Make Salesforce.com successful for you by participating in our monthly meetings. Membership in SNUG is free and it's a fun (and confidential) way to share strategy, tricks, best practices, product reviews, tips, rants and raves with your peers at other nonprofit organizations.  Please accept our invitation to attend the July meeting of SNUG, the Salesforce.com San Diego Nonprofit Users Group. Details below.

When                
Wednesday, July 9, 8:30 am - 11:00 am

Where          
2404 F Street, San Diego 92102 (map below)

Venue Host   
Christianne White, Business Manager, Shakti Rising
www.shaktirising.org  

Food and Beverage
I'll pick up schmears at Einsteins. Send me your special order by Tuesday, July 8th.

Agenda
Our goal for the first 3 months is to get everyone comfortable with CRM practice and Salesforce.com functionality. We'll review some basics to help you enhance your current set-up or help you to set-up your new license right.

• Welcome New Members
• CRM Basics, by M. Capone
  • Object Hierarchies.  Does a donation belong to an organization or to a contact? Modern CRM platforms make set-up easy for non-technical people, but there is one abstract database concept that we all need to understand in order to set-up Salesforce properly - hierarchies.  Learning objective: Understand relationships and Salesforce limitations.   
    
  • The Development Process.  The only way to send constituents relevant and timely communications is to know where each individual constituent is in your development process. You'll need to track constituent by type and stage. Learning objective: Create your own CRM Blueprint.   
    
  • Salesforce.com Basics.  The goal of CRM is to track, analyze, and steer constituent behavior. I'll show you the basic tools and plg-ins for managing and analyzing your data and communicating with constituents. Learning objective: Add, edit, and delete a user, account, contact, file,d view, template, communication, and role.
    
• Presentation by our venue host (15 minutes).
  
• Open Discussion
• Tentative meeting schedule and venue hosts
  
  • August, Volunteer Center San Diego
  • September, CONNECT

Next Step
Send an e-mail to mcapone@goodmancapone.com to join SNUG, reserve your seat to the July meeting, and place your special schmear order.