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Nonprofit CRM Training: Empowering Your Team to Manage Data

Greater Giving

In this guide, we’ll provide four CRM training best practices. Depending on the CRM’s complexity, you can expand training to cover more advanced features, such as reporting, automation, and customization. These resources can serve as quick references and reinforce what they’ve learned during training sessions.

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6 Ways to Make Event Check-in Convenient for Your Volunteers

Bloomerang

Important items to include are: volunteer roles and duties, introductions to leadership, schedules, maps, parking instructions, and safety tips. Conduct training sessions Provide tutorials on your volunteer management/check-in program, including performing and undergoing check-in procedures.

professionals

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How to Build a Story Arc for a Non-Profit Fundraising Campaign

The Storytelling Non-profit

Story arcs play an important role in non-profit narrative development. In this article, I’m going to share more about the role story arcs play in fundraising campaigns and 3 steps you can take to intentionally develop your next story arc. . Get more storytelling advice for fundraising in this on-demand training.

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Donor Database Management: A Quick Guide to Prospect Setup and Tracking

Qgiv

Identify Your Priorities Define and Document Your Pro c edures Prepare Your Database Review Existing Portfolios or Assign New Portfolios Train Your Team Establish a Feedback Loop Track and Review Your Metrics. Step 5: Train Your Team. A strategic and well-executed plan creates loyal donors who become major and principal gift donors.

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4 Reasons Why You Should Attend Dreamforce 2021

Saleforce Nonprofit

It will consist of four channels covering every role, industry, and topic, plus over 100 additional hours of on-demand content. Join Us: LEARN: View our interactive Tableau Tree Equity Dashboard and Watch our Salesforce+ tutorial to learn the importance of reforestation and how to plant a tree at home.

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How to Prepare Presenters and Attendees for your Virtual Event

AccelEvents

Clearly set up a schedule for the virtual sessions that informs presenters about the roles of moderators, emcees, presenters, and remote attendees. Encourage presenters to enroll in speaker and exhibitor training webinars. At the attendees’ first sign in, they should clearly see tutorial markers and walk-through information.

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How to Prepare Presenters and Attendees for your Virtual Event

AccelEvents

Clearly set up a schedule for the virtual sessions that informs presenters about the roles of moderators, emcees, presenters, and remote attendees. Encourage presenters to enroll in speaker and exhibitor training webinars. At the attendees’ first sign in, they should clearly see tutorial markers and walk-through information.

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