Webinar

The Secret to Getting Donor Data Quickly into Salesforce

Sep 29, 2:00pm - 3:00pm | EDT

Year-end giving is on the horizon and this year, fundraising is more important than ever. Admins and development staff often have to work overtime to get donor and gift data into the system quickly and correctly. So why waste precious time on such manual efforts?

Join us for this 45-minute webinar where you’ll to learn how Omatic Cloud Essentials can help your nonprofit efficiently handle the influx of gift and donor data – so you can focus on what’s important – your mission.

Attendees Will Learn:

  • 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.

Presenters:

Bailey Benzlé, Director of Pre-Sales & Sales Enablement
– Over 17 years of experience with Raiser’s Edge
– Eight years in Account Management at Blackbaud
– Two years focus on Analytic projects for International organizations

Stu Manewith, Director of Thought Leadership and Advocacy 
– Over 13 years at Blackbaud
– Spent first half of his career as a nonprofit executive, fundraiser, and finance director