+1,900 pontos

Trilha

Angariar fundos com o Nonprofit Success Pack

Aprenda a gerenciar doadores e doações com o Pacote de sucesso para organizações sem fins lucrativos e o Salesforce.

~5 h 40 min

+500 pontos

Módulo

Donation Management Basics with Nonprofit Success Pack

Track and acknowledge one-time donations, pledge payments, and recurring donations.

~1 h 40 min

Create and Edit Donations

~20 min

Incompleto

Create and Edit Payments

~20 min

Incompleto

Create and Edit Recurring Donations

~20 min

Incompleto

Create and Edit Donation Allocations

~20 min

Incompleto

Acknowledge a Donation

~20 min

Incompleto

hideOcultar 5 unidades

+400 pontos

Módulo

Donation Soft Credit Management with Nonprofit Success Pack

Assign credit for a donation to one or more people who are not the donor.

~1 h 10 min

Manage Contact Roles and Soft Credits

~20 min

Incompleto

Create and Manage Soft Credits

~15 min

Incompleto

Create Matching Gifts

~20 min

Incompleto

Manage Partial Soft Credits

~15 min

Incompleto

showMostrar 4 unidades

+500 pontos

Módulo

Moves Management with Nonprofit Success Pack

Move a donor or funder from cultivation through solicitation.

~1 h 25 min

Identify Target Prospects

~10 min

Incompleto

Manage Engagement Plans

~15 min

Incompleto

Manage Donors, Tasks, Events, and Email

~20 min

Incompleto

Visualize the Solicitation Process with Path, List Views, and Kanban

~20 min

Incompleto

Collaborate with Chatter

~20 min

Incompleto

showMostrar 5 unidades

+500 pontos

Módulo

Campaign Management with Nonprofit Success Pack

Manage all of your constituent engagement efforts with campaigns.

~1 h 25 min

Track Engagement with Campaigns

~10 min

Incompleto

Create Campaigns and Campaign Hierarchies

~20 min

Incompleto

Create Campaign Members and Monitor Their Engagement

~20 min

Incompleto

Manage Campaign Responses

~15 min

Incompleto

Analyze Campaign Data

~20 min

Incompleto

showMostrar 5 unidades

~5 h 40 min