How to Build a Request Process That People Actually Follow: 3 Areas You Need to Consider

What expertise do you bring to your organization? Because most of us with any sort of technical knowledge – event planners, grant writers, system admins – all have one big thing in common.

People always need something from us.

As our orgs grow, so do the needs of our staff. If you’re starting to feel overwhelmed with requests, or find yourself repeating the same instructions to people over & over… then it may be time to streamline. Let’s turn that task into a process!

Why a process?

A smart process does wonders for our productivity. Guidelines & timelines help keep us accountable, minimize errors, and set expectations at our org. 

The result? We’re enabled to produce our best work in a timely fashion, without having to lose our minds.

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10 Signs Your Nonprofit ISN’T Ready for Salesforce

Salesforce is a powerful tool. And if you’re tasked with implementing a new data system for your org, there are very good reasons why this might be the way to go.

But there are valid reasons to stay away, too.

My staff knows how much I love Salesforce. And as much as I wish every org could implement it without issue, that’s just not how it works! Your org needs to be in the right headspace to knock a Salesforce implementation out of the park. Take it from someone who’s experienced some of these issues firsthand: this isn’t the right tool for everyone. And that’s okay.

So, how can tell when Salesforce is just not the right fit? Check to see if any of these indicators are present before you commit your nonprofit to the Salesforce Ohana.

10 Valid Reasons NOT to Implement Salesforce

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10 Signs Your Nonprofit is Ready For Salesforce

Is Salesforce the right tool for my organization?

If you’re implementing a new CRM at your org, then this has likely crossed your mind. Platforms abound for nonprofits ready to track their constituent data, and Salesforce is no exception.

The functionality and technical support alone make it a tool that thousands of professionals (literally)  swear by! Continue reading

5 Helpful Implementation Reminders for Your Org (via Salesforce)

“Don’t solve problems you don’t have.”

When it comes to tech implementations, truer words have never been spoken.
Today was the Salesforce World Tour, an annual expo-ish event hosted in several cities by the CRM powerhouse. There are product demos, keynote speakers, and mini-sessions all designed to leave attendees feeling curious and excited about what’s possible.

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How To Get Stuff Done When Everyone Needs Something From You

Whether it’s a seasonal trend or part of everyday life, we all know what it means to be busy. Tasks have this magical way of coming together all at once, threatening to bring our work worlds crashing down the moment we’re off our game.

So naturally, this is the time when everyone needs something from us.

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