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Familiarize yourself with the nonprofit. Do some quick research and skim through anything you can find such as their website and/or social media.

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You'll have an 1 hour call to help a nonprofit leader navigate their challenge.
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CRM
Social Services

Sessions

Friendly Voices
Menlo Park, California
CRM
https://friendlyvoices.org/

Posted
Member since 2022-07-05

This session is currently inactive, and cannot accept applications at this time.

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Session Overview

Want to talk to somebody about salesforce implementation for a small nonprofit. I have lots of ideas of what I'd like to do but need guidance in what is actually realistic and practical. I want to discuss having variety of org. types/profiles as well as household types/profile (eg. volunteers vs clients) & how to make setup, implementation & usability as painless as possible. We have SF NPSP.

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Nonprofit Overview

We reduce loneliness for isolated seniors through weekly phone conversation & connection

Skills

Salesforce