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Salesforce Training
We’ll perform a custom, one-hour webinar training session of the Salesforce setup for your organization.
Project Kickoff and Business Process Reviews
We’ll discuss your objectives for Salesforce, with a focus on development, fundraising, and outreach.
Household and Contact Setup
We’ll configure standard fields and create new custom fields for tracking and managing your household and contact records, such as donors and partners.
Customized Donation Setup
We’ll configure accounts for documenting information related to businesses, households, organizations, or agencies involved in the sales process.
Contact Customization
We’ll set up your donation record for managing your donation revenue.
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