This transformation requires a deep understanding of the business process, employee experiences, and the customer’s journey. As clients, you can gain a better understanding of the people that matter to you, build brand loyalty, innovate, and continue to experiment. Let’s talk about the steps and benefits of a Salesforce implementation.
Definition of Vision
Start by identifying your core business processes. It is important to be precise. You can identify any organizational process you wish to make more efficient with a new system. This could be application management, donation management, or any other type of process. It is important to identify which process plays a critical role in your organization’s mission and vision. Prioritize your processes according to mission-critical workflows.
If you have done theory of change work, then identify the most important processes to achieve that change. Note the data needed to measure your results against it. The bigger picture will help you see where Salesforce will make the most impact. Salesforce can help manage almost all processes within your company, so it is important to prioritize which ones.
Find your Salesforce Team
The first half of Salesforce implementation is choosing the right team.
Executive Leader: Your executive leadership must buy in. A lot depends on the executive investment. This is crucial as it can lead to the demise or stagnation of the system implementation process if the initial direction is not given.
Project Manager: The project manager oversees the entire process and makes sure that deadlines are met. You can also contact him for updates. A Project Manager who is knowledgeable about your subject matter and a skilled project manager is essential to ensure that your system design incorporates organizational feedback. You should ensure that they are available and have a deep understanding of your business processes.
The system administrator: This is the final step. You need to designate the person/team who will manage the system following deployment. It is important that you are able to identify the key members of your organization who will be required to take part in the project and to reach them. You should ensure that they are able to take responsibility for the system, and who will manage and support it after it is deployed.
Mapping data and their integration
Once you have decided on the process, it is time to start mapping each step. It is important to pay attention to the people, objectives, and resources involved. Your Salesforce integration partner will provide questionnaires to assist you in defining these processes. You can also take an inventory of your systems and data to determine what needs to be included in the system and validate your findings with subject-matter experts.
Identify the tools that will need to share data with your system. For example, mass email. Talk to your partner early to determine the format of data that will be required for your migration to the new system. To make the process easier, you may want to “cleanse” your data.
Take a look at licenses:
Your nonprofit can receive 10 licenses free of charge from the Salesforce.com Foundation. After the first 10, you will be eligible for deeply discounted licenses. Salesforce.com Foundation was founded on the simple idea of leveraging Salesforce.com’s technology, people, and resources to create collective knowledge and empower action to improve communities around the world. The 1/1/1 model is an integrated philanthropic approach. Salesforce.com Foundation gives 1% of its equity, 1% to employees, and 1% to non-profits through Salesforce.com Foundation. Think about how many people will require licenses for your new Salesforce system. Some users may only require access to certain features. Different Salesforce licenses might be available depending on what access is required and how the system was designed.
Preparation for training:
As we have discussed, it is necessary to have both a project manager for the implementation and eventually a system administrator. These team members will benefit from having some technical knowledge and exposure to Salesforce. This will allow them to be more effective in participating during the implementation. Salesforce.com and most implementation companies offer training on Salesforce and how to use it. Consider how your staff can be prepared to use your new system. Keep it simple and emphasize the features that are relevant to each role. Training material can be created in-house and conducted.
Flexibility is a virtue. Make it sustainable.
Flexibility is key to a successful implementation. Nonprofits often fall prey to the temptation of trying to do it all at once. We recommend that you take your time and set aside a budget to maintain and enhance your system. It’s similar to building a house, and then making changes as needed. Salesforce is an agile platform that adapts to your business. Instead of a permanent installation, think about iteration.
Salesforce Implementation Benefits
After Salesforce Implementation is complete, you will need to learn how Salesforce should be used by your employees in order to improve their performance. After Salesforce implementation, there are many benefits that organizations can enjoy.
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Knowledge sharing via public, customer, or partner portals
Salesforce knowledge apps can be used to publish and share relevant information. Salesforce communities allow you to publish and share knowledge with customers or partners.
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Content Storage and Organization
Salesforce makes it easy to store, organize, and manage content. Your content can be made easily available to you, according to its authenticity.
To summarize
Salesforce has the potential to dramatically improve customer satisfaction and workforce productivity. Without experience, Salesforce implementation can be difficult, time-consuming, and costly for organizations that don’t have the right skills. You can provide quality Salesforce Consulting services quickly, cost-effectively and with minimal risk to your clients by working with an implementation partner.
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