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Carolina Toro-Gerstein 님이 Nonprofit Hub에 질문했습니다

FoGALA is the board for GALA, the only all-girls STEM school in California. We aim to streamline our use of Salesforce to enhance our efficiency with donors, volunteers, and events. To achieve this, we need volunteers experienced with Salesforce.

 

Our current challenge is fragmented data: some is in Salesforce, while other data is scattered across multiple Google Sheets in various drives. This lack of consolidated information hinders our ability to assess the performance of leads for grants and events.

 

We have created the following project called: Enhancing Girls' Education: FoGALA Leverages Salesforce to Boost Fundraising https://impactexchange.salesforce.com/s/project/a7EHx0000000Y9lMAE/enhancing-girls-education-fogala-leverages-salesforce-to-boost-fundraising https://impactexchange.salesforce.com/s/project/a7EHx0000000Y9lMAE/enhancing-girls-education-fogala-leverages-salesforce-to-boost-fundraising

답변 1개
  1. 9월 7일 오전 10:20

    FoGALA's challenge with fragmented data between Salesforce and external sources is a classic nonprofit problem. I think the starting point is a centralised data strategy that creates one reliable source of truth. Salesforce's data import tools could help bring external spreadsheets into a more unified system, while clear data governance rules would reduce future fragmentation. A phased approach may be the sensible route, starting with donor data before moving on to volunteers and events. That gives the team time to build confidence while gradually creating a more complete picture for better fundraising decisions.

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