The key to the success of your Salesforce implementation is moderation and this is especially true when it comes to custom object creation. Even if an out of the box (OOB) function of Salesforce or NPSP doesn’t fit your business process exactly, you do not necessarily need to create an entirely new object.
Today, Cloud for Good is pleased to announce that it was named a 2016 Best Small Workplace by Fortune Magazine and Great Place to Work®. Based on employee satisfaction surveys, the award and the 19th ranking are a testament to the value that Cloud for Good places on each individual team member.
In order to help you and your teams “talk the talk” of change management, below are a few tips on decoding the jargon. Change is hard enough as it is, no need to add a layer of complexity to it by introducing a new language.
Cloud for Good is pleased to announce the State of Salesforce Within the Nonprofit Sector 2016 Report is now available. Get your copy today!
Enterprise-level nonprofits using or thinking of using Salesforce should strongly consider implementing the Nonprofit Success Package. This post details many of the reasons it is an excellent product for nonprofit organizations of all sizes.
When there’s more than one way to get something done, how do you make the best choice? Consistency is the key. If you’ve used Salesforce for a while, you probably know that for any given problem there are multiple ways to solve it. Remember to be consistent.
Change is all about how you manage the process. Implementing a new CRM like Salesforce can certainly lead to unintended consequences if you don’t manage the process of change appropriately. Here are a few tips to effective change management that will make the process less scary for you and your team.
Join the Cloud for Good team at Dreamforce! Fill out our form to schedule a meeting and pick up your copy of the State of Nonprofit Salesforce Report.
Organizations that truly unlock the power of Salesforce over have a strong vision for how to leverage this technology and support it holistically. Find out how to create a balanced approach to define your Salesforce vision.
You're ready for the data migration, but now it's time to manage the data freeze. Here are some tips to work through shutting down your old system and starting up your new system.