This video shares a few things that can make your lives way easier when it comes to how a clean, accurate database can greatly improve your fundraising events - for the staff and guests alike.
Many times, employees don’t want to use another tech program, but there's always one or two people who stand out by their enthusiasm. We want to capitalize on that excitement, because excitement is contagious! What I like to do with those individuals is to turn them into super users. We work with them, train them and level them up. Watch the video to learn how.
When a new project starts do you immediately start over-thinking? Ultimately, you just want it to be detailed and correct and you’re instantly overwhelmed and frustrated before the project even begins. We work with individuals who approach work this way all the time (aka “the over-thinkers”). Check out the video to see how we can support you through a Salesforce project.
More often than not, I work with leadership team members that know what they want out of Salesforce, but they don't know how to get there. I love talking through the process with those personality types - the ones that think fast, think in big picture terms, and love strategy.
When you’re the non-tech savvy person, self-proclaimed, it can be easy to get frustrated with all these new tools that are coming out. When will buying the latest shiny software trend end? Take a deep breath - we hear you! Our team is really experienced in working with the folks who are self-proclaimed “non-techies.” In this video, we touch on how we support team members of all backgrounds with varied learning styles.
Company processes are essential to performing everyday tasks and tracking best practices. However, when most people think of process management they cringe a little. But process management doesn’t have to be dry and painful, I promise! You don’t believe me? Let me walk you through what we do with our clients to identify and clean up processes in a way that feels nearly organic.
Are you tired of being passed along the sales funnel when shopping for a new vendor, partner, or consultant? It’s exhausting, isn’t it? That's why I want to take a moment to share how I’ve set up my business structure to better serve my clients—without the frustration of getting bounced from person to person.
I got tired of hearing sales reps tell me their system couldn't do a wide variety of functions - basic stuff that every efficient system should be able to do. I found Salesforce - which allowed me to build a system specific to my needs. Then, I started my company to help others see the possibilities too!
Let's explore some out of the box solutions you can use Salesforce to solve! This video gives real-life examples of how our clients used Salesforce to achieve tech solutions including: outbound grant management, next level volunteer management, invoice management and even program delivery.
Watch part 2 of our Volunteers 4 Salesforce video. We break down how to recruit volunteers for office and program-related volunteer opportunities online. This includes recurring job opportunities (think weekly, monthly, etc.), as well as recurring shifts. Automatically add these opportunities to a free web calendar and allow volunteers to sign up online. All of their data will be entered directly into Salesforce saving hours of data entry time!
Watch this video to learn how Volunteers 4 Salesforce works, how you can add volunteer opportunities to your website, and how volunteers can sign up with their information going directly into Salesforce. Save time and effort transferring information from web sign up forms to your database, get a high level overview of volunteer needs, hours worked annually, and who your biggest supporters are - all for free!
If you're currently using Salesforce but your Grant Management team is not, you're missing out. Check out this quick demo of the Salesforce Outbound Funds Module and get a sneak peek at the capabilities of managing grants in Salesforce. It will allow your team to get a full view of your funded programs, track all applications, requirements, disbursements and more.
Is your Salesforce home page wasted real estate? Too often we see nonprofits not using their Salesforce home page at all or under-utilizing it with minimal information. In this vlog, we share easy ways to add great content to your home page in under 5 minutes!
Are you using MailChimp or Constant Contact AND Salesforce? Are you hoping to set up an integration between your email service provider and Salesforce so the data flows between both tools? Check out our latest video to learn more about what's possible and a quick demo of how the MailChimp / Salesforce integration works.
Many nonprofit professionals and fundraisers who work in the community find it challenging to update Salesforce contact and account records while on the go. Did you know Salesforce has a mobile app to make adding notes, tracking meetings, setting reminders and viewing donor profiles a snap? Check out this video for a quick demo of the mobile app.
Every organization is at risk of losing all of their data at any given moment - including nonprofits! You can easily back up all of the data in your Salesforce org in under 2 minutes and protect your organization from data loss.
Watch the video to learn how to schedule a data export and manually pull the data as often as you'd like!
Salesforce campaigns are powerful! Many nonprofits are using Campaigns, but not to their fullest capacity. In this introductory training video, we dive into adding people to a campaign, updating statuses (attended, RSVP'd, etc.), and emailing people by status. There's much more to learn, but this video will give you a snapshot into some of the features Campaigns can do for your org!
There are 5 major reasons why Salesforce is our preferred CRM for nonprofits. In this video we discuss how the trickle-down effect of research & development benefits nonprofit organizations in a big way.
There are 5 major reasons why Salesforce is our preferred CRM for nonprofits. In this video we discuss why customization is so crucial in CRM databases and how nonprofits can benefit from customizing the software to their business processes and needs.
There are 5 major reasons why Salesforce is our preferred CRM for nonprofits. In this video we discuss why scalability is important and how it can benefit nonprofit organizations.
There are 5 major reasons why Salesforce is our preferred CRM for nonprofits. In this video we discuss why it's time to get ride of the ump-teen spreadsheets and data everywhere to create a single source of truth.
There are 5 major reasons why Salesforce is our preferred CRM for nonprofits. In this video we discuss the investment in constant innovation and why nonprofits should care about staying in front of the technology curve.
Many nonprofits want to switch databases and are unsure where to start. Salesforce.org is free for nonprofits - but what are the hidden costs? This video breaks out the costs associated with implementing Salesforce for qualified nonprofits.
You have made a decision - you want to go ahead and purchase that CRM that I keep talking about (yay!). You understand the value, but you're not really sure where to start. In this video I share five elements to consider before you write that check.
In this video I share 5 crucial reasons why every organization needs a CRM or a “customer relationship management” tool. If you're toying with the idea of purchasing a CRM and you're not exactly sure if you should, learn why it's a must-do TODAY.
Is your nonprofit considering switching to Salesforce and you're not sure how to budget for the transition? This video will share items your organization should consider when building a budget for not only Salesforce implementation, but also ongoing expenses year after year.
Many nonprofits who want to transition to Salesforce learn that they need to hire an implementation partner? What does that actually mean? Is it really required? What's included in an implementation? This video will answer the most common questions about Salesforce Implementation for nonprofits.
Learn how to integrate Outlook 365 or Gmail accounts with Salesforce to save you time and eliminate duplicate efforts! Auto-add contacts, updated contacts, add emails to Accounts and Contacts, sync appointments and more.
Too often I've worked with nonprofit Salesforce clients that never had their dashboard object set up in their database. Needless to say, they're missing out and I was eager to help them get them set up. Check out this video to see what Salesforce dashboards look like and why you should be using them daily.
Did you know you can send emails in bulk right from Salesforce without a subscription to any other email services?
Watch this video to see how you can send bulk emails to a list in 7 clicks!
In this video, I'll show you how to use Salesforce to segment your contact/account/donation lists, create custom list views and send bulk emails to your lists in under 5 minutes!
Learn 3 tips on how to segment your donor database to customize your appeal letters. Your donors will feel the love and, as a result, your retention rates will go up!
As you know, it's incredibly important to steward your donors. You need to focus on three key areas when you're creating your plan. Watch this latest video to learn more about those three key areas - and three easy steps for creating a plan that will show your donors all the love!
I'm excited to share my secrets for exceptional stewardship. Stewardship should be at the heart of all of your donor activities. If you follow these tips and secrets, you're sure to see your retention rates and engagement increase tremendously!
Learn 3 ways you can transform your donor thank you letter to engage your donors in a more meaningful way. Don't let your donors just open file your letter with tax documents, take them on a journey with your nonprofit.
Walk away from your email and the phone and create a custom, personalized video for your top donors/supporters in under 10 minutes.
The majority of nonprofit fundraisers have been tracking soft credits for years - even if you don't know it! Watch this latest video to learn more about what soft credits are and why tracking them in your database will allow you to further engage your donors.
Quarter 4 every year is filled with fundraising ask messages - from #GivingTuesday to year end appeals to email blasts. How do you stand out from the crowd and ensure your donors see your messages above all of the others? Check out this video for tips and suggestions!
Every nonprofit is dedicated to hosting events that are budget-friendly so more funds can go to the mission, but don't forget about making the experience a quality event for your attendees! Keep them talking and wanting to come back year after year.
Let's talk about risk assessments and a back-up plan for when your well thought-out fundraising event plans don't go according to plan. In this video, Stephanie shares the importance of risk assessments and back-up plans for all fundraising events.
In this video, I share tips based on my past experiences to engage, manage and motivate donors to support the important work of your nonprofit organization. I've worked with thousands of volunteers throughout my 15+ years as a fundraiser and have learned a few golden rules along the way.
