Workshop Overview

Salesforce Non-Profit Cloud offers tailored solutions for managing donations and volunteers, streamlining processes for non-profit organizations. This workshop will equip you with the tools and strategies to leverage this platform effectively, enhancing donor engagement and volunteer management. You’ll leave with hands-on experience and practical insights into optimizing your non-profit operations with Salesforce Non-Profit Cloud.

Who Should Attend?

This workshop is ideal for:

  • Non-Profit Leaders and Managers: Looking to optimize donor engagement and volunteer management.
  • CRM Administrators and Salesforce Users: Interested in maximizing Salesforce Non-Profit Cloud’s capabilities.
  • Marketing and Development Teams: Aiming to improve donor communications and volunteer coordination.
  • IT Professionals and Consultants: Wanting to understand Salesforce’s integration with existing systems and processes.

Key Takeaways

  • Mastering Donor Management: Learn how to track donations, create personalized communications, and retain donor support.
  • Volunteer Coordination: Understand how to manage volunteer schedules, track hours, and streamline communication.
  • Salesforce Customization: Discover how to tailor the Non-Profit Cloud to meet your organization’s unique needs.
  • Reporting and Analytics: Learn how to leverage Salesforce’s reporting tools to measure success and drive strategic decisions.
  • Automating Workflows: Understand how to automate tasks to save time and reduce errors in donor and volunteer management.

Workshop Agenda

  1. Introduction to Salesforce Non-Profit Cloud
    • Overview of the platform
    • Key features for donor and volunteer management
  2. Managing Donors Effectively
    • Creating donor profiles and tracking donations
    • Automating communications and engagement
  3. Volunteer Management Simplified
    • Managing volunteer profiles and schedules
    • Streamlining volunteer communications
  4. Customizing Salesforce for Your Needs
    • Custom fields, objects, and workflows
    • Integration with other systems
  5. Leveraging Analytics and Reporting
    • Creating actionable reports
    • Measuring success with built-in dashboards
  6. Q&A and Networking
    • Discuss challenges with peers and experts
    • Opportunities for ongoing learning and support

Benefits of Attending

  • Expert Guidance: Learn from Salesforce specialists with real-world non-profit experience.
  • Hands-On Practice: Gain practical skills by working directly in Salesforce Non-Profit Cloud.
  • Customizable Solutions: Leave with strategies to tailor the platform to your organization’s needs.
  • Improved Efficiency: Learn how to automate tasks and workflows to save time and increase productivity.
  • Networking Opportunities: Connect with other non-profit professionals and Salesforce users.

Take the first step towards transforming your non-profit’s operations—reserve your spot today!

By supplying your contact details, you agree to receive occasional emails related to services and industry trends from TAV. To know more, please refer to our privacy policy.

Our Offices

Let’s connect and build innovative software solutions to unlock new revenue-earning opportunities for your venture

India
USA
Canada
United Kingdom
Australia
New Zealand
Singapore
Netherlands
Germany
Dubai
Scroll to Top