Old donor data is a risk your Board can measure and reduce
Equitable Philanthropy and EP Law have released a free Donor Data Retention Policy template for Australian charities. Blaze Your Trail’s Retention Clock helps Boards...
We love this automation that Paula Nunez built - makes our life so much easier. It allows us to quickly create a ticket/case record for our managed service customers from an email. We have 12 amazing charities that rely on Blaze Your Trail for day to day support with their fundraising and technology. They can contact us via email, phone, Slack, web chat, SMS or our Support Portal. Either way we need a quick way to note the requirement, the priority and estimated effort to complete the task. Our customers can log into our portal at any time and see progress, make notes, chat with us, create new and manage existing tickets. All build on the magic of Salesforce Service Cloud. Watch it here.
