Category: Not For Profit

Fundraising Has Changed. Has Your NFP?

Salesforce Summer 26′ Release Notes are out and here’s what our experts wanted to share!

NFP Navigator
Lead with the outcome, not the platform

NFP Navigator with Nicole Aebi-Moyo – SalesFix For Purpose Practice Lead​

NFP Navigator: Garage Sale Trail: The department store that comes to town once a year

NFP Navigator with Nicole Aebi-Moyo – SalesFix For Purpose Practice Lead​

CaseMate Feature Spotlight: Human-centred case management with CaseMate

Case management shouldn’t mean juggling five different systems to understand one person. CaseMate brings the whole picture together, so case workers can focus on people, not paperwork.

NFP Navigator:
You Don’t Need to Know Everything. You Just Need to Know Who to Ask.

NFP Navigator with Nicole Aebi-Moyo – SalesFix For Purpose Practice Lead​

CaseMate Feature Spotlight: Automatic DEX Coding and Easy Reporting With CaseMate

The code-based DEX (Data Exchange) system is the Department of Social Services’ approach to grants program reporting between funding agencies and service providers. Without a DEX-compatible platform, NFPs can spend… Continue reading CaseMate Feature Spotlight: Automatic DEX Coding and Easy Reporting With CaseMate

NFP Navigator:
Engaging Your External Communities

NFP Navigator with Nicole Aebi-Moyo – SalesFix For Purpose Practice Lead​

CaseMate Feature Spotlight: Clever Enquiry and Intake Management

Many Not-For-Profit and advocacy organisations struggle with enquiry processes bogged down by spreadsheets, emails, and long waitlists that delay support for those in need. This Feature Spotlight explores how CaseMate centralises data and automates triage, enabling your team to reduce admin heavy-lifting and focus on tangible, person-focused outcomes.

NFP Navigator:
Are you more like the Swiss or more like the Australians?

NFP Navigator with Nicole Aebi-Moyo – SalesFix For Purpose Practice Lead​

Collaborative Power
Why the Salesforce Community Sprint is a Game-Changer for NFPs

Welcome to SalesFix NFP Tricky Wiki, an article series from our NFP Salesforce SME Bethany Smith. This month we deep dive into the Fundraising Agent, a game-changer for donor engagement.