Salesforce can be overwhelming for a nonprofit that’s implementing it for the first time. There’s so much functionality that it’s difficult to know where to start.
The fact is, as a nonprofit, you don’t need all of the functionality of Salesforce. What’s more important is that you identify and leverage the parts of it that you do need.
We can help.
We know how to optimize and customize Salesforce for nonprofits. We have performed hundreds of Salesforce implementations for nonprofits over the years, and we know which features will be important to you and which will not. What’s more, we can provide the Salesforce training that many nonprofits desperately need.
What’s important for nonprofits using Salesforce? Here are a few points:
- Data entry. Nonprofits need a uniform method of entering data that’s tailored to your specific needs. We’ll teach you how to enter and categorize your data within Salesforce.
- Reporting. Producing detailed, informative reports is a huge need for nonprofits who want to show their boards and executives how things are going. Charts and graphs are key; we’ll show you how to produce them in Salesforce.
- Donor cultivation. Keeping track of and managing relationships with donors is key for any nonprofit. We can show you how to get the most out of Salesforce to solidify and enhance those relationships.
- Automation. Your nonprofit probably does a lot of things that can be automated using Salesforce, saving you time and resources. We’ll help you identify those things and get you up and running.
- Customized views. There might some information about donors that you don’t want everyone in the organization to see. We can get all of your users set up with appropriate views of your information in Salesforce.
- New functions. As your nonprofit grows, so will your demands of Salesforce. We can get you hooked up with all the functionality you need to keep up with the changes in your organization.
How can your nonprofit get the most out of Salesforce? Drop us a line and let’s start the conversation!
Joe Paone is a content strategist at DonorLynk who loves informing nonprofits.