June 25, 2021 - Impact Measurement & Management on Salesforce with Zak Kaufman

Jun 25, 2021, 3:00 – 4:00 PM

In this session, we'll walk through five common use cases for IMM on Salesforce - from tracking beneficiaries and service delivery to centralizing impact data across a portfolio of grants, projects, programs, or investments to aggregating data up for a more holistic oversight of portfolio impact.

About this event

When it comes to impact measurement and management (IMM), we often hear from organizations, ‘We had no idea this could all be done in one platform!' The reality is that many organizations have become accustomed to data silos and assumptions that Salesforce is limited to fundraising or CRM data. This session will focus on demystifying IMM on Salesforce, sharing lessons learned from a decade of selling, designing, and implementing IMM solutions for a range of social-impact organizations - from large i-NGOs to community based organizations, from funders and impact investors to social enterprises - around the world.

Using real-world examples, we'll walk through five common use cases for IMM on Salesforce - from tracking beneficiaries and service delivery to centralizing impact data across a portfolio of grants, projects, programs, or investments to aggregating data up for a more holistic oversight of portfolio impact. We welcome you to join the conversation about how we can collaboratively continue to expand IMM solutions on Salesforce that will ultimately transform programs for the better.

Speaker

  • Zak Kaufman

    Vera Solutions

    Co-founder & CEO

When

When

Friday, June 25, 2021
3:00 PM – 4:00 PM UTC

Agenda

3:00 PMIntroductions
3:10 PMPresentation
3:45 PMWrap-Up

Group Leaders

  • Lisa Glass Kornstein

    Leader

  • Dan Flanigan

    YAI Seeing Beyond Disability

    Solution Architect

  • Nico Marino

    Leader

  • Bill Florio

    Community Group Leader

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