Salesforce Across Your Organization: A 3-Part Roundtable Series

Whether you’re looking to increase engagement, provide exceptional constituent experiences, or connect your fundraising to finance – we’ve got something for everyone at your organization with this three-part roundtable series. Save your seat for one, two, or all three!

Better Engagement for Your Donors and Volunteers

January 19 @ 11 am CT | 12 pm ET

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 at.

Unified Customer Experience with Service Cloud

January 21 @ 11 am CT | 12 pm ET

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 to help predict client needs, and an inside look into organizations who are getting it right.

Options for Your Accounting Reconciliation with Salesforce

January 26 @ 11 am CT | 12 pm ET

We often see a disconnect in nonprofit organizations between the fundraising and finance teams. These silos often lead to data discrepancies resulting in time-consuming and manual reconciliation processes. Let’s explore the options available to you as it relates to the technology you use to bridge the gap between your fundraising and finance and considerations for preparing your fundraising data in Salesforce to be finance system-ready.

Save your seat, today: