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You need a partner who will be here for you today but who will continue to grow as you do. They need to be easy on the eyes for sure, but where you are in your life right now, it’s much more important that they have substance to back up their style. After seeing what Salesforce has to offer a nonprofit like you, you’re going to want to swipe right for Salesforce.
As your organization grows and evolves, so too do the influences on your Salesforce organization such as change of staff for administration, change of leadership within the organization, change of business processes, change of customers and/or partners and changes in technology. Each of these influences can impact the growth and evolution of your Salesforce organization in very subtle and gradual ways, but more often than not, the impact is in very rapid and hastened ways that can harm your Salesforce story.
“Salesforce Instance” is one of those terms that many people assume they know – like what Wi-Fi stands for. Click here to know all about it.
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.
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.
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.
Who doesn’t like the idea of a sandbox? You can get creative, get dirty, and get better at what you’re looking to accomplish. Salesforce has some nice options here. Depending on the type of sandbox you spin up, you have different features, capabilities, and pricing. Read more about your options.
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
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.
