Nonprofit Customer Relationship Management with Salesforce PDF Download
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Languages : en
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Book Description
Use Salesforce and the Nonprofit Success Pack (NPSP), free for nonprofits, to expertly manage donations, grants, and volunteers.
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Category :
Languages : en
Pages :
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Book Description
Use Salesforce and the Nonprofit Success Pack (NPSP), free for nonprofits, to expertly manage donations, grants, and volunteers.
Author: Christopher Matthew Spencer
Publisher:
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Category :
Languages : en
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Author: Melissa Hill Dees
Publisher: Packt Publishing Ltd
ISBN: 1801070326
Category : Computers
Languages : en
Pages : 320
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Book Description
Drive digital transformation for nonprofits with well-organized volunteer management, donor engagement, fundraising, and grantmaking using the intelligent and powerful capabilities of Salesforce Nonprofit Cloud Key FeaturesImplement NPSP modules to scale varied business operations in nonprofitsAdminister and automate business processes and tasks with NPSP for nonprofitsCustomize and extend the standard functionalities of Nonprofit Cloud and NPSP as per client needs, resources, and critical outcomesBook Description Salesforce Nonprofit Cloud enables a 360-degree view of people related to your nonprofit to connect fundraising, program management, and grantmaking. With a single, unified view of every interaction with constituents, nonprofits can create strong relationships with the community and streamline internal processes. The book starts by covering the tools and features that make up Nonprofit Cloud, helping you understand their standard functionalities and how Nonprofit Success Pack's (NPSP) data architecture is critical to implementation. You'll learn how the Nonprofit Cloud Program Management Module can connect your programs, automate case management, and track client progress. Next, you'll explore the tools for creating a change management process to increase user adoption. Moving ahead, you'll understand how to configure necessary permissions for NPSP administration and explore how declarative tools help better align the goals of a nonprofit organization. Toward the concluding chapters, you'll cover customizations, deployment, custom reports, and dashboards for fundraising analytics, as well as best practices for data management to maintain its integrity. By the end of this Salesforce book, you'll be able to build and configure the Nonprofit Cloud for a variety of use cases to achieve maximum social impact with the least amount of technical debt. What you will learnImplement various components and modules in Nonprofit CloudImplement tools for grantmaking, program management, and case managementExtend the standard functionalities of Nonprofit Cloud and NPSPIdentify and use success metrics to prioritize goals and outcomes for implementationExplore the tools that Nonprofit Cloud offers for testing and deploymentBuild custom reports and dashboards for NPSP and use Tableau dashboard starters for fundraising analyticsUnderstand best practices for data management to maintain data accuracy and data integrityWho this book is for This book is for technical consultants, functional consultants, and Salesforce architects who are working with nonprofit organizations and want to implement different functionalities within Nonprofit Cloud and NPSP optimally for business processes and tasks in their organizations. Salesforce administrator skills and overall proficiency with Salesforce are required to get the most out of this book.
Author: Liz Kao
Publisher: John Wiley & Sons
ISBN: 1119576326
Category : Business & Economics
Languages : en
Pages : 416
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Book Description
Get up to lightning speed with this fully updated, bestselling guide to using Salesforce.com! Salesforce.com For Dummies, 7th Edition gives you an edge in building relationships and managing your company's sales, marketing, customer service, and support operations. You’ll learn how to maximize the new user interface to organize contacts, schedule business appointments, use forecasting tools to predict upcoming sales, make accurate projects based on past performance, and more. Written by Salesforce.com insiders with years of expertise in CRM services, this new edition covers the latest enhancements to Salesforce.com, the world's most popular customer relationship management software. You’ll find out how to determine the right configuration to suit your business needs, and how to use apps, widgets, and tools to personalize your system. Then, you’ll explore prospecting leads, managing accounts and partners, developing contacts, tracking products, calculating forecasts, and utilizing service and support. Customize the new user interface with apps, widgets, and tools Prospect leads, drive sales, and provide outstanding customer service Manage contacts, identify opportunities, and analyze your results Collaborate with colleagues using Chatter More than 150,000 companies worldwide use Salesforce.com as their CRM solution—if you’re a new or existing user looking to maximize the potential of the new UI, this book has everything you need.
Author: Tom Wong
Publisher: John Wiley & Sons
ISBN: 1118825845
Category : Computers
Languages : en
Pages : 432
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Book Description
Your fun and easy introduction to Salesforce.com and its latest tools The frontrunner in the customer relationship management (CRM) market, Salesforce.com has a rapidly expanding influence over the way companies across the globe interact with their clientele. Salesforce.com For Dummies lends you an edge in building those relationships and managing your company?s sales, marketing, customer service, and support operations. With this accessible guide, you will learn how to organize contacts, schedule business appointments, use forecasting tools to predict upcoming sales, make accurate projects based on past performance, and more. Covers the latest enhancements to Salesforce.com, the world?s most popular customer relationship management software, and explains how to choose the right configuration to suit your business needs Written by Salesforce.com insiders with years of expertise in CRM services Details how to personalize your system, prospect leads, manage accounts and partners, develop contacts, track products, calculate forecasts, drive demand, utilize service and support, share insights with Chatter, enhance your online marketing, and more Close deals faster, gain real-time visibility into sales, and collaborate instantly with help from Salesforce.com For Dummies.
Author: Liz Kao
Publisher: John Wiley & Sons
ISBN: 111923932X
Category : Computers
Languages : en
Pages : 512
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Book Description
Your all-access guide to reaping the benefits of Salesforce.com Salesforce.com has a rapidly expanding influence over the way companies across the globe interact with their clientele. Written by Salesforce.com insiders with years of experience in customer relationship management (CRM) solutions, Salesforce.com For Dummies gives you an edge in building relationships and managing your company's sales, marketing, customer service, and support operations. You'll discover how to organize contacts, schedule business appointments, use forecasting tools to predict upcoming sales, create accurate projects based on past performance, and so much more. A customizable, on-demand CRM solution, Salesforce.com allows businesses to organize and manage all of their customer information—leads, opportunities, contacts, accounts, cases, and solutions—in one place. Whether you're a Windows or Mac user, this down-to-earth, friendly guide shows you how to maximize Salesforce.com's capabilities to close deals faster, gain real-time visibility into sales, and collaborate instantly. Customize the new user interface with apps, widgets, and tools Prospect leads, drive sales, and provide outstanding customer service Manage contacts, identify opportunities, and analyze your results Collaborate with colleagues using Chatter If you're new to Salesforce.com or an existing user looking for the latest tips and tricks to maximize its potential, this friendly guide has you covered.
Author: Ali A. Gooyabadi
Publisher: Springer Nature
ISBN: 3031471822
Category : Business & Economics
Languages : en
Pages : 198
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Book Description
In this compelling journey into Digital Transformation (DT) tailored for Nonprofit Organizations (NPOs), this book unravels the intricacies of technological integration. Grounded in over one hundred years of extensive research by authors and the editor, real-world examples, and using the San Diego Diplomacy Council (SDDC) as a primary case study, it introduces a tailored Digital Maturity Model (DMM) for NPOs. At the heart of this transformation are three pivotal pillars: Culture, Ethics, and Security. Part I sets the stage, painting a landscape of how NPOs have intertwined with the digital realm. As technology's omnipresence surges, Chapter Two offers a panorama of DT's historical and contemporary intersections with the nonprofit sector. The subsequent chapter emphasizes the stark reality: for many NPOs, digital adaptation is no longer about relevance but survival. Part II delves into the comparative digital strategies of NPOs and their for-profit counterparts in Chapter 4, highlighting the need for tailored approaches. Chapter 5 explores the Nonprofit Digital Maturity Model (NDMM), using the San Diego Diplomacy Council as a focal point. The journey then unfolds further in Chapter 6, which casts a spotlight on the strategic execution of DT in NPOs, weaving in comprehensive analyses to dissect the forces shaping an NPO's digital trajectory. Part III dives deeper, with Chapter 7 laying the foundation of the NDMM. The subsequent chapter meticulously unpacks the NDMM, culminating in Chapter 9, which emphasizes the pillars of DT—Culture, Ethics, and Security—forming the essence of the Nonprofit DT Strategic Framework (NDTSF). This chapter also crafts a tailored roadmap for NPOs, charting a comprehensive DT course. Concluding with a forward-looking stance, Chapter 10 thrusts readers into the enthralling fusion of AI and NPOs, exploring transformative potentials and ethical concerns. Through real-world cases, it positions AI as both a potent tool and a vital dialogue for NPOs. Essentially, this book equips NPOs with tools like the NDMM and insights from successful DT narratives. It seeks to provide a practical guide for nonprofits through their DT journey, ensuring they harness technology ethically and effectively without compromising their core values.
Author: Sharif Shaalan
Publisher: Packt Publishing Ltd
ISBN: 1838987002
Category : Computers
Languages : en
Pages : 457
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Book Description
Get a 360-degree view of the Salesforce platform and learn how to use it for sales, service, marketing, and automating business processes. Key FeaturesUnderstand how to use core Salesforce objects for maximum efficiencyBuild various dashboards and reports to analyze results and improve visibility in your business processesLearn the basics of Salesforce administration and mobile app set upBook Description Salesforce is the world's leading Customer Relationship Management (CRM) software, helping businesses connect with their constituents and partners. This book will give you a comprehensive introduction to managing sales, marketing, customer relationships, and overall administration for your organization. You'll learn how to configure and use Salesforce for maximum efficiency and return on investment. You'll start by learning how to create activities, manage leads, and develop your prospects and sales pipeline using opportunities and accounts, and then understand how you can enhance marketing activities using campaigns. Packed with real-world business use cases, this Salesforce book will show you how to analyze your business information accurately to make productive decisions. As you advance, you'll get to grips with building various reports and dashboards in Salesforce to derive valuable business insights. Finally, you'll explore tools such as process builder, approval processes, and assignment rules to achieve business process automation and set out on the path to becoming a successful Salesforce Administrator. By the end of the book, you'll have learned how to use Salesforce effectively to achieve your business goals. What you will learnUnderstand the difference between Salesforce Lightning and Salesforce ClassicCreate and manage leads in SalesforceExplore business development with accounts and contacts in SalesforceFind out how stages and sales processes help you manage your opportunity pipelineAchieve marketing goals using Salesforce campaignsPerform business analysis using reports and dashboardsGain a high-level overview of the items in the administration sectionGrasp the different aspects needed to build an effective and flexible Salesforce security modelWho this book is for If you're new to Salesforce and want to learn it from scratch, this book is for you. No prior knowledge of Salesforce is required to get started with this book.
Author: Selçuk GÖKTAŞ
Publisher: SELÇUK GÖKTAŞ
ISBN: 6250088954
Category : Computers
Languages : en
Pages : 132
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Book Description
ERP software is used to manage the daily operations of a business, while CRM software is used to manage customer relationships. ERP software integrates all of the business’s processes, such as accounting, procurement, inventory management, human resources, and customer relationship management. CRM software can help businesses track customer interactions, manage customer data, and create better customer experiences. ERP and CRM software provide businesses with the tools they need to manage their processes and customer relationships more effectively. Salesforce is one of the most popular CRM solutions in the world, with over 150,000 customers worldwide. The company initially focused on developing software for the customer relationship management (CRM) industry and quickly grew to become a leader in the space. The platform includes a wide range of features, including sales automation, customer service, marketing automation, analytics, and more. Its solutions enable organizations to better understand customer behavior, streamline their customer service operations, and improve sales performance. It is one of the most popular and widely used CRM systems in the world. It also provides a platform for businesses to manage customer data and create customer profiles. It provides tools to help businesses manage their sales pipeline, track leads, and close deals. It can be used to manage customer relationships, improve customer service, and drive business growth. When Salesforce is not used correctly, it can be difficult to maximize its potential. Lack of Knowledge: Many businesses don't have the necessary knowledge or experience to use Salesforce effectively. Poorly Configured System: Setting up Salesforce can be complicated, and if it's not configured correctly, it can be difficult to use. Insufficient Data: Salesforce is only as good as the data that is entered into it. Too Much Customization: Customizing Salesforce can be beneficial, but if businesses try to customize it too much, they may end up with a complex system that is difficult to use. Poor Training: If businesses don't provide adequate training to their staff on how to use Salesforce, they won't be able to use it effectively. If businesses don't use Salesforce correctly, they won't be able to take full advantage of the software's capabilities. If businesses can use salesforce effectively, There are a bunch of benefits waiting for you. Salesforce offers a wide range of features, including cloud-based storage, automated customer service, and advanced analytics. It can help them increase customer satisfaction, reduce customer churn, and improve their overall customer experience. With Salesforce, businesses can get an in-depth view of their customer base and use this data to develop more effective marketing strategies. With Salesforce, businesses can easily store, manage, and access customer information, including contact information, order histories, and customer preferences. With Salesforce, businesses can streamline customer service processes, improve their customer service response times, and reduce customer wait times. By providing an easy-to-use platform for customer management, Salesforce can help businesses automate customer service tasks, track customer data, and improve their operational efficiency.
Author: Christopher Matthew Spencer
Publisher: Quickstudy Reference Guides
ISBN: 9781423238782
Category :
Languages : en
Pages : 0
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Book Description
Increase customers and their satisfaction while growing your business with the world's #1 customer relationship management (CRM) software. This 6 page laminated guide breaks down options for data and resource transition, data migration and essential tools and their function. Written by our sales and Salesforce guru and Lynda.com author Christopher Matthew Spencer, this well rounded primer to this powerful tool will show you the ropes and get you up and running with a proven roadmap to customer satisfaction and success. 6 page laminated guide includes: Intro to Salesforce CRM Salesforce Clouds Salesforce CRM Editions Planning Transition Data Migration Initial Setup Permission Sets Profiles Users Groups Queues Roles Organization-Wide Default Sharing Settings Data Sharing Overview Health Check Tips for Data Importing Using Salesforce Objects Apps Lightening Pages Page Layouts Tabs Files A Typical Salesforce Team's Workflow Reports Dashboards
