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
Introduction to Salesforce Non-Profit Cloud
Overview of the platform
Key features for donor and volunteer management
Managing Donors Effectively
Creating donor profiles and tracking donations
Automating communications and engagement
Volunteer Management Simplified
Managing volunteer profiles and schedules
Streamlining volunteer communications
Customizing Salesforce for Your Needs
Custom fields, objects, and workflows
Integration with other systems
Leveraging Analytics and Reporting
Creating actionable reports
Measuring success with built-in dashboards
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!
Our Offices
Let’s connect and build innovative software solutions to unlock new revenue-earning opportunities for your venture