- This event has passed.
NPO Success with SalesForce CRM
Oct 12, 2017 @ 3:00 pm - 4:30 pm
About the Workshop
Your donors, volunteers and members interact with your non-profit organization in a multitude of ways, and most non-profits struggle to collect and use the data gathered in these interactions. They tend to use a mixture of spreadsheets and other independent programs to collect and maintain this information. These separate data collection efforts result in “data silos” that make it impossible to maintain, integrate or visualize the full relationship that your constituents have with your organization. Is this your organization?
In this workshop we will check out SalesForce CRM and the Non-Profit Success Pack (NPSP) and see how it helps organizations manage donors, households, volunteers and grants. Best yet, Salesforce offers this CRM solution to qualifying NPOs for FREE! We will go over if your organization can use this cloud based package for free to manage all your constituents.
See how this intelligent source of data gives you the power to expedite your processes, increase your donations, and save valuable resources through automated and connected systems. See how you can run in-depth reports to track the overall progress of goals, and view connections between accounts, contacts, households, donations, volunteers, grants, and relationships. This database is powerful, customizable and used by NPOs worldwide.
About The Instructors
Anne & Mike Reed have owned and operated marketing organizations for over 25 years. They currently co-own Prospect Communications which operates Pinnacle Webworx. As Marketers they have worked with NPOs to help them reach their constituents and increase their fund raising capacity. They enjoy the challenges that the nonprofit environment brings to marketing. For more information about all of the Digital Marketing services that they provide go to Pinnacle-Webworx.com.
Both have been heavily involved with NPOs in the Keene and Brattleboro area. They are quite involved with community organizations like: CedarCrest Center for Children, Cheshire YMCA, Keene Family YMCA and Monadnock Humane Society.
After over 20 years in high tech Mike moved to Keene and started a Marketing business with Anne in West Chesterfield NH. Anne has a proven track record of starting small consulting businesses in the Software Industry. They use their combined knowledge to help NPO’s and small businesses create powerful Marketing with a limited budget.