We'll cover the basics such as what Salesforce is, how the nonprofit donation program works, and what a properly configured Salesforce instance can deliver to support an organization. Think donor management, program tracking, grant reporting, and more.
Then we'll get into what it takes to actually get a system running. Why an implementation partner is required to set up Salesforce. We'll show what that looks like. Plus, the real ongoing costs: admin time, user adoption, and maintenance. You'll get the full picture, not just the shiny parts. And you'll leave knowing what Salesforce offers, how to figure out if it's a fit, and what a real implementation requires.
About the Presenter
Staci Rice is the Founder and CEO of Idlewild Partners, a consulting firm dedicated to helping nonprofit organizations thrive through thoughtful, tailored Salesforce solutions. Since 2008, Staci has been solving business process challenges for mission-driven organizations using the Salesforce platform. In 2015, she founded Idlewild Partners with a clear purpose: to deliver high-quality, bespoke consulting services to organizations that are changing lives—and to create a healthy, supportive workplace for a team of values-driven, highly competent consultants. Under her leadership, Idlewild has partnered with over 300 nonprofits across sectors such as human services, education reform, and philanthropy. Her passion is helping nonprofits understand the true cost of ownership of platforms as powerful as Salesforce, and ensuring that their investment is right-sized and sustainable. Staci lives in New York City with her husband and two children, and loves exploring everything the city has to offer."