Whether your nonprofit is using it or not, let’s talk Google Forms for a second.
In case you’re not familiar, Google Forms is a survey app that comes with the Google Suite of products. Much like Google Docs and Google Sheets, it has its own place in the G-Drive and lets you easily build form surveys.
Google is not sponsoring this post. I’m not even claiming it’s the best survey tool out there. BUT, it’s worth highlighting for three very nonprofitty reasons:
It’s accessible. Even if your org doesn’t use Google products, you could sign up right now to build your first form with no fuss.
This means that Google Forms has many applications for our work, regardless of how large or technologically sophisticated the org. A simple tool that can do all the things? Prettyyyy cool.
What’s one thing that development staff, volunteer coordinators, operations managers, HR and Program people all have in common?
At any time, we can become our org’s database admin, too.
“Accidental admin” is the term we’ve lovingly coined to all the database managers who never signed up for this. Typically the consequence of multiple-hat syndrome, these are the nonprofit professionals who were standing closest to the system at the time when their org desperately needed an admin.
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.
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?
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.
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.