Live webcasts

Salesforce and RSM - Nonprofit Cloud webcast series

Aug 15, 2024
Event details
Date and time

Thu, Aug 15, 2024

2 p.m. EDT | 1 p.m. CDT

Intended audience

C-level leaders in nonprofit, digital marketing and IT

Duration

60 minutes

CPE credits

None

Fee

Complimentary

Event overview

Session 4: Thursday, August 15, 2024

Navigating Salesforce Nonprofit Cloud go-live considerations

Are you gearing up for your Salesforce Nonprofit Cloud go-live moment? Join us for a concise webcast where we'll walk you through essential considerations to ensure a successful transition to Salesforce.

In this session, we'll cover key strategies and best practices to help you navigate the critical stages leading up to your Salesforce go-live. From final testing to user training and post-implementation support, we've got you covered with practical insights and robust guidance. Register now to secure your spot!

Key topics include:

  •   Final testing and quality assurance: Learn how to conduct comprehensive testing to ensure your Salesforce instance is ready for launch.
  • User training and adoption: Discover effective strategies for empowering your team and promoting user adoption to drive maximum value from Salesforce.
  • Communication and change management: Explore best practices for communicating with stakeholders and managing change throughout the go-live process.
  • Post-implementation support: Gain insights into post-go-live support strategies to address issues, gather feedback and continuously optimize your Salesforce environment.

Speakers: Jamie Van Nostrand, Manager, Salesforce Nonprofit Solutions, RSM US LLP; Lou Bialon-Crane, Supervisor, Salesforce Nonprofit Solutions, RSM US LLP


Previous sessions

Tips and tricks for implementing Salesforce’s Nonprofit Cloud

Are you ready to take your organization to the next level with Salesforce? In this recorded webcast, we will cover key strategies and insights to help streamline your Salesforce implementation process. From planning to execution, we've got you covered with practical tips and seasoned guidance to ensure a smooth transition and maximize the benefits of Salesforce for your business.

Key highlights:

  • Understanding your needs: Before diving into implementation, it's crucial to understand your organization's unique requirements and objectives. Our recorded webcast emphasizes the importance of conducting a thorough needs assessment to tailor Salesforce to your specific workflows and goals.
  • Planning for success: A well-thought-out implementation plan is essential for a successful Salesforce rollout. We discuss best practices for project planning, stakeholder engagement and resource allocation to ensure alignment and mitigate potential roadblocks along the way.
  • Data migration strategies: Data migration can be one of the most challenging aspects of implementing Salesforce. Our recorded webcast provides insights into effective data migration strategies, including data cleansing, mapping and validation, to maintain data integrity and accuracy throughout the transition process.
  • User adoption and training: User adoption is key to realizing the full potential of Salesforce within your organization. We share tips and strategies for promoting user adoption, providing comprehensive training and fostering a culture of continuous learning to empower your teams and drive success.
  • Measuring success: How do you know if your Salesforce implementation is successful? Our recorded webcast emphasizes the importance of defining clear success metrics and key performance indicators (KPIs) to track progress, measure return on your investment and identify areas for improvement post-implementation.

Speakers: Jamie Van Nostrand, Manager, Salesforce Nonprofit Solutions, RSM US LLP, Chrissy Thompson, Lead Strategic Solution Engineer, Salesforce


Is Salesforce right for my organization? Factors to consider before moving CRMs

Considering a move to Salesforce for your organization? Watch our recorded webcast for an in-depth exploration of the challenges, considerations and key factors involved in transitioning to Salesforce as your customer relationship management (CRM) solution.

In this recorded webcast, we will delve into the critical aspects you need to evaluate before making the switch, ensuring a smooth and successful migration process. Our experienced panel guides you through the complexities of moving to Salesforce, providing valuable insights and practical advice to help you make informed decisions.

Key topics include:

  • Understanding the challenges: Explore the common hurdles organizations face when contemplating a move to Salesforce.
  • Considering a change: Assess the benefits and opportunities associated with adopting Salesforce for your organization's unique needs.
  • What to consider: Gain clarity on the essential factors to evaluate when moving to Salesforce, including data migration, customization, integration and user training.

Whether you're a small nonprofit, a global foundation or anything in between, this recorded webcast is designed to provide valuable insights and guidance to support your CRM journey.


Introduction to Salesforce Nonprofit Cloud: Empowering your organization for impact

This recorded webcast introduces Salesforce Nonprofit Cloud, a powerful platform designed to transform how nonprofits engage with their communities, donors, programs and missions. During the session we explore the key features and functionalities of Nonprofit Cloud, including donor management, outcomes management, program management and marketing automation.

Whether you're new to Salesforce or looking to leverage its capabilities for your nonprofit organization, this recorded webcast will provide valuable insights and practical tips for optimizing your operations and maximizing your impact. Discover how Nonprofit Cloud can streamline your processes, improve collaboration and drive meaningful outcomes for your cause. Don't miss this opportunity to unlock the full potential of Salesforce for your nonprofit's success.

Speakers: Chrissy Thompson, Strategic Solution Engineer, Salesforce; Mike Brown, Strategic Solution Engineer, Salesforce, Jamie Van Nostrand, Manager, Salesforce Nonprofit Solutions, RSM US LLP

Event details
Date and time

Thu, Aug 15, 2024

2 p.m. EDT | 1 p.m. CDT

Intended audience

C-level leaders in nonprofit, digital marketing and IT

Duration

60 minutes

CPE credits

None

Fee

Complimentary