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 surely you knew this was coming.
In case you’re a Salesforce admin who somehow hasn’t heard, Lightning is the newest Salesforce interface. Without intending to sound like a gimmicky salesperson, Lightning is the way of the future for Salesforce customers.
I mean really. We’re going from this…
There are few things I love more than spreadsheets and data. If this blog was any indication.
And what a good time to feel this way! Technology has opened up a world of possibilities when it comes to data and the sector. Organizations are in a great place to ask the tough questions, and start gathering the necessary pieces to form those answers.
However, that doesn’t make this easy. In fact, data can be a giant question-mark: how do we use it, what do we collect, and how do we keep it all organized?
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
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.
“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.
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!
In nonprofit, people joke that we’re all prone to multiple hat syndrome: instances when we’re asked to do things that fall way outside of our job description. Delivering a staff training is definitely one of those things.