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FeedTerri Frashier's Question
Terri Frashier
Sep 26, 2014, 1:42 PM

Change the NonProfit App to be more Sales Friendly

Public Radio Station with Sales Underwriting and Memberships. Just getting started with the NonProfit Starter Pack. I want to use this system as it was originally designed for Sales Customer Management. I have set up my users, profiles, roles etc. And I have my contacts ready to sync with Salesforce for Outlook. Can you tell me how to make the app we are using more Sales Friendly. We currently use a different System for our Membership Department.
6 answers
  1. Terri Frashier
    Oct 7, 2014, 1:40 PM

    I have looked into the Salesforce for Sales side and understand the concepts of a CRM program. I started training for Salesforce then joined the Hub when I realized that the nonprofit version was a bit different. We may want to use the nonprofit setup later for membership and donations but is there a "switch" somewhere that changes the platform back to salesforce?

    I am using Salesforce for outlook and when I sync my contacts, it will not pull in my company names.

    I would like to use it like it was originally intended so I don't have to do a bunch of changes. I am a Radio manager not a programmer (but I can do this - I know it - I am not going to let it beat me - lol :)

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