Salesforce Training

Help ExtraFood.org by providing a comprehensive Salesforce training to address the organization's most pertinent needs.
ExtraFood.org
Greenbrae, CA, USA
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ExtraFood.org
Greenbrae, CA, USA

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Posted March 5th

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Project details

What we need
  • A one-day intensive Salesforce training for up to five staff members
  • A document summarizing topics covered during training
Additional details

We are looking for instruction in using Salesforce as a tool for fundraising, specifically individual gifts fundraising. We require that you've trained people in such Salesforce features as Engagement Plans and other features to support Moves Management, and generally how to manage funder prospects from identification to plan to tracking activities and gifts. Please don't apply if you haven't done this, thanks.

What we have in place
  • We currently have Salesforce implemented as a core system for 5 years, which should make it easy for you to get started. We also have a consultant who has customized Salesforce for us, and the ability to provide any other information you need.
How this will help
This project will save us $7,888 , allowing us to fuel our refrigerated truck for 15 months, and bring thousands of pounds of fresh food to people in need.

We have been using Salesforce only in a rudimentary way for fundraising. Improving our knowledge and skills will enable us to raise more money more efficiently, and get more food to more people in need.

Project plan

P
Prep: Training Preparation
  • Professional, Volunteer Manager and trainees meet to discuss goals and objectives for the training, create an agenda, and set a date
1
Milestone 1: Training Session
  • Professional leads a full-day Salesforce training session
2
Milestone 2: Follow-up
  • Professional delivers document detailing training topics
  • Professional remains available to Volunteer Manager for up to a week for follow up questions
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About the org

ExtraFood.org
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Our mission

ExtraFood.org's mission is to help end hunger and wasted food in Marin County, California, where 1 in 5 people worry about where their next meal will come from.

What we do

Through our county-wide food recovery program, we rescue excess fresh food from any Marin business or school and immediately deliver it to safety net partners -- such as homeless shelters, senior housing centers, and after-school programs -- serving Marin's most vulnerable children, adults, and families. In 5 years we've rescued 2.7 million pounds of food and delivered it to 121 sites across Marin, including 34 new food programs we've started with our partners. We're reaching 8,000+ people every month with healthy, fresh food.

Testimonials

We didn't work together.
Marv Z.
Marv Z.

CEO

Salesforce Training Project

(No testimonial has been submitted by Patrick)
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