Are you taking full advantage of your investment in Salesforce?
Salesforce is chock full of great features, and more are deployed with each release. At Sleek, we spend a lot of time in Salesforce. We work in systems that support all kinds of organizations, from 1 or 2 person teams to hundred-person advancement departments. We want to do the hard work of identifying useful Salesforce features so that you don’t have to.
In this upcoming webinar, we want to highlight some of the most powerful yet underutilized tools within Salesforce to help you get the most out of your CRM. Not on Salesforce? No matter! Join us for a glimpse into what a modern fundraising and engagement platform looks like. Some highlights will include:
- Salesforce flows: Powerful automations made easily accessible to non-technical, non-code-savvy users.
- Lightning Record Pages: display only the relevant information to users depending on their job function, record criteria, and more.
- Experience Cloud Pages: seamlessly create and publish public-facing (or login authenticated) web pages for a wide variety of purposes from event sign-ups to giving day dashboards. Tie these pages directly to your CRM data.
- Free modules for nonprofits: Program Management, Outbound Funds Grants and Scholarship Management, and more!
Join us on December 11th at 1:30 PM eastern. Bring questions and get ready to see what some of these great features can do!
VP of Marketing and Sales
Sleek Consulting LLC
Jason Long
Jason Long began working in Advancement at his alma mater, Western Michigan University, in 2011 and oversaw alumni communications, advancement services, gift processing, and web user experience as the Associate VP of Advancement Operations. He led the WMU Advancement transition from legacy data systems to Salesforce in 2018 with attention to improving processes, maximizing return on investment, and minimizing change management needs. As a certified Salesforce Administrator, Jason has experience in leveraging the CRM platform to increase donor participation through collaboration and personalized user experience for online giving, event registration, community development, and marketing outreach. Jason is committed to process improvement and data automations that allow advancement professionals to focus on productivity rather than managing tasks.
Roman Druzdzel
Editor and Marketing Manager
Sleek Consulting LLC
Roman Druzdzel
Roman joined Sleek in 2021, leaving his role as an instructor of college-level writing for a career that puts his enthusiasm for technology to good use. Four Salesforce certifications later, he can’t stop learning about the platform. He specializes in engagement tools and implementing solutions for online giving, events management, and marketing automation. Roman’s love for writing also holds a central place in his work at Sleek. He produces marketing content and technical documentation to keep his audiences informed and engaged.
Upcoming Webinars & Replays
January 2025 Webinar: Self Service for Constituents
Webinar: What Your Gift Officers Really Need – Strategies for Supporting Your Fundraising Team
On Demand: QSS™ for Education Cloud Showcase/Webinar Recordings
How Phonathon Becomes a Call, Text, and Email Engagathon in the Digital Age
2024 QSS™ for Education Cloud Showcases/Webinars
Maximize the Return on Your Screening Dollars
Digital Interactivity: Engage with Forms, Live Dashboards, and Gamification
Disrupting Legacy Gift Club Process: Automated, Personalized Engagement and Stewardship
21st Century Fundraising: Plan for Planned Giving
21st Century Fundraising: Making Annual Giving Easy
Connect With Us.
Sleek Consulting, LLC
158 Main St, Kingston, NH 03848
(603) 642-5594
©2019 Sleek Consulting LLC. All rights reserved.