Managing Your Programs and Your Fundraising on the Same Platform

Managing Your Programs and Your Fundraising on the Same Platform

Many non-profits are leveraging Salesforce for fundraising only, others are only using it for a single department or purpose, for example human services management. New Leaders has been successful at using the Salesforce platform to manage fundraising, contract management, recruiting, policy activities, customer support and management of program data.This year they've expanded their salesforce customer community as the external facing resource for both program participants and staff taking and delivering leadership trainings as well as supporting thousands of New Leaders alumni. This session will walk you through: - Immediate benefits of using a single system of record - Setting the right expectations and timeline - Driving a path towards the single system vision - Pitfalls to avoid and lessons learned over 13 years of being a salesforce nonprofit customer
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