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?
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.
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!
Have you ever been asked to build, or modify, a flyer during your nonprofit career? Whether you’ve worked in program services, volunteer management or development, I’m guessing the answer is yes. It’s certainly happened to me more than a few times!
If you’re Illustrator savvy, this isn’t a big ask. But if not, you’ve probably wondered ‘where do I begin? And WHY can’t we just contract this out to someone else for crying out loud?’ Continue reading →
“Our organization is transitioning to a new system.”
When a nonprofit leader first utters these words, it can turn our worlds upside down. Sure, you’ve heard the terms ‘CRM’ and ‘Sales force’ before. You may know people who’ve had something similar happen at their org. Now, it’s your nonprofit’s turn. Exciting, right?!