Salesforce for Nonprofits
330 Case Studies
A Salesforce for Nonprofits Case Study
Tides is a 40-year-old nonprofit that provides grants, fiscal sponsorship, and back-office services to social change organizations. Although it adopted Salesforce early on, years of ad hoc additions left disconnected workflows and no single source of truth, creating inefficiencies across HR, finance, grantmaking and client interactions.
Tides re‑implemented Salesforce as a unified platform—centered on Sales Cloud and extended with Service Cloud, Community Cloud, Knowledge, Chatter and AppExchange tools like Conga and DocuSign—to consolidate case management, automate cross‑department workflows, and build a client portal. The result: fewer paper processes, real‑time shared data, faster collaborative decision‑making, better client self‑service, and a future‑proof system that scales with the organization.
Jonathan Mergy
Director of IT