Project Kickoff and Business Process Reviews
- To get started, we will conduct a meeting to discuss your specific objectives for Salesforce, with a particular emphasis on development, fundraising, and outreach efforts.
Household and Contact Setup
- Our team will configure standard fields and develop new custom fields tailored to your needs for effectively tracking and managing household and contact records, including donors and partners.
Customized Donation Setup
- We will set up a customized donation record system to efficiently manage your donation revenue and related processes.
- To ensure a smooth implementation and effective usage of Salesforce within your organization, we offer a custom one-hour webinar training session focused on the Salesforce setup specific to your needs.