM - Becoming Self-Reliant: One of the greatest strengths of Salesforce is its ability to empower organizations to become self-reliant. With Salesforce Trailhead, an interactive and free learning platform, your team can gain hands-on experience in real-life scenarios, learning how to use and customize Salesforce according to your specific needs. This not only builds your organization’s internal capacity but also reduces reliance on expensive consultants and developers. Trailhead offers a wide range of learning paths, from basic configuration to advanced automation and AI integration, helping your team stay current with the latest features and best practices. The self-paced, on-demand nature of Trailhead means that your staff can upskill and grow alongside the platform, allowing your organization to become more agile and responsive to change. A GMS, in comparison, typically lacks such comprehensive learning and development resources, making it harder for your team to gain independence and mastery over the system. One of the key benefits of this learning opportunity is that Salesforce opens up a huge range of career opportunities, as the leading CRM with over 55,000 nonprofits and foundations using the platform the skillsets are hugely sought after. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/0a52a721-2f7d-40df-8d69-6b425fadb3e3/shutterstock_2424450089.jpg Blog - Why a Grant Management System Isn’t Enough: Exploring the Limitations of Using GMS as a CRM - Accelerators for Faster Implementations: ImagineCRM offers specialized accelerators that can be added to your Salesforce instance for organisations looking to implement Salesforce efficiently. These accelerators are built on best practices gleaned from hundreds of successful implementations across the nonprofit sector. ImagineCRM's team uses these accelerators to fast-track your implementation, bringing real-world, best-practice learnings directly into your organization. This allows nonprofits to adopt Salesforce quickly and in a way tailored to their sector’s unique challenges and opportunities. By leveraging these accelerators, nonprofits can implement high-impact solutions—like automated reporting, donor engagement tracking, and program performance dashboards—without having to build everything from scratch. This drastically reduces the time and effort required to get up to speed and ensures your organization is set up for long-term success. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/28314a74-8cc9-462e-8026-8c79e3f13d94/ImagineCRM+LinkedIn+Article+Header+%281921+x+1080+px%29+%281%29.png Blog - Why a Grant Management System Isn’t Enough: Exploring the Limitations of Using GMS as a CRM - To discuss how ImagineCRM can help your organization scale and grow, please reach out to discuss your latest project with us. We can’t wait to speak to you! https://www.imaginecrm.org/blog/celebrating-national-hispanic-heritage-month monthly 0.5 2025-11-03 https://www.imaginecrm.org/blog/the-story-behind-imaginecrm-a-journey-of-salesforce-passion-nonprofit-purpose-and-serendipity monthly 0.5 2025-11-03 https://www.imaginecrm.org/blog/the-imaginecrm-guide-to-dreamforce-2024 monthly 0.5 2025-11-03 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/8968fee0-9330-4901-97c4-01be531fd01e/Screenshot+2024-08-28+at+10.41.42.png Blog - The ImagineCRM Guide to Dreamforce 2024 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/5f06442e-6ed2-456d-97f8-3e30320d54c3/Screenshot+2024-08-28+at+10.47.01.png Blog - The ImagineCRM Guide to Dreamforce 2024 - Travel Advice: Salesforce provides a hotel listing, book early and fast Emeryville is a short Uber or Bart ride away and saves hundreds on hotels versus SF Oakland airport is an excellent alternative to SFO, especially if staying in Emeryville Airport lines are crazy during Dreamforce. Allow extra time Bring an extra bag for all your swag and any shopping you do in SF! https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/8d64642a-7986-4b1b-94fa-56e01a8f573c/Screenshot+2024-08-24+at+10.54.30.png Blog - The ImagineCRM Guide to Dreamforce 2024 - DreamFest is the annual music festival held at Dreamforce. This year PINK! and Imagine Dragons are performing. Details: Start 6:00-9:30 PM on September 18, 2024 Location: Giants Baseball Stadium 24 Willie Mays Plaza, San Francisco, CA 94107 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/0c576c7d-f227-4f46-ae35-cee6a4dbbdb6/Screenshot+2024-08-28+at+10.53.55.png Blog - The ImagineCRM Guide to Dreamforce 2024 - The ImagineCRM team will be at Dreamforce, so please let us know if you are attending, or in the area as we’d love to meet up with you, and connect you to other customers. Reach out to the team on LinkedIn or send us an email. We can’t wait to meet you! https://www.imaginecrm.org/blog/salesforce-candid-connector monthly 0.5 2025-11-03 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/43757962-14ef-4a07-adf7-c26daf449146/Screenshot+2024-08-22+at+21.50.26.png Blog - The ImagineCRM Candid Connector on Salesforce - What our founder shared: We built it to solve a client’s need, and realized quickly this could benefit all grantmakers, foundations and government organizations. - Daisy Sayre Garcia - Our CEO and Founder. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/a5b7816f-b874-4e46-bcb7-9e1d55581684/3.png Blog - The ImagineCRM Candid Connector on Salesforce - What organizations are currently using it? We have over 40 organisations using the Candid Connector by ImagineCRM and we now have rebuilt a Candid version 2.0 which is in Beta through the end of this year. Here’s what they share: Clients have reported significant time savings and improved data integrity as a result of automating routine but disjointed compliance tasks into one core system at their organizations. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1607105378146-HZ1OP9W0ZJ3W7EM9MTN5/Nate.jpg Blog - The ImagineCRM Candid Connector on Salesforce - What Nate Rusch shared: “The next version of the Candid Connector by ImagineCRM is great because it is flexible. It is built using the newest Salesforce technologies, so it will remain stable as their platform evolves. It is also flexible because the Candid Profile is dynamic, meaning Candid information can be shown on Accounts, Leads, Opportunities, or any custom objects.” - Nate Rusch, Managing Director, ImagineCRM” https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/b2fd7774-a6b3-4878-b5b4-95794ce579d8/https___www.imagesofempowerment.org_wp-content_uploads_Hewlett_Thailand_FullRelease_001-scaled.jpg Blog - The ImagineCRM Candid Connector on Salesforce - Read how we helped Co-Impact Move to Salesforce Want to be inspired? We thought so! Read how we helped global foundation Co-Impact here. https://www.imaginecrm.org/blog/how-to-move-to-salesforce-from-fluxx monthly 0.5 2025-10-27 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/636f406d-ebe2-41f2-ac9d-d4c8f06dab62/mobile-bg.jpg Blog - How To Move To Salesforce from Fluxx We are grantmakers first, Salesforce and technology experts second. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/7c969dca-43fb-4e19-b7a5-286bbc67276e/shutterstock_633316097.jpg Blog - How To Move To Salesforce from Fluxx - How Long Does The Process Take? Building objects and fields is relatively quick, but the time needed to understand processes and implement necessary changes can vary significantly based on project scope. The challenge lies in defining your processes and determining what you want to achieve with Salesforce. We will guide you and provide our expertise throughout this phase. For organizations aiming to keep their processes largely the same while leveraging Salesforce's features, we estimate a timeline of around six months. For those looking to overhaul systems and transform multiple processes, the timeline may be longer. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/3d8906c0-b3cc-4a1f-a843-e53ac5bc0786/shutterstock_633316154.jpg Blog - How To Move To Salesforce from Fluxx - Who in my team needs to be involved? ImagineCRM employs a 'Center of Excellence' model, consisting of staff with deep expertise and insight into the organization's processes and technology. Ideally sized between 2 to 6 members, this team should include individuals with technical, grants management, and programmatic expertise. Their crucial role involves training and supporting others while liaising with executives and staff to ensure effective consultation, training, and securing necessary approvals and buy-in along the project’s path to success. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/6d437458-07c2-47fa-b4fd-0be546f6c186/download+%281%29.png Blog - How To Move To Salesforce from Fluxx - Can I Get 10 Donated Licences? Yes, Salesforce has an amazing program called the power of us: click here to see if your nonprofit qualifies. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/b2fd7774-a6b3-4878-b5b4-95794ce579d8/https___www.imagesofempowerment.org_wp-content_uploads_Hewlett_Thailand_FullRelease_001-scaled.jpg Blog - How To Move To Salesforce from Fluxx - Read how we helped Co-Impact Move to Salesforce Want to be inspired? We thought so! Read how we helped global foundation Co-Impact here. https://www.imaginecrm.org/blog/new-at-imaginecrm-summer-newsletter monthly 0.5 2025-11-07 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/5c63b9ac-7a36-413c-b6ef-d3a629486fc0/2A5A9601.jpg Blog - Summer Newsletter: Team News, Product Updates, and Events! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/33a48ca9-cdf7-40f7-820d-bcc8350ed07f/3e570f8a-af41-9d1e-f47b-e657f2e989ee.png Blog - Summer Newsletter: Team News, Product Updates, and Events! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/ea7e6994-43bf-4e19-bd55-67db8f9915f1/f0599786-cd0f-36eb-6e14-6d2ff21b7d31.jpg Blog - Summer Newsletter: Team News, Product Updates, and Events! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/5d5c073d-dc40-4586-bd50-9133d21bfb92/f3c636bb-2e7e-9406-28b8-33582e15e315.jpg Blog - Summer Newsletter: Team News, Product Updates, and Events! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/df61c05b-b1fc-4fdd-8b0e-433f569fbaa7/43a8448d-28be-bc66-4309-f83586ab34a8.jpg Blog - Summer Newsletter: Team News, Product Updates, and Events! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1620943219919-7XHFB7XVB5MULX89W30A/candid-logo-square.png Blog - Summer Newsletter: Team News, Product Updates, and Events! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/a55d10eb-e912-488c-85fd-1219d85325b2/9a0a6c9c-2f79-07e5-c52a-1c0845762108.png Blog - Summer Newsletter: Team News, Product Updates, and Events! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.imaginecrm.org/blog/summer24-release-features monthly 0.5 2025-10-27 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/7c9e4e05-30f9-40c2-8390-19eb55c9a141/1-up-footer_ee153f.png Blog - Summer ‘24’s 10 Best Features - Check out the hottest release features we think our customers should know about! https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1e69c7ef-6846-40ea-8dd7-ed7fa0a047fd/TabConditionalVisibility.gif Blog - Summer ‘24’s 10 Best Features - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/972b2d40-b576-4ece-ba39-84076cb7fff4/2024-06-18_22-07-51.png Blog - Summer ‘24’s 10 Best Features - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/b4eb932f-6b1b-44fc-9dcf-5a790a223057/where+is+this+used+3.png Blog - Summer ‘24’s 10 Best Features - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/ecba06c6-2009-435d-9c56-abcf014010ed/where+is+this+used+4.png Blog - 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Five Unforgettable Features in Spring ‘24 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/97ae3062-eacf-4b09-9850-3d73d9306884/image2-1.gif Blog - Five Unforgettable Features in Spring ‘24 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/110dd721-07c2-40cb-b23d-6d6948afe9aa/Image-3.png Blog - Five Unforgettable Features in Spring ‘24 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/db93e47d-4929-4d96-b679-fd77bd6bbb40/image6-6.png Blog - Five Unforgettable Features in Spring ‘24 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/bbd31a44-00ac-4a89-b5d2-d2e8ed456375/2024-04-05_12-15-30.png Blog - 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The Coolest Updates in Winter ‘24 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.imaginecrm.org/blog/summer-23-newsletter monthly 0.5 2025-11-03 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/5c63b9ac-7a36-413c-b6ef-d3a629486fc0/2A5A9601.jpg Blog - ImagineCRM at Dreamforce and TAG2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/faa6e796-0a89-43ff-9a5d-714ceb881a95/Tag4.jpeg Blog - ImagineCRM at Dreamforce and TAG2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/11c3082f-468c-40b5-892c-520d057b2dab/login-df-reg-fg.png Blog - ImagineCRM at Dreamforce and TAG2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/4a35c686-8fcd-4aee-9f66-3319d7037ce7/tag2023-banner-mn_orig.png Blog - 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I am passionate about helping teams and organizations improve their processes and leverage technology to improve efficiency and effectiveness for both internal staff and external grantees. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/62c870bb-c94f-4782-8ac0-a55554187071/Headshot%2Bresized.png Blog - New at ImagineCRM: Managed Services, Conferences, and Team Members - Hi! I’m Kaylee. As the Customer Success Manager, I work with clients to ensure a great implementation experience including testing, training, documentation, and post-implementation support. With five years of experience focused on customer relations and communications in the nonprofit sector, I enjoy working with our clients on elegant technology solutions and adoption. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1b1b972a-c8d6-478b-8b26-b00dbea7275e/1652308654353.jpg Blog - New at ImagineCRM: Managed Services, Conferences, and Team Members - We Are Hiring New career opportunities at ImagineCRM: Director of Business Development → Salesforce Lead Consultant → https://www.imaginecrm.org/blog/come-see-us-at-23ntc monthly 0.5 2025-10-27 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/6cb14ba5-b8e1-4b69-8c28-eaf321a3514b/1679957197607.png Blog - Come See Us at 23NTC! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.imaginecrm.org/blog/spring-23-features-you-may-have-missed monthly 0.5 2025-10-27 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/2b474fe7-bc41-4df1-8aee-adbccbc56bb6/spring-23-release-card-homepage.jpeg Blog - Spring ‘23 Release Features and Updates You May Have Missed - With another slate of enhancements from Salesforce in Spring ‘23, here are new features and updates that you don’t want to miss. Published February 16, 2023 by Kaylee Hudson, Customer Success Manager, ImagineCRM https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/f441d44e-112b-4bfc-ac1c-4b70bbc9f8d2/f607f701ff13fa77861debedfab0cea4.png Blog - Spring ‘23 Release Features and Updates You May Have Missed - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/bf38200e-219a-4179-a620-95d73b300b16/6e539c007cef0b8c7da2f1049234ca57.png Blog - Spring ‘23 Release Features and Updates You May Have Missed - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/51e83973-ed5a-43e2-924e-fef59bde68e1/2a84e3f5ef54d84d603516ea6f225b53.png Blog - Spring ‘23 Release Features and Updates You May Have Missed - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/7add475b-c224-4307-b2af-da1f6a43c7df/39aa23c853ba0f4c820bd32164018c3b.png Blog - Spring ‘23 Release Features and Updates You May Have Missed - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/17d569d6-5834-4938-a38c-b5c0ecb55e2f/d34837011bbf40a63cab6e8396d8a224.png Blog - Spring ‘23 Release Features and Updates You May Have Missed - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.imaginecrm.org/blog/how-to-create-a-flexible-reviewer-workflow-new-tools-leveraging-salesforce-grants-management-platform-and-salesforce-flows monthly 0.5 2025-10-27 https://www.imaginecrm.org/blog/imaginecrms-favorite-features-in-winter-23 monthly 0.5 2025-10-27 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/8ea316e4-a369-4765-aa21-571c7442f3f6/Brandy_Winter-708x400.jpg Blog - ImagineCRM’s Favorite Features for Winter ’23 - The start of October means that the Salesforce winter release is upon us! With tons of new features and enhancements to choose from, here are our top picks of the latest and greatest from Salesforce that can benefit your organization. Published October 3, 2022 by Kaylee Hudson, Customer Success Manager, ImagineCRM https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/3cd74e1e-7289-49a6-a93f-f98db6e07277/b65f62bee495c7eea1eb69e99f31366f+%281%29.png Blog - ImagineCRM’s Favorite Features for Winter ’23 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/bf38200e-219a-4179-a620-95d73b300b16/6e539c007cef0b8c7da2f1049234ca57.png Blog - ImagineCRM’s Favorite Features for Winter ’23 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/f8f0e01f-f932-4c72-9644-c22a18b26d4f/e3702716e44bb3040fec8beee28fd629+%281%29.png Blog - ImagineCRM’s Favorite Features for Winter ’23 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/e4066898-a3a4-4739-ab6d-274dbe869252/1933349e04da2cf1269b3bf295ae2f86.png Blog - ImagineCRM’s Favorite Features for Winter ’23 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/0abdf82a-3a0e-4250-8c69-7f6708db4930/2022-10-03_23-46-49.png Blog - ImagineCRM’s Favorite Features for Winter ’23 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/460fc852-ca1f-48d2-bcd3-0de3f1f75a58/page_rendering.gif Blog - ImagineCRM’s Favorite Features for Winter ’23 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/0601473c-db8d-49b1-b74a-de7e2baaccf1/FLSPermSetYAY.gif Blog - ImagineCRM’s Favorite Features for Winter ’23 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/9744784b-cc24-4b1c-8456-3d4c1af40ca0/b3ee50a40e606829d1cedeab5be06120.png Blog - ImagineCRM’s Favorite Features for Winter ’23 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1fc12ea2-fd1b-48c8-9d3e-4cb01103f2f6/633e813acdae19554e7fbb8d1481bb89.png Blog - ImagineCRM’s Favorite Features for Winter ’23 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.imaginecrm.org/blog/our-favorite-features-summer-22 monthly 0.5 2025-10-27 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/facd45dd-e98f-4d35-8685-77fbc6db41b7/Summer22.png Blog - What to look forward to in Summer ’22 - It's time for the Salesforce Summer release! The summer release is always the heftiest one and this year Salesforce is bringing some exciting new features that are bound to make your life a little easier. Read to learn about Dynamic Related Lists, Picklist management, Analytics Home, Flow builder and debugger enhancements, and permissions. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/2627ef47-96c1-4147-8a59-540df80bad0b/Dynamic+Related+Lists.png Blog - What to look forward to in Summer ’22 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/8d8b8644-1c78-4cc2-8aa1-48301252cc0a/Picklist+error.png Blog - What to look forward to in Summer ’22 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1f2a4152-d70b-4b76-9b6f-0880e0e84d4d/Analytics+dashboard.png Blog - What to look forward to in Summer ’22 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/aeeb7956-e524-48ef-9e5e-cb62d2b80341/Create+report.png Blog - What to look forward to in Summer ’22 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/6ba16ea7-1e2e-4802-974e-b4236371db73/Flow+Entry+Conditions.png Blog - What to look forward to in Summer ’22 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.imaginecrm.org/blog/our-top-picks-in-spring-22 monthly 0.5 2025-10-27 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1f3fda5d-75b2-4259-8cb8-0000e9070559/Spring+22.png Blog - Our top picks in Spring ’22 - Big changes are coming with the Spring '22 Salesforce release! Scroll through for an overview of our favorite features. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1f9b7fd9-f651-4ed3-bad0-c1599ba178fc/Picture1.png Blog - Our top picks in Spring ’22 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/3bc6732e-736f-4fd8-b928-89562ba44f5d/Picture2.png Blog - Our top picks in Spring ’22 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/21dbbf02-b37a-4995-811d-fe045d4f880a/Picture3.png Blog - Our top picks in Spring ’22 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/8a4f8d7d-1363-420b-bfd1-d0dd5c8023e3/Picture4.png Blog - Our top picks in Spring ’22 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/f07348fb-67ff-4ca8-87ca-c2a4dea6e56c/Picture5.png Blog - Our top picks in Spring ’22 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.imaginecrm.org/blog/what-were-excited-about-in-winter-22 monthly 0.5 2025-10-27 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1633538941443-I6NWGJ0IP0JWXJFQ69M9/Einstein+Search Blog - What we’re excited about in Winter ‘22 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1633539174727-3O9T3QU5M2ZTG0PZE7N6/dynamic+gauge+charts Blog - What we’re excited about in Winter ‘22 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1633539863690-LA4V91AY2VHZGO6JC7SE/custom+button+labels Blog - What we’re excited about in Winter ‘22 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1633540052259-222H00V3TP1G8UODQN7U/flow+start+screen Blog - What we’re excited about in Winter ‘22 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1633540428977-ZBM2KZ5LNQYXC8CVQCNH/scheduled+paths Blog - What we’re excited about in Winter ‘22 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.imaginecrm.org/blog/top-5-summer-21-features-that-admins-should-watch-out-for monthly 0.5 2025-10-27 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1632853703640-EWAYXP8ZTBI46BQ76GPE/access+level.png Blog - Top 5 Summer ‘21 features that Admins should watch out for - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1632853753087-XLWFSO19REDZIRK25UEJ/all+users.png Blog - Top 5 Summer ‘21 features that Admins should watch out for - Make it stand out Click ‘View’ against the user name to see the reason for the access in the table. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1632851813146-54J5S37EJ0ZSJYNKWE6J/John+Doe.png Blog - Top 5 Summer ‘21 features that Admins should watch out for - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1632852106968-FGYUT77D2DOIZFK3ZHBW/campaignmember.png Blog - Top 5 Summer ‘21 features that Admins should watch out for - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1632852115735-X1K8YBSSHBAJCZBONZEW/campaignmember2.png Blog - Top 5 Summer ‘21 features that Admins should watch out for - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1632852301265-LVZ6CKOXDA9L61QTNF5C/addcampaign.png Blog - Top 5 Summer ‘21 features that Admins should watch out for - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1632852278197-QVT9NXZ1JT3NNQ5TTLZX/addaccount.png Blog - Top 5 Summer ‘21 features that Admins should watch out for - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1632852379063-GTX6HF75150VNDB5ZV06/campaign+members.png Blog - Top 5 Summer ‘21 features that Admins should watch out for - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1632852526168-9XKCWBJ3041Z7KAZUT36/expirationdates.png Blog - Top 5 Summer ‘21 features that Admins should watch out for - Make it stand out When you assign the Permission set using Manage Assignments, you are able to specify the expiration date and the timezone. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1632852564009-VSAMBAHGYDS87LSQH32T/expirationdate2.png Blog - Top 5 Summer ‘21 features that Admins should watch out for - Make it stand out A combination of custom permissions and the ability to set expiration dates is a powerful feature that can be leveraged for use cases where the ability to perform an action needs to be available for a specific time period. https://www.imaginecrm.org/blog/forms-using-lightning-screen-flows monthly 0.5 2025-10-27 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1607112681300-6X4ES98KP0RMY0XYW65M/ProgressBar.png Blog - Forms using lightning screen flows https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1607112781787-OPK0OQA388PMFNH2YB4H/unnamed%2B%283%29.png Blog - Forms using lightning screen flows https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1607112821794-R30ZW6MK19I6LRVWWYTS/unnamed%2B%284%29.png Blog - Forms using lightning screen flows https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1607112843788-P1SQ6MP878Q0F4E0W4SP/unnamed%2B%285%29.png Blog - Forms using lightning screen flows https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1607112911634-GAXVYY1KAMT4OUZT9X6G/unnamed%2B%287%29.png Blog - Forms using lightning screen flows https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1607112959336-CTEVVPLJTDY4A924KMLO/Screen%2BShot%2B2020-07-31%2Bat%2B11.39.55%2BAM.png Blog - Forms using lightning screen flows https://www.imaginecrm.org/blog/our-top-5-features-in-salesforce-winter-21 monthly 0.5 2025-10-27 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1607113360408-VD7Z7L0DWWE21FFYL3KH/Email%2BTemplate%2BBuilder.png Blog - Our top 5 features in Salesforce Winter '21 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1607113428822-3IUQZWVG50BRIUE35FG4/Salesforce%2BOptimizer%2BApp.png Blog - Our top 5 features in Salesforce Winter '21 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1607113484766-WWM3QY0LA4H584KMCL7U/Flow%2BUpdates.png Blog - Our top 5 features in Salesforce Winter '21 https://www.imaginecrm.org/blog/our-favorite-features-coming-in-summer-20 monthly 0.5 2025-11-03 https://www.imaginecrm.org/blog/lightning-experience-branding-your-salesforce-login-page monthly 0.5 2025-10-27 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1607561130876-LPG349G29UKLIJ60SJGU/blog1.jpg Blog - Lightning Experience - Branding your Salesforce login page https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1607561195693-LU9JMP303HD2WHSBRN79/blog2.jpg Blog - Lightning Experience - Branding your Salesforce login page https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1607561257097-0O0TY6BZI0FN7X9R0K45/blog3.jpg Blog - Lightning Experience - Branding your Salesforce login page https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1607561292512-AZDR3P13PTGK2E445OAM/blog4.jpg Blog - Lightning Experience - Branding your Salesforce login page https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1607561339185-SQG43K4A2COZE8U03837/blog5.jpeg Blog - Lightning Experience - Branding your Salesforce login page https://www.imaginecrm.org/customer-stories daily 0.75 2025-10-27 https://www.imaginecrm.org/customer-stories/conscience-bay-research monthly 0.5 2025-10-27 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/09c98cc3-f359-4ce6-9d23-c315293160e1/Screenshot+2025-08-18+at+10.53.15.png Customer Stories - Conscience Bay Research’s Salesforce Success Story - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/a5a3787b-6c7b-4e51-8464-fab1b339098a/Screenshot+2025-08-18+at+10.59.24.png Customer Stories - Conscience Bay Research’s Salesforce Success Story - “Thanks to the ImagineCRM team, I no longer worry about missing a grant or misreporting data. Everything’s in one place, visible and accurate.” -Matt Lappé. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/f13b8ee9-da1c-49b5-99ef-6eb3f1c78186/conscience_bay_company_cover.jpeg Customer Stories - Conscience Bay Research’s Salesforce Success Story - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1755510826915-HDB57SEQ2X0Z4DVHX1NP/unsplash-image-lECj_ApWuVs.jpg Customer Stories - Conscience Bay Research’s Salesforce Success Story - Why Did You Decide to Embark on a Digital Transformation? With just a two-person team managing millions in grants and a growing network of grantee relationships, Conscience Bay Research knew they needed to future-proof their operations. At the time, they were using a blend of Google spreadsheets, QuickBooks, donor-advised fund portals, and shared drives. “It worked in the early days, but as we grew, it became clear that we needed a more professional, integrated system to match the scale of our ambition,” said Executive Director Matt Lappé. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/c6cf00ad-b26e-4baa-abce-b787e248b74a/Screenshot+2025-08-18+at+11.03.02.png Customer Stories - Conscience Bay Research’s Salesforce Success Story - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1755511440257-ZQIUYUZV9OEK4CY9LYNX/unsplash-image-Imc-IoZDMXc.jpg Customer Stories - Conscience Bay Research’s Salesforce Success Story - Why Salesforce? After speaking to peers across the philanthropic sector, one name kept coming up: Salesforce. Matt had successfully used Salesforce in a previous nonprofit leadership role and knew its potential. One of CBR’s close partners, Tempest Advisors, recommended ImagineCRM as a nonprofit-specialist Salesforce partner. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1755510878852-Y0ZFIYF55A6RYCFGHX01/unsplash-image-Hcfwew744z4.jpg Customer Stories - Conscience Bay Research’s Salesforce Success Story - What has been the impact of having Salesforce? Although the system had just gone live at the time of writing, the benefits were already clear: Confidence and Clarity: “I no longer worry about missing a grant or misreporting data. Everything’s in one place, visible and accurate.” - Matt shared Time Saved on Board Reports: Previously, preparing quarterly updates took days of checking and rechecking spreadsheets. Now? “With dashboards in Salesforce, I can update our progress in real-time and pull clean, clear reports instantly.” - Shared Matt Scalability for Growth: Matt went on to share, “We’re preparing to grow. Salesforce makes it easy to onboard new staff or collaborators without needing to explain a tangle of spreadsheets. Everything’s structured and repeatable.” Stronger Grantee Relationships: With automatic reminders and integrated communication tools, CBR can offer clearer and more timely engagement with its grantees. “We can finally deliver the consistency and clarity that our grantees deserve,” Matt kindly shared. Increased Capacity to Do Good: Matt commented, “Every hour we save on admin is a dollar we can redirect to our mission. Investing in Salesforce gives us more room to make an impact.” https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1755510937287-LFKML7GZ6FGSQ6YFYVEJ/unsplash-image-3hUTAvJoOH8.jpg Customer Stories - Conscience Bay Research’s Salesforce Success Story - Advice to Other Funders? “If your mission is to do good, then efficiency is a multiplier. ImagineCRM helped us build a system that turns complexity into clarity. It’s worth every penny.” https://www.imaginecrm.org/customer-stories/wend-foundation monthly 0.5 2025-11-02 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/038dbade-79ce-4e91-b555-735b09706d83/Screenshot+2024-11-25+at+17.17.07.png Customer Stories - Why the WEND Foundation Chose to Transform with Salesforce and ImagineCRM - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1732557952571-6DWFN6RMON5PFC6H9J2Q/unsplash-image-npxXWgQ33ZQ.jpg Customer Stories - Why the WEND Foundation Chose to Transform with Salesforce and ImagineCRM - Why Move To A New System? Ravi Shah, who joined WEND midway through their journey, realized the existing system was no longer sustainable. “We didn’t have a system in place for reporting beyond Google Forms and spreadsheets,” Ravi shared. “There was just a need for something to replace our manual processes and consolidate our data into one CRM.” The foundation’s growing impact required a platform that could not only run detailed reports but also offer insights from collected data, transforming raw information into actionable insights. For WEND, a new system wasn’t just about efficiency—it was essential for scaling impact. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/89bcddbf-115d-4301-85e2-c181a43b299b/shutterstock_1862672080.jpg Customer Stories - Why the WEND Foundation Chose to Transform with Salesforce and ImagineCRM - Why Salesforce? Ravi was no stranger to Salesforce, having used it in previous roles, and he was drawn to its flexibility and customization capabilities. “The ability to customize Salesforce was huge for us,” he explained. WEND’s approach to philanthropy was highly adaptive, involving not just grants but also contracts, emergency funding, and unique models for community support. “Salesforce allowed us to go beyond a traditional grants platform.” Ravi said. Integrations like DocuSign also helped streamline operations, ensuring everything stayed organized within one system. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1730730455524-2WABT5Q1PFXV9UY7YMIT/unsplash-image-5QgIuuBxKwM.jpg Customer Stories - Why the WEND Foundation Chose to Transform with Salesforce and ImagineCRM - The Pain Points Before Salesforce Understanding that WEND needed to move fast, Ravi reflected on why the ImagineCRM Accelerator was so brilliant, as it provides an out-of-the-box solution that was still customizable, meeting WEND’s unique needs. “Their reputation and industry expertise were incredible, and their range of accelerators was unique across the sector, as was their Candid Connector which we have found invaluable. Selecting a consultancy can be tricky, but working with ImagineCRM was always organized and moving forward,” he added. ImagineCRM went above and beyond by adapting their accelerator program to WEND’s experimental needs, including custom screen flows, forms, and budgeting tools. “ImagineCRM didn’t bat an eye at our requests. They created custom flows and piggybacked on existing technology, always understanding how different we were,” Ravi noted. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/43e656bd-b712-45d6-aafd-a0fe5a60b59f/shutterstock_2424450089.jpg Customer Stories - Why the WEND Foundation Chose to Transform with Salesforce and ImagineCRM - Impact on Team Adoption and Satisfaction One of the biggest changes WEND noticed was in team satisfaction and user adoption. With forms and dashboards designed to simplify interactions, even non-technical team members found the platform easy to use. “The feedback from our most tech-challenged colleagues was amazing—they found it intuitive and appreciated how guided the forms were,” Ravi shared. “Dashboards and reports were bookmarked, making data accessible for informed decision-making.” This ease of use, coupled with centralized data, made Salesforce an invaluable resource for WEND, significantly improving both operational efficiency and compliance. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/3d8906c0-b3cc-4a1f-a843-e53ac5bc0786/shutterstock_633316154.jpg Customer Stories - Why the WEND Foundation Chose to Transform with Salesforce and ImagineCRM - High Satisfaction from the WEND Team The feedback from WEND’s team over the years has reflected high satisfaction with Salesforce, largely due to how well it streamlined their daily operations. With automated forms and workflows tailored to WEND’s unique needs, team members could spend less time on repetitive tasks and more on strategic activities. “ImagineCRM created solutions that truly matched our way of working,” Ravi shared, attributing the satisfaction to customizations that fit WEND’s experimental approach . https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1732558450286-MYJ8K6ETO0OBS8U4INN1/unsplash-image-mKJUoZPy70I.jpg Customer Stories - Why the WEND Foundation Chose to Transform with Salesforce and ImagineCRM - Innovating to help communities By choosing Salesforce and partnering with ImagineCRM, WEND laid the groundwork for innovation, nimbleness, bridging systems and centralizing data in a way previously impossible. “ImagineCRM built a solid foundation for us,” Ravi emphasized, noting that their initial implementation has been refined over time to fit evolving needs. Thanks to Salesforce, WEND now has a scalable system that not only supports their operations but also helps realize their experimental vision for philanthropy. “In the end, ImagineCRM truly lived up to its name, helping WEND imagine—and implement—a CRM solution that empowered them to scale, adapt, and maximize their impact across diverse communities.” shared Ravi https://www.imaginecrm.org/customer-stories/rf-catalytic-capital-inc monthly 0.5 2025-10-27 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/7c9e7898-714c-4762-a254-64c2cb02c958/Screenshot+2024-11-25+at+17.46.32.png Customer Stories - Success Story: RF Catalytic Capital, Inc. (RFCC) and Salesforce Implementation - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/61cf3055-dcb2-4215-a0cf-a71ccf338a25/https___www.imagesofempowerment.org_wp-content_uploads_Full_Release_RHU_2285-scaled.jpg Customer Stories - Success Story: RF Catalytic Capital, Inc. (RFCC) and Salesforce Implementation - Building Infrastructure As a newly established charity, RFCC required a robust system capable of managing complex grant-making and collaborative efforts from the outset. The team needed a reliable system because of high-profile projects like Testing for America, the first pilot that allowed COVID-19 testing in school programs to get kids back into school safely— with thousands of schools relying on the program’s success. The organization needed a scalable solution to support its expanding operations. The initial manual grant-making processes led to inefficiencies, highlighting the need for a more advanced system to manage both the flow of funds and relationships with various stakeholders. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/e3e028c7-2f4d-438c-b2b3-bdd3fe0665b8/https___www.imagesofempowerment.org_wp-content_uploads_WIEGO_ACCRA_8043_FULLY_RELEASED-scaled.jpg Customer Stories - Success Story: RF Catalytic Capital, Inc. (RFCC) and Salesforce Implementation - Infrastructure Creation: As a new organization, RFCC needed a solution designed explicitly by grantmakers for grantmakers, forming the backbone of their comprehensive infrastructure. This platform was essential for efficiently managing their growing operations, including setting up systems for grant-making processes, fund aggregation, and effective collaboration with multiple stakeholders. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/2fd9aac2-377b-4b25-b4d7-562bfb16669d/https___www.imagesofempowerment.org_wp-content_uploads_hewlett_India_fullrelease200-scaled.jpg Customer Stories - Success Story: RF Catalytic Capital, Inc. (RFCC) and Salesforce Implementation - How Salesforce Has Helped RFCC Salesforce has significantly transformed how RFCC operates. It has streamlined processes across the organization, allowing teams to work collaboratively rather than in silos. The platform provides an enterprise-wide view of all interactions with partners and grantees, ensuring that RFCC can manage grants and contracts efficiently. Salesforce also supports RFCC in its mission by enabling real-time tracking of project impacts and facilitating transparent communication with grantees. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/6274d29e-78db-4ddd-9893-3680449683d7/PHOTO-2024-11-21-02-52-45.jpg Customer Stories - Success Story: RF Catalytic Capital, Inc. (RFCC) and Salesforce Implementation - Why ImagineCRM? When choosing a Salesforce partner, it’s crucial to choose a partner who understands your organization's work, ethos, values, mission, and ways of working. As a nonprofit or foundation, it is important to think about the partner as an extension of your team, a team that will bring their experience to the table to shape your project based on best practices and knowledge. https://www.imaginecrm.org/customer-stories/greenlatinos monthly 0.5 2025-10-27 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/6e942885-11b2-4654-b501-dcf6057e6d2a/Screenshot+2024-11-04+at+14.22.29.png Customer Stories - Transforming Environmental Justice with Salesforce at GreenLatinos - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/173c9954-986f-4a9a-aa9f-fdcb9cf392e9/2.png Customer Stories - Transforming Environmental Justice with Salesforce at GreenLatinos - The Need for a Digital Transformation As GreenLatinos grew, so did the complexity of their operations. Managing communications, grants, and compliance across multiple programs became increasingly challenging as they have such big goals and a focus on scaling impact. The organization needed a robust platform to centralize and streamline these processes, ensuring consistency and efficiency. Joe shared, “We realized that to continue growing and effectively managing our programs, we needed a digital platform that could keep up with our demands. The first few rounds of the Justicia y Equidad Fund were smaller and now with our first-ever government grant coming in, it was crucial to have a system that provided a reliable record of communication and compliance support.” https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/f5101878-07fe-43f9-85ed-31749e832b21/3.png Customer Stories - Transforming Environmental Justice with Salesforce at GreenLatinos - The Need for a Digital Transformation As GreenLatinos grew, so did the complexity of their operations. Managing communications, grants, and compliance across multiple programs became increasingly challenging as they have such big goals and a focus on scaling impact. The organization needed a robust platform to centralize and streamline these processes, ensuring consistency and efficiency. Joe shared, “We realized that to continue growing and effectively managing our programs, we needed a digital platform that could keep up with our demands. The first few rounds of the Justicia y Equidad Fund were smaller and now with our first-ever government grant coming in, it was crucial to have a system that provided a reliable record of communication and compliance support.” https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1730730455524-2WABT5Q1PFXV9UY7YMIT/unsplash-image-5QgIuuBxKwM.jpg Customer Stories - Transforming Environmental Justice with Salesforce at GreenLatinos - The Pain Points Before Salesforce Before implementing Salesforce, GreenLatinos faced several challenges: Fragmented Systems: Managing grants, communications, and compliance across different platforms was time consuming and didn’t allow the ability to scale. Lack of Centralization: There was no unified system for tracking interactions with subgrantees or ensuring compliance, making oversight difficult, they wanted a system where the data would last forever. Manual Processes: Without automation, tasks like grant application management and financial reconciliation were time-consuming and labor-intensive. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1730730285899-QIX9PZJJBH3GH0G58ED4/unsplash-image-w_6HPMxb5Fc.jpg Customer Stories - Transforming Environmental Justice with Salesforce at GreenLatinos - Anticipated Impacts of the Project The implementation of Salesforce through ImagineCRM is expected to have significant impacts on GreenLatinos’ operations: Enhanced Efficiency: Centralizing all processes will reduce manual workloads and increase productivity. Better Grant Management: The new platform will allow Green Latinos to manage the $20 million in grant funds more effectively, ensuring that the money reaches the communities that need it most quickly. Improved Environmental and Social Outcomes: By supporting tree planting and maintenance projects, Green Latinos aims to improve air quality, reduce heat-related health issues, and enhance overall community well-being. https://www.imaginecrm.org/customer-stories/co-impact monthly 0.5 2025-10-27 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/3036956e-461e-4730-adbf-368a3eca71b9/shutterstock_2437260649.jpg Customer Stories - Success Story: Empowering Gender Equality and Women's Leadership with Salesforce at Co-Impact - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1721840729880-NV1DFH6X3MXCNDGBUGU9/unsplash-image-5fNmWej4tAA.jpg Customer Stories - Success Story: Empowering Gender Equality and Women's Leadership with Salesforce at Co-Impact - The Challenge Before implementing Salesforce, Co-Impact faced significant operational challenges: Reliance on spreadsheets for data management was time-consuming and complicated, as they needed to be constantly updated with new information and checked for accuracy. For a fast-growing organization that received constant new data, this operating model wasn’t sustainable long term. A fast-growing team focused on impact needed a solution that could be accessed and used globally by anyone at any time. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1721839984821-PV5TPZN9YCODCT9DO53L/unsplash-image-ZKBzlifgkgw.jpg Customer Stories - Success Story: Empowering Gender Equality and Women's Leadership with Salesforce at Co-Impact - Choosing Salesforce and ImagineCRM Co-Impact needed a comprehensive digital transformation to meet its growing needs. After a detailed assessment and analysis of available systems and partners, it chose Salesforce for its integrated solution capabilities and ImagineCRM as its implementation partner for its specialized expertise and alignment with its mission. Gurgen explained, “Salesforce stood out because it could provide an integrated solution for our CRM, funding opportunity management, and grants management needs. ImagineCRM, a women-led organization, aligned with our values of promoting women's leadership, provided the specialized and verifiable expertise we needed to understand our work and build a system that was reflective of our design principles, policies, and procedures.” https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/33aff5ab-adbe-4682-b913-c190cd4ae87f/shutterstock_2465135803.jpg Customer Stories - Success Story: Empowering Gender Equality and Women's Leadership with Salesforce at Co-Impact - Looking Ahead Co-Impact continues to leverage Salesforce to scale its impact and drive meaningful change. It is currently working on grant pre-award diligence and will then move to impact tracking, bringing all grantmaking processes into Salesforce. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/15dcb7d8-07f1-4496-aae9-a0a8c0d7ecd5/shutterstock_2410787933.jpg Customer Stories - Success Story: Empowering Gender Equality and Women's Leadership with Salesforce at Co-Impact - Accelerating Women’s Leadership and Advancing Gender Equality Co-Impact’s success story highlights the team's remarkable journey from managing operations with spreadsheets and multiple systems to leveraging Salesforce to create lasting impact. Their partnership with ImagineCRM has been key to their success with Salesforce, providing the expertise and support needed to build a custom solution that is flexible and grows with them. This transformation streamlines their operations and supports their mission to advance gender equality and women's leadership, which we are so proud to be a part of as a minority-owned, female-owned business! https://www.imaginecrm.org/home daily 1.0 2025-10-27 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1620241375304-Y7CS4DVBEX35TIY0DQLL/unsplash-image-Oalh2MojUuk.jpg https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1761085862534-4JZUF1O8YBNDUK5Z3HX3/unsplash-image-IgUR1iX0mqM.jpg https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/ed65b98f-f0fa-42ad-9548-1b72723708f0/Screenshot+2025-10-21+at+7.07.32%E2%80%AFPM.png https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/892128fa-9012-4548-9c5f-e79dac863bd5/Screenshot+2025-10-21+at+7.07.23%E2%80%AFPM.png https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1874a6b0-1d32-4554-b95e-7b19934fbaf3/Screenshot+2025-10-21+at+7.04.18%E2%80%AFPM.png https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/c5b381fa-45df-4979-b181-3bd014406027/Screenshot+2025-10-21+at+7.05.45%E2%80%AFPM.png https://www.imaginecrm.org/about-us daily 0.75 2025-11-07 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/23149157-0ab2-47b7-b6e7-64d3d6698a9b/DRA_WinnersBadge-1.png https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/cdfefa14-979b-4b32-b0a7-3123710695d1/thumb_mbe-certification+%282%29.png https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/8fbf2f42-e3b9-406a-9149-76780a1f1e36/image+%288%29.png https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/2c3dad9d-c123-4e0f-b145-ec3bc7e48d68/thumb_SF+Consulting+Partner+Logo.png https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1620252741775-4QTLXIB5FXBKSVXCANLK/unsplash-image-6awfTPLGaCE.jpg https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1620252829784-NBIBU3AT9FY3ZPX18ZV0/unsplash-image-KdeqA3aTnBY.jpg https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1620252918907-6C6Q0UNSFBZPFL2GZJTC/unsplash-image-UTw3j_aoIKM.jpg https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1620253691883-ZIOR7EIM7FAZGMR8RM01/unsplash-image-NDoVgcS_lZM.jpg https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1620253666927-1EM1A806A1APBDX68ZAL/unsplash-image-bzqU01v-G54.jpg https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/02a855db-1105-4f85-8b54-fa74c4717c48/Screenshot+2025-10-21+at+7.39.07%E2%80%AFPM.png https://www.imaginecrm.org/contact daily 0.75 2025-10-27 https://www.imaginecrm.org/clients daily 0.75 2025-10-27 https://www.imaginecrm.org/arnold-ventures daily 0.75 2025-10-27 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1620845464127-BKNY38DDYO653XO3D857/Instagram+post+-+1.png Arnold Ventures - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.imaginecrm.org/case-studies daily 0.75 2025-10-27 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1d335732-4f12-4db6-94a4-0e0a9db29883/og-image.png Case Studies - How ImagineCRM Supported Barr Foundations' Growth Client: Barr Foundation Date of Delivery: January 17, 2022 Services Provided: Salesforce Migration, Implementation, and Community Portals https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1620845464127-BKNY38DDYO653XO3D857/Instagram+post+-+1.png Case Studies - Grantmaking Solution Built on Sales Cloud Client: Arnold Ventures Date of Delivery: February 10, 2020 Services Provided: Salesforce Implementation https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1620845464127-BKNY38DDYO653XO3D857/Instagram+post+-+1.png Case Studies - Grantee Portal Built on Salesforce Communities Client: Arnold Ventures Date of Delivery: February 2020 Services Provided: Grantee Portal https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1620943219919-7XHFB7XVB5MULX89W30A/candid-logo-square.png Case Studies - Candid Connector by ImagineCRM Client: Candid. Date of Delivery: April 2020 Services Provided: Custom Integration and Automation https://www.imaginecrm.org/our-services daily 0.75 2026-01-27 https://www.imaginecrm.org/candid daily 0.75 2025-10-27 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1620943219919-7XHFB7XVB5MULX89W30A/candid-logo-square.png Candid. - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.imaginecrm.org/arnold-ventures-2 daily 0.75 2025-10-27 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1620845464127-BKNY38DDYO653XO3D857/Instagram+post+-+1.png Arnold Ventures 2 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.imaginecrm.org/barr-foundation daily 0.75 2025-10-27 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/28a61faa-d9a0-49bc-afa4-bb0436f65da8/og-image.png Barr Foundation - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.imaginecrm.org/careers daily 0.75 2025-11-04 https://www.imaginecrm.org/imaginecrm-conference daily 0.75 2025-10-27 https://www.imaginecrm.org/terms-and-conditions daily 0.75 2025-10-27 https://www.imaginecrm.org/test-page daily 0.75 2025-10-27 https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/6b4f26e4-fadf-426a-8f71-0527a033d52c/Aro+Ha_0010+1.jpg https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/897a96b2-f890-4119-bc10-47dd0e3063c9/Screenshot+2025-07-21+at+16.39.32.png https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/ec49137f-6d59-4cfa-b343-c1aea1612b97/Screenshot+2025-07-21+at+16.41.37.png https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1bc238c4-c54b-461f-b563-292db7f68a67/Screenshot+2025-07-21+at+16.41.43.png https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1753112674840-NV7SW3RQ464BJKV3RCWX/unsplash-image-fIq0tET6llw.jpg https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/1753112710645-JOOZNIUX2MSHL82Q2KPP/unsplash-image-ETRPjvb0KM0.jpg https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/5df416e3-4182-471e-8155-8f6d7fff0ef8/image-asset+%287%29.jpeg https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/1624485560953-0BL9WLUH3R7VUXGWCDGF/Rectangle+11.jpg https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/1589847755342-LDY808BYOXXO2GNHH6A2/image-asset.jpeg https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/1589847755342-LDY808BYOXXO2GNHH6A2/image-asset.jpeg https://www.imaginecrm.org/imaginecrm-rfcc-salesforce daily 0.75 2025-10-27 https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/35214044-1349-4ed7-8d9f-6356e270e65b/pexels-tomfisk-10201585.jpg Success Story: RF Catalytic Capital, Inc. (RFCC) and Salesforce Implementation An aerial view of a tractor pulling a trailer loaded with harvested corn, next to another trailer filled with more corn, on a farm field with freshly tilled soil. https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/1589846860504-8WQTCL4WXXZ6JPJL61VH/20140301_Trade-151_0124-copy.jpg Success Story: RF Catalytic Capital, Inc. (RFCC) and Salesforce Implementation Scenic view of a large body of turquoise water surrounded by green hills and mountains under a cloudy sky. https://images.squarespace-cdn.com/content/v1/5fc6f4f8504bb4653ce26da4/7a89a214-bd49-4fe4-98b1-99b3a86157a7/51234959887_bf4a6ec56b_o.png Success Story: RF Catalytic Capital, Inc. (RFCC) and Salesforce Implementation A small, illuminated structure with open doors showing electronic equipment and a person using a laptop inside, set outdoors with a mountain landscape at dusk. https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/1600981741725-RPAB21NKC373E1NWGORK/AroHa_3.jpg Success Story: RF Catalytic Capital, Inc. (RFCC) and Salesforce Implementation Modern wooden building with large glass window, set against a mountain landscape with sparse vegetation. https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/1600981741138-X4J84I1SD9Q3FT37PF2O/AroHa-2.jpg Success Story: RF Catalytic Capital, Inc. 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