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How charities can take Salesforce to the next level: Video
17 Jun 2019by Chloe Green
In the latest in our Conference Rewind series looking back on the 2019 Charity Digital Tech Conference, Zak Kaufman from charity data experts Vera Solutions explores how transitioning portfolio management to Salesforce enables organisations to take their impact to the next level.
While many charities use Salesforce for their fundraising data, most are probably not using its full functionality - you may already be a master of managing fundraising data, but did you know that Salesforce can also be an excellent tool for understanding your impact, managing your day to day and running your services?
In the video below, Kaufman explains some of Salesforce's 'must know' features from performance reporting to visualising progress against targets and collaborating with stakeholders, as well as how to integrate with Salesforce CRM and fundraising tools.
Watch the video below
This year’s free virtual event will help charities navigate an exciting era of digital fundraising. The event will consist of 10 sessions across 2 streams and will allow charities to hear how other organisations are adapting to the new fundraising environment - with specific information on the tools and tricks they’re using and the hardships that they’re facing along the way.