Eli Kaufman

Consultant / Operations professional.

Topic Contributions

Comments

Intro and practical ideas around Salesforce within EA

Here are a few typical use cases:

  • a process whereby a few team members have to collaborate (for example reviewing forms submitted via a webpage with one person doing the initial screening, selecting a subset of the forms for a second person to review and sending response to the form submitter). While this can be done using a spreadsheet and email, it does not scale well and has a lot of friction without a proper system. Building an end-to-end solution with notifications and automation allows scaling it up massively without increasing overheads.

  • creating data-driven reports allows making better decisions on the basis of trends rather than anecdotal evidence. Example: customer support team sees an increase of queries about a particular topic shortly after a software release. Flagging it up early speeds up getting it resolved and drives customer satisfaction.

  • storing better data about volunteers/donors to help tailoring more relevant marketing messages for them increasing engagement. Can I get a list of donors who recently attended an event and are interested in animal welfare? No problem!

In general, it's about storing the relevant organization data in a way that contributes to getting more done, more efficiently and more transparently.

Intro and practical ideas around Salesforce within EA

True, independent advice can save time and costs.

Advice I've Found Helpful as I Apply to EA Jobs

Thanks for writing this useful advice, much appreciated!

Why is Operations no longer an 80K Priority Path?

Following the topic with interest, as someone coming to the EA-world mid-career with background in operations and looking to apply my skills in an EA org. I saw the 80,000 hours article with the 2020 update and was somewhat disappointed but realize that there are a lot of orgs out there with various needs and expectations.

EA megaprojects continued

Fascinating ideas!

#7 should say 'prizes' instead of 'prices'.