Salesforce Advisor

Looking for someone who can help us move from using Salesforce as a database to the more sophisticated CRM system we know it can be!

Salesforce Advisor

Posted 多過 2 年 ago. Application closed.



  • Someone who has significant Salesforce experience who can provide some data analysis such as running reports (say once per week; fortnight; month)
  • Can help us to organise and segment and ‘read’ our data
  • Can then train our team of four in how to better use our Salesforce, especially the reporting functions and campaign functionality - and make our use of it more effective, clean and routine
  • We would like to meet in person once or twice at least to kick off the project. In person meetings would need to be weekday working hours (can be flexible on exact timings to suit volunteer) and the rest can be done in the volunteer’s own time/own schedule.

We use the Salesforce Non-profit Success Pack for donor and volunteer management and it was implemented 1.5 years ago. We are now accustomed to using the donor/volunteer management app for logging and recording data. Now we need help learning how to build and run reports, analysing the data, setting up some systems for review and spotting trends - and how we can use the ‘campaigns’ function.


Salesforce Non-profit Success Pack and a team of four who are willing and ready to learn!


Having good systems helps make us more effective and efficient so that we can save more time on working and use more time on helping people. We need a better and more up to date measure of our funding sources, segments and trends; we are currently inputting the data, but need help on the next step! The contribution of your expertise can make a big difference for us as this is a gap in our team’s knowledge.


17 Jan 2022 - 30 Apr 2022


ImpactHK Office (Tai Kok Tsui) and / or Remote



每週 2 小時

  • 數據分析
  • Salesforce培訓
  • 數據管理
  • 英文
Age Range


ImpactHK Limited



We work with people experiencing homelessness to help them settle in a safe home, restore their mental and physical wellbeing, build their self-esteem, increase their social capital and discover their purpose. To do this we provide direct holistic support to people experiencing homelessness and empower them to transform their lives. At the same time we build community connections to increase collective understanding of homelessness and empathy towards the people who experience it. We also address the systemic issues that cause the housing crisis and stand up with those who lack the basic human right to safe housing.

Salesforce Advisor

2 hours per week, 3 個月

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