Migrating from NPSP to Nonprofit, Data, and Marketing Clouds
United Way Calgary, with the help from Cloud for Good, is changing the game regarding constituent engagement, and so could you – with the help of Nonprofit, Data, and Marketing Clouds.
Important: This session is first come, first seated. You do not have a reserved seat.
, Director of Sales, Cloud for Good
, VP, Transformation, United Way of Calgary and Area
Role: IT, Product Management
Industry: Nonprofit
Product: Agentforce Marketing, Agentforce Nonprofit, Data 360
Session Level: Intermediate
Session Type: Breakout
Tuesday, Sep 178:30 AM - 9:15 AM PDT
(3:30 PM - 4:15 PM GMT)
Metreon AMC, L3, Theater 10
Session Summary by Einstein: The session at Dreamforce highlighted the transformative journey of nonprofits adopting Salesforce's innovative solutions, such as Nonprofit Cloud and Marketing Cloud. Focused on overcoming common sector challenges like resource constraints, data management, engagement strategies, and digital transformation, the discussion provided insights into the experiences of successful migrations and the benefits realized. United Way shared its story of migrating from an older CRM to Salesforce, emphasizing the importance of strategic planning, partner selection, and change management. Salesforce representatives detailed the ongoing support for Nonprofit Success Pack (NPSP) users and the considerations for moving to Nonprofit Cloud, including business model alignment, technology readiness, and investment capacity. Cloud for Good shared tips on how to get started with Nonprofit Cloud.
Key Takeaways by Einstein:
• Nonprofit organizations can leverage Salesforce solutions to address sector-specific challenges, enhance data management, and improve engagement with donors and stakeholders.
• Migrating to Salesforce's Nonprofit Cloud requires careful planning, leadership buy-in, and a strategic partnership with experienced implementation partners to ensure a smooth transition and successful adoption.
• Salesforce remains committed to supporting NPSP while encouraging organizations to consider Nonprofit Cloud for its integrated ecosystem, which includes fundraising, program management, and outcome measurement.
With sessions and hands-on activities led by product experts, visionaries, and fellow Trailblazers, Dreamforce offers a deep dive into the latest in CRM + AI + Data + Trust.
Merlinda Lu
Salesforce Developer, IBM
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