Embedded Files
We use Salesforce to track our revenue and manage all our communication touch points with our donors and partners.
Coassemble Training for Revenue Management
Coassemble Training for Revenue Management
Work in Progress, check back soon!
Key Functionalities
Key Functionalities
How and when to add contacts and accounts into salesforce
How to manage large GIK in Salesforce E.g. Southwest, AirBnB etc.
How to manage donations paid over a period of time in Salesforce E.g. grants with multiple disbursements
How to create refunds in Salesforce for reconciliation purposes
How and why to track the interests of contacts and accounts
How we leverage Salesforce to manage and coordinate donor trips to programs and otherwise
Understand how and when to use the board member introduction functionality
How to add and manage donations received on program
How the finance team reconcile donations received on program
Learn how to track and use the opportunity facilitator functionality in Salesforce
Learn how to track legacy gifts in Salesforce
Salesforce | Donor | Revenue | Gift | Donation | GIK |
Page updated
Report abuse