Exploring Roll-Up Solutions, Part 2: Rollup Helper & DLRS

By Carlos Gallardo Last month, we went over the advantages of using roll-up summary fields in Salesforce. Roll-up summary fields are a great tool for streamlining your data reports. This time, we’ll cover two solutions on the Salesforce App Exchange … Read More

Hard Truth on Soft Credits

The Hard Truth on Soft Credits

By Rubin Singh I’ve always had a soft spot for soft credits. Soft credits are a truly powerful way to uncover fundraising insights that otherwise go unnoticed. Take this scenario for example–you have a donor who makes a $50 per … Read More

NGO Connect Winter '17 Release

NGO Connect Winter ’17 Release Is Live!

By Kenneth Allen and Mike Best Today, roundCorner announces the NGO Connect Winter ‘17 release! We’re so excited to provide you with new features and improvements, so you have the tools to continue to build deeper, more meaningful relationships with … Read More

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

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

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

roundData

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

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

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

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

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

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

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

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

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