Salesforce for grants management

foundationConnect Celebrates Three-Year Anniversary under roundCorner’s Wings

By roundCorner   Villanova, Pa – May 15, 2017 – Today, foundationConnect celebrates its three-year anniversary as part of roundCorner’s product family. Originally developed by NPower, foundationConnect enables foundations to leverage Salesforce for grants management with a best-in-class solution. As … Read More

5 Sessions You Can’t Miss at Higher Ed Summit 2017

  Salesforce.org’s Higher Ed Summit has commenced, and with so many sessions to choose from, you might be slightly overwhelmed! Not to worry, we are making it a little easier for you. Here are 5 sessions that you can’t miss … Read More

rC’s Team Takes Part in the Bridges Run!

Last week, roundCorner’s NYC team took part in the Bridges Run at Penn Station! What is a Bridges Run? Taking place in New York and New Jersey, Bridges Runs are opportunities for groups of volunteers to go directly to the streets and shelters … Read More

foundationConnect partner

3 Ways to Maintain Expertise on foundationConnect as a Partner

By roundCorner and Sputnik Moment roundCorner is constantly evolving products like foundationConnect to reflect the needs in the marketplace. With multiple updates each year, such as the recent Winter ‘17 Release, products like foundationConnect are able to stay ahead of … Read More

PEAK Grantmaking Annual Conference

foundationConnect Celebrates Growth, New Partnerships at PEAK Grantmaking Annual Conference 2017

Los Angeles, Ca. – March 20, 2017 – foundationConnect, a Salesforce-based grants management solution (GMS), celebrates over 25 percent growth in implementations in 2016. As of March 2017, over 100 grant making foundations use the solution that is natively built … Read More

Constituent

What’s Your Constituent’s Mission in Life?

In today’s digital age, nonprofits are held to a higher standard by the constituent, largely as a result of the increasing transparency of this connected world. One thing this world enabled people to do is to fulfill a basic psychological … Read More

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

Salesforce Certifications

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

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

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

Happy Holidays From Your Friends at roundCorner

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

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

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

#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

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!

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

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

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

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

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

roundCorner team

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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

NGO Connect Process Builder roundCorner

Using Salesforce Process Builder with NGO Connect

By Josh McDaniel Using Salesforce Process Builder with NGO Connect 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 … Read More

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

4 Reasons Microedge GIFTS 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 decide to make the move. Tired of a Complex Interface To Manage The Database The MicroEdge GIFTS … Read More

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

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

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

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

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

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

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

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

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

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

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