{"id":14122,"date":"2023-01-16T00:19:11","date_gmt":"2023-01-15T23:19:11","guid":{"rendered":"https:\/\/www.fundraising.sk\/?page_id=14122"},"modified":"2023-01-16T00:27:55","modified_gmt":"2023-01-15T23:27:55","slug":"salesforce","status":"publish","type":"page","link":"https:\/\/www.fundraising.sk\/en\/training\/salesforce\/","title":{"rendered":"Salesforce CRM For Nonprofit Organisations"},"content":{"rendered":"<div id=\"pl-14122\"  class=\"panel-layout\" ><div id=\"pg-14122-0\"  class=\"panel-grid panel-no-style\" ><div id=\"pgc-14122-0-0\"  class=\"panel-grid-cell panel-grid-cell-empty\" ><\/div><div id=\"pgc-14122-0-1\"  class=\"panel-grid-cell panel-grid-cell-mobile-last\" ><div id=\"panel-14122-0-1-0\" class=\"so-panel widget widget_sow-editor panel-first-child panel-last-child\" data-index=\"0\" ><div class=\"panel-widget-style panel-widget-style-for-14122-0-1-0\" ><div\n\t\t\t\n\t\t\tclass=\"so-widget-sow-editor so-widget-sow-editor-base\"\n\t\t\t\n\t\t>\n<div class=\"siteorigin-widget-tinymce textwidget\">\n\t<h4>&nbsp;<\/h4>\n<h4 style=\"text-align: center;\"><strong>Educational course for beginner users<\/strong><\/h4>\n<p><a href=\"https:\/\/www.fundraising.sk\/wp-content\/uploads\/2018\/11\/SCF_Salesforce_CRM_2018_december-3.pdf\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" class=\"size-full wp-image-10346 aligncenter\" src=\"https:\/\/www.fundraising.sk\/wp-content\/uploads\/2018\/11\/foto_salesforce_1200_800-1.png\" alt=\"\" width=\"1200\" height=\"800\" srcset=\"https:\/\/www.fundraising.sk\/wp-content\/uploads\/2018\/11\/foto_salesforce_1200_800-1.png 1200w, https:\/\/www.fundraising.sk\/wp-content\/uploads\/2018\/11\/foto_salesforce_1200_800-1-300x200.png 300w, https:\/\/www.fundraising.sk\/wp-content\/uploads\/2018\/11\/foto_salesforce_1200_800-1-768x512.png 768w, https:\/\/www.fundraising.sk\/wp-content\/uploads\/2018\/11\/foto_salesforce_1200_800-1-1024x683.png 1024w, https:\/\/www.fundraising.sk\/wp-content\/uploads\/2018\/11\/foto_salesforce_1200_800-1-272x182.png 272w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/><\/a><\/p>\n<p style=\"text-align: center;\">The Slovak Fundraising Centre, in co-operation with CRM for non-profit organisations, is running a practical course on the most popular CRM system in the world\u2013 a system which non-profit organisations can use for better fundraising.<\/p>\n<\/div>\n<\/div><\/div><\/div><\/div><div id=\"pgc-14122-0-2\"  class=\"panel-grid-cell panel-grid-cell-empty\" ><\/div><\/div><div id=\"pg-14122-1\"  class=\"panel-grid panel-has-style\" ><div style=\"padding-top: 30px; \" class=\"panel-row-style panel-row-style-for-14122-1\" ><div id=\"pgc-14122-1-0\"  class=\"panel-grid-cell panel-grid-cell-empty\" ><\/div><div id=\"pgc-14122-1-1\"  class=\"panel-grid-cell panel-grid-cell-mobile-last\" ><div id=\"panel-14122-1-1-0\" class=\"so-panel widget widget_sow-editor panel-first-child panel-last-child\" data-index=\"1\" ><div class=\"panel-widget-style panel-widget-style-for-14122-1-1-0\" ><div\n\t\t\t\n\t\t\tclass=\"so-widget-sow-editor so-widget-sow-editor-base\"\n\t\t\t\n\t\t>\n<div class=\"siteorigin-widget-tinymce textwidget\">\n\t<h4 style=\"text-align: left;\"><span style=\"color: #000000;\"><strong>Characteristics<\/strong><\/span><\/h4>\n<p>The course focuses on gaining skills for work with Salesforce CRM.<\/p>\n<p>This practical course with an experienced lecturer explains the basic and intermediate functionality of the most popular system for managing relationships with donors and partners. For the best experience and method of gaining practical skills, we suggest each participant brings a notebook or tablet. Participants can also choose to attend on just one of the days.<\/p>\n<\/div>\n<\/div><\/div><\/div><\/div><div id=\"pgc-14122-1-2\"  class=\"panel-grid-cell panel-grid-cell-empty\" ><\/div><\/div><\/div><div id=\"pg-14122-2\"  class=\"panel-grid panel-no-style\" ><div id=\"pgc-14122-2-0\"  class=\"panel-grid-cell panel-grid-cell-empty\" ><\/div><div id=\"pgc-14122-2-1\"  class=\"panel-grid-cell panel-grid-cell-mobile-last\" ><div id=\"panel-14122-2-1-0\" class=\"so-panel widget widget_sow-editor panel-first-child panel-last-child\" data-index=\"2\" ><div class=\"panel-widget-style panel-widget-style-for-14122-2-1-0\" ><div\n\t\t\t\n\t\t\tclass=\"so-widget-sow-editor so-widget-sow-editor-base\"\n\t\t\t\n\t\t>\n<div class=\"siteorigin-widget-tinymce textwidget\">\n\t<h4 style=\"text-align: left;\"><span style=\"color: #000000;\"><strong>Target Group<\/strong><\/span><\/h4>\n<p>The course is for anyone who:<\/p>\n<ul>\n<li>Needs to manage data about their donors, partners, and supporters;<\/li>\n<li>Wants to improve their user skills in working with this system;<\/li>\n<li>Wants to improve their work with donors.<\/li>\n<\/ul>\n<\/div>\n<\/div><\/div><\/div><\/div><div id=\"pgc-14122-2-2\"  class=\"panel-grid-cell panel-grid-cell-empty\" ><\/div><\/div><div id=\"pg-14122-3\"  class=\"panel-grid panel-no-style\" ><div id=\"pgc-14122-3-0\"  class=\"panel-grid-cell panel-grid-cell-empty\" ><\/div><div id=\"pgc-14122-3-1\"  class=\"panel-grid-cell panel-grid-cell-mobile-last\" ><div id=\"panel-14122-3-1-0\" class=\"so-panel widget widget_sow-editor panel-first-child panel-last-child\" data-index=\"3\" ><div class=\"panel-widget-style panel-widget-style-for-14122-3-1-0\" ><div\n\t\t\t\n\t\t\tclass=\"so-widget-sow-editor so-widget-sow-editor-base\"\n\t\t\t\n\t\t>\n<div class=\"siteorigin-widget-tinymce textwidget\">\n\t<h4 style=\"text-align: left;\"><span style=\"color: #000000;\"><strong>Course Topics<\/strong><\/span><\/h4>\n<ul>\n<li><strong><span style=\"color: #da1f3d;\">Starting with Salesforce CRM \u2013 1<sup>st<\/sup> day<\/span><\/strong><br \/><strong>Basic skills and orientation within the system.<\/strong>\n<ul>\n<li>Basic skills and orientation within the system,<\/li>\n<li>What is Salesforce and what it can offer me,<\/li>\n<li>How to apply for a licence,<\/li>\n<li>Where our data is, and GDPR,<\/li>\n<li>Is the cloud safe?<\/li>\n<li>User-friendliness, system updating,<\/li>\n<li>Basic data management (contacts),<\/li>\n<li>Setting tasks and activities,<\/li>\n<li>The donor segment and gifts, settings options,<\/li>\n<li>Following donor history.<\/li>\n<\/ul>\n<\/li>\n<li><strong><span style=\"color: #da1f3d;\">Running a campaign in Salesforce CRM \u2013 1<sup>st<\/sup> day<\/span><\/strong><br \/><strong>How to run a campaign in practice.&nbsp;<\/strong>\n<ul>\n<li>Structure of the campaign object,<\/li>\n<li>Linking objects to the campaign,<\/li>\n<li>What this object can be used for,<\/li>\n<li>Campaign evaluation,<\/li>\n<li>Management of campaign members,<\/li>\n<li>Potential link to web forms,<\/li>\n<li>Can the object be customised in future according to our needs?<\/li>\n<\/ul>\n<\/li>\n<li><strong><span style=\"color: #da1f3d;\">Reports and Views \u2013 2<sup>nd<\/sup> day<br \/><\/span>How to compile a report and get the data we need from the system.<br \/><\/strong>\n<ul>\n<li>Object Reports, what they are for,<\/li>\n<li>Difference between views and report object,<\/li>\n<li>Functionality options of views compared to report,<\/li>\n<li>Types of report and their management,<\/li>\n<li>Illustration of reports.<\/li>\n<\/ul>\n<\/li>\n<li><strong><span style=\"color: #da1f3d;\">Mass correspondence in Salesforce CRM \u2013 2<sup>nd<\/sup> day<\/span><\/strong><span style=\"color: #da1f3d;\"><br \/><\/span><strong>How to send mass mails<\/strong>\n<ul>\n<li>Zasielanie emailov na kontakty,<\/li>\n<li>Mo\u017enosti hromadnej kore\u0161pondencie,<\/li>\n<li>V\u00fdznam a ciele hromadnej kore\u0161pondencie ,<\/li>\n<li>Vytv\u00e1ranie \u0161abl\u00f3n a adres\u00e1tov,<\/li>\n<li>Jednotliv\u00e9 kroky pre odoslanie emailov,<\/li>\n<li>Prepojenie s Gmail, MailChimp, pr\u00edpadne \u010fal\u0161\u00edmi n\u00e1strojmi.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/div>\n<\/div><\/div><\/div><\/div><div id=\"pgc-14122-3-2\"  class=\"panel-grid-cell panel-grid-cell-empty\" ><\/div><\/div><div id=\"pg-14122-4\"  class=\"panel-grid panel-no-style\" ><div id=\"pgc-14122-4-0\"  class=\"panel-grid-cell panel-grid-cell-empty\" ><\/div><div id=\"pgc-14122-4-1\"  class=\"panel-grid-cell panel-grid-cell-mobile-last\" ><div id=\"panel-14122-4-1-0\" class=\"so-panel widget widget_sow-editor panel-first-child panel-last-child\" data-index=\"4\" ><div class=\"panel-widget-style panel-widget-style-for-14122-4-1-0\" ><div\n\t\t\t\n\t\t\tclass=\"so-widget-sow-editor so-widget-sow-editor-base\"\n\t\t\t\n\t\t>\n<div class=\"siteorigin-widget-tinymce textwidget\">\n\t<h4 style=\"text-align: left;\"><span style=\"color: #000000;\"><strong>Takeaways For Participants<\/strong><\/span><\/h4>\n<ul>\n<li>New information and skills to manage data and approach donors better;<\/li>\n<li>The chance to see presentations from the CEE Fundraising Conference (for an additional fee).<\/li>\n<\/ul>\n<\/div>\n<\/div><\/div><\/div><\/div><div id=\"pgc-14122-4-2\"  class=\"panel-grid-cell panel-grid-cell-empty\" ><\/div><\/div><div id=\"pg-14122-5\"  class=\"panel-grid panel-no-style\" ><div id=\"pgc-14122-5-0\"  class=\"panel-grid-cell panel-grid-cell-empty\" ><\/div><div id=\"pgc-14122-5-1\"  class=\"panel-grid-cell panel-grid-cell-mobile-last\" ><div id=\"panel-14122-5-1-0\" class=\"so-panel widget widget_sow-editor panel-first-child panel-last-child\" data-index=\"5\" ><div class=\"lektori panel-widget-style panel-widget-style-for-14122-5-1-0\" ><div\n\t\t\t\n\t\t\tclass=\"so-widget-sow-editor so-widget-sow-editor-base\"\n\t\t\t\n\t\t>\n<div class=\"siteorigin-widget-tinymce textwidget\">\n\t<h4><strong><span style=\"color: #000000;\">Lecturer<\/span><\/strong><\/h4>\n<\/div>\n<\/div><\/div><\/div><\/div><div id=\"pgc-14122-5-2\"  class=\"panel-grid-cell panel-grid-cell-empty\" ><\/div><\/div><div id=\"pg-14122-6\"  class=\"panel-grid panel-no-style\" ><div id=\"pgc-14122-6-0\"  class=\"panel-grid-cell panel-grid-cell-empty\" ><\/div><div id=\"pgc-14122-6-1\"  class=\"panel-grid-cell panel-grid-cell-mobile-last\" ><div id=\"panel-14122-6-1-0\" class=\"so-panel widget widget_sow-image panel-first-child\" data-index=\"6\" ><div class=\"wow zoomIn panel-widget-style panel-widget-style-for-14122-6-1-0\" data-wow-offset=\"10\" data-wow-iteration=\"1\" ><div\n\t\t\t\n\t\t\tclass=\"so-widget-sow-image so-widget-sow-image-default-8b5b6f678277-14122\"\n\t\t\t\n\t\t>\n\n<div class=\"sow-image-container\">\n\t\t<img src=\"https:\/\/www.fundraising.sk\/wp-content\/uploads\/2018\/11\/foto_humpolec_300_300_circle-299x300.png\" width=\"299\" height=\"300\" srcset=\"https:\/\/www.fundraising.sk\/wp-content\/uploads\/2018\/11\/foto_humpolec_300_300_circle.png 299w, https:\/\/www.fundraising.sk\/wp-content\/uploads\/2018\/11\/foto_humpolec_300_300_circle-150x150.png 150w, https:\/\/www.fundraising.sk\/wp-content\/uploads\/2018\/11\/foto_humpolec_300_300_circle-60x60.png 60w\" sizes=\"(max-width: 299px) 100vw, 299px\" alt=\"\" loading=\"lazy\" \t\tclass=\"so-widget-image\"\/>\n\t<\/div>\n\n<\/div><\/div><\/div><div id=\"panel-14122-6-1-1\" class=\"so-panel widget widget_sow-editor\" data-index=\"7\" ><div class=\"panel-widget-style panel-widget-style-for-14122-6-1-1\" ><div\n\t\t\t\n\t\t\tclass=\"so-widget-sow-editor so-widget-sow-editor-base\"\n\t\t\t\n\t\t>\n<div class=\"siteorigin-widget-tinymce textwidget\">\n\t<h5><span style=\"color: #da1f3d;\">Martin Humpolec<\/span><\/h5>\n<p>Martin has more than 20 years of experience in implementing customized information systems in large and small companies, primarily in the field of CRM and DMS, including subsequent process changes for their optimal use. In the last five years, he has been using the experience gained in implementing the Salesforce.com system in non-profit organizations. His knowledge of IT, CRM principles and marketing proves to be a great combination for improving and optimizing the communication of non-profit organizations with their donors.<\/p>\n<\/div>\n<\/div><\/div><\/div><div id=\"panel-14122-6-1-2\" class=\"so-panel widget widget_sow-social-media-buttons panel-last-child\" data-index=\"8\" ><div\n\t\t\t\n\t\t\tclass=\"so-widget-sow-social-media-buttons so-widget-sow-social-media-buttons-wire-3b00c87a69f1-14122\"\n\t\t\t\n\t\t>\n\n<div class=\"social-media-button-container\">\n\t\n\t\t<a class=\"ow-button-hover sow-social-media-button-x-twitter-0 sow-social-media-button\" title=\"Slovak Fundraising Centre on X Twitter\" aria-label=\"Slovak Fundraising Centre on X Twitter\" target=\"_blank\" rel=\"noopener noreferrer\" href=\"https:\/\/twitter.com\/mhumpolec\" >\n\t\t\t<span>\n\t\t\t\t\t\t\t\t<span class=\"sow-icon-fontawesome sow-fab\" data-sow-icon=\"&#xe61b;\"\n\t\t \n\t\taria-hidden=\"true\"><\/span>\t\t\t\t\t\t\t<\/span>\n\t\t<\/a>\n\t\n\t\t<a class=\"ow-button-hover sow-social-media-button-linkedin-0 sow-social-media-button\" title=\"Slovak Fundraising Centre on Linkedin\" aria-label=\"Slovak Fundraising Centre on Linkedin\" target=\"_blank\" rel=\"noopener noreferrer\" href=\"https:\/\/www.linkedin.com\/in\/martinhumpolec\/\" >\n\t\t\t<span>\n\t\t\t\t\t\t\t\t<span class=\"sow-icon-fontawesome sow-fab\" data-sow-icon=\"&#xf0e1;\"\n\t\t \n\t\taria-hidden=\"true\"><\/span>\t\t\t\t\t\t\t<\/span>\n\t\t<\/a>\n\t<\/div>\n<\/div><\/div><\/div><div id=\"pgc-14122-6-2\"  class=\"panel-grid-cell panel-grid-cell-empty\" ><\/div><\/div><\/div>","protected":false},"excerpt":{"rendered":"<p>&nbsp;Educational course for beginner usersThe Slovak Fundraising Centre, in co-operation with CRM for non-profit organisations, is running a practical course on the most popular CRM system in the world\u2013 a system which non-profit organisations can use for better fundraising. CharacteristicsThe course focuses on gaining skills for work with Salesforce CRM.This practical course with an experienced &hellip; <a href=\"https:\/\/www.fundraising.sk\/en\/training\/salesforce\/\" title=\"Salesforce CRM For Nonprofit Organisations\" class=\"read-more\">Read More<\/a><\/p>\n","protected":false},"author":4,"featured_media":0,"parent":9277,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"_links":{"self":[{"href":"https:\/\/www.fundraising.sk\/en\/wp-json\/wp\/v2\/pages\/14122"}],"collection":[{"href":"https:\/\/www.fundraising.sk\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.fundraising.sk\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.fundraising.sk\/en\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.fundraising.sk\/en\/wp-json\/wp\/v2\/comments?post=14122"}],"version-history":[{"count":6,"href":"https:\/\/www.fundraising.sk\/en\/wp-json\/wp\/v2\/pages\/14122\/revisions"}],"predecessor-version":[{"id":14129,"href":"https:\/\/www.fundraising.sk\/en\/wp-json\/wp\/v2\/pages\/14122\/revisions\/14129"}],"up":[{"embeddable":true,"href":"https:\/\/www.fundraising.sk\/en\/wp-json\/wp\/v2\/pages\/9277"}],"wp:attachment":[{"href":"https:\/\/www.fundraising.sk\/en\/wp-json\/wp\/v2\/media?parent=14122"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}