Free Workshop: Evaluating Salesforce CRM as a Fundraising Platform

Event Details -

• Date: 07/03/2013 - 13:30 - 16:30
• Venue: Third Sector IT, Unit G03, 31 Clerkenwell Close, London, EC1R 0AT
• Fee: FREE

You will learn how using a CRM such as Salesforce can help create a step change in your organisation's fundraising efforts.  IATS Payments will also share the most important things to consider when choosing to fundraise with Credit Card, Direct Debit, or both.

The workshop will cover:

Best practices on selecting and implementing Salesforce:

• How as a non profit you can benefit from Salesforce's free licences, and the various license costs
• The best approach to planning your implementation - including the top 5 questions all organisations should consider
• The free and paid resources available to your organisation, and your staff, to help you achieve success

Salesforce for grants and individual/major donor fundraising:

• How you can track grant applications through the grant cycle individual donors and specific donations and group them into campaigns
• The reports and dashboards you'll be able to create to review your fundraising performance and ROI
• The access you'll have to innovative online applications specific to fundraising (in some cases at no extra cost)
• How Salesforce can make the whole fundraising cycle simple, right through to payment processing (see more below)

And Mass fundraising -Tom Eplett of IATS Payments will talk about:

• What to consider when choosing to fundraise by Credit Card, Direct Debit, or both
• Issues around accepting payments in foreign currency
• Storing payment details safely and securely - both PCI compliance and best practices

For more information and registration, please visit: http://thirdsectorit.org/salesforce-training-london-uk/classroom-training/evaluating-salesforce-for-fundraising/

Further Information -

• Company / Organisation: Third Sector IT
• Contact: Charlotte Aldridge
• Email: charlotte.aldridge@thirdsectorit.org
• Phone: 020 7022 2023
• Website: thirdsectorit.org