Since its launch in March of 2012, the Salesforce Database Service Grant has been one of the most sought after grants in Taproot?? catalog. And if you ask Account Director Steve Rokov, it?? no wonder. ??ompanies are always looking to serve more people in need but to also connect with both volunteers and donors. Relationships matter and with Salesforce being so rich in capabilities, it is a CRM [Customer Relationship Management] platform that delivers in all senses of the word. It is truly unbeatable.??/p>
As a pro bono consultant, Steve gets the opportunity to combine his professional passion with the desire to assist nonprofits in his local community that are in need of the skills he has to offer.
Steve led one of our very first Salesforce Service Grants for Tri-Valley Haven, an organization that creates homes safe from abuse, and contributes to a more peaceful society, one person, one family, one community at a time. The early phases of the Salesforce grant are all about uncovering the rich repository of data and identifying the processes in its collection and ongoing maintenance, and ultimately how it drives the relationship the organization has with its customers ????n activity that can be very revealing indeed,??says Steve.
There is a moment that the client suddenly realizes that their dream is going to come true.
-Steve Rokov | Pro Bono ConsultantAs time goes on, it?? easy for any organization to let best practices slip in the face of diminishing funding and resources. The Salesforce Implementation Grant enables you to set up the structure up front, and then build in the training to help embed those best practices that are so important to strengthen and streamline an organization?? use of the large amounts of data for the long run. With that in hand, Salesforce is both flexible and powerful, and can make a huge impact for any nonprofit.
??espite the Salesforce grant being new ??it is still like any Taproot project,” says Steve. “There is a moment that the client suddenly realizes that their dream is going to come true. It?? that moment where they realize they??e going to get something very special ??that it is going to change them for the better. And it?? an amazing, enjoyable moment for both teams to experience.??/p>
All of this, of course, requires organizational buy-in ??and a lot of work from skilled pro-bono professionals. So why get involved? If you ask Steve, it?? all about community.
??t?? about being able to engage more with my local community. The hope, as always, is that it?? a win-win. You hope you leave them in a better position than when they started. You also hope that the pro bono team gets what they want to connect. [And] it was another opportunity to do good once more. With Tri-Valley being local, it?? something that added extra passion to the whole project.??/p>