Cary_Herman_roundCorner_Unlocking_Door_Data_Discovery

Unlocking the Door to Data Discovery

by Cary Herman “Just what do we know about our grantmaking business?” For years, grantmaking organizations have been asking questions and performing a vast array of analyses on grantmaking and operational activity. As new senior leadership comes into the nonprofit … Read More

Why Now is the Best Time for a Constituent Community based on Salesforce’s Community Cloud

by Jordan Baskett At roundCorner, I work with customers who wake up everyday to make the world a better place. Thanks to this opportunity, I have helped nonprofits leverage technology to better understand the ecosystem of people connected directly to … Read More

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

foundationConnect

4 Reasons Why Your Foundation Should Manage Grants with a Whole Organization Solution

By roundCorner and Exponent Partners As foundations expand in size and scope, siloed legacy systems become increasingly ineffective for grants management. Accordingly, we find that more foundations are placing their trust in whole organization platforms to handle their processes around … Read More

Salesforce Roll-Up Solutions

Exploring Roll-Up Solutions, Part 1: Inside Salesforce’s Standard Functionality

By Carlos Gallardo   Why Not Roll-Up? As an admin at your nonprofit or institution, you want to make processes around CRM and fundraising efficient as possible. When you optimize your tools, your organization can achieve quicker access to the … 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

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

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

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

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

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

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

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

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

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