Hi Christine,
As a full disclosure, I am a consultant and advise non profits regarding
their CRM related needs and goals, and have worked with organizations to
set up organizational processes using Salesforce.
To provide a brief outline of Salesforce's moves management: if you have a
Nonprofit Success Pack, then you have Levels and Engagement Plans. These
are the primary building blocks of moves management related workflows. You
can set up automation on Levels so as to segment your database according to
certain criterion such as total giving or capacity rating etc. and link it
with Engagement Plan that allow automating a strategy to take the
constituent through planned moves. You can add to it integrations, custom
created workflows and integrate other business processes to create a
sophisticated system for moves management.
Hope this provides you with some starting pointers regarding this. If you
have any further questions, then you can post your specific scenarios so
that the community might be able to understand your needs better.
*Medha Nanal*
*Strategic Data & CRM Consulting for Nonprofit & Education Organizations*
(Fundraising/Advancement, Programs, Operations, Communications)
650-600-9374
www.topcloudconsult.com
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On Mon, Sep 2, 2019 at 1:14 AM Christine Benally Peranteau <
christine.benally@gmail.com> wrote:
> Hello!,
>
> Anyone out there using Salesforce to manage workflows on a moves
> management system? E.g., setting up common tasks that follow on the
> identification of a constituent as a major gifts prospect?
>
> Would love to pick your brain on how to set these up. We are an
> International organization based in Vienna (seforall.org) that just
> migrated from Podio to Salesforce with no one on the team having a
> background in salesforce implementation (I have a background as a DBA in RE
> and working with Advance but no prior experience with salesforce).
>
> Any help would be greatly appreciated.
>
> Best,
>
> Christine Benally Peranteau
> Vienna (Wien) Austria
>
> Fundraising and Strategic Planning Consultant
>
www.linkedin.com/in/christine-benally-peranteau
> <http://www.linkedin.com/in/christine-benally-peranteau>
>
>
>