Salesforce is the world’s #1 CRM or Customer Relationship Management platform. It is cloud based which means the software does not reside on your own workstations or servers but rather on hosted infrastructure which can be accessed anywhere on the internet, from almost any device, using just a web browser.
Just as a modern mobile phone has a great range of capabilities out of the box but can be extended further through an app store, in the same way, Salesforce offers fantastic capabilities for contact management, scheduling , case management and a range of other areas, but also can be extended and customized using 3rd party applications and even in house configuration.
AlphaSys, a leading Australian Salesforce partner, has developed the AlphaSys Fundraising Accelerator, a group of specialized applications just for the Australian not-for-profit community. The fundraising accelerator includes payment processing, donation processing, regular giving, receipting and a number of other functions that are essential to fundraising that Salesforce doesn’t have out of the box.
Together, Salesforce and Fundraising Accelerator are a formidable solution for fundraisers, combining both amazing out of the box capabilities and the flexibility to customise and extend the solution to meet your organization’s unique requirements.
During your training you will be exposed to a number of concepts and terms you may not be familiar with. Please refer to the Glossary and Concepts documents if there’s anything you don’t understand, and of course don’t be afraid to ask your trainer questions along the way.
Let’s get started.