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Lynda - Nonprofit Customer Relationship Management with Salesforce


Lynda - Nonprofit Customer Relationship Management with Salesforce

Lynda - Nonprofit Customer Relationship Management with Salesforce
Size: 286 MB | Duration: 1h 49m | Video: AVC (.mp4) 1280x720 15&30fps | Audio: AAC 48KHz 2ch
Genre: eLearning | Level: Beginner | Language: English


"Lynda - Nonprofit Customer Relationship Management with Salesforce"

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Explore how to improve the operation of your tax-exempt organization using the Salesforce Nonprofit Success Pack (NPSP), a leading cloud-based customer relationship manager for NGOs.


Explore how to improve the operation of your tax-exempt organization using the Salesforce Nonprofit Success Pack (NPSP), a leading cloud-based customer relationship manager for NGOs. The NPSP is designed to address the unique data management needs of your nonprofit, including volunteer, donation, and grant management. Join Christopher Matthew Spencer, as he guides you on getting started with Salesforce. Raise more funds, connect with supporters and volunteers more efficiently, track donations expertly, and generate meaningful reports for your team.




* Getting team buy-in
* Registering your account
* Working with users and permissions
* Using calendars
* Managing leads and contacts
* Tracking affiliations and relationships
* Recording activities
* Importing records
* Using collaboration tools such as Chatter and email templates
* Measuring and improving success with reports and dashboards





Lynda - Nonprofit Customer Relationship Management with Salesforce




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Lynda - Nonprofit Customer Relationship Management with Salesforce


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