Are you getting the most out of Salesforce? What would you like to be able to do or improve? At Leap Marketing & Analytics, our CRM team serves as both day-to-day administrators and strategic consultants for numerous clients. We pride ourselves on offering industry expertise that our clients truly value. Sometimes you don't know what…

Join us for an insightful session designed specifically for arts and culture organizations. Discover how to transform your fundraising and membership programs by harnessing the power of wealth insights and relationship intelligence. This presentation will guide you through the seamless integration of Altrata into PatronManager, providing a holistic approach to managing and leveraging constituent information.

Join us for dedicated time to study and become a Certified PatronManager Admin! Starting with a brief overview of the course, this session will give you the time and space to study up before taking the exam.

Step into the product development kitchen as we cook up some new things in PatronManager! You might get a sneak peek at new features in development, an opportunity to give feedback on design work in progress, hands-on activities, and more. Curious about how an idea becomes a feature? Have a great idea you'd like to…

Many organizations face questions, limitations, or roadblocks as they build out their marketing strategy and Leap is here to help with a session devoted to best practices and insights from across the industry plus introduce our "Marketing as a Service" offering to help you optimize your efforts and increase your conversions.

This session will help you understand and utilize dashboards to their full potential, giving the information your team needs at a glance. This is a beginner-friendly class. The session's goal is to make you feel confident that you have the basic tools and skills to create your dashboards and make your team cry tears of…

Does your organization ever have problems with Latecomers, No Shows, or Sell-outs? If so, come join in a facilitated discussion about these common front-of-house challenges. We’ll discuss a variety of ways to handle these issues, both within Patron Manager and beyond. Bring your questions and ideas!

Stay fueled for the final sessions of the day with some afternoon refreshments in the ballroom and check out the sponsor booths! *Please ensure any allergies or dietary requirements have been communicated to the Leap team

Become a Certified PatronManager Admin right here at the Community Meeting. Take your exam and become a PatronManager guru - officially!

Grants and Pledges make up an important portion of your fundraising efforts. But how do you best track these sources of giving when you expect to receive them in multiple installments over a period of time? Join us as we dive deeper into the unique data structure for these types of contributions, how to track…

An open “Ask Me Anything” session to answer questions on how to set up the app, troubleshoot permissions and sharing rules, and some best practices. This session is designed to help new staff who are inheriting the app already installed in their account, or anyone who has been using the app for a while, but…

Immerse yourself in the Learning Lab for some hands-on learning! Have a specific report you're working on? Want to work on a new-to-you feature with a member of our team? Drop in and chat with our team or have a place to practice what you've learned from the sessions.