Running a boutique consulting firm means juggling a lot—client projects, internal workflows, deadlines, documentation… and of course,...

Email is still one of the most powerful tools your team has—but sending them manually? That’s where time disappears, and things get...

If your website has a contact form, volunteer sign-up, or donation inquiry form—but that data still ends up in someone’s inbox or a...

If your team uses Google Calendar and Salesforce, you know the pain of juggling between platforms—missed meetings, scattered notes, and...

Volunteer management is often one of the most time-consuming (and spreadsheet-heavy) parts of running a nonprofit. But if you're using...

Salesforce Flows are one of the most powerful tools you can use to save time, reduce errors, and keep your CRM running like a well-oiled...

Notion is a favorite for organizing projects, content, and internal knowledge. Salesforce, on the other hand, is the powerhouse for...

If you're still downloading, signing, and uploading documents manually, there's a better way. Integrating DocuSign with Salesforce...

2 Ways to Integrate Stripe with Salesforce - Palm Consulting If your organization collects donations, invoices clients, or processes...

Dashboards are essential for visualizing key metrics and driving informed decisions in Salesforce. While Salesforce offers robust native...

Palm Consulting You’ve selected Salesforce, mapped your processes, and customized the platform to fit your organization’s goals. But...

Palm Consulting In the world of technology consulting, it’s easy to get caught up in tools, features, and technical jargon. But at the...

Palm Consulting Fundraising has always been about building relationships. But in today’s digital world, it also depends on understanding...

Palm Consulting Growth is exciting—but without the right systems in place, it can quickly become overwhelming. Many small businesses and...

Palm Consulting When most people think of Salesforce, they picture a tool for managing leads and closing deals. But for nonprofits and...

Time is one of the most limited resources in any organization—especially for small teams and nonprofits juggling multiple priorities. The...

In today’s fast-paced world, nonprofits are expected to do more—with less. From growing donor expectations to complex reporting...

For small business owners, success often depends on having the right information at the right time. Salesforce is a powerful tool that...

Palm Consulting Salesforce can be a game-changing tool for nonprofits—offering structure, clarity, and the ability to do more with less....

In today's competitive business environment, delivering exceptional customer service is paramount. Salesforce Service Cloud  offers a...