Associations
Nonprofits
Webinar

On-Demand Salesforce webinars for nonprofits and associations

We are pleased to offer a range of on-demand webinars covering fundraising, donor management, member management and engagement, grants management, and other areas of core importance for nonprofit and association professionals.

Fundraising and Donor Management

Jumpstart Your Year-End Giving Campaign

Fíontan Karin Tracy and Becca Sonnenklar from Classy collaborated on an engaging session for Salesforce.org during Week of Learning following Dreamforce ’22. Dive into strategies and techniques from which all fundraising nonprofits can benefit in this recorded session about managing mission-critical fundraising with Salesforce and Marketing Cloud Account Engagement (formerly Pardot). 

Fundraising and Donation Management Made Easy with NPSP

Explore how nonprofits can leverage NPSP to steward their stakeholders, engage potential donors, manage donations and build reports and dashboards to visualize their data.

Leaving Luminate CRM: Considerations for Nonprofit Leaders

If you are a nonprofit executive or director who is concerned about the implications of a transition from LCRM – for your budget, or your staff – this 30-minute session is for you.

Saying Goodbye to Raiser’s Edge

Discuss the opportunities that Salesforce NPSP presents for organizations currently on Raiser’s Edge, provide a high-level overview of the phases of work required to implement Salesforce successfully, and give you some next steps to help your organization analyze options and plan for the change.

Grants Management

Let’s Talk Grants Management

Discover the benefits of GM for foundations and other grantmaking organizations. We’ll talk about what GM offers above and beyond core OFM functionality, including its built-in Grantee Portal, private invitation functionality, and capability to house multiple application forms. You’ll also get to see a demonstration of GM and ask your specific questions about the module and the implementation process.

Let’s Talk About Outbound Funds!

Focus on the nuts and bolts of the Outbound Funds Module. We’ll talk about what kinds of funding programs OFM can track, the type of requests you can accept, and how you can leverage OFM for better engagement with your applicants and award recipients.

Data and Automation

CRM Analytics: Behold the Awesomeness

Put contextual data at your fingertips with AI-powered analytics native to Salesforce. CRM Analytics helps you see ahead, prioritize, and seize business opportunities — the moment it matters most. Behold the awesomeness.

Everywhere Automation Can Be Implemented in Your Association or Nonprofit

Aimed at both nonprofits and associations, this 45-minute webinar overviews the workflow and automation technology available in standard nonprofit and association software, best practices for creating and deploying successful automation, and a list of starter concepts to bring back to your organization.

Get Ready to Move…Your Data

Moving data from one Constituent Relationship Management (CRM) solution to another is the same. Cleaning, sorting, and organizing your data well prior to a data migration can save you time and money. Better, your implementation will be more successful.

UX and Web Development

Drupal 7 and 8 End of Life: How to Plan for the Upgrade to Drupal 9

Aimed at nonprofits and associations using Drupal, this 45-minute webinar will discuss the scope and timeline for common upgrade scenarios, other factors in your digital roadmap to consider when planning your upgrade, and how to plan for site maintenance on Drupal 9 and beyond.

Value-Based Digital Strategy: How Research, Measurement, and Experimentation Unlocks Impact

Many organizations struggle with determining the return on investment of their digital efforts. Enter the value-based design framework—a set of strategic tactics that ties any digital effort’s structure, systems, copy, and design elements to organizational and economic outcomes.

Salesforce for Associations

Achieve Business Agility – sponsored and hosted by Salesforce.org

Say goodbye to aging tech and hello to Salesforce for Associations. Learn more about achieving business agility to drive meaningful engagement with members.

Salesforce for Your Association

Don’t let an aging Association Management System (AMS) limit your impact. Reserve your space now and gain expert insight into what Salesforce can do for your association.

Accounting Subledger: Debits and Credits in Salesforce, Oh My!

In this webinar, we’ll demonstrate basic configuration, discuss different methods for creating ledger entries, and illustrate how to export data from Salesforce for import into Accounting packages such as Quickbooks or Dynamics/Great Plains.

Fonteva

Financial Reporting and Reconciliation with Fonteva

This session is for all the finance team reps who need to know how to get the necessary data from Fonteva to do their jobs. Join Katie Jones, senior Fonteva consultant at Fíonta, for an overview of how Fonteva can make your job as an association finance team member easier. 

Fonteva Finance App

Fíonta presents the Fonteva Finance App Series – a seven-part collection of blogs and webinars aimed at association finance professionals. For ease of use, we have collated all blog posts into an easy-to-consume PDF e-book, and each accompanying webinar recording is included in the full video.

Technology Planning and Project Management Methodology

Leading Your Internal Team Through Major Technology Projects

Develop a high-level plan for internal project management for technology initiatives. Learn to avoid the pain major technology projects can cause.

Get Ready to Move your Data

Discover high-value activities that can be managed internally to prepare your data for migration, including deduplication, address verification, code table cleanup, name parsing, and more.

The Future of Technology for Nonprofits and Associations

Learn technology innovation applicable to nonprofits and associations and gain a perspective on what kinds of technological innovations of specific interest may be arriving and their relevance to associations and other nonprofits. Spark your imagination on how organizations’ operations might be dramatically altered by advances in technology.

Analytics

Reducing Member Churn with Predictive Analytics

Learn how data science and predictive analytics tools can inform association member retention and renewal efforts.

CRM Analytics – Behold the Awesomeness

Put contextual data at your fingertips with AI-powered analytics native to Salesforce. CRM Analytics helps you see ahead, prioritize, and seize business opportunities — the moment it matters most. Behold the awesomeness.

Interested in more? Download a complete list of on-demand webinars organized by topic area and audience (nonprofit and association).