Many of the biggest hurdles organizations face when implementing Salesforce are not about technology at all. In fact, they are much more about the approach the organization takes towards the process overall. Our friend Sam Dorman has created an excellent Getting Ready Playbook that’s available for download and is also part of the Salesforc.org’s Power of…
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At Dreamforce a group of us pulled together a panel to share our collective experience building and scaling Salesforce applications for the nonprofit sector. This post is a collaborative effort with Alex Bernadotte from Beyond 12, Zach Goldstein from Health Leads, Tiffany Eng from Capital Impact Partners, and Jesse Maddex from the Salesforce Foundation. The…
Are you looking to use your technology and process chops as well as your nonprofit know-how to help make the world a better place? Are you looking to join a team that’s knowledgeable, collaborative, and passionate about their work? Then you’ve come to the right place. We believe that the effective use of CRM technology…
We’re ready to dive into the project! Of course we want to hear all about your data. We want to learn about your programs and the specific fields you are hoping to bring over into Salesforce. We love to see the reports that would make your funders happy. But before all of that, we need…
This summer the Salesforce Foundation provided a number of new reports and dashboards for the Nonprofit Starter Pack (NPSP). If you haven’t look at them or considered installing them, you should. There are 5 new dashboards and 47 new reports. I’d like to highlight a few of my favorites. But take a look, there are…
We often will walk into an organization’s large meeting room for a project kick-off meeting to discover that the people in the room fall into two camps. CRM Veterans: They’ve used a CRM before and it’s been a relatively positive experience. They know that this will (mostly) impact their lives in a (mostly) good way.…
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 as possible. Here are six things that you can do…
What is Quick Create? Quick Create is the “new” button that appears in lookup windows or the Quick Create section in the sidebar on Account, Contact, Opportunity, or Lead tabs in Salesforce. In the picture below, I was adding XYC Corporation to Dewey Duck’s contact record. In the Lookup panel, I found that XYC didn’t…
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 price — for additional licenses. But even with that discount,…
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 that happen? There are a lot of reasons but the…