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.

 

Upcoming Webinars

Sep
6
Wed
12:00 pm Salesforce as Your Development Hub @ virtual
Salesforce as Your Development Hub @ virtual
Sep 6 @ 12:00 pm – 1:00 pm
Salesforce as Your Development Hub @ virtual
Join us to learn 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,[...]
Sep
21
Thu
12:00 pm Introduction to Lightning in the... @ Virtual
Introduction to Lightning in the... @ Virtual
Sep 21 @ 12:00 pm – 1:00 pm
Introduction to Lightning in the NPSP @ Virtual
Salesforce has launched Lightning, an updated version of its best-in-class business database. Lightning has a dramatic look, but it’s more than just a new user interface–Lightning includes many technical updates to speed data entry and[...]

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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: Individuals 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. You’ll see tools for handling individual volunteers, collecting waiver forms, and tracking hours served with a mobile check-in application.

Enhanced Volunteers in Salesforce: Groups extends our customized solution further. 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 we’ve enhanced Salesforce’s native volunteer functionality with additional tools and features, allowing 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.