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Salesforce event management
Salesforce event management




salesforce event management

Sort your data by income level or recent giving amounts to determine how you should price your event.

salesforce event management

  • Income level or giving history. Fundraising events are meant to be profitable, but they won’t be if your donors can’t afford to attend.
  • If that’s the case, consider investing in text-to-give software, hosting a live stream, or adding an online auction to the mix. If your constituents are located around the world, you might consider adding an online component to your event to make it more accessible. If your donors are all located in a central location, you should obviously plan your event within a reasonable distance. Within your Salesforce CRM, you should be able to locate all (or at least most) of the following insight into your donors: That being the case, you should use donor data stored in Salesforce to inform every aspect of your event and particularly, what type of event you’ll plan. Your donors will be the guests at your fundraising event, and they’re the ones who’ll determine if the event is a success or a failure. So how do you find a starting point for your event management process? L ook to your Salesforce data! More than likely, your organization has a limited amount of event planning resources, so you’ll need to be thoughtful when deciding where to allocate them. With so many different types of fundraisers, your nonprofit may feel a little lost at the beginning stages of event planning. On to the tips!ġ. Use your donor data to plan the right type of Salesforce event. Your next event is right around the corner, so let’s not keep your guests waiting.
  • Communicate with guests to measure event success.
  • Determine which on-site donation channels will appeal to your guests.
  • salesforce event management

    Set the right ticket prices for your event attendees.Devise a profitable guest list by studying Salesforce data.Use your donor data to plan the right type of Salesforce event.

    salesforce event management

    Here, we’ll walk through 5 other key strategies that can help knock your Salesforce event out of the park. All you have to do is work with an event management app that connects to your Salesforce CRM! All your constituent data and event management tools will be available in the same platform, and you’ll be able to get a comprehensive view of your nonprofit, your guests, and your event logistics-all on one screen!īut finding the right event management app is only one piece of the event management puzzle. By using data to better understand your donors, you can plan an event that’s appealing and exceptionally lucrative.įor Salesforce users, having data on-hand during the event planning process couldn’t be easier. Nonprofits who regularly plan fundraising events know that donor data is one of their most valuable resources.






    Salesforce event management