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Implementing Salesforce so that it can do “anything” requires leadership, capacity, and lots of expectations management. Learn why.
April 22, 2014
SEE HOW CLOUD FOR GOOD CAN HELP YOU CREATE MORE VALUE WITH SALESFORCE.
Implementing Salesforce so that it can do “anything” requires leadership, capacity, and lots of expectations management. Learn why.
Buying a new fundraising CRM or replacing your finance and HR systems are big investments with critical outcomes. How can you make sure that big software projects succeed? Here are three recommendations
It hasn’t exploded yet like the #askforce twitter channel, but it is gaining traction. Here are the top 5 ways Pinterest and Salesforce go together, like peanut butter and jelly.
When implementing new technology into your organization or expanding your existing system, a little bit of planning can go a long way in ensuring the success of your project. Planning the project well, have subject matter experts and/or experienced project managers can help the project move smoothly. Every project will have bumps in the road, but below are some tips that will help smooth out the bumps.
When implementing Salesforce, we rightly focus on designing the system; what data do we need to input and the reports and dashboards we want as output. But have you thought about how your decisions regarding Salesforce’s security features can dramatically affect the overall security of your data.
While the outright cost to purchase technology is usually pretty apparent, it’s not the whole story, as it doesn’t take into account the the hidden costs of maintenance and support and the less-tangible costs of training, user adoption and efficiency. Can You Afford the System You Want? Calculate its Total Cost of Ownership.
Many of us have managed or participated in a database rollout. Usually we focus on selecting the best product for the organization’s needs, then choosing a vendor/partner to plan, design and implement the new system. But despite good intentions, often users are as frustrated with the ‘new’ database as they were with what it replaced. This post includes tips to make the process smoother after the roll out.
Watch our recorded Apps for Good webinar featuring RallyBound. A robust peer-to-peer fundraising software to nonprofits of all sizes. Organizations use RallyBound for a number of fundraising initiatives: third-party platforms, events, and personal campaigns.
Fundly is a donation based, keep what you raise, crowdfunding platform for individuals and nonprofit organizations. They’ve built the only self service social crowdfunding platform capable of scaling to meet the needs of any size fundraiser, regardless of fundraising experience or desired level of customization. Watch a recorded webinar about Fundly and its Salesforce integration here.
Before assigning the System Administrator profile to a user, think carefully about the power and responsibility you are conveying on that user and try to right-size their access with a combination of a custom profile and permission sets. Remember “With great power comes great responsibility.”