Six Ways to be a Great Client

Six Ways to be a Great Client

Idealist Consulting’s Calista Carter recently wrote a blog post about how to be a great client. Her list included tips and things to keep in mind, but also referenced one of our favorite movies, Jerry McGuire. We’ve reprinted her tips below with permission from Idealist Consulting.

Reflecting on a recent client engagement, I find myself thinking of a scene from Jerry McGuire. No, it’s not “you had me at hello” or “show me the money” (although I’ve had those moments, too). No, this time it’s that “Help me help you” scene where Jerry (Tom Cruise) and the Rod (his football player client played by Cuba Gooding Jr.) are in the locker room after a game. Help. Me. Help. You. Sounds easy, right? Want to have a great relationship with your consulting partner and save time and money for your organization? Here are six recommendations, culled from years of experience on projects of all sizes.

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How to Install the Nonprofit Starter Pack in a Sales Cloud Org

How to install the Nonprofit Starter Pack in a Sales Cloud Org

Every now and then I come across a nonprofit client that is using Salesforce.com (SFDC), but for whatever reason hasn’t installed the Nonprofit Starter Pack (NPSP). “Whoa!” you say, “But how/when/why would this happen?”

There are actually several totally reasonable answers. Maybe they inadvertently opted out when they initially signed up for their trial or maybe they’ve been using SFDC for their client operations and are now extending it to manage their fundraising and development functions (which NPSP excels at). In either case, the question is: What does it take to install the NPSP in a standard Sales Cloud deployment?

Installing the NPSP in a brand new Sales Cloud org (what you get with the Foundation 10 Enterprise Edition license donation) with no data and no custom configuration is pretty easy. What’s more, it shouldn’t take more than an hour or two at the most to install all the packages and configure the settings.

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