Install Step-Up Engagemant App SD416
StepUp is Percolator Consulting's engagement app for Salesforce, our CRM (Customer Relationship Management database).
It adds functionality to our Salesforce to create the ability to measure the engagement levels of our guests, members, and volunteers. This Percolator-designed Salesforce App allows you to assign an engagement score related to actions taken with our organization, and then roll all of those scores up into one master "engagement score". We can use this to identify potential donors, volunteers, and to single out guests who might be the most interested in converting to a member.
We installed and configured the StepUp app for Salesforce in Apr 2019.
Add Lead Source integration to sales force. We want to start using Lead Source in Sales force to identify where people enter the organization. The two obvious and I would suspect largest volume is through the web site. There are two – 1) at Join 2) subscribe only. This is key for engagement building and membership recruitment.