Optimizing a constituent relationship management (CRM) application should be an ongoing process for any organization. After rolling out a solution that caters to your development, marketing, or HR departments you may feel like you have crossed the finish line, when in fact you have just reached the first milestone.
Salesforce encompasses the people, processes, and applications that enable organizations to organize and manage their constituent relationships. After an initial implementation your organization needs to create a holistic plan to align business processes, constituent needs, and staff to your changing environment.
At Cloud for Good we work with nonprofits and higher education institutions to optimize their Salesforce investment. In our process we evaluate the following: