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Matched with George L
Matched with
George L.

Salesforce Training

for  Ethos
Jamaica Plain, MA, USA
Posted by
Raymond S.

Chief Development & Community Relations Officer

Posted Date
Aug 15, 2019
Location
Virtual volunteer opportunity
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Impact statement
This project will save us $7,888 , allowing us to invest in future salesforce customization that will enable greater efficiency in our work.

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

Ethos migrated to its donor, event, program and volunteer management to Salesforce in 2015. Staff turnover has made it a challenge to keep new staff trained at a level where they can be effective, enter data correctly and run useful reports. We have more than 25K contacts and use the database to invite program participants, track their attendance and record donations.

What We Have In Place
  • We currently have Several staff as key contacts, which should make it easy for you to get started. We also have some documentation, and the ability to provide any other information you need.
How This Will Help

Ethos is committed to having a 365 degree view of its supporters, clients, volunteers and donors. Salesforce plays a critical role in reporting our success to our funders and supporters. Training is the most important tool we have to ensuring our database works for everyone.

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

Ethos is a private, not-for-profit organization that promotes the independence, dignity, and well-being of the elderly and disabled.

Ethos achieves its mission through the coordination and delivery of high-quality, affordable home and community-based care.

In all aspects of its work Ethos supports family caregiving, fosters social interaction and respects cultural diversity.

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