This project is in progress
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Matched with Milad M
Matched with
Milad M.

Salesforce Training

for  NEBiP
Milton, MA, USA
Posted by
Bithiah C.

Volunteer Manager

Posted Date
Jul 17, 2019
Location
Virtual volunteer opportunity
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Impact statement
This project will save us $7,888 , allowing us to save money, bring our projects to a wider audience and start partnering with more community organizations.

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 need to answer questions like:
What is the most efficient way to run reports based on variables like geography, title, sector, generation, donor, funder etc?
What is the best way for us to have a CRM that allows us to continue manipulating the info we have, going forward? The data we enter will change continuously, so the data we have will need to be updated.
How does salesforce work with Pardot, when we send out emails etc, does it automatically populate the same cells from salesforce?

What We Have In Place
  • We currently have Salesforce and Pardot, which should make it easy for you to get started. We also have Zoom for conferencing which has screen sharing, and the ability to provide any other information you need.
How This Will Help

We are trying to streamline how we interact with our clients. We want to be able to send out specialized emails, invitations and other information, based on how our clients are sorted in Salesforce.

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

Our Mission

NEBiP mission is to inform, reform and transform philanthropy by uniting New England-based Black philanthropists, trustees and staff of grant making institutions to enhance philanthropy's ability to address the needs of Black communities.

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