Tag archive for User Adoption

Getting Started with Salesforce Console for Nonprofits

Getting Started with Salesforce Console for Nonprofits

Console makes it easy to quickly navigate through lots of records, enter case notes, reconcile donations, and more. Console users can move more efficiently through Salesforce than is really possible in the standard interface. This means that console can turn your users into superstars at…

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Data Collection in the Field with the Nature Conservancy

Data Collection in the Field with the Nature Conservancy

Five and a half million ducks, geese, swans, and shorebirds migrate through California’s Central Valley each year, but they are struggling. In the Central Valley, 95% of shorebird habitat has been lost to development, leaving just 5% to support the entire population on their journey….

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School Program Tracking Case Study: Lean, Web-Integrated, and Maintainable

School Program Tracking Case Study: Lean, Web-Integrated, and Maintainable

  This past summer, Bigger Boat started our partnership with Washington Green Schools. WAGS is an organization that helps Washington schools form collaborative groups to make the school more energy efficient, environmentally friendly, and a healthier place to learn. With over 400 participating schools, WAGS impacts…

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Designating a Salesforce administrator is crucial to your success

Designating a Salesforce administrator is crucial to your success

As nonprofit Salesforce consultants, we ALWAYS recommend that organizations have a designated database administrator. In fact, we feel so strongly about it that we don’t start a project unless the organization commits to finding (and allowing time for) someone to fulfill that role. Here’s why:…

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Six easy ways to optimize Salesforce for your nonprofit

Six easy ways to optimize Salesforce for your nonprofit

Merriam Webster defines Optimization as an act, process, or methodology of making something as fully perfect, functional, or effective as possible. I don’t know of any CRM system that is perfect but we should always strive to make our system as fully functional and effective…

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Why every Salesforce user needs their own license

Why every Salesforce user needs their own license

Nonprofits who use Salesforce benefit from a generous grant: Each 501(c)3 gets 10 free licenses that provide access to features that cost business users thousands of dollars each year. Organizations with more than 10 users get a steep discount — about 75% off the regular…

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Implementing performance measurement systems

Implementing performance measurement systems

The following post is an excerpt from David Hunter’s excellent book Working Hard–and Working Well, a “roll–up–your–sleeves” companion to Leap of Reason by Mario Morino. We have consistently found we can build more effective Salesforce systems for organizations that have a clear vision for the outcomes they want to…

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From the trenches: Salesforce user adoption tips and tactics

From the trenches: Salesforce user adoption tips and tactics

We are pleased to have Nicholas Merriam share his user adoption tips for a Salesforce implementation he oversaw while at Building Changes in 2011. Now Operations Director for Vittana, Nicholas is using some of these same techniques at his new organization. The Challenge Prior to…

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