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Recordings of KM Office Hours on 5/1/24 and 5/15/24 where we explored the new Forum Drupal 10 website, the development process and features and functionality in the KM Collaborative's Drupal Distribution. 

Listserv compilation from a query about how PSOs may track first-year membership renewal rates and how it's calculated and tracked in CRM.

A benchmarking tool around membership for PSOs. As a google sheet, we encourage all PSOs to add your organization to the spreadsheet or update your information as needed.

During Office Hours on April 3, 2024 we explored Salesforce Reports and Dashboards with Craig Weinrich, Director of Member Services at the Council of New Jersey Grantmakers and Michael Zuber-Zander, Operations Manager at Connecticut Council for Philanthropy. 

During Office Hours on 3/6/24, we explored using Dataloader.io with Salesforce with Kim Snipes, Director of Knowledge Services at the Forum.  

This is a recording of presentations from the KM Collaborative's November 1, 2023 Office Hours: Using Email Templates and Template Builder to Send Email in Salesforce.