Tag archive for Salesforce Staffing

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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Top Qualities of a Great Client-Side Project Lead

Top Qualities of a Great Client-Side Project Lead

The foundation of a successful Salesforce implementation project is a great project team, and key to that project team is a great client-side project lead. That’s not us, and it’s not necessarily the client’s internal Salesforce administrator, either! (Though it can be the same person. We’ve…

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Understanding what you’re getting into with Salesforce

Understanding what you’re getting into with Salesforce

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…

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Making the team

Making the team

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…

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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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