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Salesforce Foundation Implementation Support - 5 Steps to Success
Salesforce Foundation Implementation Support - 5 Steps to Success
Salesforce Foundation Implementation Support - 5 Steps to Success
Salesforce Foundation Implementation Support - 5 Steps to Success
Salesforce Foundation Implementation Support - 5 Steps to Success
Salesforce Foundation Implementation Support - 5 Steps to Success
Salesforce Foundation Implementation Support - 5 Steps to Success
Salesforce Foundation Implementation Support - 5 Steps to Success
Salesforce Foundation Implementation Support - 5 Steps to Success
Salesforce Foundation Implementation Support - 5 Steps to Success
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Salesforce Foundation Implementation Support - 5 Steps to Success

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5 Key Steps for Nonprofit Customers in APAC to consider and act on to your Salesforce CRM implementation is successful.

5 Key Steps for Nonprofit Customers in APAC to consider and act on to your Salesforce CRM implementation is successful.

Published in: Business, Technology
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  • 1. www.salesforcefoundation.org/intl@tetsuwandrewDrew SmithProduct Program Manager, Asia Pacific5 Steps to ImplementationHelping Nonprofit Implementation Success on Salesforce
  • 2. How Do You Prepare For Success?1 2 3 4 5ChooseYourImplementationPathMapBusinessObjectivesCreateYourRolloutPlanDefineYourVisionIdentifyKeyContacts
  • 3. Partners Self Implement121. Choose Your Implementation Path
  • 4. • Fast time to value• Track record of success• High customer satisfaction scores• Ability to scale• Industry/product expertise• Local presenceWhy Choose A Partner?Where can I find a partner?Nonprofit Certified Partners Ask Drew Smith atthe Foundation!
  • 5. Strong in-house expertiseSmall deployment / low complexityLack of budgetGetting StartedImplementationGuideGettingStartedWorkbookFREE OnlineWebinarsPremierSupport Plansand Face-to-Face TrainingPremier Support and Face-to-Face Training is Discounted for NonprofitsContact Drew Smith for PricingWhy Self Implement?
  • 6.  Articulates the value Encourages adoption Communicates the strategyExecutive Sponsor Business process expert Ability to configure Salesforce Train and support end usersSystem Administrator2. Identify Key Contacts
  • 7. “To provide ourorganisation withindustry-leadingcapability to maximizefundraising andproductivity, acceleratedonations, and worksmarter.”ClearpurposeAlign on acommon goal3. Define Your Vision
  • 8. Goal:Increase DonationsObjectives:Acquire new donors andbetter manage andmarket to existing donorsCapabilities:Capture Web leadsTrack campaigneffectivenessManage the programspendClick here to download our Free Dashboards!Salesforce CRM Dashboards4. Map Business Objectives
  • 9. LimitedFunctionalityBusinessImpactLowHighExtensiveContactManagementReporting & TaskManagementCustomer ServiceVolunteerManagementCampaignManagementLead TrackingDonation andGrantsManagementAccountingIntegration5. Create Your Rollout Plan

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