Event
Membership Peer Community: 3/21/23
Join your peers at philanthropy-serving organizations who serve in member services roles for a round-robin call to share your latest successes, tackle problems, and provide insight.
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Join your peers at philanthropy-serving organizations who serve in member services roles for a round-robin call to share your latest successes, tackle problems, and provide insight.
Resource
This resources includes recordings from the KM Collaborative's February 16, 2022 and March 2, 2022 Office Hours calls focused on Membership Metrics in Salesforce.
Event
We will continue the lively conversation about onboarding processes on the Membership Peer Community listserv for the first 30 minutes of the meeting followed by break-out discussions.
Resource
This is a recording of the KM Collaborative's July 29, 2020. Tracking and Measuring Engagements in Salesforce training session.
Resource
This resource has the notes and recording from the 2021 Virtual KM Users Group Requirements Gathering session.
Resource
Find out how to seek support as a KM Partner using our variety of resources.
Resource
This is a recording of presentations from the KM Collaborative's June 1, 2022 Office Hours: Tips and Tricks to Use Asana to Manage KM Support Requests.
Resource
This is a recording of a live demo from the KM Collaborative's November 10, 2021 Office Hours.
Resource
This is a recording of the KM Collaborative's September 30, 2020 Viewer's Choice training session.
Resource
This document provides space for KM Partners to keep a beat on how their peers are naming records, particularly on the Opportunity and Campaign objects. Please add the naming convention your PSO uses for various Opportunity and/or Campaign records depending on their record type. There is a READ ME tab in the document with additional instructions.
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