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Salesforce Report Creation
Help HOPE Shelters create reports in Salesforce to generate insights relevant to the organization's work.
Salesforce Report Creation
Project details
What we need
- Up to 5 new reports in an Organization’s instance of Salesforce
- Training on how to interpret and make basic updates to reports
Additional details
I need help running our list of donors. When I do it, I don't get everyone.
What we have in place
- We currently have a Salesforce account., which should make it easy for you to get started. We also have been inputing donors, and the ability to provide any other information you need.
How this will help
This project will save us $4,762 , allowing us to focus on grantwriting- the other part of my job.
We are getting ready for a capital campaign and I need to understand how to pull lists of donors.
Project plan
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Our mission
HOPE is a homeless shelter that provides safe and judgment-free shelter, innovative programs, and public advocacy to end homelessness.
What we do
In-house case management that includes acquiring vital documentation, connection with health and behavioral health services, developing a network for basic needs, and connection to housing services.
Our housing rate is 30% higher than our peers with a 90%+ success rate (recidivism of 10% or less compared to peers with 35% recidivism).
HOPE is the only low-barrier shelter in Oakland County.