Meeting Your Mission & Ours: Introducing Bootcamp PLUS Trainings

Like all of our clients, 501Partners is a mission-driven organization. We do the work we do because we want to support the vital services that nonprofits perform. And how do we do this? 501Partners provides nonprofits with tools to track outcomes and plan for the future in an informed way. Salesforce is our primary tool of choice to help accomplish this goal. For the last four years we have had the privilege of working with over 165 organizations, all with diverse missions. Whether it be job readiness, eliminating the achievement gap, disability rights, promoting citizenship, health services access, or homelessness prevention and legal reform — we believe Salesforce is the most powerful and flexible data tool available that will meet your nonprofit’s data needs. Continuing our commitment to the nonprofit sector, 501Partners is pleased to offer Bootcamp PLUS, a series of half-day trainings that focus on one specific issue that is key to Salesforce success. This format allows us to present specific, detailed scenarios with plenty of time for questions. Our ultimate goal with Bootcamp PLUS is to support organizations in developing a deeper understanding of their own Salesforce system. By developing this internal capacity, users become more engaged throughout the organization and typically have fewer adoption issues. In addition, Bootcamp PLUS allows us to present some of the most popular third-party apps that integrate with Salesforce and allow users to solve issues in payment processing, communications, and events management. Our current Bootcamp PLUS offerings include: Native Salesforce FunctionsDescription Salesforce Toolbox for AdminsLearn what you need to manage your Salesforce instance: add and remove users, edit and create profiles, merge and export...

Introducing Salesforce Nonprofit Bootcamp 201!

It’s finally time to unveil our latest project! For the past few months, Stefanie and Paul (our training instructors) have been developing the curriculum for an intermediate level Salesforce training. Where our Bootcamp training is useful for those who have very little or no experience with the Salesforce platform, we want to also be able to cater to those who are a little bit more experienced with the product, but who could still benefit from a formal training. Enter Bootcamp 201. Salesforce Bootcamp 201 is a one day training designed to take nonprofit staff to the next level of Salesforce proficiency. You will learn to: Transfer data efficiently from your current repository Manage training and events using the Salesforce ‘Campaigns’ feature Manage your donor communications with mass-emailing tools Measure progress towards your goals by creating a suite of reports and dashboards Analyze donor trends month by month, quarter by quarter, or year by year Track the outcomes of program participants Use the Salesforce “Workflows” feature to automate repetitive tasks With Bootcamp 201, we want to help you conquer common stumbling blocks by using the power of Salesforce and the Nonprofit Starter Pack. Like everything we do, Bootcamp 201 is exclusively for nonprofits. If you’re considering attending our Bootcamp 201, the inaugural session will be held January 23, 2015. Please note that participation in Bootcamp 101 (our original Bootcamp training) or basic Salesforce proficiency is required. If you don’t have experience with Salesforce, you might feel more comfortable attending Bootcamp 101 first! Bootcamp 201 is priced at $299 per participant, and $199 for any additional attendees from the same organization. There will...

Here’s One Big Way to Manage Your Food Tracking

Are you a nonprofit whose mission is centered around food? Is making sure that food doesn’t go to waste and, perhaps more importantly, that it gets to those who need it at the center of your organization’s cause? Do you sometimes dream of managing that food in an intuitive and effective way? We’re here to help! We developed our Food Tracker application for Salesforce for this specific reason. It is a no-frills, completely easy way to keep track of the amount of food coming into your organization, and of the amount leaving it. The Food Tracker was born out of a necessity. Our client, Food for Free, was looking to migrate from a completely paper tracking system to something far more efficient. What we realized, though, was that efficient didn’t have to mean advanced, and we strove to make the app as easy to use as possible. We also developed it specifically for Salesforce, so we had an eye on ease of integration throughout the process, as well. One of our favorite things about this app is the real-time roll up into Salesforce. That means: when you enter 100 pounds of golden Yukon potatoes from Whole Foods into Food Tracker on your tablet, those 100 pounds of golden Yukon potatoes are immediately visible to your coworker – who happens to be working on the moon that day – as soon as you hit ‘Save.’ If our Food Tracker application sounds like it might be a positive addition to your organization, you should drop us a line. We strive to make the lives of nonprofit staff easier every single day, we’re...

What is the 501Launchpad?

We use the term pretty often in our offices: 501Launchpad. We introduce it to our clients when we begin Salesforce implementation at their organizations. Now, we want to outline 501Launchpad to those of you who might not already know what it is. 501Partners takes pride in our project methodology. Simply put, our goal is your mission. Rather than simply implementing Salesforce at an organization and exiting the engagement immediately afterward, 501Partners strives to be your long-term partner in data management, while also building an internal competence in Salesforce at your nonprofit. We understand that a key component of this is customizing Salesforce to your organization’s unique needs. That’s why we developed our 501Launchpad application. The 501Launchpad is a suite of over 150 object, field, workflow and app changes, combined with custom consulting to provide a complete implementation for donor/development operations. What exactly does this include? Changes to the Nonprofit Starter Pack.  The NPSP isincomplete as delivered and these changes make the platform more functional. Customization to accommodate basic constituent data.  This would include establishing record types, custom objects and fields, pick lists unique to your org, etc. Custom reporting – Generation of up to 12 custom reports,while simultaneously teaching your team how to generate their own reports. Basic implementation of a common mass email tool such as Constant Contact, MailChimp or Campaign Monitor. Basic implementation of EventBrite for event registration. Basic implementation of Click & Pledge as a donation tool. User training and documentation – generalized training is widely available on the Web.  This training is specific to your organization. In addition to providing an exceptional enterprise donor management CRM system that ensures a long-term strategic life cycle,...

The Free Puppy Problem (AKA – Why Custom Consulting Works)

Is better data management on your list of New Year’s resolutions? Does your organization get overwhelmed when it’s time to crunch numbers and deliver annual reports? 501Partners has you covered. With the help of Salesforce and our custom consulting solutions, data collection and reporting can be a breeze. There are 22,000 nonprofits already using Salesforce for these reasons, and why shouldn’t you join them? Salesforce offers ten free licenses to NPOs and comes with the Nonprofit Starter Pack 3.0, a powerful set of tools for data management. But the ten free licenses are kind of like ten free puppies. Sure, somebody is giving you the product, but you still need to learn how to handle it. Learning Salesforce is very much like training a puppy – there’s a lot of repetition involved, some occasional barking, and a multitude of those breakthrough moments that have you feeling genius-level smart. It always helps to have somebody guiding you through these types of learning processes, and that’s where we come in. We want to be a resource for your organization, whether you need the answer to a quick question or there’s a large bump in the road that you need help getting past. It’s also important to us to build your internal capacity for Salesforce and data management. While we’re certainly interested in being your long-term Salesforce consultants, we prioritize self-sufficiency in our clients. That’s why a key part of our custom consulting strategy includes training. What good is your free puppy if you can’t control it yourself, right? The second part of our custom consulting strategy involves learning about you. We want to become...

Why Salesforce Support Subscription?

This week, we wanted to feature one of our lesser known services, the Salesforce Support Subscription. Just as it sounds, this subscription is offered to any nonprofit that is interested simply in on-demand Salesforce help. We developed the Salesforce Support Subscription because, while many consultants will implement a project and move on, 501Partners recognizes that organizations often need an ongoing relationship with their consultancy in order to continue Salesforce success beyond the initial project. When your organization enrolls in the Support Subscription, you are ensuring that there is always access to a dedicated, on-demand Salesforce solution. Imagine the ease of simply dropping 501Partners an email for Salesforce help and being guaranteed a response time and level of technical competency in your answer. Sounds pretty good, right? Here is the full list of benefits included in the Salesforce Support Subscription: Two hours of expert Salesforce administrator support for work-flow rules, custom reports, user permissions, field customization and form changes. (And just about anything else you can think of…) A guaranteed service level of response $25 per hour discount from our prevailing Salesforce Consultant rates for any additional support hours 20% discount on participation in our Salesforce Bootcamp Training for Nonprofits 20% discount on participation in our Salesforce Training Academy for Nonprofits Priced on a sliding scale, so that all nonprofits can receive expert Salesforce support no matter what their budget If this sounds like a good fit for your nonprofit, get in touch with us today and we will get your organization up and running with our Salesforce Support...