CRM

Relevant Skills
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Advice for Optimizing Our CRM for Fundraising
We are seeking volunteers with CRM expertise to help us optimize Salesforce for our donor management. In this one-hour session, we would love insights into best practices for organizing donor data, improving engagement tracking, and streamlining outreach. If you have experience with donor management, automation, or CRM best practices, your guidance can help us strengthen our fundraising efforts. No prep required—just your insights! We look forward to connecting.
Cape Cares
Location
Chelmsford, Massachusetts
Website
https://www.capecares.orgMember Since
Jun 2025
Completed Taproot Plus Partnerships
0
Organization Mission
Program Focus Areas
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Opportunities
1-Hour Consultation
Marketing Strategy
Youth Development
We have a social media marketing project that includes a sample campaign we would like to list on Taproot. However, we are not sure how to effectively communicate the deliverables...
Posted
Bee's Believers
1-Hour Consultation
Other
Environment
I'd like advice on the first steps of how to structure my non-profit. We're getting consulting work, so wondering how funds should be divided amongst the people helping. Various...
Posted November 08, 2024
Social Impact Studio.AI
1-Hour Consultation
Copy writing/editing
Civil Rights & Social Justice
I would like to present an early draft of an intro/pitch deck for potential corporate sponsors. It would be valuable to hear feedback to help streamline the content, understand...
Posted
Good Apple Initiative