Training & support that stick
Versed Global offers flexible Salesforce and fundraising training and support so your team is trained on exactly what they need, in the way they work, and can sustain good practice over time.
Training tailored to each role
Instead of generic walkthroughs, training is customised to your configuration, roles and programmes so every session is focused, practical and cost‑effective.
Salesforce end‑user training
For staff who live in Salesforce every day – fundraisers, programme teams, service delivery and operations.
What this covers
- Day‑to‑day navigation and key objects
- Working with records, tasks and activities
- Using views, reports and dashboards
- Walkthroughs using your real processes and data models
Admin & “super user” training
For the internal owners of your CRM who need confidence to handle everyday changes and guide colleagues.
What this covers
- User management, profiles and permission sets
- Fields, page layouts and record types
- Introductory Flow and automation adjustments
- Governance, release and change control basics
Fundraising & management training
For fundraising leads, programme heads and senior managers who rely on Salesforce for decisions and reporting.
What this covers
- Pipeline design and opportunity stages
- KPIs and dashboards for income, grants and programmes
- Best practice stewardship workflows
- Reading and challenging Salesforce reports with confidence
Trust & foundation skills
For teams responsible for bids and reporting who want to link fundraising practice with the data held in Salesforce.
What this covers
- Structuring pipelines and stewardship plans
- Using Salesforce to track asks, decisions and renewals
- Evidence‑rich cases for support and reports
- Practical templates for proposals and reporting cycles
Training & support journey
A clear, wireframe‑style process shows how training and support move from initial scoping through to light‑touch, ongoing partnership.
Discovery & learning goals
Short workshops and interviews clarify your systems, roles and current pain points, and define what each group should be able to do confidently after training.
Designing the training plan
Versed Global translates goals into a practical training plan: who needs what, in what order, and which elements are live workshops, reference materials or clinics.
Delivering live sessions
Role‑specific sessions are delivered online or on‑site, using your Salesforce configuration and fundraising processes so training maps directly to everyday work.
Resources & reinforcement
Playbooks, short videos and checklists capture how your system works. Follow‑up Q&A clinics help embed new ways of working and pick up issues early.
Light‑touch ongoing support
Optional retained hours and quarterly health checks keep Salesforce and fundraising processes aligned as your organisation evolves, without locking you into heavy contracts.
Support that fits your capacity
Whether you want ad‑hoc advice, a defined managed service or support focused on a particular programme or funding stream, options can be scaled up or down as needed.
Ad‑hoc advisory support
Ideal when you have an internal admin or power user but sometimes need a second pair of eyes. Use flexible hours for troubleshooting, configuration questions or sounding‑board conversations about process design.
Managed support & optimisation
A lightweight managed service for organisations that want predictable, regular support. Includes configuration refinements, report improvements, release guidance and periodic training refreshers for new staff.
Programme‑specific support
Focused support for major grant programmes, new services or growth initiatives where Salesforce and fundraising are central. Keeps programme reporting, stewardship and governance on track.
Talk through your training & support needs
Share your current Salesforce setup, fundraising plans and team structure. Versed Global will recommend a training and support approach that builds internal confidence rather than dependence.