Introducing 501 Webinars

501Partners is pleased to offer free webinars focused on solving common nonprofit pain points: managing volunteers, fundraising and development reports, creating a 360-degree view of client needs and services, efficient classroom, and attendance tracking. Join us several times a month for 30 minutes of learning.

Want to view our catalog of recorded webinars? See our Resources page.

 

Upcoming Webinars

Oct
26
Thu
12:00 pm WEBINAR: RollCall & Attendance T... @ virtual
WEBINAR: RollCall & Attendance T... @ virtual
Oct 26 @ 12:00 pm – 1:00 pm
WEBINAR: RollCall & Attendance Tracking in Salesforce @ virtual | Boston | Massachusetts | United States
RollCall 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[...]
Nov
9
Thu
12:00 pm Introducing 501CaseManager @ Virtual
Introducing 501CaseManager @ Virtual
Nov 9 @ 12:00 pm – 12:30 pm
Introducing 501CaseManager @ Virtual
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[...]

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2017 Training Topics

 

RollCall & Attendance in Salesforce

RollCall is a custom solution designed by 501Partners. Developed with educators, trainers, and educational administrators 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. With just a few clicks, you can create a semester’s worth of classes and populate them quickly and easily. RollCall allows for fully configurable attendance pages, customizable fields (including photos and links), automatic record creation and management, calendar integration, and mobile compatibility.

Enhanced Volunteers for Salesforce

An effective volunteer management solution eases the workload burden around scheduling, reporting, and communicating with your volunteers. Enhanced Volunteers in Salesforce: Groups demonstrates how we’ve enhanced Salesforce’s native volunteer functionality with additional tools and features, allowing you to focus on nurturing relationships with your volunteers. Organizations working with a high volume of volunteers or groups of volunteers need a solution that eases scheduling, reporting, and communication with group leaders. Learn how our solution allows you to focus on nurturing relationships with your volunteers. You’ll see calendars and customizations for handling scheduling and communications, collecting waiver forms, and tracking hours served with a mobile check-in application.

Salesforce for Development

Join us for a series of webinars addressing how to maximize Salesforce for fundraising, marketing, and event operations. Learn best practices for integrating Salesforce with external platforms like MailChimp for constituent management, and Click & Pledge for online giving, events, and donation reporting.

Case Management with Salesforce

This webinar demonstrates Case Management. We’ll look at native tools available and customization ideas to help streamline processes and track client milestones. Our solution allows organizations with call centers or one-on-one counseling services to easily and simultaneously collect reporting information. With our customizations, caseworkers have time to focus on clients, and you have usable data for managing to outcomes.