Tag Archives: CRM

Video interviews: how do you successfully implement a CRM at your nonprofit?

CRM is hard! So before you choose a database why not learn from other organization’s difficulties? (and wins!)

Darren Barefoot interviewed Alexis Stoymenoff and Elena Iñurrategui. They’ve confronted all sides of the CRM question: from within orgs and as consultants to them. Viewers will gain wisdom about when to adopt a CRM and what questions to ask to make the right infrastructure decisions for their organizations.

Want more? Here’s the Q&A session featuring Brenton Walters (whose interview was, sadly, lost.)

Net2van’s free events are possible because of the consistent support of partners like iATS Payments, the Vancouver Community Network, Techsoup Canada, and NTEN.

CRMs for Nonprofits: Abandoning Excel for a grown-up CRM

CRMs for Nonprofits: Abandoning Excel for a grown-up CRM

 
 
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CRM for Nonprofits

It can be difficult for smaller organizations to follow expert advice and best practices for adopting and optimizing supporter relationships with a customer relationship management (CRM) platform.

When is the right moment to make the leap from a spreadsheet or ad hoc system to a CRM solution? And, which platform is the right fit for your organization?

Darren Barefoot hosted a series of  interviews with people who have confronted all sides of the CRM question: from within orgs and as consultants to them.  You’ll learn about when to adopt a CRM and what questions to ask to make the right infrastructure decisions for their organizations.

SOCIAL LOVE
Hosted by Darren Barefoot @dbarefoot
Presented by NetSquared Vancouver @net2van
Venue partner HiVE Vancouver @hivevancouver

EXPERTS
@lexstoymenoff – Alexis Stoymenoff
@brentonwalters – Brenton Walters
@e_tegui – Elena Inurrategui

Sponsors: @iatspayments @VCN_Community @techsoupcanada @NTENorg

May 5: How Salesforce can help your nonprofit rock

CRM for Nonprofits: Salesforce

Tuesday, May 5, 2015, 5:30 PM

Hive Vancouver
#210 – 128 W Hastings St Vancouver, BC

11 Net2Van friends Attending

How Salesforce can help your nonprofit rockJoin Net2van for the second in our three-part Constituent Relationship Manager (CRM) series where we invite experts to present on NationBuilder, Salesforce and CiviCRM.We’ll take a look at the Salesforce platform and explore how it can help your nonprofit deliver better on its mission through constituent…

Check out this Meetup →

How Salesforce can help your nonprofit rock

Join Net2van for the second in our three-part Constituent Relationship Manager (CRM) series where we invite experts to present on NationBuilder, Salesforce and CiviCRM.

We’ll take a look at the Salesforce platform and explore how it can help your nonprofit deliver better on its mission through constituent management, donor management, volunteer management, program management, and more. With a thriving global nonprofit user community, a generous license donation from the Salesforce Foundation, and the customizability to manage nearly anything in the cloud, Salesforce is a great option for many nonprofits.

RSVP on Meetup

When: Tuesday, May 5 2015, 5:30 PM – 7:30 PM

Where: The HiVE, #210 – 128 W Hastings St.

AGENDA

  • 5:30 – 6:00 PM: Networking and snacks
  • 6:00 – 7:00 PM: Presentation
  • 7:00 – 7:30 PM: Q&A and Wrap
  • 7:45 – 9:30 PM: Post-event social!

PRESENTER

Beth Breisnes for Net2vanBeth Breisnes has been working with nonprofits and social enterprises on Salesforce since 2009. She loves working with innovative nonprofit organizations and helping them deliver on their missions more effectively through technology. Active in the Salesforce community, she co-leads the Vancouver Nonprofit User Group and was named a Salesforce MVP (one of just 134 in the world) in Summer 2014 in recognition of her expertise and community contributions. Beth is a Salesforce Certified Developer and Administrator and currently helps a variety of nonprofits with their Salesforce implementations as a consultant with Bigger Boat Consulting.

TWITTER

Event hashtag: #Net2van

Presenter: @bethbrains

Host: @Net2van

Venue Sponsor: @HiveVancouver

Event Sponsors: @iATSPayments @bgenerus @TechSoup @NTENorg

ACCESSIBILITY

Mobility Access: This venue does not have ramps and elevators and is not wheelchair accessible.

Hearing Access: Speakers at this event will use microphones.

Sight Access: Contact the organizers if you need an advance copy of the presentation.

We want everyone to be able to participate in the Net2Van community and events. Please don’t hesitate to let us know what we can do to accommodate your needs.

New Meetup: Vancouver Salesforce nonprofit user group

Please join me at the first gathering of the Vancouver Nonprofit Salesforce User Group.

RSVP http://salesforcevancouver.eventbrite.com

This group is for anyone at any level using Salesforce in the nonprofit, education or social entrepreneur sectors.
Or even for those are aren’t using it yet, but are merely curious. We’ll be talking about CRM (customer relationship management) issues in general too.

This is your meetup, so the first meeting will be an informal discussion that will allow us to figure out the needs of the nonprofit community and determine what you want from a Salesforce meetup.

And while you’re waiting for the meetup to start why not apply for the Salesforce Foundation software grant?

We encourage neophytes to seasoned developers to share information with the larger community.
What’s working for you? What’s a struggle? What would you want to get out of a Salesforce meetup?

P.S. We’ll supply snacks courtesy of the Salesforce Foundation. (yay!)

RSVP http://salesforcevancouver.eventbrite.com/

DATE AND TIME:
Thursday, September 29, 2011 from 5:30 PM to 7:30 PM

LOCATION:
The HiVE
210 – 128 W Hastings St