Implementing Salesforce for Outlook [Tech Tips]

Integrating Salesforce.com and Outlook - New Features

Salesforce for Outlook is an application that integrates Microsoft Outlook with Salesforce.com and automatically syncs contacts, tasks and events between them. It replaces Connect for Outlook (now a legacy application). Salesforce for Outlook seems to run more smoothly and efficiently than Connect for Outlook, and it includes a number of new features, the coolest of which is the new Salesforce Side Panel.

Following are some highlights and things to consider when implementing Salesforce for Outlook:

Capabilities and Considerations

When setting up the Salesforce-Outlook sync, it is important for system administrators to understand the options and implications. Before activating the syncing functionality, especially for contacts, administrators should develop a plan for how their organization wants to sync data from their users’ local Outlook applications to Salesforce.com.

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Using the Right Tools for the Right Jobs with Salesforce.com [Tech Tips]

Salesforce.com for any nonprofit organization can sometimes feel a bit like the Old Wild West. There are many possible paths to accomplishing what you want, no hard-and-fast rules and guidelines, lots of folks trying to sell you snake oil, and there’s always gold in them thar hills.

So how do nonprofits make the right decisions regarding Salesforce.com? One of the secrets to success is having a strategy and methodology from the start – as I’ve put it to clients now and again, “Plan for a plan, then make a plan.” Jumping in without making a map to how and what aspects of Salesforce.com will be used are sure-fire ways to get in to a dustup.  You’ll be firing in data and processes pell-mell into a platform that requires thoughtful data alignment and best practices for both scalability and reporting. Part of making this plan is knowing what tools and resources are available for implementing Salesforce.com. Using the right tools for the right jobs means acquiring the right resources outside of your Salesforce.com instance, and using the right tools within it.

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The Cost of Out of Date Donor Information [Tech Tips]

The Cost of Out of Date Donor Information

It might not be the most exciting topic to think about, but consider this: how your constituents react to your organization is a result of how they perceive you. If your communications with your constituents are in any way inaccurate, that is what they remember. Not your message. Having clean and accurate data doesn’t just leave a good impression, it allows your mission and message to come through loud and clear.

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The Basics of Salesforce.com for Nonprofits [Tech Tips]

In this post I will breakdown some of the basics of Salesforce.com for nonprofits.  In Heller Consulting’s recent paper on Salesforce.com-based donor management applications, we covered the fact that Salesforce CRM, as natively designed, is meant to track business-to-business relationships and sales opportunities. But Salesforce.com is a platform that is exciting to nonprofits for many reasons, so it’s important to go “back to basics” and understand what alterations have been made to make the platform attractive for everyday fundraising and other nonprofit needs. 

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Top Qualities in a Great CRM Administrator

7 Things to Think About Before You Implement a Fundraising System

If you want your nonprofit’s Constituent Relationship Management (CRM) system to function at its best, you need a good set of eyes and hands managing it. A CRM Administrator is crucial for the success of your database.

Almost daily, nonprofits ask us to provide advice and insight about this valuable position. So, over the next few months, we’ll share our top tips — drawn from our 16 years of experience working with over 800 nonprofits — in a series of articles on this topic. Our goals: to give you an understanding of the best-case roles and responsibilities of a CRM Administrator and raise the level of expectations for this often under-valued position.

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