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.
Wondering HOW you can easily note Gifts-In-Kind and send easy to generate donation receipts.
Took me less than 1 minute.
1 minute to create a high quality, easily reportable tax receipt using fundraisingManager.
Too many Canadian nonprofits are unable to accept and use valuable donated goods because the donation receipting process is too onerous, too much manual work, and impossible to report on after the fact.
With fundraisingManager our team has created a simple, straightforward system, all built on Salesforce.org, to issue CRA-compliant donation receipts for your #nonprofit.
#nonprofits #donations #donation #giftsinkind #nonprofittechnology #nonprofittechFeeling the glass shattering with this statement.
Too often as nonprofit tech consultants we focus in on all the amazing things our tech can do.
Maybe instead we should be focusing on the things it can't do.
It can't build true relationships.
But it sure can tell you who your donors are that are more engaged with your nonprofit.
Or who donated last year but hasn't this year and likely could use a personal call.
Or remind you that you were committed to engaging with a major donor you have been courting with a coffee date once every 3 months and you need to get that booked in.
Technology is a tool in your nonprofit wheelhouse to give you more time for the donor engagement you alone are qualified to provide.
Buy back that time with the right tool for your nonprofit. We can let you know how.
https://cloudstackservices.com/
#timesavings #donorengagement #donors #fundraising #nonprofitfundraising #tools #nonprofittools #nonprofitorganizationmanagementYou: A small-to-medium sized nonprofit on a budget.
Us: A team of Salesforce for Nonprofit experts with years of experience and a speciality in Salesforce fundraising.
The "Right" Fit: A Salesforce QuickStart that gets you on to the Salesforce platform, with fundraising capacity, quickly, efficiently and with supports for product adoption.
If Salesforce.org has always just felt a little bit too intimidating but you are #nonprofittechnology curious, lets connect.
https://lnkd.in/ganbiKzJ
#nonprofit #salesforce #fundraising #customerexperience #nonprofittech #dontbeafraid #productadoption #salesforcenpspcloudStackServicesflipped into Salesforce for NonprofitsIts looking more and more like we are back to #liveevents.
So our team went back to the product drawing board and thought to ourselves "how can we create a quick value add for clients without a TON of new programming work??"
Turns out QR codes are perfect for in person donations.
When tied to a particular donation form (one that can be customized for a particular campaign even!) they are a powerful way to make the use of smartphone technology in ANY location to take the barriers out of donations.
- use our QR code at the park during a musical event to ensure donations back to your artistic nonprofit
- print your giving tuesday campaign letters with a QR code so donors dont even have to take the step of navigating to your website
- pair your QR codes with flyers in areas your constituents frequent (why not a bus stop or park??)
- Provide your board, volunteers and advocates with unique QR codes so you can measure their reach and impact over time.
Best part is all donations are instantly receipted and the data stored right in to Salesforce.org
We know how critical fundraising strategy is for your nonprofit. So elevate it today with the right tech for your mission.
#technology #nonprofit #nonprofits #fundraising #fundraisingstrategy #events #nonprofittec
#nonprofittech #data










