ImagineCRM

Our CEO and Founder Daisy Sayre Garcia wanted to share a message as we hit a huge milestone - 10 Years of ImagineCRM #ImagineCRM #Anniversary #10Years

?? From a Client Request to a Game-Changer for Grantmakers - Join Our Webinar! ?? The Candid Connector started as a simple request: “Can we bring Candid data into Salesforce?” We made it happen—and then we realized every grantmaker could benefit. Now, many organizations use it to: ?? Automate nonprofit due diligence ?? Reduce manual data entry for grantee applications ?? Ensure compliance with up-to-date Charity Check data And now, Candid Connector 2.0 is here, with even more features. Join our webinar to learn how this tool can transform your grant management. ?? April 10th at 12:00 PM ET https://lnkd.in/e53zRNg6

What if your team had more time to focus on impact instead of admin? For GreenLatinos, securing a $25M grant from the USDA was a game changer. But with $20M to regrant across the country, they needed a system that could manage applications, track compliance, and streamline reporting—without overwhelming their team. Before Salesforce, processes were slow and fragmented. “We needed a system that could bring everything together in one place, allowing us to operate more effectively and support our partners better.” — Joe, GreenLatinos With ImagineCRM’s help, GreenLatinos implemented a centralized grants management system, eliminating manual tasks and ensuring funds reach communities faster. ? Automated grant applications ? Seamless compliance tracking ? Scalable infrastructure to support future growth Read the full success story to see how Salesforce helped GreenLatinos move faster and make a bigger impact. Got questions about Salesforce for grantmaking? Reach out to Hannah Kahn — she’d love to chat! https://lnkd.in/dBY4xXcY #grantmaking #grantmaker #foundation

?? Diversity Ally of the Year – Daisy Sayre Garcia We are beyond thrilled to share that Daisy Garcia has been named a finalist for Diversity Ally of the Year at the Digital Revolution Awards! ?? This award recognizes individuals who go above and beyond to champion underrepresented voices in tech, and Daisy’s impact speaks for itself. From mentorship and advocacy to creating meaningful opportunities for diverse talent, she embodies what it means to be an ally. “True inclusion isn’t just about policies; it’s about action. I believe in creating spaces where people feel seen, valued, and empowered to succeed. Being nominated for this award is not just an honor—it’s a reminder of the work we still need to do.” – Daisy Garcia, CEO, ImagineCRM Congratulations, Daisy! Your dedication to fostering a more inclusive and welcoming industry is inspiring. We can’t wait for the awards ceremony—fingers crossed! ???? #DigitalRevolutionAwards #DiversityInTech #Allyship?

You won't want to miss our next webinar with Candid - last month's was such a success! Managing grantee compliance and due diligence shouldn’t be time-consuming or frustrating. That’s why we built The Candid Connector by ImagineCRM—an easy way to sync Candid’s data directly into Salesforce. Why attend? You will learn how to: ? Save time by automating nonprofit verification ? Improve data accuracy with real-time updates ? Streamline compliance and audit functions in Salesforce Join our webinar to see how it works! We'll share how 40+ organizations are using it today and what’s new in Candid Connector 2.0. ? April 10th 12 o'clock ET Register here - there are only 100 spots (last month's webinar sold out!)?? https://lnkd.in/eCmFc_Au

Have you been thinking about how to save your Grants team and Grantees valuable time and work more efficiently? Looking for ways to get started with Agentforce? See our blog: https://lnkd.in/gz_9YkV8

We are beyond proud and excited to have been nominated and shortlisted for: ??? Diversity & Inclusion Employer of the Year - ImagineCRM ?? Best Salesforce Partner to Work For - ImagineCRM ?? Diversity Ally of the Year – Daisy Sayre Garcia In the Digital Revolution Awards this year! ?? ?? ?? What are the Digital Revolution Awards? The Digital Revolution Awards celebrate excellence in cloud and digital technology, recognizing individuals and organizations making a real impact. These global awards honor achievements in diversity, sustainability, innovation, and outstanding leadership. With a focus on driving positive change, they highlight those shaping the future of tech. Winners are selected by an expert panel of judges and announced at a prestigious awards ceremony. Congratulations to Daisy and the team. Well done everyone. #inclusion #diversity #salesforcepartner

What if your team had more time to focus on impact instead of admin? ?? RF Catalytic Capital (RFCC) was managing high-stakes grantmaking programs—like Testing for America, which helped thousands of schools safely reopen. But manual processes were slowing them down. They needed a system to handle complex funding flows and stakeholder relationships—fast. "Automating the grant-making processes has significantly enhanced RFCC's operational efficiency, eliminating time-consuming manual tasks that previously bogged down the team." With Salesforce, RFCC was able to: ? Free up time from manual data entry ? Streamline funding processes ? Scale operations without increasing headcount Now, they’re spending less time on admin and more time making a difference. Read the full success story to see how they transformed their operations. Questions about how Salesforce can support your grantmaking? Reach out to Hannah Kahn—she’d love to chat! https://lnkd.in/eRvjju6y

If you missed our webinar on our Nonprofit Demographics Connector with Candid this month, good news! We have it recorded on YouTube. Have you ever wondered how you can save time while unlocking free, data-driven insights on nonprofits to power your grant-making? With the Candid Nonprofit Demographics Connector, powered by ImagineCRM, you can now sync Candid's rich demographic data directly into Salesforce with a simple, downloadable app. Watch the recording here: https://lnkd.in/eVezhZen Huge thanks to Brian Schultz, Catalina Spinel, and Hannah Oren you were amazing! #salesforce #grantmaking #grants #grantmakingtech #tech4good #technology #candid

Our round up of the Salesforce Spring Release is here focusing on grant-making. We love to do the groundwork for our customers so they get the best from Salesforce, and stay on top of the latest updates. Check it out here - https://lnkd.in/d-Efc85c