How charities can take Salesforce to the next level: Video
In our latest video from the 2019 Charity Digital Tech Conference, Zak Kaufman from Vera Solutions shows charities how they can drive hidden benefits from using Salesforce to manage resources and improve their impact.
In the latest in our Conference Rewind series looking back on the 2019 Charity Digital Tech Conference, Zak Kaufman from charity data experts Vera Solutions explores how transitioning portfolio management to Salesforce enables organisations to take their impact to the next level.
While many charities use Salesforce for their fundraising data, most are probably not using its full functionality – you may already be a master of managing fundraising data, but did you know that Salesforce can also be an excellent tool for understanding your impact, managing your day to day and running your services?
In the video below, Kaufman explains some of Salesforce’s ‘must know’ features from performance reporting to visualising progress against targets and collaborating with stakeholders, as well as how to integrate with Salesforce CRM and fundraising tools.
Watch the video below