Salesforce is a powerful online-based CRM client from US based Salesforce.com Inc. I learned about it in a recent Our Community newsletter and after trialling it, was successful in getting a non-profit licence for the Hospice. The licence will be renewed each year for free as long as we are using it. I’m aiming to use this system to help me manage records and track donations.
There is a great deal of training material available, I’ll be documenting my progress here as I learn how to use this fantastic system.
Useful links:
- Salesforce Foundation – the philanthropic arm of Salesforce
- Non-profit Success Guide – Salesforce non-profit documentation in the form of a wiki
- SuccessForce – best practice and online user community help