Donor and Prospect Mgt Advice?

[joel.goodhart]

Hello!

I was wondering if there's any documentation or tips for managing the donors and prospects we have in Salesforce? What information should we be trying to capture, and how best to utilize that data...is this something that C&P has functionality currently through Connect, or do I need to develop it through custom fields, etc. in Salesforce?

Any advice would be greatly appreciated!

Thanks,

Joel

[rpirog]

Hi Joel,

At my agency, we have the Nonprofit Starter Pack from Salesforce, which does a pretty good job. What exactly are you trying to see with your donors, what information are you trying to track outside of notes and lifespan of the donation levels?

[joel.goodhart]

Hi rpirog,

I appreciate the tip. I do have that installed, I just haven't "used" it actively - mostly I use C&P for the event management and virtual terminal piece. I think it's time I got serious about using NPSP more effectively, so I'm going to work through the Salesforce Trailhead for it - https://trailhead.salesforce.com/tra...it_fundraising

All the best,

Joel