Integrating Your Website with Salesforce: Understanding the Possibilities
In this session, our our subject matter expert will explore why you might want to integrate your CMS with Salesforce, examples of ways to leverage these tools, the methods available, and how to evaluate what steps are needed.
Thursday, March 21, 2024
2:00 - 3:00 PM ET
Content management systems (CMS) like Drupal and WordPress are powerful tools on their own, but when they are integrated with a contact relationship management (CRM) system like Salesforce, it can have an exponential impact on how you track users, transactions, and interaction.
Integration doesn’t always have to be a complicated or expensive endeavor, either, and no one approach is the right solution for everyone or every case. There are a number of ways you can benefit and a range of strategies—from self-service web-to-lead forms, to plug-ins and modules, to web services, to third-party platforms. This session will help you make sense of what’s available and which option makes sense for your needs.
In this session, we’ll explore:
- Why you might want to integrate
- Examples of ways you can leverage these tools
- The methods available for each CMS
- How to evaluate what you can do on your own versus with the help of a developer
About Our Instructor
Chief Digital Officer at Tech Impact
Marcus currently oversees Tech Impact’s Digital Services team, known as Message Agency, which provides a full suite of digital services to fellow nonprofits. Marcus founded Message Agency in 2007 as a B Corporation and award-winning full-service agency that exclusively serves nonprofits. He merged the agency with Tech Impact in 2023, building on over 20 years of experience in developing strategies, digital tools, technical solutions, and campaigns for the public and nonprofit sectors.
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