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So how do you go about identifying fields that are underutilized? The folks at Qandor developed a great app called Field Trip that is perfect for the job. And even better, it is free!
January 15, 2014
SEE HOW CLOUD FOR GOOD CAN HELP YOU CREATE MORE VALUE WITH SALESFORCE.
So how do you go about identifying fields that are underutilized? The folks at Qandor developed a great app called Field Trip that is perfect for the job. And even better, it is free!
Cloud for Good is proud to release the first edition of our Salesforce Peer-to-Peer Fundraising
Know that the clearer your vision, the more ready, supportive of, and willing for change, and the more you understand your own desired outcomes and metrics, the more successful a Salesforce implementation can be. The platform can’t produce these changes in your organization, but it can inspire them.
Breaking down organizational silos sounds easy. Any Internet search will yield articles with advice, most of which boils down to improving your communication: Share information widely; allow outsiders to understand your value to the organization; develop confidence that comes when trust is established, etc. But these resources are light on the practical “how to” steps. Enter Salesforce and its internal social network, Chatter.
Volunteers for Salesforce provides tools for managing your organization’s volunteering program. You are able to track who your volunteers are and the hours they have worked, all of your volunteer jobs, both ongoing, and for a specific event, and shifts for specific jobs. The app also provides several Sites pages that you can host in your website to allow people to tell you they want to be a volunteer, or to actually signup for a specific job (and shift).
When working with Salesforce.com (or any system for that matter), following the principles of good governance can make life easier for administrators and users alike by providing a clear and consistent framework to manage change over time and defining processes to resolve conflicting requirements. In our experience, governance is often an evolutionary process, consisting of three stages: Monarchy, Democracy and Republic.
Implementing a constituent relationship management (CRM) application can be a difficult project for organizations with multiple large complex departments. An assessment of the organization’s CRM strategy, staffing, processes, and technology will help you identify the relevant approach, resources, and tools to be put in place to champion a successful implementation. The value is achieving consistent processes, cross departmental coordination, and even driving organizational innovation.
Dreamforce 2013 is over. In theory, you’ve bodily recovered from the walking, talking, learning, and partying. Now what? How can you best leverage all the stuff you did and learned at Dreamforce to finish out 2013 and start 2014 with a bang?
Apsona creates user-friendly, browser-based web applications for CRM and e-commerce. Its offerings include Apsona for Salesforce, a Salesforce.com add-on for improved data manipulation, cross object filtering and reporting, and multi-step reporting, a powerful multi-object reporting tool.
How are you currently generating thank you letters for your donations? More importantly, how can you generate a thank you letter from a donor that has identified 2 or more Designations and possibly spanning one or multiple Budget Years? Read how to use Conga Composer to generate mail merges from Salesforce.