Salesforce Training

Help Dance New Jersey by providing a comprehensive Salesforce training to address the organization's most pertinent needs.
Dance New Jersey
Verona, NJ, USA
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Dance New Jersey
Verona, NJ, USA

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Posted July 28th

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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

Salesforce and Donorbox Integration
Combining Accounts (Find Duplicates)
Efficiency Check & Unique Settings
Membership Dates (Opportunity v. Contact)

What We Have In Place
  • We have been using Salesforce for over 1 year as a membership tool. We have a customized platform already in place and three staff members that will be learning how to use it moving forward.
How This Will Help
This project will save us $7,888 , allowing us to use our time, funds, and resources in real time to create programs and services for our membership rather than drown in problematic technology.

DNJ uses Salesforce to manage memberships, donors, relationships across the state in a virtual world. An efficient system is imperative to our success as a small non profit with limited resources.

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

Dance New Jersey
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Posted by
Erin C.

Volunteer Manager

Our Mission

Dance New Jersey is a service organization committed to advocating the excellence of dance and dance education in the state.

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