Preparing for Success Using Salesforce


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Salesforce is an enterprise level product that will require some investment of time, skill, and/or money to get the most out of it. Learn what you can do to prepare your organization to take best advantage of salesforce CRM.

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  • Salesforce is an enterprise level product that will require some investment of time, skill, and/or money to get the most out of it.
  • In fact, overthe last year or so, the Foundation has been researching what makes organizations successful using salesforce. While provides a number of resources to help, we have also found that there are a few things that your organization can do to ensure that you are getting the most of our product. Through our research we have found that to position your organization for success, you should We have found this to be just as relevant for small organizations with limited budgets as large organizations with large budgets.
  • Once you have decided that salesforce is the right tool for your organization and you have your senior leadership on board, you should decide on your implementation strategy. Generally, you can choose to have a consulting partner help you implement or you can implement with staff who have dedicated time to learn and customize salesforce
  • User adoption is the single most important ingredient in success, and survey after survey shows that training is one of the top things you can do to make Salesforce CRM a success. Your training strategy might include hiring a consultant to provide training, accessing training, or accessing the training library available through help and Training.
  • In addition to training, our customers also find it helpful to join our active user community. You can join a user group, get Answers on our user forums, join the Nonprofit Starter Pack Google group if you use the Nonprofit Starter Pack, join the Higher Ed Chatter Community or follow the foundation on face book, twitter and YouTube.
  • After you have successfully implemented Salesforce, you can then start to extend your application. You can enable mobile access for your users with mobile lite. You can extend the functionality of your crm with integrations like the outlook integration or other email and calendar apps available on the Appexchange. And you can find hundreds of helpful apps on the Appexchange for things like sending bulk HTML campaigns, accepting online donations, and printing labels, envelopers and invoices right from Salesforce
  • User adoption is key to making Salesforce CRM a success. To ensure high rates of user adoption you need a long-term strategy, with ongoing efforts to drive adoption. To be able to measure and monitor adoption, you can install the free adoption dashboards app available on the Appexchange. Your adoption plan should include strategies that make the adoption of salesforce fun and rewarding for your staff, ensuring that they can see the value that salesforce is bringing to your work. And finally, you should plan on using Chatter to further user adoption and collaboration across your organization.
  • Preparing for Success Using Salesforce

    1. 1. Preparing for Success
    2. 2. #SUCCESSposition your organization for•••••
    3. 3. 1. Decide on your implementation strategy • Find a consulting partner on the AppExchange • Get a Quickstart • Implement in-house with staff that have dedicated time to learn and customize salesforce
    4. 4. 2. Develop your training plan(s) • Develop a training strategy • Develop your curriculum • Deploy and deliver your training * Your strategy might include hiring a consultant to provide training, accessing training or upgrading to Premiere Support to have access to the full salesforce e-training library.
    5. 5. 3. Join the Community • Join a local user group • Join the Answers Community • Join the NPSP Google Group • Join the HE Chatter Group • Follow the Foundation social channels
    6. 6. 4. Extend your Application • Enable Mobile Lite (or purchase Full Mobile) • Develop Chatter best practices for your org • Set up the Outlook integration or email to salesforce or get an App from the AppExchange for email/calendar integration • Find other helpful Apps on the AppExchange for things like bulk HTML e-mail, printed mail merges, data cleansing, and de-duping, and payment processing
    7. 7. 5. Focus on Adoption • Develop a long-term adoption strategy • Install the free Adoption Dashboards App available on the AppExchange to help you measure and monitor adoption • Make adoption fun and rewarding •Use Chatter to further adoption and collaboration
    8. 8. Thank you!