Starting Over – Rebooting you fundraising processes
Do fundraisers see Salesforce as something they’re forced to use?
Are they keeping spreadsheets on the side?
Do they roll their eyes when Salesforce data is shared?
New Leaders recently changed their fundraising model which brought opportunities to bring organziational units and operational efficiency together in a single Salesforce instance.
We will cover our approach, our rollout and many lessons learned to gain operational excellence.
- Genuinely include fundraisers in process and system design
- Leverage Salesforce Lightning Experience to help users think differently about how they operate
- Innovate to overcome common fundraiser productivity roadblocks