First Year Membership Renewal Rates
Listserv compilation from a query about how PSOs may track first-year membership renewal rates and how it's calculated and tracked in CRM.
Resource type
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Pillar
Peer Community
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.
Find out more about the Drupal and Salesforce onboarding process for new KM Partners joining the Collaborative.
This resource aims to explain the different types of fields in your Salesforce instance. This fact sheet will help you identify fields that come standard for all Salesforce customers, fields that are part of the Nonprofit Success Pack (NPSP), fields that come from the Forum Salesforce Package because you are a KM Partner, and others are custom fields, created specifically for your PSO’s individual purposes.
This resource has the notes and recording from the 2021 Virtual KM Users Group Requirements Gathering session.
This is a recording of the KM Collaborative's September 30, 2020 Viewer's Choice training session.
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