SEE HOW CLOUD FOR GOOD CAN HELP YOU CREATE MORE VALUE WITH SALESFORCE.
If your organization sometimes feels like a rodent warren of haphazard business processes, there are some things you can do to make them better. Start by asking why and document all of your processes.
Adoption can be a challenge for some organizations. Here are some tips to help you increase it!
For all the variety in the programs human services organizations have, there are a few semi-universal constants that they typically have in common that can have implications for your CRM implementation. Before your organization gets started implementing Salesforce, there are some key points you might want to consider.
If you were drawn to this article, you likely have a little bundle of cloud-based joy on the way. Congratulations! After a few months of preparation, you’re going to have a new system in your life that will bring you years of joy (or, at the very least, productivity) for years to come.
But before the big day comes, there are a few things we should talk about.
While we configure Salesforce to be easy to maintain, it does still need someone to look after it. When a new user needs to be onboarded, when existing users have questions, when business process change and need to be reflected in the database, or when something breaks, it’s very helpful for an organization to have a designated go-to person (a Salesforce Guru) to help adapt to the new condition. This post contains expert tips on hiring a Salesforce administrator.
Rollup summaries are great things to have in your admin toolkit. With a rollup summary, you can summarize information about child records on a parent record when those records are in a master-detail relationship.
You need a partner who will be here for you today but who will continue to grow as you do. They need to be easy on the eyes for sure, but where you are in your life right now, it’s much more important that they have substance to back up their style. After seeing what Salesforce has to offer a nonprofit like you, you’re going to want to swipe right for Salesforce.
As a solo administrator, you’re a lone wolf, but it’s a big, dangerous world out there. The time to get smarter about managing your organization’s data has arrived. Here are a few tips to get you started.
A case study in how to make Cloud for Good’s Donation Split even better with Process Builder.
Using the Salesforce Publisher Actions can help speed up how your users enter data, all while keeping it clean. Be careful, though–you’ll want to think your strategy through before implementing all their features.
