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Salesforce for Nonprofits Overview
October 31 @ 1:00 pm – 2:00 pm EDT
Learn how Salesforce and the Nonprofit Success Pack (NPSP) empowers organizations to gain 360° view of your donors, volunteers, and constituents and also improve the administration of donations, grants, and gifts.
Free
Price / Duration
- Workshop Cost:
$199 USDFREE! - Duration: 60 Minute Overview
This Course is Ideal for:
- Nonprofits new to Salesforce
- Nonprofits exploring or would like to explore a new CRM
- Consultants that support Nonprofit Salesforce Implementations
Topics:
- Overview of Salesforce & NPSP
- NPSP v.s. Nonprofit Cloud
- Tracking Individuals & Organizations
- Constituent Management
- Tracking Gifts & Grants
- Tracking Payments, Restricted, and Unrestricted Funds
- Aggregates, Reports, & Dashboards
Prerequisites
None