Calendar of Trainings and Events

Jan
25
Thu
WEBINAR: Introducing 501CaseManager @ Virtual
Jan 25 @ 12:00 pm – 12:30 pm

We are excited to announce our new app, 501CaseManager! We created this app to simplify data entry for end users such as case managers and call center representatives. Track program participants through the lifecycle of their engagement with your organization. From enrollment to service provision to participation in multiple programs, it allows your case managers to track critical engagements and capture outcomes.

Because it’s based on Salesforce, 501CaseManager provides powerful reporting across multiple data points. Another perk? You don’t need to have any knowledge of coding to edit and customize it for your organization.

 

Feb
8
Thu
WEBINAR: RollCall & Attendance Tracking in Salesforce @ virtual
Feb 8 @ 12:00 pm – 12:30 pm

RollCall 3.0 is a custom solution designed by 501Partners. Developed with educators, trainers, and event planners in mind, RollCall makes attendance tracking in Salesforce a seamless process. Allow us to guide you through a demonstration of this product, which facilitates bulk attendance tracking and automation. RollCall allows for fully configurable attendance pages, customizable fields (including photos and links), automatic record creation and management, calendar integration, and mobile compatibility.

Feb
22
Thu
WEBINAR: Introducing 501CaseManager @ Virtual
Feb 22 @ 12:00 pm – 12:30 pm

We are excited to announce our new app, 501CaseManager! We created this app to simplify data entry for end users such as case managers and call center representatives. Track program participants through the lifecycle of their engagement with your organization. From enrollment to service provision to participation in multiple programs, it allows your case managers to track critical engagements and capture outcomes.

Because it’s based on Salesforce, 501CaseManager provides powerful reporting across multiple data points. Another perk? You don’t need to have any knowledge of coding to edit and customize it for your organization.