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Managing Prospects in Salesforce
This is a recording of presentations from the KM Collaborative's July 6, 2022 Office Hours featuring managing prospects in Salesforce.
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This is a recording of presentations from the KM Collaborative's July 6, 2022 Office Hours featuring managing prospects in Salesforce.
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These are the notes and recording from the 2020 Virtual KM Users Group Engagement Tracking and Scoring session.
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This resource includes the agenda, notes, and recording from the 2022 KM Virtual Users Group session Engagement Data: Beyond Transaction.
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Join us for Office Hours Programming in August!
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Join us for Office Hours Programming in July!
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A key policy issue for the Forum is Donor-Advised Funds.
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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.
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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.
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This week, United Philanthropy Forum joined partner organizations in sending a letter to the leaders of the House Ways and Means Committee expressing concerns about the potential impact recently introduced bills could have on the charitable sector.
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