Agents of Nonprofit

As a nonprofit, you probably have tons of questions about which CRM is right for you. In this episode, I tackle some of the most import points and considerations if you choose Salesforce as your CRM.Topics include:How to get started with Salesforce for nonprofitsWhen is Salesforce right for your organizationFinding an implementation partnerOut-of-the-box featuresPopular 3rd party appsOvercoming change managementBest practices for data migrationRelease management using sandboxesChoices for ongoing maintenanceLinks:Get an NPSP Trial AppExchange for Nonprofits Trailhead trainingIf you enjoyed this podcast, please consider leaving a review on Apple Podcasts, or your preferred podcast player. Thank you kindly!Support the show

Volunteer West Island is one of about 114 volunteer centers in Quebec, and works to match volunteers with opportunities to serve the community. In this episode, Lynda Barrett, Executive Director of Volunteer West Island, joins me to discuss using an online system, and specifically Salesforce, to efficiently manage volunteer data for their wide variety of services. Topics we cover include:The many different services a volunteer center like Volunteer West Island can offerThe difficulty of finding the right data management system for nonprofitsHow and why they switched from using only very basic technology just a few years ago to relying heavily on Salesforce and a few other softwares todayWhat Lynda likes most about Salesforce, and what she still finds challengingWhy Lynda says Salesforce Maps saved their meal program during the pandemicTo connect with Lynda:Volunteer West Islandhttps://wpamelia.com/If you enjoyed this podcast, please consider leaving a review on Apple Podcasts, or your preferred podcast player. Thank you kindly!Support the show

The Breakfast Club of Canada serves children across Canada, providing them with nutritious food at school. In this episode, Maxime Poulin and Sandra Villeneuve of The Breakfast Club of Canada join me to discuss making the change to Salesforce from the organization's previous CRM. Topics we cover include:The specific technologies The Breakfast Club of Canada uses to receive donations, handle money, and distribute food across the country, while ensuring all systems work together smoothlyWhy the organization switched over to using Salesforce Tips for effective change management What Maxime and Sandra like most about using Salesforce, and improvements they’d like to see in the futureTo connect with Maxime & Sandra:The Breakfast Club of CanadaMaxime LinkedInSandra LinkedInSupport the show

PICNet’s suite of apps, Soapbox Engage, serves nonprofits and organizations of all sizes, helping meet all of their unique technology needs. In this episode, Ryan Ozimek, co-founder and CEO of PICNet, joins me to discuss the functions, integrations, and future of Soapbox Engage. Topics we cover include:The origin of PICNet, and how he grew it from an idea to the business it is todayAn up-close look at each app in the Soapbox Engage suite with their integrationsChallenges involved in creating these apps and maintaining their functionality as both individual apps and a whole platformAdditional services PICNet offers nonprofit organizationsA roadmap for upcoming developmentsTo connect with Ryan:Soapbox EngageLinkedInIf you enjoyed this podcast, please consider leaving a review on Apple Podcasts, or your preferred podcast player. Thank you kindly!Support the show

An introduction to my podcast and what I intend to share and explore.If you enjoyed this podcast, please consider leaving a review on Apple Podcasts, or your preferred podcast player. Thank you kindly!Support the show