Common Pitfalls When Implementing Salesforce for Nonprofits: Custom Record Types
Creating a new, custom record type for everything is a mistake. Learn more about how to maximize your Salesforce investment while customizing only what you need.
SEE HOW CLOUD FOR GOOD CAN HELP YOU CREATE MORE VALUE WITH SALESFORCE.
Creating a new, custom record type for everything is a mistake. Learn more about how to maximize your Salesforce investment while customizing only what you need.
Salesforce Analytics (reports and dashboards) are awesome tools to help you view and work with your data, as well as present your data to your supporters. There is a LOT you can do with Salesforce Analytics right out of the gate. Learn more in this post.
The Salesforce Analytics Cloud (aka Wave) is a strong contender for organizations that are already using Salesforce for some aspect of running their business. Wave allows organizations to pre-define dashboards and reports (called Lenses) based on data contained within Salesforce and imported from other systems, but it’s real power is that those tools aren’t static; users can drill into the data in different ways in order to answer different questions about how their business is doing.
It’s time for data validation. Here are some tips and tricks to making sure that you get your data looking exactly like you want it.
Data is a nonprofits best friend and should be treated as one of it’s most powerful tools. Consider the information your organization may be recording on its donors, constituents, and programs. It is easy to understand that the data must be of the highest quality in order for it to be used effectively and lead to measurable success and growth. However, data entry is often a tedious job; left as a side thought to the other work that needs to get done.
Integration is when your cloud apps can seamlessly share data between each other. When this happens, there is no need to log in and out of different cloud apps or to copy information manually from your CRM (like Salesforce) to your accounting app (like Intacct or Quickbooks). There are a lot of cloud apps and services that offer “integration” but there are a few nonprofit specific points that must be met by the service in order to yield a fully functioning ecosystem.
If you were drawn to this article, you likely have a little bundle of cloud-based joy on the way. Congratulations! After a few months of preparation, you’re going to have a new system in your life that will bring you years of joy (or, at the very least, productivity) for years to come.
But before the big day comes, there are a few things we should talk about.
One of the most common integration requests from Salesforce users is syncing Salesforce with accounting apps likes Intacct, QuickBooks, and Xero. There is no shortage of benefits for doing so and making sure your front end is in tune with your back end will leave customer service, marketing, and accounting departments in a happier place.
When you hire a consultant to help you with your Salesforce implementation, you’re hiring them because you have a problem you need help with whether it being moving from another system to Salesforce or working to enhance your existing Salesforce instance. It is important to find a trusted advisor, not an order taker.
We are in the midst of a major technology revolution and succeeding in this revolution does not mean consuming additional technology, or as many of our customers fear, replacing employees with new technology. Nonprofit organizations need to focus on enabling their employees, board members, and the constituents they serve to achieve more with technology.
