Tech Systems call
Upaya Social Ventures
Upaya Social Ventures
0
10
Tech Systems Call
Call details
What we'd like to talk about
I need to compare the pros and cons of building out a custom Salesforce object to track my organizations investment selection process compared to purchasing an off the shelf software.
Additional context
My organization already uses Salesforce for donor management and for impact data collection and reporting through Tableau. We have not tracked our investment pipeline through a systematic tool yet and can imagine that there is a Salesforce solution, combined with jot forms, that would track companies from applying on our website all the way through a final investment decision. However, we do not want to build a system that is not intuitive for the entire team or that makes reporting any more complicated than it needs to be. Specialized software programs poor investors might be a better approach. That's why second
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Posted by
Kate C.
CEO
Our mission
Our mission is to create dignified jobs for the poorest of the poor by building scalable businesses with investment and consulting support.
What we do
Upaya Social Ventures is fighting extreme poverty through dignified jobs. Founded in 2011, Upaya provides investment and consulting support to early-stage businesses aimed at creating jobs for the poorest of the poor. Upaya's continually growing portfolio of impact investments has created over 15,000 lasting, dignified jobs. Endorsed by ImpactMatters as a high-impact, cost-effective nonprofit, Upaya's teams in Seattle and Bangalore are committed to a goal of helping entrepreneurs create jobs for 50,000 people in India by 2023.
