SEE HOW CLOUD FOR GOOD CAN HELP YOU CREATE MORE VALUE WITH SALESFORCE.
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.
One of the most common integration requests from Salesforce users is syncing Salesforce with accounting apps likes Intacct, QuickBooks, and Xero. There is no shortage of benefits for doing so and making sure your front end is in tune with your back end will leave customer service, marketing, and accounting departments in a happier place.
Nonprofits are maximizing their communication strategies with the Salesforce Marketing Cloud. Learn about the top 10 features that make it a great tool for any organization.
First, let’s break down that scary little acronym: ERD = Entity Relationship Diagram. Still sound
Much like their for-profit counterparts, Nonprofits and NGO’s also reach across international borders in order to run their programs, connect with their constituents, and raise resources. They have the same needs as solely US based nonprofits, but have to be agile enough to not be limited by additional challenges that may occur when broadening their reach around the globe.
When you hire a consultant to help you with your Salesforce implementation, you’re hiring them because you have a problem you need help with whether it being moving from another system to Salesforce or working to enhance your existing Salesforce instance. It is important to find a trusted advisor, not an order taker.
Delivering the right message at the right time is shared across all channels as a popular set of buzzwords. As a marketer, you know this statement is true and your development and program staff also know that delivering the best message, at the exact time it should be seen, makes a huge difference in raising funds and providing better services.
We are in the midst of a major technology revolution and succeeding in this revolution does not mean consuming additional technology, or as many of our customers fear, replacing employees with new technology. Nonprofit organizations need to focus on enabling their employees, board members, and the constituents they serve to achieve more with technology.
As a Salesforce Admin, you have to be responsible for creating Salesforce data, maintaining that data and even extracting it so it can be analyzed and used by others. Over the years, there have been a number of Excel based tools that have been created to help Admins (and others) to perform these tasks. I often encounter Admins who don’t know any of these applications exist, so I thought it would be helpful to review the ones that I used.
I had the pleasure of attending Tahoe Dreamin’ – a Sacramento User Group sponsored event that took place at Lake Tahoe. This event was a jammed packed day of networking, educational sessions and a solid vendor expo.
