February 21, 2018
A list of Salesforce Appexchange categories and tools, relevant for Nonprofit Operations. Part 2 of 2 covers Email management, Online Fundraising & Payment Processing, Survey administration and Miscellaneous categories of tools.
February 17, 2018
What does it mean to be strategic in your role as a manager, to be a strategic thinker ? We go over some discussions from workshops we run for our clients in the context of Growth and Salesforce CRM. This 5 minute clip discusses vision, drawing up the big picture, making decisions for future and leadership.
February 14, 2018
We go over the curriculum and an overview of topics from a representative training session for Salesforce Nonprofit Success Pack (NPSP). Our training for NPSP covers topics spanning both functionality and administration of the application. Functionality may include use cases for Fundraising and Program Management while Administration topics typically include best practices, process automation, reports & dashboards and appexchange tools.
February 7, 2018
Salesforce uses multi-factor authentication to increase security around your Salesforce setup. But you provide access to customers, partners and other external users through community and other […]
January 31, 2018
Salesforce has a multi-tenant architecture and it identifies every record uniquely across all customers by assigning a unique Record ID to each record. As a Salesforce […]
January 22, 2018
In this blog we show how to implement roll-up summary on lookup relationships in Salesforce. This can add immense value to business users by providing useful […]
October 23, 2017
What does it mean to align your Sales Strategy with the Organizational Strategy? How does one make this discussion real ? And what relevance does it have to Salesforce CRM implementations and vice versa - what relevance can your CRM have to this alignment?
October 11, 2017
We discuss the need for a framework and how we apply it in our client work with sales organizations of growing businesses. We go over the 6 dimensions of the Varasi framework and the key questions to ask and nuances to consider under each dimension.
September 4, 2017
User involvement is typically high during requirements and UAT. Here we highlight some methods to increase user involvement during design phase to strengthen solution design and increase adoption.