Tag Archives: Nonprofit

7 Reasons Your Nonprofit Will Want to Move to Lightning

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…

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An Introvert’s Nonprofit Career Story: 5 Lessons from My Switch to External Facing Work

Work trip turned mini vacation

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.

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10 Signs Your Nonprofit is NOT 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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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.

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!

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How To Get Stuff Done When Everyone Needs Something From You

Whether it’s a seasonal trend or part of everyday life, we all know what it means to be busy. Tasks have this magical way of coming together all at once, threatening to bring our work worlds crashing down the moment we’re off our game.

So naturally, this is the time when everyone needs something from us.

Don’t get me wrong: I love helping my team. If I’m the best person to handle a task that moves our mission forward, that’s great! But being human, I can’t do all the things all at once. And you can’t either.

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