Webinar – Taking Your Salesforce Further: New Possibilities for Your Synagogue
Choosing Salesforce was the right call. But for many congregations, the implementation has settled somewhere short of what the platform can actually do, and the gap between a basic setup and a fully realized one makes a real difference for staff and congregants alike. This free one-hour webinar is for synagogue leaders who are already on Salesforce and want to get more out of it.
Jordan Berger, Vice President of delivery at Fíonta, will walk through the enhancements that make the biggest difference for congregations: automated lifecycle and yahrzeit tracking, accounting integrations that eliminate manual exports, member portal builds that congregants actually use, and personalized outreach through Marketing Cloud Account Engagement.
The session closes with a look at Accent, Fíonta’s managed services program, for congregations that want consistent support without the cost of a full-time Salesforce admin. Register below at the website link even if you cannot attend live, and we will send you the recording.