How to Convince Your Management to Implement Salesforce
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.
Appearances Do Matter…in Your Salesforce Org! A Tale of Configuration
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 Scheduled Unit Tests
One of the simplest steps you can take to maintain the integrity of your Salesforce data is to implement automated unit tests. The up-front work is a bit technical, but the result is priceless!
Best (of the Best) Practice with Salesforce
There’s a lot of talk about Best Practice in the nonprofit sector, and having consulted on projects large and small, I want to take moment to relate this concept to implementing Salesforce. So much of a Salesforce implementation happens outside of Salesforce, I find that organizations eager for change and growth can lose sight of this when in the midst of an implementation project.