Center Events

Lunch & Learn - Salesforce Without the Sales Pitch

Lunch will be provided for this program.

Every nonprofit needs to collect and report on data, both for internal operations and for funders.

This presentation is centered around how nonprofits manage constituent data on Salesforce's unified platform. Because Salesforce offers nonprofits ten free licenses, it's a popular choice. The discussion will focus on Salesforce functionality and whether or not it's a good fit for your organization's needs.

Salesforce is a financially accessible and robust system, but this session is not about selling it to you. Stefanie Archer, from 501 Partners, will introduce you to key concepts and set reasonable expectations for anyone considering a Salesforce implementation.

Stefanie will also share a case study with the New Hampshire Community Loan Fund, an organization who implemented Salesforce for both program and donation management.

This session is perfect for anyone whose organization is considering a new database. No experience with Salesforce is necessary to attend. Technology decision-makers are encouraged to attend, as well as end-users who provide useful feedback about day-to-day database usage.

About the Presenter

Stefanie Archer, a Senior Salesforce Consultant at 501Partners, has been involved with local nonprofits for the last 20 years, providing her familiarity with the needs of nonprofits in the Boston area. She has been working with nonprofits as a Salesforce consultant since 2013, and is a Certified Salesforce Administrator and Consultant. With over ten years of experience in professional organizing and creating information and project management systems, Stefanie has expertise in building customized organizational systems for individuals, nonprofits and small businesses. She has provided numerous trainings for individuals and groups on a variety of topics over the last 15 years.

Stefanie holds an MBA in Nonprofit Management from the Heller School for Social Policy and Management at Brandeis University.

Date/Time: Thursday, March 21, 2019 - 11:30am to 1:00 pm
Location: New Hampshire Community Loan Fund , Concord
Fees: $10

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