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Hiring a Salesforce or a CRM consultant? Already working with a consulting firm? This post is for you.
January 16, 2015
SEE HOW CLOUD FOR GOOD CAN HELP YOU CREATE MORE VALUE WITH SALESFORCE.
Hiring a Salesforce or a CRM consultant? Already working with a consulting firm? This post is for you.
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.
For organizations of any size, listening to constituents online doesn’t only present the opportunity to uncover and address complaints and issues, but the opportunity to learn, improve, and engage your audience in new ways to strengthen – or build new – relationships over time. If you are a connected nonprofit, or aim to be one, I’d strongly encourage a close look at the Service Cloud, and the Social Customer Support Starter Pack.
With a drag and drop user interface, Salesforce Visual Workflow allows you to automate a series of business process steps. Read why we are excited about the Salesforce Winter 15′ release features.
Respecting a donor’s request for anonymity is critical to your relationship with your donors but your organization should retain the donor’s name and contact information when available so that if the donor asks for tax documentation you can provide that and maintain accurate donation records in Salesforce.
If you’re like me and went to both ExactTarget Connections in Indianapolis as well as Dreamforce in San Francisco back to back, you’re probably nursing a serious case of conference hangover. But hangover or not, you’ve got to hear about the new features in the Marketing Cloud!
As 2014 draws to a close, Tal Frankfurt, our Founder and CEO takes a few moments to look at all that Cloud for Good has accomplished in the last 12 months. Read more for our 2014 highlights and infographic.
It took 11 years, but salesforce.com finally created an “Admin Zone” at their annual Dreamforce conference. They have a Developer Zone for the coders, a Foundation Zone dedicated to their nonprofit customers, a Small and Medium Business Zone and now one for Admins. Don’t get me wrong, salesforce.com wasn’t ignoring System Administrators in previous years. There have always been plenty of sessions dedicated to administrators of all skill levels. But having an Admin Zone and an Admin Keynote dedicated to administrators was recognition that Admins are a key resource for any organization, nonprofit or otherwise.
Cloud for Good has been shortlisted in the 2014-2015 Cloud Awards Program in the category Cloud Consultancy / SI of the Year.
The system has been customized, all packages have been installed, all custom fields have been configured, data migration completed, even training has been scheduled. But there is one key step that is crucial to the success of your roll out. Getting the actual users on board.