Workshop: Sensible FMS - Grantmaking & CRM for start-up and small staffed Foundations

Intended Audience: Foundation board members, directors and staff members interested in learning about the $20,000 per year Salesforce Foundation's user license donation program and Sensible FMS, a low-cost fully functional foundation management system.

Desired Outcomes are an understanding of:

• The Salesforce user license donation program
• Sensible FMS - a low-cost fully functional foundation management system
• CRM for Foundations
• How grantmaker can add Fundraising, Program Management, and Engagement to Sensible FMS
• Eligibility and Implementation processes for the user license donation program & Sensible FMS
• Sensible FMS Implementation Costs and Risk

Session Format: Workshop - Short presentations including demonstrations, followed by Q&A

Presenter: John Licata - Founder and CEO of Value Stream Consulting, a KC based Salesforce.org partner.