United Way Retirees Association
Salesforce set up
UWRA is migrating from an existing instance of Salesforce that is integrated with our fiscal sponsor's CRM to a stand-alone instance through Salesforce's Nonprofit Success Pack. Much of the architecture will be similar, but we need a Salesforce developer to create the new instance. Our segmentation efforts have been limited because of our reliance on another organization's architecture. This project will have an immediate impact on our responsiveness to customers and our reporting capabilities. Initial planning is underway. We have an advisory group of several data specialists familiar with our current database who are already making suggestions for the stand-alone version. They are willing to assist with the transition and ready to get started.
To enrich the lives of current and future United Way retirees and alumni by helping them stay connected and by using their skills and talents to assist United Ways in serving their communities.