Duration: 1h 49m
Video: AVC (.mp4) 1280x720 15&30fps
Audio: AAC 48KHz 2ch
Genre: eLearning
Level: Beginner
Language: English

Explore how to improve the operation of your tax-exempt organization using the Salesforce Nonprofit Success Pack (NPSP), a leading cloud-based customer relationship manager for NGOs. The NPSP is designed to address the unique data management needs of your nonprofit, including volunteer, donation, and grant management. Join Christopher Matthew Spencer, as he guides you on getting started with Salesforce. Raise more funds, connect with supporters and volunteers more efficiently, track donations expertly, and generate meaningful reports for your team.

Topics include:
- Getting team buy-in
- Registering your account
- Working with users and permissions
- Using calendars
- Managing leads and contacts
- Tracking affiliations and relationships
- Recording activities
- Importing records
- Using collaboration tools such as Chatter and email templates
- Measuring and improving success with reports and dashboards

Download File Size:271.16 MB

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