We are happy to be included in the Click and Pledge Expert Talk! The Experts Talk is a free 26-week webinar series featuring six leading nonprofit consultants that will present the features, benefits and great value of Salesforce. These FREE sessions are open to everyone, regardless of whether you’re just considering Salesforce, you’re a new client, or you’re a longstanding Salesforce user.
Salesforce Implementation Best Practices
When: June 13, 2012 2:00 PM – 3:00 PM EDT
Short Description: One of the best investments you can make in your Salesforce CRM success is to have a clear plan. Just as you wouldn’t build a house without a blueprint, you don’t want to start with Salesforce without a plan. A plan will help you to communicate with everyone, to do things in the right order, identify key resources, and keep a clear end date in mind. Join us on June 13 to learn from our best practices of implementing Salesforce for nonprofit organizations.
The recorded webinar is available here: https://forums.clickandpledge.com/content.php/288-Salesforce-Implementation-Best-Practices
Presentation slides: Salesforce implementation best practices
Understanding Your Data – Salesforce Reports
When: Wednesday, July 25, 2012 2:00 PM – 3:00 PM EDT
Short Description: Whether you are using Salesforce to fundraise, manage cases, or recruit, understanding the effectiveness of your efforts is essential. Salesforce reports will help you capture “what works” and which services require improvements. Join this webinar to learn how to create effective and powerful reports.
Creating a Social Database
When: Wednesday, September 5, 2012 2:00 PM – 3:00 PM EDT
Short Description: The social Web is changing the way we live and work. Social networks are making dramatic changes to not only how people communicate and engage with each other, but also with companies, foundations, and other organizations. Facebook and Google+ are slowly replacing the corporate website. Twitter, SMS, and blogs are supplanting email as the go-to marketing channels. Join this webinar to learn how to transform your database to a social platform.