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Nonprofit Starter Pack – where its been and where it is going and why you should consider upgrading to the soon to be released Version 3.0.
August 12, 2014
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Nonprofit Starter Pack – where its been and where it is going and why you should consider upgrading to the soon to be released Version 3.0.
You are the Community that sets Salesforce apart as a an exceptional customer company. Don’t believe me? See how your involvement makes the product grow.
Many nonprofits hold fundraising events as a way of generating awareness deepening constituent engagement and, of course, raising money. Events take a lot of planning, hard work and coordination and generally put stress on an organization. Luckily, there are a host of event management tools that can help promote events, process ticket sales, track event registrations and check in guests.
My parents liked to work with their hands – I learned to sew from my mother, and basic carpentry from my father. In both cases, the old adage of “measure twice, cut once” applied to what I was learning, and I often return to this principle when working with Salesforce. I’ve previously written about how organizations can support implementations for the long haul and considerations for best practice, but this blog is intended to be a reflection on how organizations can better “measure twice” during a Salesforce implementation and extend its functionality. Because in Salesforce, it’s easy to “cut once,” but cutting twice or more can sometimes mean substantial amounts of time and effort revising data, data architecture, and programming within the platform.
One of the biggest obstacles to using Work.com to effectively manage goals was that it wasn’t integrated with Salesforce.com, so there was no automated way to record progress – instead, someone had to manually go in and update progress against goals. Although not insurmountable, anything that requires manual entry should (in my opinion) be avoided like the plague! In the last year Salesforce.com has worked to address this shortcoming and added several important enhancements that make it worth taking another look at.
One of the simplest steps you can take to maintain the integrity of your Salesforce data is to implement automated unit tests. The up-front work is a bit technical, but the result is priceless!
Roll out is often considered the end of a software or systems project, but the end of every Salesforce project is really just the beginning. Investing in knowledge, data quality and user engagement can help an organization achieve success with Salesforce.
Causeview is a robust fundraising application created by BreakEven, Inc. It’s meant to be a fully automated solution that out of the box gives you everything you need to manage donors, volunteers and events.
Even on a powerful platform like Salesforce, we’ve all had moments where we need a little bit more. Maybe your nonprofit is using the Non-Profit Starter Pack (NPSP) for a while and you’ve found that you need more robust support for managing your fundraising and your donors’ preferences. Maybe you’re new to Salesforce and you know that you need it tailored to complex nonprofit business processes. Either way, when your nonprofit reaches a certain point in your approach to CRM, it may be time to consider an application like roundCause. roundCause is a comprehensive application for nonprofits built on the Salesforce platform. It has a robust set of features for fundraising, marketing and communications, events, and overall relationship management. It offers 360 degree view of your donors and volunteers, as well as empowering you to track and increase constituent engagement.
When using Salesforce to run your organization, there comes a point where the complexity of your implemented solution process may cause your users to complain, or sometimes even stop using your system. Over the last fifteen years I have heard so many complaints about business applications that point back to an issue of complexity. You can avoid it, learn how.