Don’t Let Data Entry be the Achilles Heel of Your Organization

Focus On Mission Impact Not Data Entry

As nonprofit organizations struggle to become agile, development staff members often must work overtime to get donor and gift data into the system quickly and correctly. If you’re a Salesforce user, wouldn’t it be great if you didn’t have to waste precious time on manual efforts?

Join us for this webinar where Salesforce users can learn the secret to helping your nonprofit handle the influx of gift and donor data more efficiently– so you can focus on what’s important – your mission.

Attendees Will Learn to:

  • Enter gift, contact, contact role, and campaign members all in one pass
  • Prevent duplicate donor and household record creation
  • Clean-up and transform data – turn mary ann o’connel into Mary Ann O’Connel
  • Preview changes before they’re made so you can avoid those heart stopping moments
  • Assign record types based on values in your incoming data set

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