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Top Qualities in a Great CRM/Salesforce Administrator

This post by Tracy Kronzak was first published on the Heller Consulting website. This post is one of our favorites on the Salesforce administrator topic. Heller Consulting has graciously granted us permission to repost it here. If you want your nonprofit’s Constituent Relationship Management (CRM) system to function at its best, you need a good…

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Seattle Children’s Hospital Case Study: Making the Most of Salesforce

Seattle Children’s Partnership Access Line (PAL) fields over 3,200 calls a year from primary care providers (doctors, nurse practitioners, and physician assistants). PAL responds to mental health care questions like diagnostic clarification, medication adjustment, and treatment planning. Providers can get expert resources for their patients from the Line.  In addition to support for primary care…

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Coaching your Nonprofit Salesforce Administrator: Our Philosophy

At Bigger Boat Consulting, we believe an empowered Salesforce admin is the cornerstone of a successful system. You may already know that an admin is critical for Salesforce adoption and in-house ownership of your system, but how do you actually ensure they’re ready once your implementation ends? Let’s talk about the value of admin coaching.…

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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 were able to get our minimal viable product (MVP) completed…

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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 is complete. What do we mean by the “right internal…

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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 build out new functionality. But others are disappointed. In Salesforce.…

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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 role for Habitat for Humanity Greater San Francisco. As Director…

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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 Washington. IslandWood uses Salesforce to help their team manage events,…

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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: You need someone to “own” your data. This person is…