Staff turnover can be tough, but with planning and preparation you can ensure a smooth transition for the incoming Salesforce Admin.
Resources
We believe the entire Salesforce community advances when we share openly and generously. These are some of our recent client success stories and thought leadership pieces.
Nonprofits
Kids in Need of Defense: Leveraging Salesforce for Scalable Impact
Long Island Housing Partnership utilizes Salesforce to expand affordable housing programs and streamline service delivery.
Long Island Housing Partnership Increases Access to Affordable Housing Programs
Long Island Housing Partnership utilizes Salesforce to expand affordable housing programs and streamline service delivery.
Project Managers are Key to a Successful Salesforce Implementation
When it comes to big initiatives like a Salesforce implementation, the project manager is the glue that helps hold the project together.
Outsourcing Salesforce Administration Services Can Improve Data Management
For some organizations, hiring an outside consultant to handle Salesforce Administration is an important step towards better data management.
When Planning for a Salesforce Implementation, Keep the End Goals in Mind
When planning for a new Salesforce CRM implementation, it’s important to build the solution with the end goals in mind.
Salesforce + HomeKeeper Improves Service Delivery for Detroit Housing Network
Detroit Housing Network’s Salesforce + HomeKeeper platform supports work of affordable housing network organizations.
Five Best Practices for CRM Change Management and User Adoption
Learn the five steps that organizations can take to ensure effective change management and user adoption with their new CRM platform.
Is Salesforce Nonprofit Cloud Right for Your Organization?
Understanding your organizational values and needs will help you make the right decision when it comes to Salesforce’s Nonprofit Cloud CRM.
Comparing and Selecting the Right Salesforce Grant Management System
Planning, preparation and strategy will help organizations choose the right Salesforce grant management system to meet their needs.
Salesforce Managed Services for Your Nonprofit or Foundation
Whether you need a temporary Salesforce Admin to fill a gap or want to train and support a new Admin hire, our team of experts is ready to help you develop a solution that matches your needs.
Takeaways from the September CRM Leadership Roundtable
A CRM Leadership Roundtable is a virtual gatherings where leaders can share ideas and discuss challenges related to CRM systems.