The new system allows us to easily see relationships between referrals, their agencies and the clients with whom they work, which leads to more streamlined client follow, as well as outreach. We also now have more of our program data in one place so that we can easily track progress toward our goals.
SalesForce Bootcamp 101 for Nonprofits was incredibly helpful to Haymakers for Hope! The class ensured our organization was properly utilizing SalesForce to keep track of charity events, volunteers, and our past, present, and future donors.
Every 501Partners staff member we have worked with has been knowledgeable, dedicated, and patient—from our boot camp experiences to individual training. Our ability to document and record each interaction with donors has enabled us to provide the information needed to keep them connected to and invested in our work.
Paul was excellent. He is a great instructor. His pacing is great and style is engaging. Most valuable: The curriculum was spot on. Look forward to more advanced intensive half day trainings.
Thank you so much Paul & 501! Your guidance and trainings helped immensely with not only building SalesForce to meet our needs but also formulating best practices that fit our organization.
501Partners has been a true, trusted partner to Root Cause over several years. We have consistently benefited from engaging with them on tackling our largest, most complex Salesforce projects, and keeping up the daily, mundane maintenance tasks. No matter the scale or complexity, 501Partners provides value and is incredible to work with.
I just wanted to let you know that I’ve been using Salesforce all day for our Spring Appeal…..and it’s AWESOME. It has already saved me HOURS of work which, in turn, has allowed me to get other work items done.
Working with Mckenzie has not only been a pleasure, but she has helped our organization really strategize about managing all of our data and ensuring that we’re doing it both efficiently and effectively! Since our project with 501Partners, we are now able to track and report out on our volunteers, event attendees, community members, and so much more in a very streamlined way. The brain power and empathy of everyone at 501Partners is appreciated and I would highly recommend them as a resource!
Thank you Stefanie! It has been a pleasure working with you and the SalesForce team. I have been so impressed with how this system has already made a huge impact on the way we work with our volunteers.
I’m so amazed at what you are able to understand even though you are not from the AmeriCorps field. What you can hear and reflect back is incredible!
The 1-1 coaching session were amazing! I think having that specified time for questions was super important to really take what we learned in the session and apply them to our specific needs.
501Partners has been great to work with. In addition to customizing Salesforce to fit our needs of tracking donated and delivered food, Paul and Jenn have done a great job in meeting our ongoing needs and providing training as we need it.
I found them to be creative and accessible – not to mention pretty fun and nice guys.
Our processes are now human-centered and deliberately designed to meet our needs, yet documented and standardized across employees and sites.
Thanks to our engagement with 501Partners, we have an excellent new applicant database that is user-friendly while still providing a robust platform for taking our recruiting work to the next level.
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