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?
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.
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.