Your Salesforce Questions Answered by Salesforce MVPs

Salesforce is an incredible piece of software that can be customized to your specific needs, wants and desires, as long as you know how to use it. That’s why last week we outlined 37 posts we’ve written over the last year that are filled with Salesforce tips and tricks designed to help your nonprofit organization get the most out of your Salesforce instance. During Dreamforce, Heller Consulting‘s Salesforce MVP, Mary Pustejovsky, spoke at a Q&A session with other Salesforce experts, answering specific questions from nonprofit organizations just like yours. The panel was moderated by Gorav Seth and also included additional Salesforce MVP’s Bonny Hinners, Sharif Shaalan, Thomas Taylor and Will Nourse.

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Salesforce Tech Tips Roundup

Salesforce Tech Tips

Over the last year, we’ve published many posts designed to help you get the most out of your nonprofit organization’s Salesforce instance. These Salesforce tech tips cover everything from the basics, to selecting which data structure is right for your organization, to outlining the functions of different nonprofit applications and much more. Below we’ve also included some general constituent relationship management (CRM) system tips that aren’t specific to Salesforce, but are useful, nonetheless.

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Waterfall vs Agile Project Management for Salesforce Implementations

Waterfall vs Agile Project Management for Salesforce Implementations

Our partners at Idealist Consulting are hearty evangelists of agile project management. They find themselves in conversations about how key it is to minimizing risk in Salesforce implementation projects so wanted to share some of their reasons. This guest post comes from Idealist Consulting’s CRM Admin Consultant Ashley Bochiechio.

As a Salesforce consultant, I have worked on projects which use agile project management as well as projects which strictly adhere to a traditional waterfall approach. Remember the difference? Agile project management follows a project structure of design, tweak, repeat, launch, improve. Waterfall, on the other hand, is a style of project management which focuses almost half the scoped time on the creation of a highly detailed design document (an all-inclusive document listing what will be implemented for a given project). Based on my experiences, I have developed a strong preference for agile. In the great race to implement Salesforce, time is always of the essence, but not only that, your project risks will be much better managed through an agile approach.

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#DF13 Social Snapshot Report

Last week was a blast following along with the #DF13 hashtag. On Monday we compared what services people were using to share their images via Twitter (the results may surprise you), on Tuesday Marc Benioff was incredible quotable throughout his keynote presentation, Wednesday brought us Sheryl Sandberg who told us to stop calling little girls bossy and Thursday was all about the hackathon and the million dollar prize.

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Dreamforce 2013 Recap #DF13

The Connected Cause Founding Partners NPO Engagement Party

Wow! Hard to believe Dreamforce is over. It went by so quickly! The Connected Cause had a blast this year with both Heller Consulting and Idealist Consulting attending the event.

We (The Connected Cause) were a sponsor of the NPO Engagement Party and specifically the photo booth. Here’s a pic of yours truly, along with the pic above:

The Connected Cause Founding Partners NPO Engagement Party Photo Booth Pics

Told you we had a blast!

Beyond the parties and rock shows, a big theme at Dreamforce this year was women in technology, from the keynote fireside chats with Yahoo’s Marissa Mayer and Facebook’s Sheryl Sandberg, to the many networking events for women and the #LeanIn chats, women were at the forefront of many sessions.
Below are the four different perspectives from employees at Heller Consulting. Some of them experienced Dreamforce for the first time, while others are veterans having been to at least 3 of the past Dreamforce events. Here are their thoughts on #DF13:

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