So. After lots of deliberation, your org finally has Salesforce. Yay!
I’ve seen this topic come up quite a bit online, and I think it’s time we shed some light.
If you’re new to Salesforce and work in this sector, then you’ve likely heard about the Nonprofit Success Pack (also known as NPSP). Either your org is already on it, or you’ve heard peers/consultants toss the term around.
But what exactly is NPSP, and how does (or doesn’t it) relate to Salesforce?Continue reading
Are you the Salesforce Admin for your nonprofit? Was that always the intention, or is it the case now because #multiplehats?
We have a phrase for those in the latter. We call you “accidental admins”, because so often that’s what nonprofit database administration is! It’s also how many of us got our start in Salesforce.Continue reading
Okay, nonprofits. It’s time to move to Salesforce Lightning.
I know you love (or at least tolerate your disdain) for Salesforce Classic. I get that the idea of switching sounds like a nightmare! But we all knew this was coming.
In case you’re an admin who somehow hasn’t heard, Lightning is the latest Salesforce user interface. Without sounding like a gimmicky salesperson, Lightning is the way of the future for Salesforce customers.
For real. We’re going from this…
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.
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.Continue reading