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Eventbrite to Salesforce made Easy in Bulk

Lots of firms and charities use Eventbrite for their events and Salesforce for their customer relationship management.

Makes sense – Eventbrite makes it really easy to set up, advertise and sell your events. Once people turn up, there are lots of easy, quick, simple ways to sign people in.

Salesforce is the number one CRM system for keeping track of your donors, customers or anyone else who engages with your system.

You want to know how to import your Eventbrite data into your Salesforce. Easy, there is a free tool that will import your events one by one! To update your events you have to run it against each of your events – one by one. THERE MUST BE AN EASIER WAY!

There is!

The Cloud Genius connector will scan all your Eventbrite events and use the data to update your campaign members. If the people do not exist in your database you have the choice to either have them created as Leads or Contacts (with an associated account, too).

It does all your jobs in one hit, can run regularly throughout the day and is really economical in terms of API calls.

Better than that it uses advanced data cleansing techniques to reduce the amount of dud data brought into your Salesforce environment. (You can even set a list of account names to be ignored.) It also works with the Non Profit Starter Pack installed.

For more information, just contact us.

Spreading the Goodness – Community Spirit Partnership CIC

It is not often that I promote a particular client, so there must be a really good reason!

The reason is that they make life better for local communities.

Community Spirit Partnership (CSP) work with communities to bring about Neighbourhood Development Plans. These plans are for the betterment of the local community and they only become a reality if the whole of the local community keeps informed and is in agreement. (Not just the ‘interested few’ who are seeking to make the local area better for themselves.)

http://communityspiritpartnershipcic.orgAs you can imagine, this is quite a shift for many communities. Often there are those who get involved in local planning and ‘the rest’. CSP helps local communities get over these hurdles. It brings communities together. CSP itself is a cross between a company and a charity – a Community Interest Company (CIC), which is a special type of organisation that was created for just this sort of work. I have also known some of the people involved for more years than I care to remember – so I know that they are brilliant.

Throughout the planning and implementation process it is vital for the local community to be kept up-to-date. Part of keeping a community informed is an up-to-date website. One that is easy for the various parties to update, but allows for editorial controls, automatic, consistent formatting, allows for the posting of plans and comments and send out emails alerting people to updates and links in with social media and is rock solid…

Please check out CSP – their work is changing lives and communities. I cannot do them justice in this short article. Go to their website CSP for the full information.

It would also be GREAT if you would leave a comment. Go on – just hit that comment button. I don’t often open comments, but I would really love to know what you think about this.

The Why and What of Salesforce (Charity Version)

Most charities need some way of keeping track of their donors and their volunteers.

Salesforce is a database that allows all of that.

Here is a video summary:

Charities have many other needs, too.

How about setting up a website advertising for new volunteers?

You can easily set up a webpage, using Salesforce, that will allow you to accept that information straight into your Salesforce database. It will take about three minutes and require no programming. If you require it to fit in with your website’s theme, you may need to pass it by your web designer to smarten it up. (That should take them five minutes.)

Supposing you want to be notified every time a new person applies through that website and set a task to remind you to check up on the applicant within a set time?

Salesforce workflows make that a snap.

Perhaps you need to keep track of all your volunteers’ CRB (criminal records bureau) checks or their driving licences or some other check?

How about a report that automatically arrives in your inbox every month telling you of the checks that are due to expire in the following month? Very easy to set up. Once set up you can forget it.

You run courses and you need to keep track of delegates, facilitators and the people who referred your delegates… who attended which course. You want to associate the feedback from the courses with the relevant facilitators. With Salesforce that is all really easy to set up.

This is all done without any servers in your office. All you need are PCs (Windows, Macs or Linux will all work) with one of the common browsers (Internet Explorer, Safari, Firefox or Chrome) and an internet connection.

Training is simple, too. For your users it presents as a simple website.

Simple!

The entire system is upgraded and improved three times a year, free of charge. (Each upgrade takes up to five minutes.)

It is all maintained in top quality, secure, safe, reliable data centres.

And, as a charity (or non profit), you may well qualify for 10 user licences for free. (Check out the Salesforce Foundation.)

What is not to like? (This has only just scratched the surface of what Salesforce can do.)

No wonder Salesforce is now a top database for charities. Easy, reliable, intuitive.

What is there left to do? Tailor it so it perfectly fits your organisation’s needs. Cloud Genius are experts not only in Salesforce, but also customisations that are specific to charities. We will also provide training on your bespoke environment. Click on the Salesforce logo to request more information.

What is not to love?

Click here now to contact us for more information
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