You Can Do Anything With Salesforce
Implementing Salesforce so that it can do “anything” requires leadership, capacity, and lots of expectations management. Learn why.
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.
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.
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.
When evaluating your needs and choosing to implement a CRM solution, I recommend starting by asking the five W’s: Who, What, Where, When and Why.
If you find that Excel cannot support your mission anymore, Salesforce can probably meet your organization’s needs. It can easily scale up or down depending on your needs and business processes. We work with variety type so of nonprofit organizations from very small (all volunteer based) to multi-million dollar international organization (such as Connell University and United Way).
