New at ImagineCRM: Candid Connector 2.0, foundationConnect migrations, and team updates

A Holiday Message From Founder Daisy Garcia

I hope this message finds you well and in good spirits. First and foremost, I want to wish each and every one of you a joyous holiday season filled with love, laughter, and warmth.

I'm thrilled to announce some wonderful additions to our ImagineCRM family. Please join me in welcoming Dana and Mary, two incredible experts in grantmaking. They bring a wealth of knowledge and experience, and they are here to collaborate with you on grantmaking best practices and offer tailored recommendations for how Salesforce technology can enhance your organization's processes.

Our commitment to providing you with top-notch solutions doesn't stop there. We're delighted to continue our partnership with Candid, integrating their expertise in demographics data and financials directly into our services. This collaboration ensures that we have the most comprehensive and up-to-date information at our fingertips, empowering your foundation to make informed decisions.

But that's not all—we have some fantastic news on the technological front! Our team has been hard at work developing new product accelerators. These innovations are designed to streamline the system implementation process, saving you time and making the entire experience even more efficient. We're incredibly excited about the possibilities these accelerators bring, and we can't wait to share them with you.

As we reflect on the year gone by, we're filled with gratitude for the trust you've placed in us. It's your support that drives us to continually improve and innovate. Thank you for being an integral part of the philanthropy community.

As we head into the new year, we're energized and ready to embrace new opportunities. Together, let's make 2024 a year of growth, collaboration, and success. From our ImagineCRM family to yours, we wish you a wonderful holiday season and a Happy New Year!


New Candid Connector by ImagineCRM Launching Early 2024

Our custom Candid integration lets you sync non-profit Candid data to Salesforce. In our upcoming version, Candid Connector by ImagineCRM will come fully featured with more Candid data, dynamic elements, and fewer API calls (a.k.a faster!) that work on additional objects like Accounts, Leads, and Opportunities. Stay tuned for a release date!


FoundationConnect is Sunsetting in January 2026 — What’s Next?

With the end of foundationConnect in sight, we’re already helping clients migrate to new and better solutions.

On top of Salesforce’s free assessment, we can:

  • Partner directly with you to make decisions around the best Salesforce cloud and integrations that fit your needs

  • Help you develop a migration strategy and then deliver it with devops tools that accelerate deployments

  • Standup an end-to-end system with our proprietary accelerators in 4 weeks

Reach out

  • Ask us how our foundationConnect experts understand your needs

  • Schedule a call at info@imaginecrm.org

Arnold Ventures Case Study

See how we migrated Arnold Ventures from foundationConnect to Sales Cloud by leveraging the core data model, adding automation, and building for flexibility and scalability.

Read more →

Barr Foundation Case Study

See how we migrated Barr Foundation away from foundationConnect to Salesforce to help them access new features and functionality that enhance their ability to be effective stewards and catalysts for change.

Read more →


Our Team

Updates from the ImagineCRM team.

Hi! I’m Mary.

I’m a new Salesforce Consultant at ImagineCRM and work with our clients to design and implement their Salesforce solution.

I am an experienced nonprofit professional with 10+ years of experience in philanthropy, specifically in grants management. I enjoy building relationships with and learning from clients while brainstorming creative ways to leverage technology that will simplify their processes.

New Certifications

Our rockstar developer Priya has recently completed her certification in Conga Sign—an eSignature application made specifically for Salesforce customers—adding even more expertise to our team for clients who need esignature applications integrated in their instances.

 

Previous
Previous

Five unforgettable features in Spring ‘24

Next
Next

ImagineCRM’s 5 takeaways from Dreamforce 2023