About the course: Nonprofit Customer Relationship Management with Salesforce

Click here to experience the LinkedIn Learning Course Nonprofit Customer Relationship with Salesforce:

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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 through getting started with Salesforce. Learn how to raise more funds, connect with supporters and volunteers more efficiently, track donations expertly, and generate meaningful reports for your team.

Learning Objectives:

  • 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