Transitioning to Salesforce – what you need to know to get started

Garvey Olaf

  • 18 th August
    12:50 - 13:35

The session will cover how a CRM (customer relationship management software) can help with managing supporters, volunteers, and donor relationships. This session will provide all you need to know to get started with implementing Salesforce in your organisation. In addition to the practical advice, it will also cover the required skill-sets for a successful implementation.

This talk is aimed at organisations that are considering implementing a new CRM or are looking to upgrade their existing solutions for donor and volunteer management. 

The talk will cover data preparation, costs, implementation, third party payment providers, third-part

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