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Support and Maintenance of Your University’s Salesforce Org: Staffing Recommendations

Cloud 4 Good

In part one of our new blog series, Support and Maintenance of Your University’s Salesforce Org , we will explore long-term maintenance and success strategies, starting with best practices for staffing your Salesforce instance. What Kind of Support Staff Do You Need? Tier 1 Support. Tier 2 Support.

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To Build or Buy a Software Solution: Which is Right for You?

Association Analytics

Having this knowledge base available to you can be invaluable. When outsourcing, you typically have an option where maintenance and support are included, thus eliminating the need for internal product management. During implementation, your team will need to manage and execute multiple integration pieces.

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5 Tips For Success With Your Hybrid Event Onsite Tech Support

AccelEvents

Marrying the best of both in-person and virtual worlds can be simplified with the help of an onsite support tech person, which you probably already have in place. . Based on our experience with onsite hybrid event support, here are five questions to ask your onsite tech support before the day of your event: Exchange contact information.

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Statement of Activities: Common Mistakes and How to Avoid Them

sgEngage

Being aware of these common pitfalls is crucial for maintaining the integrity of your financial reporting and in turn, the trust of your supporters. Continuous learning opportunities keep your knowledge base fresh and relevant. Let’s dive in! 5 Mistakes to Avoid 1.

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What Dreamforce 2022 Means for the Future of Education

Cloud 4 Good

Salesforce Genie works hand-in-hand with Data Mover to provide a powerful new way to integrate first- and third-party data with existing CRM data to great effect. Parent Contact), and respected Record Types, all while preventing those stubborn duplicates. OmniStudio for Admissions Connect.

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Sales Operations Demystified: What It Is, Why It Matters, and How To Do It Right

Wild Apricot

Sales operations refers to the unit, role, activities and processes within a sales organization that support, enable, and drive front line sales teams to sell better, faster, and more efficiently. Optimization of Sales Tools, Knowledge Base and other Assets. Content and knowledge base management. Sales Activities.

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Double the Donation’s Year in Review: 2021

Double the Donation

Launching multi-channel outreach: Thanks to a Twilio integration, we’ve rolled out multi-channel donor outreach?! Here’s what a few of our newest clients have to say: CityTeam: “Talk about seamless integration! New Partnerships & Integrations. Or, check out a complete list of our 70+ integration partners here !

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