|
Time
|
Session
|
Hosts
|
|
9:00 am - 9:45 am
|
Registration & Breakfast
|
|
|
9:45 am - 10:00 am
|
Kickoff & Welcome
|
Arkus Delivery Team Manager Kate Lessard
|
|
10:00 am - 10:30 am
|
How Data Cloud Can Take Your Organization into the Future
Welcome to the future of CRMs: Data Cloud. What is it and how could it help your organization? Let's talk about how it could help nonprofits better understand and act upon the behavior of their stakeholders.
|
Arkus Marketing Practice Lead Ed Gray and Salesforce
|
|
10:35 am - 10:55 am
|
From Sheets to Success: Modernizing Data Collection
Learn how Engineering Tomorrow leveraged FormAssembly and Salesforce to replace manual processes in Google Sheets, modernizing data collection, and achieving optimal operational efficiency.
|
Arkus Engagment Manager Zoe Waldridge and our client Engineering Tomorrow
|
|
10:55 am - 11:35 am
|
Ask Your Questions & Collaborate on these Topics:
- Reports & Dashboards
- Fundraising Solutions
- Switching to Salesforce
|
Arkus Consultants Jesse DePaoli, Kim Vlasnik, Cate Howes, and Kate Lessard
|
|
11:35 am - 12:15 pm
|
Using Discovery to Guide Your Build
Join Marilyn DelBosque, Arkus Implementation Consultant, in a conversation with Vivalon as they share their client success story of using a Discovery & Design project to achieve success in their Salesforce implementation.
|
Arkus Implementation Consultant Marilyn DelBosque and our Client Vivalon
|
|
12:15 pm - 12:30 pm
|
Break and Networking
|
|
|
12:30 pm - 1:15 pm
|
SUMO Scheduler Lunch & Learn:
Join us for a live demo and discover how you can simplify scheduling for your customers. With our online booking system, customers can easily schedule appointments, set up recurring bookings, and register for events and courses. Don't miss out on this opportunity to streamline your scheduling process!
|
SUMO Scheduler Team
|
|
1:15 pm - 1:50 pm
|
Let’s Talk Data Migration
Join Berkeley Baker, Arkus Delivery Team Manager and data specialist, and Adventist Healthcare to discuss the process of moving from Raiser's Edge to Salesforce and making sure your data effectively makes the move too!
|
Arkus Delivery Team Manager Berkeley Baker and our client Adventist Healthcare
|
|
1:50 - 2:30 pm
|
Ask Your Questions & Collaborate on these Topics:
- NPSP
- Salesforce Basics
- Switching to Salesforce
|
Arkus Consultants Maggie Finnegan, Tiffany Arnaldo, Andrew Fretwell, Miriam Nankin, and Cassidy Schulze
|
|
2:30 pm - 3:00 pm
|
Moves Management Strategies
Join Cassidy Schulze, Arkus Implementation Consultant, to learn how to upgrade your moves management strategies through automations and the NonProfit Success Pack (NPSP) to reach a higher volume of donors with even more surprise and delight.
|
Arkus Implementation Consultant Cassidy Schulze
|
|
3:00 pm - 3:45 pm
|
Ask Your Questions & Collaborate on these Topics:
- Data Migration
- Flows
- Switching to Salesforce
|
Arkus Consultants Susan Morales, Scott Searle, Jon Squicciarini, and Aaron Gunning
|
|
3:45 pm - 4:25 pm
|
Preparing for your Salesforce Implementation Project
Join the Arkus Sales Team to learn how you can prepare to implement Salesforce for your organization. We will answer your questions collected throughout the day.
|
Arkus Consultants Cate Howes, Andrew Fretwell, Jon Squicciarini, and Miriam Nankin
|
|
4:25 pm - 4:40 pm
|
So long, Farewell!
|
Arkus CEO & Co-Founder Jason Atwood
|
