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…
Our data isn’t very good, people don’t trust it. I’m always cleaning data. When will it end? Why do organizations get to the point where they don’t trust or can’t act on their data? Often the reason is poor data quality and integrity. How does…
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…
At some point during a project kick-off meeting, I usually explain what we don’t do at Bigger Boat Consulting. I’ll say something to the effect of “We don’t gather a bunch of requirements, scurry away and disappear for 3 months, and then come back to…
Congratulations! You are a new Salesforce Administrator at a nonprofit organization. As the Salesforce administrator, you are responsible for driving user adoption, providing training, and ensuring data integrity. You will also need to be a reliable go-to person for reports and help. This is a…
Note: A version of this post first appeared as a guest post on the Salesforce.org blog and is also a resource in the Power of Us Hub. You are ready to adopt Salesforce for your organization’s core program management work. The vendor’s demo was impressive and…
When we originally formed the company, we were busy working with clients and chose our initial street address as our name for efficiency. A unique opportunity arose this summer: joining the new Hub Seattle space, a collection of social enterprises that include Social Venture Partners, Bainbridge Graduate Institute, and…
