Salsa CRM Cultivation is a task-based project management tool. Cultivation allows you to configure your own Processes, where a "Process" is any goal-oriented, multi-step project.
For instance, you may have a "Major Gift" process, a "Grant" process, a "Volunteer Training" process, and a "Client Rehabilitation" process. You may define any number of Phases for each Process, with an estimated time to complete each phase. For instance, your "Major Gift" process may include phases for:
- Identify high-potential donors
- Obtain wealth information/giving potential
- Identify people who know these donors (e.g., "Natural Partners")
- Make initial contact
The first step in using Salsa CRM Cultivation is to configure a process. The next step is to add a Cultivation process to a constituent's record. Then, move the constituent through the process to some sort of successful or unsuccessful resolution.
NOTE: In order to work with the Cultivation feature you must be assigned the appropriate permissions by your System Administrator. The Manage Menu lists features to which the user has been granted access. If the user does not have Cultivation, it will will not display as an option.
Give only a few people permission to configure Cultivation. The person who is in charge of the department using this feature would be an ideal candidate.
NOTE: Please note that you cannot log in with the "admin" ID for the Cultivation feature. If you do log in with the "admin" ID, a popup window will direct you to log in as any user ID but "admin".