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Real-world Salesforce Visual Workflow for a nonprofit

Judi Sohn

I created a ScreenSteps document to show them step-by-step how to enter a new contact/household and distributed the PDF via email. To add a new prospective member they need to: Search to see if contact already exists. If the contact doesn’t already exist, create the contact for the primary member. That’s easy.

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OpenPhone rings up $14 million to put your work phone in an app

TechCrunch

But the business phone has been mostly stuck in the past. The company, which today announced the close of a $14 million Series A financing, is looking to bring to our work phone the same modern communications features that we use every day. That said, legacy solutions are often highly complicated phones with no messaging capabilities.

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Why You Need a Full-Funnel Nonprofit Digital Marketing Strategy

Whole Whale

Whole Whale created the Funnel of Engagement to help orgs like you better map the typical journey a supporter takes from being Aware of your organization to becoming Committed to your cause. Make smarter decisions : Build campaigns and content that meet peoples needs at each stage and interaction with your org.

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Fundraising Apps: 25+ Tools To Help Your Org Raise More

Bloomerang

With both nonprofit-facing and donor-facing technology, they make it easy to manage all aspects of your next event right from your phone. Communication with major donors frequently consists of phone calls and travel for face-to-face conversations. Creating a Monthly Giving Program: Tips for Nonprofits. A recurring donation!

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The Countdown is On: Celebrating National 211 Day!

VisionLink

Join us as we celebrate the individuals behind the life-enhancing services of 211 call and contact centers nationwide! 211 can be accessed by phone or computer at 211.org. Saturday, February 11th, is National 211 Day 2023! 211 is the most comprehensive source of information about local resources and services in the country.

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10 Things Your Nonprofit Home Page Must Have

NTEN

Clear, intuitive navigation that is organized according to the brain of the people who come to your website and NOT your org chart. Your contact information, including email address, phone number and street address. A quick case or link to a case for why you’re THE organization to support and where the money goes.

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4 Quick Tips to Remember When Planning an Advocacy Campaign

Top Nonprofits

If you’re a new organization without many resources or contacts, you may have more luck working first at the local level. Plan for when you’ll begin to contact volunteers, when you’ll reach out to the broader public, and when you want to accomplish your goal. Personalize your messages to every contact.

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