Cultivation Overview

Salsa CRM Cultivation is a very versatile tool for your fundraising efforts. At it's core, Cultivation helps you to cultivate donors. It is also 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: 

1.  Identify high-potential donors
2.  Obtain wealth information/giving potential
3.  Identify people who know these donors (e.g., "Natural Partners")
4.  Make initial contact

Cultivation Workflow

1. Configure your Cultivation process.
2. 1. 1. Name your process.
      2. Define each phase in the process.
      3. Define how long each phase is supposed to take.
      4. Define any new phase statuses or reasons.
3. Add your process to any constituents you would track.
4. Manage your constituents along the path.
5. Once their process resolves, positively or negatively, end their migration through the process.

Permissions

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".

Cultivation Node Details

Once you have defined Processes and Phases, you can start adding Constituents to each Process. There are multiple ways in which you can access the Cultivation node to add a Process to a constituent record:

1. 1. Salsa CRM Main Menu
      • Access the Cultivation screen by clicking Manage > Cultivation > Cultivate from the main menu.
      • Click the Refresh button. This report shows all cultivations by default.
      • Click Add to add a new process.
        
   2. Constituent Dashboard
      • Expand the Cultivation widget at the bottom of the main constituent page.
      • Click the +Add button to instantly start adding the constituent to a Cultivation process.
        
   3. Constituent Explorer
      • Click the Cultivation node directly from the Constituent Explorer on the left.
        
      • Click Add in the bottom right to start adding a new process.

The Constituent Phase panel of the Cultivation screen lists the various phases showing the Process, Phase, Constituent, Responsible person, Status, if a Process is Complete, the Start Date and Target End Date.  The Constituent Phase panel can be sorted on any of the columns shown. On this screen you may also Delete, Add, Copy and Edit Constituent Phases.