roundCorner - 5 NPTech Articles

The Latest in NPTech: 5 Thought Provoking Articles

What’s the latest in the world of NPTech? Learn about nonprofit technology trends and best practices with these 5 informative articles: 1. 7 Best Practices to Engage and Retain Donors for Nonprofits By: Michael Stein, via @TechSoup How does your org … Read More

The Latest in Higher Ed: 5 Thought Provoking Articles

What’s the latest in the world of Higher Education technology? Stay in the loop with these 5 informative and thought-provoking articles: 1. Everything’s Bigger in Texas: From the Summit, 3 Reasons for Higher Ed’s Rapid Adoption of Salesforce By: Anne Early, via @SalesforceOrg … 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

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

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

foundationConnect Winter '17 Release

foundationConnect Winter ’17 Release Is Live!

By Julia Cannon Today roundCorner announces the foundationConnect Winter ‘17 release! We’re so excited to provide you with new features and improvements to foundationConnect, so you feel empowered to build deeper relationships with your grantees and improve collaboration across your … 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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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