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Outsource / In-House signpost with sky background The basics are in place: you've set up your Salesforce org, and you've customized it enough to let your sales team work pretty efficiently. Now your users are asking for more. They want more automation to streamline their work, more customization to tailor their experience to their needs, more built-in business logic to improve the quality of report data. How much of this can you realistically do in-house? Is it time to outsource Salesforce work for your organization?

Outsourcing, then and now

board of directors meeting silhouette   For any organization led by a board of directors, communication is vital. Board members need a great deal of well-organized information in order to perform their duties. Staff members have traditionally prepared board books and meeting documents, assembling and organizing possibly hundreds of documents for each meeting. While it's possible to cobble together a solution using existing software like project management systems and online document sharing tools, these DIY systems don't offer the efficiency or features of a dedicated board of directors portal. These portals provide several features to help boards work efficiently and effectively.

How organized is your purchasing system? If you're not already using purchase orders, it may be time to start. If you are using them, take a moment to evaluate how well your off-the-shelf software fits your current needs. It may be time for a custom purchase order system.

Why should I use purchase orders?

hand-filling a paper purchase order form

A formal purchase order process has a lot of benefits for both buyers and sellers. Here are a few:

USA of the people by the people for the people postage stamp In today's connected world, consumers want to interact with service providers on their own schedule and receive individualized information and experiences. The same principles apply to citizens, who are the "customers" of their government. Citizen-centric government using public portals is a growing trend. These portals offer citizens secure, convenient, and personalized channels to interact with their government and offer civil servants greater efficiency and deeper insight into the needs of their citizenry.

E-Health patient portal on mobile phone More and more health care providers are using web and mobile applications to communicate with their patients. In 2016, for example, the American Hospital Association reported that 92% of their hospitals provided patients with access to their health data via patient portal applications. These portals offer significant benefits to patients, providers, and administrative teams.

software workflow user laptop Now that you've implemented Salesforce and your team is reaping its benefits, it's time to step up your game. You're already rocking the CRM, streamlining the sales process, and using rich reports as feedback to keep on fine-tuning your sales machine. What's next? Your business processes. Here are some ways you can use Salesforce automation to improve business processes.

manage relationshipsPeople who work in nonprofit organizations want to spend their time and energy on their primary mission, not entering data into a database. Unfortunately, nonprofits really do need to use some kind of database to manage relationships with their donors and their beneficiaries. From a human perspective, managing donor relationships is not much different from managing customer relationships. Managing your contacts in a spreadsheet might work when you're just getting started, but you'll do much better if you use a true Customer Relationship Management (CRM) system. The Salesforce Foundation makes it possible for you to cultivate donor relationships for little or no cost.

hybrid; stack of different sliced fruit So you want to build a mobile app. Should you choose native or hybrid mobile application development? Each choice has advantages depending on your projected use and time to market.

What is a hybrid mobile application?

Mobile apps generally fall into two categories, native and cross-platform or "hybrid". A native mobile application is just what it sounds like: it uses the SDK (Software Development Kit) and hardware features specific to a particular mobile operating system. Hybrid mobile applications also fall into two general categories, hybrid HTML5 apps and native cross-platform apps.