Salesforce is a powerful tool. If you’re 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 you tell? Check for these flags before committing your org to the Salesforce Ohana.
10 Valid Reasons NOT to Implement Salesforce
1. Your org is going from no system at all to Salesforce.
This isn’t to say that Salesforce can’t work in this situation. ‘New’ can be good.
But consider that this is like running before crawling. If there’s no infrastructure whatsoever for your data – or maybe you’re not collecting any yet!– then the necessary investment may be more than what makes sense right now.
Tip: But don’t abandon that data strategy altogether! Start small with spreadsheets and other low-cost tools.
2. Your leadership team isn’t invested in the outcome of your implementation.
You’ll need your leadership’s support throughout this project, including after your rollout. If leaders aren’t engaged in each step of the process, then you’re missing a crucial element for success.
3. You need this implementation done yesterday.
I doubt any worthwhile system can be configured overnight. But certainly not Salesforce! A proper implementation takes planning – typically months of it – so don’t sign onto Salesforce if your org isn’t willing to put in that time.
4. You’re not prepared to roll this out to staff.
Configuring a Salesforce instance is a lot of work. But that doesn’t mean you should skimp on the rollout. If you have no plan, desire or authority to train, troubleshoot and provide support to end users, then stop right here.
Any implementation is only as successful as its adoption phase.
p.s. This is less about Salesforce and more about people. Even if you could build the most user-friendly system in the world, you can’t assume that everyone will just “get” it.
5. Expectations on how staff will use Salesforce are unclear.
Are folks required to use this? If leaders don’t set the precedent early on about how they’ll hold staff accountable, then 1 of 2 things will happen: staff won’t feel the need to use Salesforce at all, or they’ll grow resentful once they learn that it is in fact mandatory.
If you’re putting time and money into this effort, get clear on those expectations first.
6. Your org’s data needs are simple.
And by that, I mean simple enough that any other system would go beyond your wildest dreams. The setup and maintenance of Salesforce is a lot on its own. So if something else works and requires half the effort, that may be the safer bet…at least, to start.
7. You don’t have a strong understanding of your staff users.
Technically speaking, anyone can come into your org and set up Salesforce. The science of it is easy.
But the art of it -setting things up in a way that lends to the productivity and efficacy of your users- is hard. And it’s pretty much impossible if you don’t have someone on your implementation team who’s willing to draw those connections.
8. You’re interested because it’s “free”.
Some orgs get drawn to the “free”ness of Salesforce, without realizing the setup and maintenance costs. If freeness is your motivating factor, or you’re working with a non-existent budget, tread carefully. A good implementation will cost you in at least time, if not money.
9. Your leaders expect that once it’s set up, Salesforce will be a “done” project.
There’s a reason so many of us are called “accidental admins”. Salesforce basically started out as a temporary side project, before the configuration and maintenance consumed our roles.
Your team may not see the reality just yet, but if they insist that the system needs to maintain itself going forward….that just won’t happen!
10. Because all the other nonprofits are doing it.
Salesforce is great, but there’s also a dark side to this Salesforce game. Just ask any of the orgs who implemented too soon or with the wrong partner, who are now bitter towards their costly CRM. (Orgs, it’s not too late!)
You may see more nonprofits getting on the bandwagon, but remember that the orgs who are successful with this have the resources to make it happen.
To wrap this up…
Take time to shop around for a system that’s going to fit your org’s needs, capacity and budget.