Ask the Expert: How to Succeed with Salesforce

What it's all about

Join us on March 6th at 2 PM Eastern for a unique reverse panel webinar where Roseanne Proga, an experienced Salesforce consultant, will answer pressing questions from RoundTable Technology’s Customer Success Managers about making the most of Salesforce.

Whether you’re a nonprofit just starting out or an organization looking to optimize your CRM investment, this session will help demystify Salesforce and provide actionable insights.

We’ll explore common misconceptions about Salesforce, the true cost of “free” licenses, and what it really takes to set up and maintain the platform. Topics will include integration and automation, the tipping point for investing in a CRM, AI in Salesforce, automation for HR reporting, and the critical importance of backups—including solutions like Cloud Ally and Salesforce’s native backup options.

If you’ve ever wondered whether your organization needs a Salesforce admin, how to maximize your CRM’s potential, or where to begin in your Salesforce journey, this is your chance to get expert advice! Register now and bring your questions.

RosanneProga

Rosanne Proga

Rosanne Proga has worked as a Salesforce architect, developer, system manager and trainer in the non-profit sector for over 12 years. Her systems have automated the collection, evaluation, administration and reporting of data for programs that serve thousands of clients each year. Prior to that, she developed database systems and websites to collect and manage data in both business and academia. As a quantitative analyst in the financial industry, she developed models to manage portfolios for pension funds and endowments. She has also taught mathematics, computer science and statistics at a number of universities and is the author of 3 books including Math for the Anxious.

Ask the Expert: How to Succeed with Salesforce

What it's all about

Presenters

Rosanne Proga