Calendar of Trainings and Events

Jul
13
Fri
BOOTCAMP 101: Salesforce Training for Nonprofits
Jul 13 @ 9:00 am – 4:00 pm
BOOTCAMP 101: Salesforce Training for Nonprofits

Are you a nonprofit that needs help understanding and implementing Salesforce, but lacks the skills and resources to take advantage of the platform’s power?

If yes, we have a great event for you – our Salesforce Bootcamp 101 for Nonprofits!

At 501Partners, we’re experts at Salesforce and want to share our knowledge with nonprofits that are looking to use this powerful platform to improve operations.

By the end of the bootcamp you will know how to:

 

 

  • Record Donations
  • Manage Tasks
  • Customize records
  • Import Data
  • Launch campaigns
  • Generate reports
  • Create Dashboards

Who Should Attend: Executive Directors, Development Staff, Admin Staff, Volunteer Coordinators, Program Directors.

To register, click the blue “Tickets” button above or click here.

 

What attendees have said about Bootcamp

“I wish I had taken this class 1.5 years ago, it would have made my job a lot easier!”

“Thank you so much for a great workshop! I definitely learned a lot, and I look forward to diving into Salesforce and seeing what it can do for our organization.”

Paul, the presenter was awesome! The best part was that he was able to pause and answer questions, and then continue with his train of thought. He’s very easy to understand, and able to demonstrate on the screen how to actually do things, including when answering random questions.”

 

Jul
19
Thu
WEBINAR: RollCall & Attendance Tracking in Salesforce @ virtual
Jul 19 @ 12:00 pm – 12:30 pm

RollCall 3.0 is a custom solution designed by 501Partners. Developed with educators, trainers, and event planners in mind, RollCall makes attendance tracking in Salesforce a seamless process. Allow us to guide you through a demonstration of this product, which facilitates bulk attendance tracking and automation. RollCall allows for fully configurable attendance pages, customizable fields (including photos and links), automatic record creation and management, calendar integration, and mobile compatibility.

Jul
26
Thu
WEBINAR: 501CaseManager and RollCall: Better Together @ Virtual
Jul 26 @ 12:00 pm – 12:30 pm

Many multi-service organizations have found that two of our products for Salesforce–501CaseManager and RollCall–meet their needs best when used together. RollCall automates attendance tracking and record management, while 501CaseManager allows end users to easily enter client data and track these cases through multiple programs and engagements.

Because our solutions are based on Salesforce, they provide powerful reporting across multiple data points. 

Attend our free webinar and see why 501CaseManager and Roll are better together!

 

 

Aug
3
Fri
BOOTCAMP 101: Salesforce Training for Nonprofits
Aug 3 @ 9:00 am – 4:00 pm
BOOTCAMP 101: Salesforce Training for Nonprofits

Are you a nonprofit that needs help understanding and implementing Salesforce, but lacks the skills and resources to take advantage of the platform’s power?

If yes, we have a great event for you – our Salesforce Bootcamp 101 for Nonprofits!

At 501Partners, we’re experts at Salesforce and want to share our knowledge with nonprofits that are looking to use this powerful platform to improve operations.

By the end of the bootcamp you will know how to:

 

 

  • Record Donations
  • Manage Tasks
  • Customize records
  • Import Data
  • Launch campaigns
  • Generate reports
  • Create Dashboards

Who Should Attend: Executive Directors, Development Staff, Admin Staff, Volunteer Coordinators, Program Directors.

To register, click the blue “Tickets” button above or click here.

 

What attendees have said about Bootcamp

“I wish I had taken this class 1.5 years ago, it would have made my job a lot easier!”

“Thank you so much for a great workshop! I definitely learned a lot, and I look forward to diving into Salesforce and seeing what it can do for our organization.”

Paul, the presenter was awesome! The best part was that he was able to pause and answer questions, and then continue with his train of thought. He’s very easy to understand, and able to demonstrate on the screen how to actually do things, including when answering random questions.”

 

Aug
9
Thu
WEBINAR: 501CaseManager for Youth-Serving Organizations @ Virtual
Aug 9 @ 12:00 pm – 12:30 pm

501CaseManager is perfect for youth-serving organizations. Staff want simple data entry and an intuitive user interface, and to easily track program participants throughout their engagement with the organization. From enrollment to service provision to participation in multiple programs, 501CaseManager allows your case managers to track critical engagements and capture outcomes.

Because it’s based on Salesforce, 501CaseManager provides powerful reporting across multiple data points. Another perk? You don’t need to have any knowledge of coding to edit and customize it for your organization.

 

Aug
23
Thu
WEBINAR: 501CaseManager for Call Centers @ Virtual
Aug 23 @ 12:00 pm – 12:30 pm

Call centers have unique needs. Staff need to identify a caller’s history with the organization. They need to document the interaction quickly, efficiently, and point the caller to a solution. Supervisors want to know that staff are managing calls properly, documenting accurately, and need to access reporting data and other vital statistics in real time.

Find out how 501CaseManager meets the needs of call centers:

  • Quickly find the caller in the system, or add a new person without creating duplicate records
  • Interactions are tracked in an easy-to-use dashboard and data entered via an intuitive interface
  • Notes are easily created and shared with appropriate staff; documents are easily attached and accessible
  • Ability to start typing notes immediately, especially important if a caller is in distress
  • Replicates an organization’s existing processesfrom intake to discharge or solution
  • Require fields and customize page layouts to minimize mistakes and guarantee accurate reports

Because it’s based on Salesforce, 501CaseManager provides powerful reporting across multiple data points. Another perk? You don’t need to have any knowledge of coding to edit and customize it for your organization.

 

Sep
7
Fri
BOOTCAMP 101: Salesforce Training for Nonprofits
Sep 7 @ 9:00 am – 4:00 pm
BOOTCAMP 101: Salesforce Training for Nonprofits

Are you a nonprofit that needs help understanding and implementing Salesforce, but lacks the skills and resources to take advantage of the platform’s power?

If yes, we have a great event for you – our Salesforce Bootcamp 101 for Nonprofits!

At 501Partners, we’re experts at Salesforce and want to share our knowledge with nonprofits that are looking to use this powerful platform to improve operations.

By the end of the bootcamp you will know how to:

 

 

  • Record Donations
  • Manage Tasks
  • Customize records
  • Import Data
  • Launch campaigns
  • Generate reports
  • Create Dashboards

Who Should Attend: Executive Directors, Development Staff, Admin Staff, Volunteer Coordinators, Program Directors.

To register, click the blue “Tickets” button above or click here.

 

What attendees have said about Bootcamp

“I wish I had taken this class 1.5 years ago, it would have made my job a lot easier!”

“Thank you so much for a great workshop! I definitely learned a lot, and I look forward to diving into Salesforce and seeing what it can do for our organization.”

Paul, the presenter was awesome! The best part was that he was able to pause and answer questions, and then continue with his train of thought. He’s very easy to understand, and able to demonstrate on the screen how to actually do things, including when answering random questions.”

 

Oct
5
Fri
BOOTCAMP 101: Salesforce Training for Nonprofits
Oct 5 @ 9:00 am – 4:00 pm
BOOTCAMP 101: Salesforce Training for Nonprofits

Are you a nonprofit that needs help understanding and implementing Salesforce, but lacks the skills and resources to take advantage of the platform’s power?

If yes, we have a great event for you – our Salesforce Bootcamp 101 for Nonprofits!

At 501Partners, we’re experts at Salesforce and want to share our knowledge with nonprofits that are looking to use this powerful platform to improve operations.

By the end of the bootcamp you will know how to:

 

 

  • Record Donations
  • Manage Tasks
  • Customize records
  • Import Data
  • Launch campaigns
  • Generate reports
  • Create Dashboards

Who Should Attend: Executive Directors, Development Staff, Admin Staff, Volunteer Coordinators, Program Directors.

To register, click the blue “Tickets” button above or click here.

 

What attendees have said about Bootcamp

“I wish I had taken this class 1.5 years ago, it would have made my job a lot easier!”

“Thank you so much for a great workshop! I definitely learned a lot, and I look forward to diving into Salesforce and seeing what it can do for our organization.”

Paul, the presenter was awesome! The best part was that he was able to pause and answer questions, and then continue with his train of thought. He’s very easy to understand, and able to demonstrate on the screen how to actually do things, including when answering random questions.”

 

Nov
2
Fri
BOOTCAMP 101: Salesforce Training for Nonprofits
Nov 2 @ 9:00 am – 4:00 pm
BOOTCAMP 101: Salesforce Training for Nonprofits

Are you a nonprofit that needs help understanding and implementing Salesforce, but lacks the skills and resources to take advantage of the platform’s power?

If yes, we have a great event for you – our Salesforce Bootcamp 101 for Nonprofits!

At 501Partners, we’re experts at Salesforce and want to share our knowledge with nonprofits that are looking to use this powerful platform to improve operations.

By the end of the bootcamp you will know how to:

 

 

  • Record Donations
  • Manage Tasks
  • Customize records
  • Import Data
  • Launch campaigns
  • Generate reports
  • Create Dashboards

Who Should Attend: Executive Directors, Development Staff, Admin Staff, Volunteer Coordinators, Program Directors.

To register, click the blue “Tickets” button above or click here.

 

What attendees have said about Bootcamp

“I wish I had taken this class 1.5 years ago, it would have made my job a lot easier!”

“Thank you so much for a great workshop! I definitely learned a lot, and I look forward to diving into Salesforce and seeing what it can do for our organization.”

Paul, the presenter was awesome! The best part was that he was able to pause and answer questions, and then continue with his train of thought. He’s very easy to understand, and able to demonstrate on the screen how to actually do things, including when answering random questions.”

 

Dec
7
Fri
BOOTCAMP 101: Salesforce Training for Nonprofits
Dec 7 @ 9:00 am – 4:00 pm
BOOTCAMP 101: Salesforce Training for Nonprofits

Are you a nonprofit that needs help understanding and implementing Salesforce, but lacks the skills and resources to take advantage of the platform’s power?

If yes, we have a great event for you – our Salesforce Bootcamp 101 for Nonprofits!

At 501Partners, we’re experts at Salesforce and want to share our knowledge with nonprofits that are looking to use this powerful platform to improve operations.

By the end of the bootcamp you will know how to:

 

 

  • Record Donations
  • Manage Tasks
  • Customize records
  • Import Data
  • Launch campaigns
  • Generate reports
  • Create Dashboards

Who Should Attend: Executive Directors, Development Staff, Admin Staff, Volunteer Coordinators, Program Directors.

To register, click the blue “Tickets” button above or click here.

 

What attendees have said about Bootcamp

“I wish I had taken this class 1.5 years ago, it would have made my job a lot easier!”

“Thank you so much for a great workshop! I definitely learned a lot, and I look forward to diving into Salesforce and seeing what it can do for our organization.”

Paul, the presenter was awesome! The best part was that he was able to pause and answer questions, and then continue with his train of thought. He’s very easy to understand, and able to demonstrate on the screen how to actually do things, including when answering random questions.”