Tag archive for Best Practices

Building iteratively: How to build a Salesforce system your nonprofit will actually love

Building iteratively: How to build a Salesforce system your nonprofit will actually love

“Why did your last implementation fail?” we asked. “Well, we got exactly what we asked for…” the program director said, “and it wasn’t what we needed.” Clients with existing systems often come to us for help getting it right. We like to start with the…

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Moving legacy data into Salesforce: the Bigger Boat way

Moving legacy data into Salesforce: the Bigger Boat way

“I have all this data in my old system. How will you get it into Salesforce? What do we need to do?” These are questions we often get asked early in the process of talking to a client.   Each migration is unique. For example, a…

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How to get a Raiser’s Edge Migration done efficiently, fast, and focused

How to get a Raiser’s Edge Migration done efficiently, fast, and focused

Bigger Boat was able to help us assess what our needs were and get us on a path to success. We had a very short timetable for moving data from Raiser’s Edge to Salesforce. With Bigger Boat’s strong team, excellent project management, and agility we…

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Guide: Staffing the Team for Success with Salesforce

Guide: Staffing the Team for Success with Salesforce

Salesforce has the potential to make a huge, positive impact on your nonprofit. But in order to get the most out of Salesforce, it’s critical to have the right internal team in place, from before the implementation project even starts until long after the project…

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Salesforce Project Success (and Cost): Key Factors to Consider

Salesforce Project Success (and Cost): Key Factors to Consider

How complexity, alignment, and commitment factor into project success and cost. One of the questions we often get early in a discussion with a potential client is, how much will this project cost? I’m always tempted to reply “how long is a piece of string?” In…

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Four Reasons Salesforce Implementations Fail

Four Reasons Salesforce Implementations Fail

Over the years, many organizations who started their Salesforce journey before we arrived on the scene have reached out to us for help. Some organizations need just an enhancement or two to keep their systems running smoothly. Some want to push into new horizons and…

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Using custom metadata to provide flexibility in a managed package

Using custom metadata to provide flexibility in a managed package

We previously shared the details of PROVAIL’s supported employment managed package. That app needed flexibility to support different program models. Here’s how this was built into the package. Managed packages are Salesforce’s method of installing and distributing custom applications. Salesforce managed packages lock in certain…

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Investing in Nonprofit Measurement and Learning

Investing in Nonprofit Measurement and Learning

Investing in a Salesforce administrator is a key factor for an organization to be successful with Salesforce. But what about someone who is also thinking strategically about how the organization is measuring their work and learning from the data? Lauren Shaughnessy serves in exactly that…

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Anatomy of a successful Salesforce project: Enhabit

Anatomy of a successful Salesforce project: Enhabit

The competence and demeanor of our Bigger Boat team were absolutely critical to the project. They would really listen. The were never disagreeable but could tell us what would and would not work. Their process provided structure while being flexible to our changing needs. Mid-way…

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The Power of Investing in Your Team: A Salesforce Staffing Benchmark Study

The Power of Investing in Your Team: A Salesforce Staffing Benchmark Study

Today’s guest post is by Matt Eldridge. Matt served as IslandWood’s Senior Vice President. IslandWood’s mission is to inspire lifelong environmental and community stewardship. They do this through events and programs at several facilities, including their flagship 250-acre outdoor learning center on Bainbridge Island in…

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