Salesforce Advisor

Provide training on the use of Salesforce for our team (in Cantonese)

Salesforce Advisor
Poverty
Health
Youth

Posted almost 3 years ago. Application closed.

Questions? Submit an enquiry

Project Details

What we need
  • We are looking for someone with significant experiences in database management
  • Train our staff on how to use the database to make their work more efficient, effective, clean and routine
  • We will look at all the data sources, collate the data and send it to you to help with organising and segmenting them into different areas (fundriaising, families etc)
Background

We were offered Salesforce several years ago, but we never really fully integrated it into the charity and made the most of it. We really need to get our families, donors, clients, accounts, events, prospects, donors for the last few years on the database properly.

What we have

We can equip the volunteer with access to both databases, and a computer on loan as well as a seat at our office if they prefer working in an office to home.

Why this is important

We need an efficient way to record and manage our data. We have access to Salesforce but few members know how to use it. We need to make sure that all members of the staff (the case managers use it for recording cases they work on for families, and the fundraiser uses it to record donations, submissions, events etc, proposals, pipelines) and the PR person uses for contact loading and e newsletters. It will help us to be more organised, spend less time on admin and create great stats.

Project Period

16 Jul 2021 - 15 Aug 2021

Location

Causeway Bay or Remotely

Honorarium available upon completion

Requirements

Time

7 hours per week

Skills
  • Salesforce
  • Data Management
Language
  • Chinese (Cantonese)

Swire Trust Go-Givers Program aims to encourage skilled volunteers to support Swire Trust NGO partners in education, marine conservation, and arts.

From now until 2025, 10 outstanding volunteers will be selected annually as the “Swire Trust Go-Givers of the Year" with special and empowering rewards. 40 volunteers who contribute the highest number of hours annually will also be recognised! Meet our previous Go-Givers here and view the rewards here.

About the Organization

ChickenSoup Foundation Limited

http://www.chickensoupfoundation.org/

Causes

Poverty
Health
Youth
What we do

Founded in 2013, ChickenSoup Foundation serves low-income single-parent families with children with Special Educational Needs. These families live in extreme poverty without breadwinner but multiple illnesses. By providing timely, holistic and tailored solutions, ChickenSoup Foundation empowers families to lead a more self-sustaining and hopeful livelihood.

Salesforce Advisor

7 hours per week, 1 month

Welcome to Time Auction...

...as viewed on Internet Explorer 8 or below.



Time Auction works best on modern browsers such as Chrome, Firefox, or Internet Explorer 9 and above.

Look forward to seeing you there :)