You Can Have it all (With External Data Architectures)
It doesn’t always make sense to keep all of your data in Salesforce. Learn how organizations like the American Kennel Club and Childfund International are leveraging Salesforce Connect and External Objects to surface relevant data stored in other systems directly in Salesforce, without needing to replicate the data into Salesforce objects or maintain additional ETL […]
Finding a New Home for Your Fundraising
Are you thinking of migrating your organization’s fundraising technology from a legacy system, like Raiser’s Edge, to Salesforce? Let’s dive deep into the differences between your legacy system and Salesforce, how to get your system ready for migration, and the results other nonprofit organizations have seen from making the switch. Fill out the form below […]
Better Engagement for Donors and Volunteers
Learn how you can better engage your donors and volunteers throughout their entire journey with your organization. From newsletters, preference centers, and an omnichannel experience; we’ll review how Salesforce’s engagement tools can help you manage constituent engagement with your organization and use automation to help create personalized journeys to meet your constituents where they are […]
Reducing technology debt with Salesforce
The Nonprofit Cloud is a tool that is designed to break down departmental silos by increasing collaboration across your organization. In this discussion, we’ll address reasons these organizations decided to use Salesforce across their entire organization, how they managed the technology implementation, and the success that they are seeing by taking Salesforce across their organization. […]
Options for Your Accounting Reconciliation with Salesforce
We often see a disconnect in nonprofit organizations between the fundraising process and the reconciliation of those details into finance. This means the valuable time from both teams is taken away from furthering the organization’s mission to reconcile and potential discrepancies in data. Let’s explore the options available to you as it relates to the […]
Unified customer experience with Service Cloud
The need for intuitive customer experiences is at an all-time high. Your customers deserve an intelligently-designed system that will enable, not hinder, their experience with your company, no matter who they are engaging with at your organization. Get ready for a conversation around how Salesforce can streamline your customer experience, provide you with valuable metrics […]
Managing Your Programs with Salesforce
Human Service organizations work hard every day to make our world a better place. Whether you have one, twenty or more programs, understanding their success and impact can make the difference in skyrocketing your mission. Join Cloud for Good to take a deep dive into the options available for managing your programs and cases on […]