more notes from the Japan Fundraising conference
Lunch session
Sales force and then ACE on the use of salesforce database and data mgt products
l How ACE uses the saelforce data base
l Event info mgt
l Supporter info
l Schedule other info mgt?
l Monthly supporter report
l Personalizing what they send to supporters
Shared schedule for staff volunteers and supporters
* Salesforce does give a certain # of free software packages way each year
in need of more IT support volunteers to help in Japanese
Success points
Sales force support integral for set up
Database allows for ongoing communications with diverse stakeholders - in different ways
Systematic data entry and use
PCM cycle basis
Point person must be designated
Include all info from name cards
Event parts
Donors
Membership mgt
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