Please join us for a breakfast briefing on Salesforce for nonprofits. In response to many inquiries from organizations we currently work with — as well as recent inquiries about adopting Salesforce — we would like use this time to share our perspectives on what’s new and emerging in Salesforce, when and how best to use new features, and how to improve your management of the transition to Salesforce.
Some topics we expect to cover:
- The new Nonprofit Starter Pack: gaps it fills, what to look for in managing contacts and donations, and possible issues in updating.
- What can Chatter, Salesforce’s free tool for collaboration, add to your work? (Visit chatter.com for Chatter Superbowl half-time ads!)
- Getting comfortable with the new Fall 2010 reporting and analytics tools in Salesforce.
- App Exchange: our perspectives and recommendations for data handling, mail merge, email list management, and on-line processing.
- Our recommendations on user adoption, staff training, administration and supporting growth.
- Perspectives on integrating Salesforce with wider groups of users, on your website or through force.com portals.
- Strategically, where is Salesforce — and nonprofit use within it — headed in an increasingly complex world of “cloud computing”?
These questions grow out of our conversations with you, and we will prioritize and adjust the material covered based on your response to this invitatation.
Whether or not you can make this session, please be aware of other excellent learning opportunities, including the Google group http://groups.google.com/group/npsf and the local nonprofit user group http://www.meetup.com/nonprofitsalesforceboston/. Also, please note that Steve is facilitating a workshop on "Social Media and Contact Relationship Management — The New Mix at NTEN's 2011 Nonprofit Technology Conference March 17-19, 2011 in Washington, DC. The conference offers great learning opportunities.
Location: One of the many organizations we are proud to work with is Boston After School and Beyond, Boston’s network for community-based youth programs. Because these are the kinds of issues we have been working on with them, they have generously offered to host this meeting at their offices at 89 South St., conveniently located near South Station. We will send details once you have confirmed.
For more information: 617-423-6355 x115 Email: steve@dbdes.com
