Blog

Elevate Your Customer Success Strategy with Quarterly Business Reviews

Discover the power of Quarterly Business Reviews (QBRs) to strengthen client relationships, drive growth, and achieve long-term success. Let's dive into the best practices for implementing QBRs in your business!

Jacqueline Doe  /  May 1st, 2024

Salesforce Nonprofit Cloud Summer '24 Highlights

Things are heating up over at Salesforce! The Summer '24 release brings updates and enhancements to Salesforce Nonprofit Cloud, including new tools to measure campaign success, create custom donor scores, collaborate on grant applications, and more. It's sure to be a summer of efficiency and effectiveness!

Maria Thompson  /  Salesforce  /  April 25th, 2024

Salesforce Summer '24 Highlights

Salesforce’s Summer ‘24 update is here, and its features are like a breath of fresh air. Let’s go over some of the cool features that are sure to help you beat the summer heat!

Jason Swan  /  Salesforce  /  April 24th, 2024

Upcoming Webinar: Empowering Nonprofits with Salesforce AI

Join Jeremiah Kincaid, VP of Salesforce Consulting at DB Services, for an upcoming webinar on how Salesforce AI technologies can revolutionize nonprofits. We'll explore practical use cases, demos, and best practices for implementing AI responsibly. Don't miss this opportunity to transform your nonprofit's future with the power of Salesforce AI.

Maria Thompson  /  Salesforce,  Webinars  /  April 15th, 2024

Claris FileMaker Stripe Invoicing Integration

Learn how to seamlessly integrate Claris FileMaker with Stripe for powerful online invoicing solutions. We dive into the details on how to harness the full potential of combining FileMaker features with Stripe's online payment capabilities to build a more efficient invoicing solution. Includes sample file and video.

Bryan Guevara  /  Claris FileMaker,  Free Downloads  /  April 9th, 2024

Surveys for Success: Together Rising

DB Services' Surveys for Success program will donate to Together Rising for every survey received during Q2 of 2024. Together Rising is an all-women-led nonprofit that focuses on transforming collective heartbreak into effective action. The Surveys for Success program is our way of saying thank you for our customers' valuable feedback by paying it forward to those in need.

Leah Bass  /  News  /  April 3rd, 2024

Collapsible Lists in Claris FileMaker

Creating a collapsible list in Claris FileMaker might initially seem challenging, but with a strategic approach using a web viewer, it becomes achievable. By leveraging the web viewer, you can create a dynamic list that incorporates FileMaker data seamlessly. We demo how to create a collapsible list in FileMaker to provide a more intuitive and efficient workflow for users. Includes a video and sample file.

Tanner Stanley  /  Claris FileMaker,  Free Downloads  /  March 12th, 2024

Salesforce Nonprofit Cloud Implementation Guide

While Salesforce offers a variety of tools that can help a nonprofit organization, the latest and greatest of these is Salesforce Nonprofit Cloud. Nonprofit Cloud offers a set of solutions to help your organization with fundraising, program management, outcome management, and grantmaking. This article will go over the many aspects of Nonprofit Cloud, such as new objects and data models, that have to be considered during implementation.

Jason Swan  /  Salesforce,  Free Downloads  /  March 8th, 2024

Payment Processing with QuickBooks

In the fast-paced business world, efficient payment processing is crucial for maintaining cash flow and providing a seamless customer experience. QuickBooks has long been a go-to solution for managing finances, and integrating it with your web application can elevate the payment processing experience to new heights. In this article, we'll explore the benefits of utilizing QuickBooks' robust payment processing system. Includes demo video.

Sean Dwyer  /  Web  /  February 12th, 2024

DB Services Named Claris Growth Partner of the Year for 2022 and 2023

DB Services has won the Claris Growth Partner of the Year for the Americas award for 2022 and 2023, marking their 7th consecutive win! This award recognizes the Claris partner who provides the highest revenue and brand awareness for Claris over the course of the year.

Maria Thompson  /  Claris FileMaker,  News  /  February 8th, 2024

Downloading Claris Studio Form Submissions as Leads in FileMaker Pro

Working with web forms and FileMaker Pro has never been easier! You can now incorporate data gathered by your Claris Studio web forms in your FileMaker Pro application. This article will give you an overview of the capabilities of using Claris Studio in FileMaker Pro, as well as a step-by-step guide on how to make this work for your business! Includes download file and demo video.

Grant Gonzalez  /  Claris FileMaker,  Free Downloads  /  February 2nd, 2024

Salesforce Einstein Activity Capture Guide

Have you ever had issues maintaining accurate, up-to-date information between your Salesforce org and your clients? Einstein Activity Capture is here to work for you by learning from you. Let's dive into how Einstein Activity Capture uses AI to gather data from your emails, calendars, and contacts to keep data about your clients detailed and up-to-date.

Jason Swan  /  Salesforce  /  January 24th, 2024

Surveys for Success: Global Empowerment Mission

The Surveys for Success program by DB Services will provide donations to Global Empowerment Mission for every survey received during Q1 of 2024. The Surveys for Success program is our way of saying thank you for our customers' valuable feedback by paying it forward to those in need. Global Empowerment Mission deploys disaster relief missions to countries in need of aid.

Leah Bass  /  News  /  January 17th, 2024

Claris FileMaker Google Charts Integration

Google Charts is a powerful graphical visualization tool that you can use to generate dynamic, data-driven charts easily. We demo how Google Charts can be integrated with Claris FileMaker to enhance the way you present data to end users in a quick and reusable way. Includes demo file and video.

Michael Wyda  /  Claris FileMaker,  Free Downloads  /  January 10th, 2024

Salesforce Financial Services Cloud Spring '24 Highlights

Spring is on the horizon, and so is Salesforce's Spring '24 release, bringing elevated efficiency, enriched user experiences, and enhanced operations to Salesforce Financial Services Cloud! As the cold of winter fades away, let's embrace the warmth of innovation and delve into the exciting updates awaiting us in the Spring '24 release.

Maria Thompson  /  Salesforce  /  December 21st, 2023

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