Tag Archives: CRM

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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10 Tips for Delivering A Staff Training When You’re NOT A Trainer

In the nonprofit sector, there’s this joke (sort of?) that we are prone to multiple-hat syndrome: instances when we’re asked to do things that fall outside of our job description, to keep things running smoothly. This summer, I’ve definitely fallen victim.

I’ve been tasked with getting my team up to speed on our new CRM software. Though I’ve played a big role in the setup and implementation (already complicated in its own ways), training others presents an ENTIRELY different set of challenges. Continue reading →