Introduction to Salesforce CRM

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Until two months ago, Trish Perkins had heard lots of good things about Salesforce-- how it made 10 of its Enterprise (Premium) Edition licenses available for free to each qualifying nonprofit. She'd also heard that it was a bit tricky to configure, since it was designed for sales teams in the corporate world, but that the company wanted to get a toehold in the nonprofit realm. NPower New York sent their staffers to the consultant's training and now they help nonprofits that want to use it as their CRM.(Constituent Relationship Management, i.e. org database.) Salesforce has put together a Nonprofit Edition that came out in December. Trish's organization, seeking to update its resource manual of social services available to immigrants, signed up.

Trish is NOT an expert, just a passionate beginner who is willing to show the group what she's discovered about this very powerful tool. She has spent 10-15 hours taking Salesforce's online tutorials, configured her organization's Salesforce to reflect its immigrant/refugee constituency, and begun using various features with interested staffers.

Join Trish in the Salesforce sandbox to see what the buzz is about. Trish is a VISTA volunteer with Faith Action International House, a human rights and advocacy organization in Greensboro, NC. She also directs the international technology consultancy, Worlds Touch, which focuses mainly on work with nonprofits in the Himalayan mountains.

Pizza (sponsored by NTEN & RTPNet) and socializing starting at 6:30, program at 7:00. Donations are welcome but not required.

We look forward to seeing you there!