SEE HOW CLOUD FOR GOOD CAN HELP YOU CREATE MORE VALUE WITH SALESFORCE.
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.
I had the pleasure of attending Tahoe Dreamin’ – a Sacramento User Group sponsored event that took place at Lake Tahoe. This event was a jammed packed day of networking, educational sessions and a solid vendor expo.
“So what does that mean that your company is virtual? Is your paycheck virtual too?” Those were the first questions my dad asked me when I told him I was applying to work at Cloud For Good. After assuring him the paycheck would be very real, I started to explain to him the wonders of the cloud and the idea that working from home is not some passing trend.
Start with a budget! With Salesforce, a lot of functionality is available right “out of the box” for the base price. There are some things, like automation and integration, that potentially add line items (and thus, dollars) to the budget – you’ll need to decide whether you can afford those items up front, or whether you can continue some processes manually while you allocate budget to add those on later. Or, you might prioritize some apps, and decide you don’t really need the others at all.
Identifying learning styles among your users doesn’t need to involve having each user take a quiz or survey. You can likely identify some personality traits or tendencies that indicate one or several learning styles by simply getting to know a person. Making an effort to appeal to different learning styles in your training sessions and training materials could be a game changer for you and your end users.
Everyone at Cloud for Good is passionate about nonprofits. I love hearing about all the different organizations everyone is involved with – the variety allows us to see how different nonprofits work and what solutions may be best for our clients. The nonprofits range from animal shelters to food banks to cultural events…and in my case, I’m heavily involved with competitive robotics.
Are you looking for training resources for your users? Check out Salesforce’s free, fun interactive learning path, Trailhead.
Tips to help you convince your organization’s management that implementing Salesforce is the right move for your nonprofit. Be prepared by doing your research, citing use cases and presenting findings from other organizations using Salesforce.
There is a provocative change happening right before our eyes in the world of fundraising. Nonprofits are raising more money than ever before, and today’s nonprofits are looking to new, cutting edge social platforms to change the fabric of how they raise funds – and it’s working.
While we configure Salesforce to be easy to maintain, it does still need someone to look after it. When a new user needs to be onboarded, when existing users have questions, when business process change and need to be reflected in the database, or when something breaks, it’s very helpful for an organization to have a designated go-to person (a Salesforce Guru) to help adapt to the new condition. This post contains expert tips on hiring a Salesforce administrator.
