How Can Salesforce Help Event and Exhibition Organisers?
Running a successful event or exhibition involves far more than selling tickets and managing what happens on the day. Commercial teams need to secure exhibitors and sponsors. Marketing teams need to attract the right audiences. Operations teams need accurate information about bookings, requirements and delivery. Finance needs visibility of contracts, invoices and revenue. For organisations […]
What Do Salesforce Managed Services Include?
Implementing Salesforce is an important investment, but getting the system live is only the beginning. Once employees start using it every day, new requirements emerge. Teams need support, reports need refining, integrations need maintaining and existing processes may no longer reflect how the organisation operates. For charities, that could mean improving donor reporting or reducing […]
How Can Organisations Improve Salesforce User Adoption?
An organisation can invest significant time and money in Salesforce, complete the implementation and still find that employees are reluctant to use it. Sales teams may continue managing opportunities in spreadsheets. Fundraising teams might maintain separate supporter records. Managers may question the accuracy of dashboards, while employees complain that Salesforce takes longer than their previous […]
How Should a Charity Prepare for a Salesforce Data Migration?
Moving to Salesforce gives a charity an opportunity to improve how it manages supporters, fundraising, volunteering and services. But the success of the project depends heavily on what happens before any records are transferred. Many charities have spent years building up information across fundraising databases, spreadsheets, website forms and other systems. Some of that information […]
How Can a Charity Improve the Quality of Its Salesforce Data?
A charity’s Salesforce data should help its teams understand supporters, manage fundraising, coordinate services and make informed decisions. When that information is unreliable, even straightforward tasks become difficult. A supporter might appear three times in the database. A donation could be associated with the wrong record. Communication preferences may be inconsistent, while important information remains […]
How Can Charities Use Agentforce Safely and Responsibly?
Artificial intelligence is creating new opportunities for charities to reduce administration, support employees and improve how they respond to supporters. A fundraising team might spend hours answering routine enquiries. A volunteer coordinator may regularly search for information across different systems. Employees delivering services may need quicker access to approved procedures and guidance. Salesforce Agentforce offers […]
Can Salesforce Help Charities Manage Gift Aid?
Gift Aid is an important source of additional income for UK charities, but managing it accurately can involve more administration than many organisations expect. A donation may arrive through a website, fundraising platform, direct debit or event. The charity then needs to know who made it, whether the donation qualifies for Gift Aid, whether a […]
How Can Charities Automate the Supporter Journey?
A supporter makes their first donation to a charity. They receive a confirmation from the payment provider, but the fundraising team does not see the donation until someone updates a spreadsheet. A week later, the supporter receives a generic appeal that makes no reference to their recent gift. Nothing has necessarily gone wrong with the […]
When Should an Organisation Use Boomi to Integrate Salesforce?
Salesforce can provide an organisation with a clearer view of its customers, supporters, sales activity and operations. But its value can be limited when the information employees need is held in other systems. Finance may use a separate platform. Marketing might manage campaigns through another application. A charity may receive donation information from several fundraising […]
What Is Volunteer Management and How Can Charities Improve It?
Good volunteer management is not simply about finding enough people to fill a rota. It covers the complete relationship between a charity and the people giving their time to support it. That begins before someone formally becomes a volunteer. It includes recruitment, applications, appropriate checks, onboarding, training, role matching, communication, scheduling, recognition and ongoing engagement. […]