events management Archives - 501Partners LLC


What’s the Best Way to Get Event Data Into Salesforce?

By | CRM & Salesforce

Image courtesy of cooldesign / FreeDigitalPhotos.net

If you’re involved with a nonprofit organization in any way, you know that event management is one of the key day-to-day processes. There absolutely has to be an efficient and uniform way to contextualize and manage the data that is inevitably attached to whatever event you are putting on. For our clients, they need a way to get this data into Salesforce in a seamless and accurate way, and they often need it to happen with few manual steps.

There are dozens of ways to push this data to Salesforce and, in general, they depend on the technical sophistication of the organization. When weighing these options, there are a few questions that must be asked, whether by the organization itself or by an outside consultant like 501Partners. First, does the organization have a technical staff? Do they outsource? The two technical constraints that need to be understood by both the organization itself and any outside consultants are the budget and the internal capacity for maintenance. Without knowing these factors, it is hard to make a recommendation.

Read More