Haswell

Salesforce CRM
Consulting

Strategic

Salesforce CRM Consulting

Harnessing Intelligent Donor Journeys for Greater Impact

Harnessing Intelligent Donor Journeys for Greater Impact

Nonprofits today face the twin challenges of deepening relationships with supporters while doing more with less. Traditional donor databases, spreadsheets, and disconnected systems make it difficult to see a single truth about any supporter, ...
Turning Supporter Data into Action: A Practical Guide for Nonprofits

Turning Supporter Data into Action: A Practical Guide for Nonprofits

Nonprofits today face an expectation they can’t ignore: deliver highly personalized experiences that deepen relationships and inspire giving. Yet many organizations struggle to do this because supporter data lives in silos across fundraising ...
Streamlining Community Engagement with a Power Platform Volunteer App

Streamlining Community Engagement with a Power Platform Volunteer App

Volunteer programs are complicated ecosystems: they need efficient recruitment, timely onboarding, dependable scheduling, clear communication, accurate attendance tracking, and actionable analytics. An open-source Volunteer Management ...
Streamlining Volunteer Coordination: A Modern Portal for Nonprofits

Streamlining Volunteer Coordination: A Modern Portal for Nonprofits

Nonprofit organizations increasingly rely on digital tools to recruit, manage, and retain volunteers, and a tailored portal built on the Power Apps platform can transform that process. At its simplest, this portal publishes volunteer ...
Centralizing Donor Relationships with Dynamics 365

Centralizing Donor Relationships with Dynamics 365

Nonprofits face a familiar set of challenges: scattered donor records across spreadsheets and email threads, inconsistent outreach, limited visibility into lifetime giving, and the difficulty of coordinating teams and volunteers who are often ...
From Fragmentation to Focus: How Unified Donor Data Transforms Nonprofit Engagement

From Fragmentation to Focus: How Unified Donor Data Transforms Nonprofit Engagement

Nonprofit organizations are built on relationships — with donors, volunteers, partners, and the communities they serve. Yet many of these organizations are hamstrung by fragmented supporter data stored in multiple systems, spreadsheets, and ...
Transforming Donor Relationships with AI-Driven Supporter Profiles

Transforming Donor Relationships with AI-Driven Supporter Profiles

Nonprofit organizations today face the twin pressures of rising donor expectations and constrained resources. To cultivate lasting relationships, charities need a clear, unified view of each supporter that goes beyond basic contact details and ...
Designing Impact: A Practical Guide to Nonprofit Website Success

Designing Impact: A Practical Guide to Nonprofit Website Success

A nonprofit website is more than a digital brochure; it’s a mission-critical tool that communicates purpose, builds trust, attracts supporters, and converts visitors into donors, volunteers, and advocates. The first step to achieving these ...
Salesforce moves to AI-first support model, reshaping roles and hiring priorities

Salesforce moves to AI-first support model, reshaping roles and hiring priorities

Salesforce announced a major restructuring in its customer support organization, cutting roughly 4,000 support roles while rolling out its Agentforce AI to handle a significant share of front-line interactions. The company says Agentforce now ...
Turning Scattered Supporter Data into Meaningful Donor Relationships

Turning Scattered Supporter Data into Meaningful Donor Relationships

Nonprofit organizations today face a paradox: supporters are more connected than ever, yet their data is often scattered across disparate systems, inhibiting the very personalization that drives engagement. Donors and volunteers expect ...
A New Framework for Nonprofit Fundraising: Dynamics 365 Sales Integrates MISSION CRM and the Common Data Model

A New Framework for Nonprofit Fundraising: Dynamics 365 Sales Integrates MISSION CRM and the Common Data Model

Microsoft’s latest initiative brings a focused set of capabilities to nonprofit organizations by integrating a fundraising and engagement solution into Dynamics 365 Sales, built in partnership with MISSION CRM and underpinned by the Common Data ...
Unifying Supporter Data for Deeper Donor and Volunteer Connections

Unifying Supporter Data for Deeper Donor and Volunteer Connections

Nonprofit organizations today face an information problem that undermines even the best-intentioned outreach: supporter data is scattered across systems, spreadsheets, event sign-ups, email lists, and social channels. That fragmentation ...