Cathexis Partners
Watch this back-to-the-basics webinar recording, and learn about the reporting capabilities Salesforce has to offer. In this session, Data Consultant Dan Weik, and Database and CRM Manager Matt Devine, will show you how to:– Navigate the folder structure in the Salesforce Report “home screen”.– Work with Report Types and determine which are best for your needs.
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Greg Salls, AVP of Product Management, will sit down with you and Kendall Carney, Renewals Specialist, for a demonstration on how to set up a seamless and custom donation process for your organization.
You will learn about all the amazing features FrontStream has to offer such as:
Customizable donation pages and embeddable buttons
Donor covers the fee
Matching gifts and Tribute giving
Effectively managing your donor information with GiftWorks
And so much more!
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The ALL-NEW OneCause Fundraising Platform equips nonprofits with modern and flexible fundraising software that powers seamless giving and deeper engagement with supporters.
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Do you know how many donors you are retaining? Would you like to turn first-time donors into lifetime supporters so your nonprofit can thrive?
In this session, we’ll explore the topic of donor retention and illustrate the impact improvements in your donor retention rate can have on your bottom line. In addition, we’ll walk participants through five different strategies for building relationships and turning one-time donors into life-long supporters.
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