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!
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!
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!
