Category: Salesforce

Change Management & Digital Transformation

Sorry we missed you! We missed seeing you at our Change Management and Digital Transformation happy hour. If you’d like more information on Salesforce solutions and how it can enhance your mission, please contact us! Kindly, The Redpath team Connect With Us! Drive a successful technology transformation Whether you are implementing a new software or changing an existing solution, changes in technology have a massive impact on people, whether it be staff, partners, customers, or constituents. All too often technology change investments are over allocated to the technology, neglecting the individuals you ...

Make Monthly Giving Seamless With Salesforce

Bolster your volume of donors! Monthly giving programs boost giving to nonprofits and today’s donors have come to expect a monthly giving as a way to donate. Whether you are looking to improve how you manage monthly giving in Salesforce or are considering migrating to Salesforce, this webinar recording is for you! With our partners, Chargent and FormAssembly, we are hosting this joint webinar to help nonprofits, like yours, increase the volume of donors! Imagine the impact of your giving with dynamic and visually appealing donation forms, keeping monthly gifts in sync with your CRM, ...

Redpath Salesforce Support Opportunity

Overview As a part of our commitment to our community, Redpath is offering up to 15 hours of Salesforce support during our winter volunteer event being held January 11-12, 2023. Any organization who would like to be considered for this grant may fill out the below application.  Grant applicants will propose a project or training for Redpath to complete during the event, and winners will be selected based on criteria outlined below.  Applications are due October 31, 2022 and Grant winners will be announced November 30, 2022. Questions? Reach out to Sarah Ellingboe at sarah_ellingboe@redpathcg.com. Guidelines ...

Dreamforce Kick Off: Mission Jam

Sorry we missed you! We missed seeing you at our Kick off to Dreamforce: Mission Jam 2022. If you’d like more information on Salesforce solutions and how it can enhance your mission, please contact us! Kindly, The Redpath team Connect With Us! Learn how local leaders leverage Salesforce to meet their mission If you're like us, you're incredibly excited to be among other Salesforce fanatics at Dreamforce 2022 this year! We couldn't contain our excitement, so we're hosting an event to kick off the week and talk all things Salesforce right ...

Salesforce Talent Alliance Spotlight: Black History Month – On-Demand Video

Redpath was honored to take part in Salesforce's first LinkedIn Live Spotlight of 2022, Black History Month. Listen and learn from Bree Maddox and Christian Ohonba, Redpath, and David Lopez, Girtly, about how we can create an employee experience that is equitable and inclusive for Black talent. Lily Barker, Talent Alliance will be hosting Thursday, February 24th at 9am PST.

Marketing Automation With Salesforce

Sorry we missed you! We missed seeing you at our in-person marketing automation event. If you'd like more information on marketing automation Salesforce solutions, please contact us! Let's connect to help you solve your business needs. Kindly, The Redpath team Connect With Us! Enhance and automate your marketing with ease! Join us for bagels, fruit, and coffee during this in-person Marketing Automation With Salesforce event on Wednesday, April 6, 2022. A panel of Redpath’s experienced marketing automation consultants will highlight: The differences between email marketing and marketing automation. Salesforce’s marketing automation ...

Salesforce Multi-Factor Authentication (MFA) 101

Salesforce announced starting February 1, 2022, customers are contractually required to use multi-factor authentication (MFA) when accessing most Salesforce products, either by logging in to the user interface directly or through single sign-on (SSO). But what exactly does this mean for your organization? Watch our webinar to: Understand what MFA is and how it will impact your organization. Know the deadline for compliance and risk to your organization if you don’t comply. Hear our clients questions and answers. Access the recording now! Watch the Recording

How to Leverage Salesforce for Major Gifts Success

In this recorded webinar, How to Leverage Salesforce for Major Gifts Success, you’ll learn how to improve relationships with your donors and transform your major gifts pipeline by combining the right strategy with Salesforce CRM that puts your donors at the center of your mission. This webinar covers: Understanding the economic importance of creating and managing a successful major gifts pipeline. How Salesforce, when coupled with a proven major donor communication strategy, creates major gift success. How to use data to accelerate authentic and meaningful relationships with major donors. Your org can’t afford another day without new techniques and ...

Salesforce Security Best Practices

Protecting your Salesforce database is paramount, particularly in this time of high remote and mobile usage. There are some simple steps that even the busiest admins can add to their routine to ensure that they are mitigating security risks. Watch this on-demand webinar to uncover the easy, actionable steps you can take to keep your data safe. With 15x-certified Salesforce Architect Karen Kremer as your guide, you’ll learn how to: Develop a consistent, efficient security check routine without overwhelming your workload Protect your Salesforce org from unauthorized users Establish security settings to bar inappropriate org usage Access free resources ...

DEMO: Enhancement Manager for Salesforce

The power to improve your entire Salesforce operation without leaving your CRM, thanks to Enhancement Manager for Salesforce® — a free app from Redpath. Watch this on-demand webinar for a demo on how this new app can help you document, manage and track your Salesforce roadmap and support tickets directly in Salesforce. You’ll also learn how to increase the visibility of your Salesforce initiatives across all levels of your organization and create a living history of your system changes over time. This webinar will demonstrate how Enhancement Manager for Salesforce can help you: Increase user adoption and communication Plan and budget ...