Salesforce Training – The basics of reports and dashboards
Great reports help you make decisions and take action. But sometimes you need to get your insights at-a-glance, especially depending on your audience and the device being used. Enter the dashboard, your utility for summarizing and displaying your Salesforce data in a graphical layout.
cloudStackServices
Based in Toronto, Ontario cloudStack Services has over 30 years of combined experience on the Salesforce platform. Why did we decide to focus in on nonprofits? Because we knew we had a unique product that was a gamechanger for fundraising professionals. Fundraising is at the core of what we enable for many of our customers, but our solutions go well beyond fundraising. From client services and support solutions for immigrant aid organizations, or scheduling and booking systems for performing arts Nonprofits, to case and program management solutions for human services agencies, cloudStack has the experience and technical knowhow to achieve what our customers need. Our team are experts in implementing this philosophy, as well as providing services required to identify and document specific requirements, develop solutions and implementation plans as well supporting data migration and staff training needsto complete a digital transformation to the Nonprofit Cloud. cloudStack is both a Salesforce.com and Salesfo
Flips
- cloudStackServicesflipped into Resources for Nonprofits
Working exclusively with nonprofits means we get tight budgets. Particularly surrounding nonprofit tech - most groups choose the cheapest possible product which can only do a fraction of what they need to create a great fundraising strategy. So to ensure the team at your nonprofit succeeds for Giving Tuesday 2022 we would like to offer you 25% off on our donation software.
The last couple months have been enlightening.
Our team has noted a real shift in the conversations surrounding nonprofit technology - maybe it is a product of the pandemic, of geographically diverse teams, or an acknowledgement that nonprofit tech can be an additional teammate.
Either way we are EXCITED by this months resources of new tech, new resource articles and an eye to the future of nonprofits. https://cloudstackservices.com/july-2022-newsletter-future-of-nonprofit-technology/If you’re tired of managing your nonprofit in Excel, Salesforce Nonprofit Success Pack (NPSP) may be the alternative you need to make nonprofit management easier than ever.
From segmenting supporters by interest areas, to maintaining strong constituent relationships, to tracking membership activities, and simplifying the donation process, a CRM can empower your nonprofit to manage your data effectively and confidently.
What should the right CRM do?
It actively tracks and manages your constituent information.
It connects your entire team from any device.
It intelligently captures constituent emails/details.
It simplifies repetitive tasks so you can concentrate on your mission.
It delivers insights and recommendations.
And another key factor in picking a nonprofit CRM is it can extend and customize as your nonprofit grows.
Why Salesforce for Nonprofits?
The cloudStack team has spent years answering the “why” for nonprofits. Here are our top 5 reasons the Salesforce Nonprofit Success Pack is a preferred choice for nonprofits. https://cloudstackservices.com/how-salesforce-can-help-nonprofits/It's all about connections these days.
Feels like its never been more true that there is 6 degrees to Kevin Bacon.
So when it comes to fundraising strategy there is no reason to be in the dark.
You want to follow the journey your donors make; from their first donation to their most recent major gift.
You want to see if their peer-to-peer fundraiser brought in even MORE new connections to your organization in the long term.
You want to recognize that donor in a potentially special way and give them a personalized note.
Discover all that is possible in {{linkedin_mention(urn:li:organization:2510344|Salesforce.org)}} to truly understand your donors and how their connections are furthering your mission.
#salesforce #salesforcepartner #nonprofittech #nonprofittechnology #donors #donations #fundraising #fundraisingstrategy https://cloudstackservices.com/salesforce-for-nonprofit/As a small company primarily serving Canadian nonprofits (with their unique donation receipting needs!) we've really done our research on how to craft our product around donation receipting.
Like Gifts-In-Kind.
Issuing these tricky donation receipts is something most donation software is just not built to handle - leaving the nonprofit and the donor stuck with disorganized records.
Or worse, #nonprofits just leave money on the table by avoiding Gifts-in-Kind completely.
So when we re-imagined #fundraisingManager we made sure that a clear process for Gifts-In-Kind was part of our plan.
Now nonprofits can EASILY say "Yes!" to a donor who would like to gift goods to their mission.
After all in-kind giving is often a win-win for the nonprofit and the donor.
#winwin #nonprofit #donations #charitabledonation #fundraising #nonprofittechnology #nonprofittech https://cloudstackservices.com/what-are-gifts-in-kind-canada/







