Tens of thousands of nonprofits use Salesforce to manage many aspects of their operations, from fundraising, marketing and engagement, IT operations and grantmaking. For those getting started or new to the platform, it can feel like standing at the base of a mountain and gazing up at the clouds. Our goal with this eBook is to share knowledge, tips, and insights based on our many years of collective experience working both at nonprofits and with nonprofits using Salesforce to manage their fundraising, constituent engagement, programs, grantmaking, and more.
Download this helpful eBook and you’ll come away with:
- A practical approach to building an optimization plan
- Best practices for managing donors and volunteers
- How to further embrace automation to make your life (and job) easier
- Levelling-up your use of reports and analytics to get visibility and guide decision-making
- Integrations between Salesforce with other tools
- Considerations for data security and privacy
- Planning for growth and scalability on the platform
- Supporting your team with training and effective change management
