How To Choose A Salesforce Consulting Partner

Choosing_Salesforce_Consulting_Partner
Dave Averill, Customer Success Manager at the Salesforce.com Foundation posted about selecting the right partner for a journey toward CRM. Below are some of the highlights from his post that give some great food for thought when starting down the CRM road. For the full post and all of Dave’s advice, jump over to the original here on the always relevant Salesforce Foundation blog.

Over the years I, Dave Averill, have talked to many customers on their journey toward Salesforce and CRM “nirvana”. Choosing the right partner to walk this road with you can be difficult. Below are some strategies that I recommend when you are trying to select a partner.

Read More

Which Roles Should Be Involved In Your CRM Initiative?

Blog_image_Roles_CRM_Initiative_550x300

Our CRMready webinar covers everything from the benefits of a Constituent Relationship Management (CRM) system, to how to communicate the change to your organization to the importance of project management. Today we are going to look at who should be involved in your CRM implementation.

Read More

Importance of Project Management for your CRM Initiative

The importance of project management for your CRM initiative

While communication is a big part of making your Constituent Relationship Management (CRM) implementation a success, having a good project manager also plays a huge role. This person will be the primary point person for the project and will lead the change management. Think of them as the hub, the wheel with many spokes on it, keeping the implementation on track. They will spend a lot of time up front carefully creating a plan and gaining the investment of the stakeholders. For more information on what creates a successful CRM implementation, be sure to check out our CRMready webinar series.

Read More

Nonprofit Increases Fundraising Activity by 40%

Nonprofit_Increases_Fundraising_Salesforce

Moving your data to a new Constituent Relationship Management (CRM) system is never an easy thing to do, especially while still maintaining your existing fundraising efforts. When a national cancer organization came to Heller, they had specific changes in mind. They were frustrated with their slow system that did not integrate with their other systems. This disconnect forced them to manually update all systems to ensure data was up to date. They also wanted to keep participants informed of their fundraising goals during before, during and after walks. In a nutshell, they wanted to streamline their processes, integrate their systems, keep their participants up to date, and speed up their system, all within 6 months.

Read More

Overview of the Go-Live Phase of a CRM Implementation

Overview of the Go-Live Phase of a CRM Implementation

Over the past few weeks we’ve discussed the importance of the testing phase of your Constituent Relationship Management (CRM) implementation, showed you some tips on converting data from your legacy system, discussed which business processes you need to consider and even the discovery phase. Now we’ve come to the fun part: Go-Live! This is a very exciting time, your ribbon cutting ceremony. A key thing to remember to ensure everyone stays happy and organized, is planning. You need to make sure your go-live plan is nailed down well in advance.

Read More
Page 12 of 28« First...1011121314...20...Last »