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The Sherpa Start

The Sherpa Start is a condensed version of the Sherpa Package, in a series of limited introductory treks to provide the organization a better understanding of Salesforce and the Nonprofit Starter Pack, and to help an organization make an informed choice about next steps. Explore the power of Salesforce for your organization, as well as the level of commitment to find peace with your data, based on insights from those who have made the journey before. The sessions are aimed at organizations that have received donated Salesforce licenses, and are contemplating how to proceed. The Sherpa Start guides an organization towards an understanding of how to set up and use Salesforce, and whether to proceed further on their own, with Sherpa guidance, or with a consultant. Each session includes guidance for self-directed learning and logical next steps for building the database. All sessions are recorded for future reference.

IDEAL FOR:
Organizations that want to learn more about using their Salesforce database, but don’t know if they can commit 100 hours of time to learn and create a database. Also for organizations that want to prepare for working with a consultant on an implementation.

NUMBER OF STAFF MEMBERS:
Up to 5 individuals from your organization learning together as a group

TIME FRAME:
2 months (2-hour sessions)


Need help making peace with your data in Salesforce? Click here to request a conversation. We’d love to learn about your journey so far and create a plan for your next trek.