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.
Some of us may love the work, but maintaining your team’s database isn’t always easy! For anyone who’s ever served as as a nonprofit database manager (and for those folks who have ever worked with that person), here are 20 things that have likely crossed our minds at some point in time.