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Familiarize yourself with the nonprofit. Do some quick research and skim through anything you can find such as their website and/or social media.

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You'll have an 1 hour call to help a nonprofit leader navigate their challenge.
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CRM
Philanthropy & Capacity Building

Sessions

Taproot Foundation
,
CRM
http://www.taprootfoundation.org/

Posted
Member since 2014-12-12

This session is currently inactive, and cannot accept applications at this time.

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Session Overview

We are currently using the Salesforce/SurveyMonkey integration and I would like to understand capabilities and risks associated with auto-creating/updating Accounts and Contacts in Salesforce based on information coming in on SurveyMonkey forms.

Nonprofit Overview

Taproot Foundation, a national nonprofit, connects nonprofits and social change organizations with skilled volunteers through pro bono service. Taproot's mission is to create a world where organizations dedicated to social change have full access—through pro bono service—to the marketing, strategy, HR, and IT resources they need to be most effective.

Skills

Crm
Salesforce