ImagineCRM

Meet Daisy Sayre Garcia, our Founder and CEO. 🙂 Not only is she hugely technical, but she's also driven by impact, results and timelines. Want to be up and running quickly on Salesforce? Sure! Daisy and our team have developed many accelerators that save foundations, grant-makers, and nonprofits huge amounts of time, resources, and money. We are a team dedicated to doing right by our customers, scaling impact for their organizations, and consistently meeting their deadlines. What matters to you most when working with a partner to scale your organization? #trailblazer #salesforce #salesforcepartner #partner #grantmaker #philanthrophy #philantropist #grantmakers #Salesforcefornonprofits

Happy Friday, Everyone! Stay informed with the latest updates on the ImagineCRM Salesforce Winter '25 release notes. Explore all the exciting Nonprofit Cloud and Grantmaking Updates, along with the integration of AI technology. Find out more here: https://lnkd.in/ehBv5AV8 Salesforce ImagineCRM Salesforce Admins

"Can you share why a GMS isn't the best idea to use as a CRM?" - something we hear often. So, we decided to break it down for you in a handy blog.

We are grant-makers first, and that is one way we deliver projects with so much knowledge, thought leadership, and passion! Hear what Nathan Rusch shared when we spoke to him. #Grantmakers #grantmaking #salesforce #salesforcepartner

Meet Hannah Kahn at the Technology Association of Grantmakers this week; join her for the panel session 'Creating the Conditions for Impactful Change' - Meet her and other grantmakers at the TAG San Fransisco event this week - details: October 24, 2024 @ 1:00 PM - 1:45 PM PST FOMO? 👋🏼 Add Hannah Kahn to chat and set time aside for a virtual coffee and a chat if you can't attend but would love to chat grantmaking solutions on Salesforce.

Are you attending the Technology Association of Grantmakers on October 24th in San Francisco? Our CRO Hannah Kahn will be there and will speak on a panel titled 'Creating the Conditions for Impactful Change.' Hannah would love to see you there, so be sure to join their session at 1.00 PM to hear the latest on creating the best conditions for change, and learning from her decades of experience. Reach out to her, too; she is always happy to hear from grantmakers. #grantmakers #TAGEvent #Grantmaking #SanFrancisco #grantmaker #foundations #salesforce

Chantal Forster our partnerships are everything to us at ImagineCRM! Thanks for being a leader in the AI space.

As the final day of #HispanicHeritageMonth wraps up, we asked Daisy Sayre Garcia what she wanted to end the month with, celebrating others. Daisy shared this with our team, thanking people in the Salesforce community. Who are you thankful to in your career journey? #thanks #thankyou #culture #DEI #Diversity #Inclusion

💡 Introducing Einstein Summaries & AI-Powered Fundraising Tools for Nonprofits 💡 Salesforce is revolutionizing Nonprofit Cloud with Einstein Summaries and Fundraising Gift Proposals, making it easier for nonprofits to streamline operations and engage donors more effectively. Hannah Kahn our CRO, looked at how we can use the tools to better our organization: ⭐️ Understand Program Success: Automatically generate program performance summaries from data like descriptions and attendance, ready to add to impact reports with a click—saving days of manual work! 🙂 Engage with Major Donors: Prepare for high-value donor meetings faster with AI-generated summaries of key donor information, reducing hours of research so fundraisers can focus on relationship-building. 👀 Simplify Grantmaking: Create one-page summaries of complex grant applications and project performance to share with board members, ensuring a smoother review process and future grant planning. 🗺️ Understand Engagement History: Summarize conversations and interactions with stakeholders to give nonprofit teams up-to-date insights into donor and program participant preferences and history. 📣 Personalized Fundraising Proposals: With Fundraising Gift Proposals, nonprofits can now create tailored gift proposals based on donor data, such as past support, personal interests, and previous interactions. This reduces the time spent manually gathering information and crafting custom proposals, empowering fundraisers to work more efficiently. These AI-driven innovations are empowering nonprofits to focus on their mission while AI handles time-consuming tasks. #Salesforce #NonprofitCloud #AIforGood #Fundraising #EinsteinAI #Grantmaking #Nonprofits

Last week, we brought our fantastic team together for our company offsite, which was brilliant. We focused on our vision for 2025 for grantmaking organizations , alignment as a team, and connection on many levels because, as we are a remote company, we don't get to see each other as much as we'd often like, speaking every day on video calls is wonderful, but nothing beats in person. We have some big plans, some wonderful customers we are innovating with, and great ideas being put into motion. Wishing you all a fantastic week ahead, watch this space! The ImagineCRM team. 🙂