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.
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.
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.
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.
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.
Some of the biggest angst for my clients comes at the end of a project. Wrapping up an implementation brings all sorts of mixed feelings: pride and excitement, but also a fair share of trepidation. Read more to learn about tips for user adoption.
Change can be hard. When we work with clients to implement Salesforce, there is often a system we’re replacing. Clients are used to that old system. We sometimes hear, “But we’ve always done it this way!” So how can you make sure that this change to a new system (Salesforce) sticks? This post includes some tips.
At Cloud for Good, we understand that your mission is critical, which is why we recommend that every Salesforce donation recipient should, if possible, get some help from qualified consultants, even if just to get off the ground. Your Salesforce is THE heart of all the people related to your organization—all your contacts, all your partners, volunteers, donors and prospective donors, your clients—the people who matter to you! It just makes sense to set your Salesforce up to reflect the unique organization you are.
