Our series of Webinars are designed to share expertise and knowledge around specific challenges and topics that charities and non-profits encounter when implementing digital and technological systems and provide guidance, advice and solutions from specialist practioners. 

Our webinars are also an opportunity to promote best practice and initiate conversations amongst charity professionals and workers to encourage peer learning. 

We provide both live and recorded versions of Webinars, so click the links below to find out more.

Upcoming Webinars

Pre Recorded Webinars

Make your Fundraising a success with Salesforce NPSP for Charities: A 1 Day Virtual Course

 

Our free 1 day training course will equip you with the basics that you need to help get you set up and ready to go with Salesforce CRM for charities and non-profits. Join this full day training to find out how Salesforce Non Profit Success Pack provides an out-of-the box solution for fundraising management for your non-profit.

 

Register here

How to get your Volunteer Programmes off the ground: Volunteer Management using Volunteers4Salesforce

 

Our free 1 day training course will equip you with the basics that you need to help get you set up and ready to go with Volunteers 4 Salesforce.

Join this full day training to find out how Volunteers for Salesforce provides an out-of-the box solution for managing volunteers for your non-profit.

 

Register here

How to get your helpline or call centre off the ground: Salesforce Service Cloud

 

Our free 1 day training course will equip you with the basics that you need to help get you set up and ready to go with Salesforce Service Cloud.

Join this full day training to find out how Service Cloud provides an out-of-the box solution. We will be covering;

How Service Cloud can underpin and power the delivery and running of your helpline including creating, logging and tracking cases/calls, how to integrate online enquiries or support tickets and assign cases to team members, how to automate the case management process including how to route and escalate cases, sending automated responses

We can explore examples of charities who have used Service Cloud to handle complex and large numbers of service users or helpline callers
and how they have deployed automation to capture new enquiries and cases through web, email and mobile integration.

So whether your charity operates an information, advice and guidance service, an outreach helpline or a support desk – Service Cloud will empower you to deliver at scale without compromising on quality of a personalised service.

Register here

Patients Association : How to roll out a helpline service successfully

We’re excited to announce our Q&A with Abduallah Mahmood from Patients Association

This webinar is for you if:

You manage a helpdesk or helpline and wish to expand your capacity to handle more or are looking to roll out your service to new contracts
Handle complex and large numbers of service users
Looking to automate and capture new enquiries and cases through web, email and mobile integration

Register here

Alzheimer’s & Dementia Support Services : How to scale up your services

We’re excited to announce our Live Q&A with Sarah Taylor from Alzheimer’s & Dementia Support Services to discuss how the organisation took advantage of Salesforce for Non Profits to enable them to deliver their funded programmes and grow their operation efficiently

Register here

Salesforce Compatible Online Payment Solutions 

Join our discussion with Findock – Online Donation Payment specialists, to learn about processing donations and synchronising data on donors with donations and more!

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4 Essential Roles of an Awesome Admin

As part of the ‘Dreamforce to You’  Series of talks – Heather Black delivers her sell-out Admin Session for listeners in the UK and Europe. 

Know your responsibilities as a Salesforce admin? 

Join this session to learn about the four essential roles of an Awesome Salesforce Admin and how to ensure you keep your system safe, healthy, clean and revolutionary.

Register here

Salesforce CRM Demonstration for charities & non-profits

This webinar showcases how Salesforce works for charities and non-profits. We’ll be taking you through live demonstrations of the Non for Profit Success Pack features and functionality designed for charities.

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Impact Management Tools

Learn how to prove your worth to funders with the team from Social Suite whom provide a demonstration of Impact Management & Reporting with a Q&A follow up

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Salesforce Admin Essentials

Learn about the Salesforce Admin Course looking at what functionality you need to know in order to take full advantage of your Salesforce Investment.

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How to make data work for you series – Managing Volunteers

 

 

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How to make data work for you series – Fundraising Organisations

 

 

 

 

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How to make data work for you – Impact Measurement

 

 

 

 

 

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How to Plan a Successful CRM Adoption Strategy

Wondering how to engage and enthuse your dispersed national and international teams in a new CRM Strategy? Wanting to avoid some of the main challenges around lack of adoption or buy-in and understand how to embed a system?
 
Register here

CRM Planning Coaching 

Receive digital transformation coaching guidance and tips from Heather Black on the six ingredients to planning your digital transformation

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Salesforce 101 Essentials to Volunteer Management

 

 

 

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Salesforce 101 Essentials to Getting Started with Communities

 

 

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Website Integration Options for Salesforce

 

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Salesforce 101 Essentials to Campaign Management

 

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Salesforce & Education Solutions for Non-Profits

 

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Salesforce for Programme/Project Management & Delivery

 

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Salesforce 101 Essentials to Contact Management, Communication & Data Protection

 

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Salesforce for Foundations, Trusts & Grant giving organisations

 

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