As a partner, our goal is to ensure teams are prepared, informed, and self-sufficient. This article is a culmination of our suggestions for teams looking to implement a CRM in their organization.
In this webinar recording we discuss Salesforce’s donated licensing option, what out-of-the-box Salesforce can do for you, and what next steps look like once your team is ready to expand their Salesforce capabilities.
How do leads fit in your education or nonprofit organization’s business process? Katie Mrskos explains what Salesforce leads are, when to use them and when not to.
We walk you through the what, why, when and how of Salesforce reporting snapshots.
In this video tutorial we review automation in Salesforce using process builder and flow. We’ll compare the two methods and address why we suggest flow for most situations.
In this detailed tutorial we’ll walk you through how to calculate donor retention and donor churn, generate and customize Salesforce reports that provide these metrics, and add your report to a dashboard.