COVID-Proof Virtual Nonprofit CRM Training

notes-macbook-study-conference-7102It’s the age of e-learning, and while we jumped on the bandwagon a long time ago, we’re now really realizing just how crucial having virtual training options is for our clients. Whether you’re back at the office or still working from home, we have some online training courses to help keep you safe and feeling confident about how to use your ResultsPlus system. If you’ve brought on some new team members who will be working in ResultsPlus, or if you just need a little refresher, we encourage you to register yourself and your team for a class that fits your needs and schedule.

Here’s what we have coming up in June:

ResultsPlus "The Basics," June 17 from 1-3 PM CT: In our ResultsPlus "Basics" class, you will learn some of the fundamentals: how to add constituent records, enter donations, create simple queries, create a mail merge letter, perform a mail merge, and run some standard reports. Our skilled support specialists are trained to help you make optimal use of your software. (And to do things you didn’t know could be done.) 

ResultsPlus "Processing Donations," June 24 from 1-3 PM CT: This training course focuses on donation processing for all the types of donations your nonprofit organization receives, including:

  • Anonymous gifts
  • Split gifts
  • Matching gifts
  • Soft credits
  • In-kind donations
  • Tributes
  • Pledges
  • Membership dues
  • Grant payments
  • Gifts toward projects
  • Recurring gifts

Join our Nonprofit CRM experts for this two-hour virtual class and strengthen your donation processing game.The team of ResultsPlus experts will also demonstrate how to set up quick-entry for processing gifts in a more efficient and streamlined way so that your fundraising team can focus less on manual data entry and more on what they do best: Fundraising!

 

Need some insight on something that these courses don’t cover? Our team is always available for personalized training or to give you a hand with functionality you may be unfamiliar with. Just contact us at rphelp@metafile.com or (800) 222-4096.

No matter where you’re working these days, we hope you’ll take advantage of these COVID-safe classes to stay up-to-speed on your system while also staying healthy!