INFP. The Myers Briggs test didn’t tell me anything I didn’t know. But it gave me a way to fit my skills, professional experience and personal interests into a neat little framework. Nearly 10 years later, I don’t think much has changed.
On this blog, you know me as Dee. In the real world, I’m a business systems manager for a nonprofit organization. It’s a catch-all title, meaning I manage our Salesforce database…but also, any other systems we might adopt. Because #multiplehats.
Getting here —in my career and this blog— hasn’t been a total accident! So I thought I’d share a bit about what that path has looked like for me.
When you work for a nonprofit, self-care is a must.
In a sector ripe with burn-out, it’s no wonder there are zillions of articles practically screaming for us to relax! This line of work gets hard, especially when you’re a well-intentioned professional who just wants to save the world.
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.
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.
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.
For current clients, it’s a chance to network & explore the different “clouds”. For those on the fence, it’s an accurate – if not dizzying – intro to the community you’re about to join. Plus, it’s free!