SEE HOW CLOUD FOR GOOD CAN HELP YOU CREATE MORE VALUE WITH SALESFORCE.
Volunteers are often key to nonprofits’ work but managing them with limited staff and budget can be a challenge. Utilizing technology effectively in volunteer management can make all the difference. Learn how you can better use technology to manage your volunteers.
When you hire a consultant to help you with your Salesforce implementation, you’re hiring them because you have a problem you need help with whether it being moving from another system to Salesforce or working to enhance your existing Salesforce instance. It is important to find a trusted advisor, not an order taker.
Does the thought of migrating data make you want to run screaming? Is your organization using the NonProfit Starter Pack (NPSP)? Do you have data you need to migrate into Salesforce? Fear not System Administrator, the fabulous team over at the Salesforce Foundation has created a tool to help, the NPSP Data Importer tool. This tool is designed to allow you to migrate Contacts, Accounts and Opportunities to the NPSP. Let’s take a deep dive in to see how the tool works.
On a recent Monday morning, instead of my usual routine of managing my team of consultants in implementing Salesforce with our clients, I had the privilege of experiencing a local nonprofit’s work first hand. Thanks to Cloud for Good’s Social Responsibility Program I was able to take Volunteer Time Off and along with my 10-year-old son who was off from school, volunteer our time to help disabled people in other parts of the world get access to life-changing wheelchairs and other assistive devices.
Respecting a donor’s request for anonymity is critical to your relationship with your donors but your organization should retain the donor’s name and contact information when available so that if the donor asks for tax documentation you can provide that and maintain accurate donation records in Salesforce.
Nonprofit Starter Pack – where its been and where it is going and why you should consider upgrading to the soon to be released Version 3.0.