Salesforce Training

Help Economic Growth Business Incubator by providing a comprehensive Salesforce training to address the organization's most pertinent needs.
Economic Growth Business Incubator
Austin, TX, USA
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Economic Growth Business Incubator
Austin, TX, USA

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Posted March 2nd

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 assistance setting up our marketing funnel for our Workshop Series using Campaigns.

We need someone with at least 5 years experience working with Salesforce and using Campaigns in a robust manner.

What we have in place
  • We have mapped our Salesforce experience for our programs and for our marketing needs.

    We use Zoom for video calls.
How this will help
This project will save us $7,888 , allowing us to focus our time serving our small business community

Campaigns might be the glue that is missing in the way we use Salesforce to market our programs to people who have already asked to be in our database. We want to set up a powerful process and need help understanding how Campaigns fits into our funnel.

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

Economic Growth Business Incubator
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Our mission

The Economic Growth Business Incubator (EGBI) believes all businesses should be profitable, sustainable, and an asset to our community. With this in mind, our mission is to provide training, coaching, and support services to aspiring and existing small business owners who face barriers such as education, language, and finance to growing a successful business.

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