rC Clients, the Rise in Giving and Modern Technology Adoption

Connecting the Dots: rC Clients and The Rise in Giving

At roundCorner, we pride ourselves on the causes we have the privilege to serve. As we kicked off 2017, we took stock of the progress we’ve made over the past several years. We asked ourselves why and how we’ve been able … Read More

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Behind the Scenes at roundCorner: Sharif Shaalan

Meet Sharif Shaalan, roundCorner’s Technical Architect Manager, pictured above enjoying Egypt with his daughter. In his six year tenure with roundCorner, Sharif has worn many hats on both the product and services side, acquiring 7 Certifications and earning the title … Read More

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User Adoption

Tips for User Adoption

By Stephanie Buckwalter As important as building a system that captures your data in a meaningful way, is ensuring that staff are entering the data. User adoption is often the last hurdle that can significantly affect the outcome of your … Read More

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Salesforce vs. SQL

Salesforce vs. SQL Solutions: a Primer

By Gabriel Csanalosi Salesforce is an excellent platform for managing, updating, and reporting data that lives in the cloud. Their ‘No Software’ slogan is a testament of their commitment to making an extensible solution. It requires only a browser to … Read More

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Event management

Driving Results With roundCorner’s Event Management

By Mike Best Many of our clients rely on events to drive fundraising throughout the year, often with an auction or gala. While we built NGO Connect and Advancement Connect to focus on fundraising and constituent relationship management, roundCorner recognized … Read More

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Millennials for Nonprofit Success

Millennials for Nonprofit Success

Every generation is misunderstood in one way or another. However, few have received as much negative backlash as millennials have. Generation Y is often thought of as narcissistic, lazy and entitled. But simultaneously, they have a desire to make a … Read More

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Building a strong and passionate team

Building a Strong and Passionate Team

Nowadays, companies are more than just workplaces where employees come in to do work between 9 and 5. They are communities, families if you will; each with its own unique culture, habits and customs. Here at roundCorner, we shape our … Read More

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Happy Holidays From Your Friends at roundCorner

Best wishes for the holiday season and the new year from all of us!

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Stephanie Buckwalter

Behind the Scenes at roundCorner: Stephanie Buckwalter

By Stephanie Buckwalter I fell into my first job and my career by chance. In 2007, as a recent college graduate, I thought I knew what I wanted to be. I planned campus events throughout college and was sure that … Read More

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roundCorner & Salesforce Lightning

Salesforce Lightning: It’s not an if – it’s a when By Dan Lammot Since its creation in February of 1999, the Salesforce platform has evolved from an elegantly simple SaaS Salesforce Automation app to the world’s most innovative Cloud platform. … Read More

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#GivingTuesday

#GivingTuesday Is Here!

Finally, the craze of Black Friday and Cyber Monday is behind us, and #GivingTuesday is here today. Last year on #GivingTuesday, over 700,000 people donated $116,000,000 in over 70 countries worldwide. Those are some amazing numbers. At roundCorner, giving is … Read More

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Happy Thanksgiving from roundCorner!

Thanksgiving is a special time to be thankful for our health, loved ones, and the communities around us. From all of your friends at roundCorner, we hope you have a wonderful Thanksgiving!

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roundData News from The roundCorner Team

By Kendra Carter The roundCorner team is excited to announce an important product upgrade to our archival functionality. We will be releasing this upgrade early December. Current customers know that archiving older data from the Salesforce environment into the roundData … Read More

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Grant making

Adapting Grant Making for the Changing Role of Outcomes

By Julia Cannon A recent blog post by the Stanford Social Innovation Review talks about how putting grantees at the center of foundations helps provide the support that nonprofits need to be successful. The writer also says that to stay … Read More

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KC Huang

Behind The Scenes at roundCorner: KC Huang

By KC Huang I always liked puzzles and Legos as a kid. Although I never exactly knew what I wanted to do when I would grow up, I did know that if I did something as fun and rewarding as … Read More

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Education Technology

The Evolution of Education Technology

By Wendy Davis I began my career in education technology in the late 1990s when ERPs were all the rage. Advancement systems in an ERP suite were frequently not the strongest solution in the offering, but the promise of integration … Read More

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Dale Craker

Behind The Scenes at roundCorner: Dale Craker

By Dale Craker Aloha from the Big Island of Hawai’i! I love the things that everyone pictures when they think of Hawaii, like sunny weather year-round and white sand beaches. But the island offers so much more than that. The … Read More

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Thank you for an amazing #DF16

Many many thanks to Salesforce, Salesforce.org, our customers, partners, and the rC team for an amazing week at #DF16! We could not be more grateful.

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The Salvation Army, Western USA Territory, Selects roundCorner’s NGO Connect for Next-Generation CRM and Fundraising

PHILADELPHIA, October 3, 2016 – The Salvation Army, Western USA Territory, one of the largest nonprofit organizations in the USA, has selected roundCorner’s NGO Connect as its next-generation CRM and fundraising solution. After an extensive selection process, The Salvation Army, … Read More

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Partner Innovation Award

roundCorner Wins Salesforce 2016 Partner Innovation Award

By roundCorner roundCorner is proud to announce that we are a winner of the Salesforce 2016 Partner Innovation Award in the nonprofit category. The recognition for our work with the International Rescue Committee (IRC) is greatly appreciated by the entire … Read More

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roundCorner at Dreamforce: Here’s What to Expect

Dreamforce is right around the corner. Here’s where you can find us this year. Salesforce.org Lodge, Booth 10b Stop by our booth in the Salesforce.org Lodge (Westin St. Francis Hotel). Meet our team, see live demos of NGO Connect, foundationConnect … Read More

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Dreamforce Sessions You Can’t Miss

The Dreamforce Agenda Builder is live and we know some of you are a little overwhelmed. With so many sessions to choose from, how can you possibly not? Not to worry, we are making it a little easier for you. … Read More

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Behind the Scenes at roundCorner: Carlos Gallardo

If you were to ask anyone at roundCorner about our Data Migration Specialist, Carlos Gallardo, the first word that would likely come to his or her minds would be “passionate”. Carlos loves all things roundCorner and Salesforce, so I was … Read More

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Using Contacts to Multiple Accounts with NGO Connect

By Thomas Taylor A user recently reached out via the Power of Us Hub to ask if the new “Associate a Contact to Multiple Accounts” feature, part of the Summer ‘16 Salesforce release, would work with NGO Connect. Salesforce customers, … Read More

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Social media

4 Nonprofits and Their Innovative Social Media Approaches

Disclaimer: the organizations’ social media approaches in this blog post were independently reviewed by roundCorner. roundCorner does not claim to have a relationship with these organizations. According to Time Magazine, more than 3 billion people in the world have access … Read More

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Why Should Your Nonprofit Attend Dreamforce ’16?

With over 7,000 nonprofits in attendance last year, Dreamforce is THE largest nonprofit technology conference in the world. Not only does Dreamforce give nonprofits opportunities to learn about new technology; you’ll also learn how it can help you fulfill your … Read More

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Julia Cannon

Behind the Scenes at roundCorner: Julia Cannon

by Julia Cannon “So how did I get into tech? Probably the most convoluted and unexpected way possible… I don’t have a degree in Computer Science or anything technical like that. The only computer skills training I had was in … Read More

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Highlights: NGO Connect Summer ‘16 Release

By Swati Tyagi and Mike Best roundCorner is pleased to announce the NGO Connect Summer ‘16 release. We have been working hard to empower you with new features and enhancements, so you can build and nurture life-long relationships with your … Read More

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Highlights: Advancement Connect Summer ‘16 Release

By Wendy Davis and Jen Higgins roundCorner is pleased to announce the Advancement Connect Summer ‘16 release. We have been working hard to empower you with new features and enhancements, so you can build and nurture life-long relationships with your … Read More

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Highlights: foundationConnect Summer ‘16 Release

By Swati Tyagi and Julia Cannon roundCorner is pleased to announce the foundationConnect Summer ‘16 release is available. Our product team has worked hard to empower your foundation with new features and enhancements. As a result, you can focus more … Read More

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Clicks vs. Code

Clicks vs. Code

By Sharif Shaalan As a Salesforce Admin and/or Developer, you will have many tools at your disposal. Automation is a key for many business processes and Salesforce provides several options for Automation. These options can be divided into two categories: … Read More

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Breaking Up Isn’t Hard to Do: Our Take on The Salesforce and roundCorner Split

Rob Jordan, CEO and Founder of Idealist Consulting and trusted partner of roundCorner, wrote a blog post to offer his take on the Salesforce and roundCorner split. Rob’s point of view will help you understand why the split took place and … Read More

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Advancement Connect: Combining The Best of The “What” With The “Who”

By Wendy Davis We’ve all heard the phrase. “It’s not what you know but who you know.” Advancement Connect combines the best of the “what” with the “who”.  Let’s first take a look at the “what”. Advancement Connect empowers development professionals … Read More

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Same Mission – New Model

By Dan Lammot Most of you have heard roundCorner and Salesforce recently took the next step in the evolution of our partnership. I wanted to take a moment to share roundCorner’s perspective. Particularly what we mean by “evolution,” why we … Read More

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Salesforce.org and roundCorner Take Next Step in Evolution of Partnership

By Rob Acker and Dan Lammot We’re excited to share an update that will enable nonprofits and universities to be even more successful with Salesforce: roundCorner recently has officially become a Salesforce Platinum ISV Partner and the first Salesforce.org Platinum … Read More

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roundCorner Gives Back

When roundCorner joined the Pledge 1% movement in 2016, we decided to offer Volunteering Paid Time Off to all employees. To kick off this initiative, Shannon Davisson found an opportunity that allowed us to give back to the community while … Read More

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More for your mission

The Right Tools, the Right Team, the Right Approach = More for Your Mission

  Guest post by Lisa Fay This is a typical scenario: your current CRM isn’t up to the task of automating today’s constituent needs. You spend time on frustrating manual work and you still don’t get it right. You are … Read More

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Using Salesforce Process Builder with NGO Connect

By Josh McDaniel Lightning Process Builder is used to create processes in your org and possibly extend functionality related to installed packages. The below scenarios and videos walk through three use cases for using Process Builder with NGO Connect. The … Read More

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An Introduction to Process Builder

By Josh McDaniel Lightning Process Builder is a great way to build and extend business processes in your Salesforce org with clicks, not code. The tool sits somewhere between two other process based tools in Salesforce: Workflows and Visual Workflows. … Read More

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Salesforce Certified Individuals

Why Salesforce Certified Individuals Are Important for Your Organization

By Sharif Shaalan Salesforce certifications are a valuable tool for all participants in the Salesforce ecosystem. Although there are many talented individuals that may not have obtained the credentials, certifications indicate an easy baseline to measure an individual’s skill level. … Read More

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3 Nonprofit Trends for 2016 You Need to Know About

As we’re heading towards 2016, you only have a few days left to get in those gifts before the year ends. The nonprofit space is ever evolving, and trends continue to change the way you reach your donors. To give … Read More

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roundCorner Takes the Pledge

  roundCorner exists to help nonprofits make the world a better place. Today we’re excited to announce that roundCorner takes the pledge to donate 1% of our employee time, product and equity to support the activities that enhance and serve … Read More

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Smart Ways to Raise More Money

We know the challenges development officers are facing. You are always trying to come up with new ways to keep your existing donors engaged and attract new donors. We’ve listed a few smart ways to raise more money so you … Read More

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Common data migration challenges

Overcoming Common Data Migration Challenges

By Cidar Mendizabal When we think of a data migration from a legacy system, we should think about what the term “data migration” means. To me, data migration means moving your current data to a new country. This new country … Read More

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Gift

10 Ways to Engage with Your Donors This Holiday Season

‘Tis the season, and people are in the mood for giving. Needless to say, now is the time to engage with your donors. But how do you stand out from all the holiday noise? At roundCorner, we put our heads … Read More

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tl;dr

By Megan Moore If you’re reading the roundCorner blog, you’re probably a regular user of Salesforce NGO Connect or Salesforce. This means that you’re at least somewhat technically savvy. If you’re technically savvy, you’re probably internet savvy; if you’re internet … Read More

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Things You Should Know about foundationConnect

  By Stuart Longley #1: foundationConnect is built on Salesforce foundationConnect is built 100% on Salesforce, incorporating the world’s greatest CRM to track relationships, strategic partnerships, consultants, and more. Salesforce’s infrastructure offers state-of-the-art security that is designed to meet the … Read More

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Support

roundCorner Shows Support to the Charity Defense Council After Dreamforce

  There’s incredible opportunity to transform the way people think about nonprofits organization. To let the world know that low overhead is not the way the world gets changed, and that inadequate donated resources are not the path to global … Read More

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4 Challenges Grantmakers Face and How foundationConnect Can Help

  Challenge #1: You Are Working with Disparate Systems The foundationConnect Difference: foundationConnect empowers you with a platform to manage the grantmaking lifecycle from start to finish and beyond. Where outdated, disparate systems fail to communicate to one another, our … Read More

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The Best Social Media Tips for Nonprofits

  We understand that when you are fighting to make the world a better place and you are short on resources, social media isn’t at the top of your priority list. Nevertheless, it is a channel that cannot be forgotten. … Read More

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Targeted, Meaningful Stewardship: Not Just for Major Donors Anymore

  By Lisa Fay Salesforce NGO Connect is not solely a data repository – it is a relationship management tool. It has the capacity to add tremendous value and DO WORK during every step of a constituent’s life journey with … Read More

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Networking at Dreamforce: How to Do It the Right Way

  Dreamforce offers a great opportunity for networking. Not only is it a way to meet new people – it’s also the place to reconnect with those who you already know. But successful networking doesn’t come easy, and you need … Read More

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How to Get the Most Out of Dreamforce if You’re Not Attending

  By Libby Brouwer While Dreamforce feels like the whole world is in San Francisco, not all Salesforce users are able to attend. So how do you make the most out of our industry’s major conference without being there? Or, … Read More

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Dreamforce Sessions You Can’t Miss

The Agenda Builder is live and we have no doubt that you’ve started filling up your schedule for Dreamforce. But it’s never too late for change. These sessions are not to be missed if you’re interested in roundCorner’s solutions. Advancement … Read More

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rC’s President Dan Lammot’s Interview With Executive Leaders Radio

  In this episode of Executive Leaders Radio roundCorner’s President Dan Lammot talks about how roundCorner came about and how we as a team navigate through the world of nonprofits.     Many thanks to the Executive Leaders Radio team … Read More

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Why Your Nonprofit Needs to Be at Dreamforce

  With more than 7,000 nonprofit and higher education employees attending Dreamforce ’15, it is the largest nonprofit technology conference in the world. Full-time employees of an organization recognized as a charitable, nonprofit, or nongovernmental organization get access to a … Read More

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It’s All Happening: Only 22 Days until Dreamforce ’15

  To say we’re excited about Dreamforce ’15 is an understatement to say the least. With only 22 days to go, prep work has taken off in full speed. We’re almost ready to pack our bags and hit the road … Read More

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Provide Development Officers With Qualified Leads Through Automation

By Lisa Fay Wellek NGO Connect is far more than a data repository or tool that simply captures and manages transactions. If the stars align with strategy, staffing and organizational buy-in, NGOC can serve as a bona fide team member, … Read More

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Marketing for Nonprofits: Getting Started with Little to No Budget

  By Diana Herst Having been in marketing for some years now, for for-profit organizations as well as a volunteer for nonprofits, I know the challenges nonprofit organizations are facing when developing and executing online marketing strategies with little to … Read More

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AwesomeAdmin

Building Reports Like The #AwesomeAdmin You Are

  By Libby Brouwer Salesforce events always offer an opportunity to get to know others enthusiastic about the Salesforce platform. As part of Salesforce’s efforts to continue to highlight the excellent work of Salesforce Admins, they’ve carved out the #AwesomeAdmin … Read More

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Retaining Volunteers: What Makes Them Stay?

By Diana Herst Recruiting volunteers who understand and support your mission is one challenge you have to overcome as a nonprofit. But the biggest challenge of all might just be retaining volunteers, especially in a time when nonprofits is battling … Read More

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4 Reasons Microedge Customers are Migrating to foundationConnect

Based on our experience helping customers move from MicroEdge GIFTS to foundationConnect, we wanted to share some of the top reasons why organizations are making the move: 1. Tired of a Complex Interface To Manage The Database The MicroEdge database … Read More

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Customer Success

The Focus on Customer Success in Product Management

  By Josh McDaniel I joined roundCorner as a consultant and transitioned to the Product team in late 2011. We were only a team of four at the time. Our team has grown over the years, but our goal today … Read More

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9 Fundraising Tips for Nonprofits That Work

By Diana Herst Sure, you’ve done countless fundraisers! You know your drill. But what if you could take your fundraising efforts to the next level? We have nine fundraising tips for nonprofits that actually work. 1. Set Goals Setting goals … Read More

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Building Lasting Relationships

By Rubin Singh The trend is shifting in the fundraising space. Gone are the days where donors would send a check to their favorite charity or make an online donation and simply wait for an annual newsletter to see what … Read More

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EY Announces roundCorner Founder and President Dan Lammot Is an EY Entrepreneur Of The Year® 2015 Award Finalist in Greater Philadelphia

For immediate release Philadelphia, PA, April 28 – EY today announced that Founder and President Dan Lammot of roundCorner, Inc. is a finalist for the EY Entrepreneur Of The Year® 2015 Award in Greater Philadelphia. The awards program recognizes entrepreneurs … Read More

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Launching Salesforce Communities for Enterprise Customers

By Sharif Shaalan To set up your community, an implementation must stay close to out-of-the-box functionality while customizing the community to fit the clients’ business needs. Yes, building Salesforce communities for Enterprise customers is a balancing act. Below are a … Read More

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Joining roundCorner as a College Graduate

By Martae Giometti A few months ago I saw a colleague at a training session and he commented on my first day at roundCorner. He remembered how shy and tense I was that day and remarked how much he saw … Read More

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Big Data Experts Need Not Apply

By Michael Best Nonprofits, foundations and higher education institutions have mountains of data to attempt to analyze. roundCorner first met the problem with roundData, a solution supporting clients with complex, unique data analysis and reporting requirements. However, we’re excited about … Read More

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Nonprofit CRM Solutions Founder Among Philadelphia’s 40 Under 40

By Gary Frisch Swordfish Communications Dan Lammot of roundCorner Recognized for “Changing the Way People Change the World” PHILADELPHIA, April 13, 2015 – Entrepreneur Dan Lammot, founder and president of roundCorner, which provides constituent relationship management (CRM) solutions for nonprofit … Read More

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Cracking Open the Door

  By Libby Brouwer Since establishing the Philly chapter of Girly Geeks, a Salesforce User Group dedicated to women, there’s a question I’m often asked that I didn’t anticipate: “Why do women need their own group?” At this juncture I … Read More

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Idealist Consulting Q&A with roundCorner’s Dan Lammot

  Our good friends at Idealist Consulting are notorious for being great at asking the tough questions. When they asked us to sit down for an interview, we jumped at the chance and sent Dan Lammot, roundCorner President and Founder … Read More

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Salesforce Foundation releases NGO Connect in partnership with roundCorner

roundCorner wakes up every day for one reason. To change the way people change the world. For too long, passionate individuals and organizations dedicated to causes that solve humanity’s most pressing challenges have been crippled by technology that lacks transparency, … Read More

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Why Today Is A Big Day For 1.6 Million Nonprofits

Yesterday, the roundCorner team had an all day meeting that included key executives from two of the largest nonprofits in the country. They both said that new ways of engaging with constituents–and even rethinking what Constituent Relationship Management (CRM) meant … Read More

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How to Get Off to a Good Start with roundCause

By: Sandra Jensen, Founder and President, KELL Partners In a KELL Labs blog post earlier this year, I compared a CRM migration to a major home renovation project – the kind where you voluntarily sign up for a few months … Read More

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The Classy Awards

  As someone who has attended well over 1,000 events in my professional career, I’ve learned to expect and tolerate varying levels of self-promotion from the organizers. As they invest massive amounts of time, money and energy to execute a … Read More

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From Philanthropy to Impact, Why We Acquired FoundationConnect

  Before I discuss why roundCorner is acquiring FoundationConnect, I first want to say that our hat is off to the NPower team and its FoundationConnect customers. Together they have imagined and delivered a product, built on Salesforce, that is … Read More

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Philanthropy Now: Marc and Lynne Benioff Leading by Example

Photo credit: Catherine Bigelow By the time you read this, it will be old news but it’s still newsworthy. Marc and Lynne Benioff announced yet another philanthropic commitment to those in need, and when you are in the nonprofit business … Read More

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Building Enterprise, Vertical CRM Applications on Salesforce

In 2009 my partner and I took a walk down Sand Hill Road (notable for its concentration of venture capital companies) to pitch our road-less-traveled approach to disrupting nonprofit technology with mobile, social and cloud. Every VC we met with … Read More

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The Connected Constituent

“Please text ‘Yéle’ to 501501 to donate $5 to Yéle Haiti. Your money will help with relief efforts. They need our help.” (image via Yéle Haiti Earthquake Fund) Only the blissfully uninformed aren’t aware that the popularity of social networks, … Read More

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It’s NOT a Database!

“The whole is greater than the sum of its parts.” Who knew that 2000 years ago, Aristotle could so perfectly articulate the value of Constituent Relationship Management? No surprise; the relationship between your nonprofit and your constituents has many parts … Read More

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