I, too, am trying to use Salesforce for our church - if you have any success or are still pursuing it, would you drop me a line? I'd be interested in how people use it in different scenarios. Thanks!
I have not found a way for it to serve communion or set up our cafe on Sunday mornings. Sorry, i couldn't resist. Core areas that I have wrestled with mostly deal with customization and the time / training / resources needed to customize it to my particular "way" of doing church and what we measure or use it for.
Email-wise -I have not found a connector that it uses well for email marketing and follow up, but as noted above, I have limited time to stretch out and approach it from other angles.
We will begin using it in the short term to manage our bookeepping at the church - I am not aware of all my needs for it, but am going to try to apply it (in a limited sense) to a Quickbooks like application - Expenses and Donations.
I'm happy to connect with you off-line about it, too - I have found it extremely helpful for myself as a way to measure and track the things most important to my leadership and way of doing church, mostly because I can customize it to focus on what is most important to me.
I used it successfully to manage expenses, sunday service attendance, expenses and a few other items I wanted to track. I also used it for email marketing via Vertical Responses' 10000 free emails / month. Post if you'd like more info. We are no longer running the church (we closed the church plant I was leading), but I am still passionate to see how Salesforce can help nonprofits reach their mission. jb
Posted in: Salesforce for Church - Part II
I, too, am trying to use Salesforce for our church - if you have any success or are still pursuing it, would you drop me a line? I'd be interested in how people use it in different scenarios. Thanks!
Posted in: Salesforce for Church - Part II
I have not found a way for it to serve communion or set up our cafe on Sunday mornings. Sorry, i couldn't resist.
Core areas that I have wrestled with mostly deal with customization and the time / training / resources needed to customize it to my particular "way" of doing church and what we measure or use it for.
Email-wise -I have not found a connector that it uses well for email marketing and follow up, but as noted above, I have limited time to stretch out and approach it from other angles.
We will begin using it in the short term to manage our bookeepping at the church - I am not aware of all my needs for it, but am going to try to apply it (in a limited sense) to a Quickbooks like application - Expenses and Donations.
I'm happy to connect with you off-line about it, too - I have found it extremely helpful for myself as a way to measure and track the things most important to my leadership and way of doing church, mostly because I can customize it to focus on what is most important to me.
justin at wcvc.org
Posted in: Salesforce for Church - Part II
I used it successfully to manage expenses, sunday service attendance, expenses and a few other items I wanted to track. I also used it for email marketing via Vertical Responses' 10000 free emails / month. Post if you'd like more info. We are no longer running the church (we closed the church plant I was leading), but I am still passionate to see how Salesforce can help nonprofits reach their mission. jb