April 6, 2018

Use Salesforce to apply great CRM to Donors

in: Software Tagged: nonprofit donor relationships, nonprofit management, salesforce, Salesforce CRM

People 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 […]

April 6, 2018

Improving Salesforce User Adoption

in: Business, Programming, Software Tagged: business efficiency, business productivity, Business Tag, salesforce, Salesforce administration, user support

Salesforce User Adoption, Part II: Improving Salesforce User Adoption Creating a great Salesforce app for your team is only part of the solution; the other part is getting your team to use the app. The best tool in the world is useless if it’s not used! You’ve seen plenty of tips about signs your team […]

March 23, 2018

Tips for Using Salesforce Record Types

in: Business, Software Tagged: Business Tag, salesforce, Salesforce administration, Salesforce business processes, Salesforce record types, Salesforce setup

Many companies use Salesforce not only for sales-related CRM but also for managing disparate business processes. Salesforce record types can help administrators fine-tune their orgs and manage business processes for different users effectively. Sometimes, administrators go a little overboard with custom record types. Even after reading the documentation, it can help to see how other […]

February 15, 2018

Are You Underutilizing Salesforce, Part I

in: Business, Software Tagged: business efficiency, salesforce, Salesforce administration, Salesforce adoption, Salesforce features, Salesforce integration, Salesforce value, underutilizing Salesforce

Your team may have been working in Salesforce for a while. Now is the time to ask: are you getting the most value from your subscription? How can you tell if you are underutilizing Salesforce?

February 9, 2018

Salesforce user adoption, Part I: Signs you don’t have buy-in from your org on using Salesforce

in: Business, Developers, Software Tagged: business efficiency, business productivity, Business Tag, salesforce, Salesforce administration, Salesforce adoption, Salesforce user adoption, softwares

Now that your company has rolled out its shiny new CRM system, you’ll want to make sure your team is fully on board. How can you track Salesforce user adoption? What are the signs you don’t have full buy-in from your organization on using Salesforce? Of course, there are many useful reports available in the […]