Non Profit

We’ll engage in a detailed discussion about your Salesforce goals, emphasizing development, fundraising strategies, and outreach initiatives.

·        Household and Contact Configuration

We’ll set up standard fields and create custom fields to effectively track and manage your household and contact records, including donors and partners.

·        Tailored Donation Setup

We will set up account configurations to document information pertinent to businesses, households, organizations, or agencies engaged in your sales processes.

·        Custom Contact Customization

We’ll establish your donation records to effectively manage your donation revenue.

·        Training:

We’ll conduct a tailored one-hour webinar training session on setting up Salesforce for your organization.