7 Steps for a Successful Salesforce Implementation
|
|
- Jasmine Johnston
- 8 years ago
- Views:
Transcription
1 7 Steps for a Successful Salesforce Implementation Salesforce can integrate all of your nonprofit s business processes into one system. You might be interested in a case management system, a better way to fundraise and report, a program management solution, a system for managing your organization s outcomes, or all of the above. All types of nonprofit organizations can benefit from Salesforce, including human services organizations, foundations, and education nonprofits. Because Salesforce is so configurable and can integrate seamlessly with so many applications, Salesforce implementations can be an efficient process. With a little bit of preparation in advance, you can ensure you get the most out of your system and lay the groundwork for successful adoption. We recommend you begin by defining your goals, bringing together stakeholders, and making sure you have a clear idea of how the system will help you. Next, find a consultant you trust to implement Salesforce. You do not need to be an expert in Salesforce at this moment, but you will ultimately need someone on your team to take ownership of working with the consultant, designing the aspects of your system in partnership with them. In this paper, we ll highlight seven key areas to consider when planning to implement a Salesforce system: 1. Vision 2. Salesforce Champions 3. Data & Integrations 4. Timing 5. Licenses 6. Training 7. Sustainability 1
2 Checklist: Vision and Salesforce Champions Use the following tips to help you prepare for a new system. 1. Define Vision. Identify your organization s key business processes -- virtually all can be managed in Salesforce. Be specific. This can be anything from donation management to application management to case management. You may already be able to name some organizational processes that aren t working or could be more effective when supported by a new system. However, we recommend you take a step back and evaluate your organization s needs based on your mission and vision. For instance, if you ve done theory of change work, identify the processes that are most crucial to achieving that change. Also note the data required to measure your outcomes against it. Looking at the bigger picture will help you identify where a Salesforce system will have the biggest impact. Don t worry if some processes get left out -- many organizations build their Salesforce systems up over time, adding features as needed. Salesforce can help you manage virtually all the processes in your organization, so you may want to prioritize what to address first. Identify the processes that are key to your organization s mission and vision. Prioritize your processes based on your organizational values and mission-critical workflows. 2. Find Your Salesforce Champions. You will need buy-in from your executive leadership. Executive investment is critical to the success of the project, as a system implementation can be stalled or even undermined if its initial direction is not approved from the beginning. Next, you will need to identify and designate a project manager and subject matter expert. The Project Manager and subject matter expert(s) will work with your implementation partner to ensure that organizational feedback is factored into your system s design. Make certain that they have availability and deep knowledge about your business processes. Consider also any external constituents who may access the system and whose feedback you need to collect in advance or during the implementation. Finally, you will need to designate the person or team who will administer the system after deployment (System Administrator), which may be the same as those who manage the implementation. Ensure they have the ability and capacity to take ownership of the system. 2
3 Data and Timing Identify and reach out to the key people in your organization who will need to participate in the project. Determine who needs to approve the system, and which staff members will be influential in convincing other staff to adopt it. Ascertain who will administer and provide support for the system after it s deployed. 3. Map Data and Processes; Consider Integrations. Once you ve chosen the processes you want to address, you may want to map out each process step by step. Focus on understanding the objectives, people and resources involved. Your implementation partner may provide questionnaires to help you outline these processes. Next, take inventory of your systems and data that needs to be incorporated into the system, and validate your findings with subject matter experts for your programs. Sometimes the data may be spread across multiple sources (databases or people). Also identify tools that need to share data with your system, such as those for mass . Discuss early with your implementation partner in what format the data will need to be collected for migration to your new system. You may also want to cleanse your data to make the process smoother (for instance, by removing duplicate records or out-of-date contact information). Map out each key process to understand what your system needs to cover. Identify and write down all of the data sources and systems that would need to be migrated into Salesforce. Determine how clean and accurate your data is, and cleanse if necessary. Note if you may want to collect any information from constituents on your website. Consider if you want to use Salesforce data in other applications like mass or Outlook/Gmail. 4. Plan Your Timing Carefully. Implementing a Salesforce solution requires dedicated time from your staff that they may not have during your busiest seasons. Ask your implementation partner for an estimate. For instance, if you want to manage an application process through Salesforce, you should not implement a new system during your application period, as it s unlikely the staff with the most knowledge of the process will have time to spend in project meetings. Pinpoint a slower time in your fiscal year, when you can spend more time on a technology project. Be aware of times (such as during an application cycle) when you should not implement a new system. 3
4 Licenses and Training 5. Think About Licenses. Your nonprofit is eligible for 10 free licenses from the Salesforce.com Foundation and deeply discounted licenses after the first 10. The Salesforce.com Foundation is based on a simple idea: leverage Salesforce.com s people, technology, and resources to build collective knowledge and enable action to improve communities throughout the world. This integrated philanthropic approach is called the 1/1/1 model. Through the Salesforce.com Foundation, Salesforce.com donates 1% of their employees time, 1% of the company s equity and 1% of their product to nonprofits. Consider how many people will need licenses to your new Salesforce system. There might be users that only need access to limited features. Depending on the access needed and the system design, different lower-cost Salesforce licenses may be an option. Take note of how many of your staff or external constituents (e.g. board members, grantees, applicants) would need access to Salesforce. Determine the level of access they need. (For instance, they might only need access to contact information.) 6. Prepare For Training. As we discussed in an earlier section, you will need to have both a project manager for implementation and eventually a trained system administrator on staff. It will be very helpful for these team members to have some technology aptitude, and to have exposure to Salesforce so that they can more effectively participate during your implementation. Most implementation providers and Salesforce.com provide training on using your system and Salesforce in general. Also consider how you may prepare for your staff to adopt your new system. Can you develop some brief, visually clear training materials in-house and prepare for staff trainings? We recommend keeping it simple and emphasizing the relevant features for each staff role. Also think about what staff stand to gain by transitioning to these new processes and how you can express these benefits to them. Familiarize yourself with the Nonprofit Starter Pack, which most nonprofits will use in some way in their Salesforce system. Plan a schedule of your training process, both in materials creation and training sessions. Consider the need for followup trainings until each staff member is clear. Refer to your Salesforce champions from Step 3 for support of the new system in each of your programs or services. 4
5 Sustainability 7. Embrace Flexibility and Make It Sustainable. We recommend approaching your implementation with flexibility. One pitfall nonprofits run into is trying to do everything at once. We encourage you to pace yourself and have an ongoing budget for maintaining and enhancing your system. It s like building a house and making improvements to it as needs change. Salesforce is an agile system that is intended to adjust as your organization does. Think of iteration, rather than a one-time permanent installation. Know what s critical and of highest priority. Leave room to grow. Overview By incorporating the tips above, you are on your way to a successful Salesforce implementation! 1. Define Vision. 2. Find Your Salesforce Champions. 3. Map Data and Processes; Consider Integrations. 4. Plan Your Timing Carefully. 5. Think About Licenses. 6. Prepare For Training. 7. Embrace Flexibility and Make It Sustainable. 5
6 About Us Exponent Partners Exponent Partners is a mission-based software consulting firm that helps nonprofits and foundations use technology to build capacity, improve reporting, further missions, and increase impact. Exclusively focused on the nonprofit sector, we build cost-effective solutions on the Salesforce.com platform that manage fundraising, student data, client cases, and organizational outcomes. We ve worked with over 300 large and small nonprofit organizations on over 900 projects in our 10- year history as one of the leading partners of the Salesforce.com Foundation. Our expertise is in human services, education, foundations, and social impact; and we offer services, products, and solutions based on each client s unique needs, time, and budget. As a Certified B Corporation, we pursue our world-changing vision of revolutionizing the social sector by providing technology that makes the whole sector more effective. For a free consultation about your project or to find out more, contact us: info@exponentpartners.com 6
Application Overhaul. Key Initiative Overview
Scott D. Nelson Research Managing Vice President This overview provides a high-level description of the Application Overhaul Key Initiative. IT leaders can use this guide to understand how to develop an
JOB SEEKER S GUIDE TO CREATING A 30-60-90-DAY PLAN
JOB SEEKER S GUIDE TO CREATING A 30-60-90-DAY PLAN The first 90 days in a new job typically set the tone for your employment. Three months is the standard grace period for new employees, and how you handle
Indicators. Salesforce SUCCESS. www.501partners.com 501Partners
7 Indicators of Solutions NON-PROFITS FOR Every implementation is unique, and each requires planning, direction and commitment for success. Some projects never get off the ground, while others founder
IT Governance In The Cloud: Building A Solution Using Salesforce.com
WHITE PAPER IT Governance In The Cloud: Building A Solution Using Salesforce.com By Jason Atwood and Justin Edelstein Co-Founders, Arkus, Inc. Cloud computing has the potential to create a new paradigm
ebook THE SURVIVAL GUIDE FOR MIGRATING TO A CLOUD- BASED CRM
ebook THE SURVIVAL GUIDE FOR MIGRATING TO A CLOUD- BASED CRM Table of Contents 03 04 06 08 09 10 12 INTRODUCTION PROJECT KICK-OFF & EFFECTIVE COMMUNICATION TRAIN, TRAIN, AND TRAIN AGAIN SELL THE PRODUCT
Chapter 6. Iteration 0: Preparing for the First Iteration
Chapter 6. Iteration 0: Preparing for the First Iteration People only see what they are prepared to see. Ralph Waldo Emerson There are no secrets to success. It is the result of preparation, hard work,
Project Management Office Charter
Old Dominion University Office of Computing and Communication Services Project Management Office Charter Version: 1.0 Last Update: February 18, 2010 Created By: Anthony Fox, PMP OCCS Project Management
3 Fundamental Strategies to Convince the CFO to Fund Your BI Solution. e-book
3 Fundamental Strategies to Convince the CFO to Fund Your BI Solution e-book Table of Contents Do You and Your CFO See Eye to Eye on BI? Find Common Ground Do Your Homework Establish Yourself as a Trusted
RO-Why: The business value of a modern intranet
RO-Why: The business value of a modern intranet 1 Introduction In the simplest terms, companies don t build products, do deals, or make service calls people do. But most companies struggle with isolated
Monthly Giving Marketing Kit
Monthly Giving Marketing Kit The Secrets to Gaining and Retaining Monthly Donors Part 2 of the Monthly Giving Series Prepared by DonorPerfect and Contributing Author Erica Waasdorp A Direct Solution Welcome
PINK ELEPHANT THOUGHT LEADERSHIP WHITE PAPER DEVELOPING AN IT SERVICE MANAGEMENT TRAINING STRATEGY & PLAN
PINK ELEPHANT THOUGHT LEADERSHIP WHITE PAPER DEVELOPING AN IT SERVICE MANAGEMENT TRAINING STRATEGY & PLAN Executive Summary Developing and implementing an overall IT Service Management (ITSM) training
How to Build an All-Star App & Desktop Virtualization Team. Giving the right skills to the right people
How to Build an All-Star App & Desktop Virtualization Team Giving the right skills to the right people It s all about the team. You re mobilizing your organization by going from physical desktops to virtual
Data Governance Baseline Deployment
Service Offering Data Governance Baseline Deployment Overview Benefits Increase the value of data by enabling top business imperatives. Reduce IT costs of maintaining data. Transform Informatica Platform
THE CASE FOR OUTSOURCED WRITING SUPPORT
ASCRIBE MARKETING COMMUNICATIONS INC. THE CASE FOR OUTSOURCED WRITING SUPPORT Why more organizations are turning to specialized partners to generate content and communicate with stakeholders Corporate
Grants for Small Business Owners
Grants for Small Business Owners Find the Funding You Need to Start or Grow Your Business By: FundingPost A Second Venture Company 2007 Second Venture Corporation. If you are interested in Purchasing the
EMA CMDB Assessment Service
The Promise of the CMDB The Configuration Management Database (CMDB) provides a common trusted source for all IT data used by the business and promises to improve IT operational efficiency and increase
YOUR COMPLETE CRM HANDBOOK EVERYTHING YOU NEED TO GET YOUR NONPROFIT STARTED WITH CRM
YOUR COMPLETE CRM HANDBOOK EVERYTHING YOU NEED TO GET YOUR NONPROFIT STARTED WITH CRM Introduction WHAT IS CRM? CRM is much more than a buzzy acronym that s been tossed around the business and sales world
Building HR Capabilities. Through the Employee Survey Process
Building Capabilities Through the Employee Survey Process Survey results are only data unless you have the capabilities to analyze, interpret, understand and act on them. Your organization may conduct
Respite for Caregivers and Care Recipients: A Break from the Norm
Respite for Caregivers and Care Recipients: A Break from the Norm Overview While our wounded warriors often require care and services for the sacrifices they have made, a group that often goes unnoticed
An Introduction to SharePoint Governance
An Introduction to SharePoint Governance A Guide to Enabling Effective Collaboration within the Workplace Christopher Woodill Vice President, Solutions and Strategy christopherw@navantis.com 416-477-3945
What the New Healthcare Connect Fund Means to You
Paloma Costa: Welcome to our first Healthcare Connect Fund webinar. Our presenters are Linda Oliver and Chin Yu from the FCC who will be providing an overview of the new program. Linda Oliver: This is
WHITEPAPER. Agile Development Meets Cloud Computing for Extraordinary Results at Salesforce.com
Agile Development Meets Cloud Computing for Extraordinary Results at Salesforce.com Contents Executive Summary... 2 Agile Development Brings Dramatic Improvements... 2 Agile Development Benefits: Predictability,
NONPROFIT PERFORMANCE MANAGEMENT WORKBOOK
NONPROFIT PERFORMANCE MANAGEMENT WORKBOOK STRATEGY MAXIMIZE IMPACT PERFORMANCE MEASUREMENT STRATEGY OUR IMPACT STRATEGY IMPACT STRATEGY Our Current Approach Describe what is presently defined or agreed-upon
1 Engaging Employee Volunteers
1 Engaging Employee Volunteers Engaging Employee Volunteers: Is Your Organization Ready? Increasingly, businesses are encouraging their employees and retirees to get involved in local community service.
Test your talent How does your approach to talent strategy measure up?
1 Test your talent How does your approach to talent strategy measure up? Talent strategy or struggle? Each year at Head Heart + Brain we carry out research projects to help understand best practice in
2 Business, Performance, and Gap Analysis
2 Business, Performance, and Gap Analysis The performance consulting process generally includes identifying business needs, performance needs, and work environment and capability needs. All strategic performance
The Power of Relationships
The Power of Relationships How to build long-lasting customer relationships to help you do more business 2014 Copyright Constant Contact, Inc. 14-3931 v1.0 Helping Small Business Do More Business When
SALESFORCE IMPLEMENTATION SERVICE GRANT OVERVIEW
SALESFORCE IMPLEMENTATION SERVICE GRANT OVERVIEW SALESFORCE IMPLEMENTATION GRANT THE PURPOSE Provide organizations with the tools to think and act strategically with regard to relationship management Create
ERP Application Strategy Roadmap for Greater Business IT Alignment Process and Case Study
ERP Application Strategy Roadmap for Greater Business IT Alignment Process and Case Study Mike Curtin, Fusion Oracle Products Practice Manager April 8 th, 2013 www.cardinalpointsolutions.com Pinpoint Solutions
Vendor Management System Implementation. Planning to Maximize ROI
Vendor Management System Implementation Planning to Maximize ROI Vendor Management System Implementation Planning to Maximize ROI Companies are actively implementing managed services programs and Vendor
Should I Stay or Should I Go? Determining if Convio s Common Ground is Right for Your Nonprofit
Should I Stay or Should I Go? Determining if Convio s Common Ground is Right for Your Nonprofit Presented by Keith Heller, Principal, Heller Consulting About Heller Consulting HC Video - Who is HC? Experience
A CHECKLIST FOR DEVELOPING A SUCCESSFUL TENNESSEE CHARTER SCHOOL
A CHECKLIST FOR DEVELOPING A SUCCESSFUL TENNESSEE CHARTER SCHOOL This guide is based on and adapted to Tennessee with permission a similar guide developed by the Delaware Charter Schools Network. A charter
SUCCESS FACTORS IN SELECTING THE RIGHT TICKETING SYSTEM
10 SUCCESS FACTORS IN SELECTING THE RIGHT TICKETING SYSTEM What You Need to Know THE NEXT DIMENSION IN TICKETING SOLUTIONS SERVICES SUPPORT STRATEGY YOU VE BEEN CHARGED WITH FINDING A NEW TICKETING SOLUTION
The Ultimate Guide to Buying HR Software for your Growing Business. Get your decision right with this step-by-step guide!
The Ultimate Guide to Buying HR Software for your Growing Business Get your decision right with this step-by-step guide! Ward Christman Chief Advisor, HR Tech Advisor Ward Christman s career in HR technology
12 Proven Principles for Process Improvement & Organizational Success
12 Proven Principles for Process Improvement & Organizational Success EU SEPG Conference June 2008 Dr. Richard Bechtold : Slide #: 2 12 Proven Principles for Process Improvement and Organizational Success
Show your value, grow your business:
Show your value, grow your business: A SUPPLIER GUIDE TO MOVE FROM A TRANSACTIONAL PROVIDER TO A STRATEGIC PARTNER KAREN A. CALINSKI INTRODUCTION /02 At KellyOCG we take a holistic approach to talent sourcing
Worldreader Institutional Programs
Worldreader Institutional Programs Designing an E-Reading Program: Using a BLUE Box at Your School or Library Thank you for your interest in the Worldreader BLUE Box. This document gives you all the information
Agile Government. Passionate Civic Technologists Committed to Building a Better World. civicactions.com
Agile Government Passionate Civic Technologists Committed to Building a Better World civicactions.com Who We Are Open + Agile + Civic 10 Years of Open Source & Drupal Development Since its founding, CivicActions
The Six Elements of Successful CRM Selection and Implementation
The Six Elements of Successful CRM Selection and Implementation How to stay focused and cover your bases when choosing and setting up a customer relationship management system. By Eric Leland & Jason Salter
STRATEGIC ALIGNMENT AND CAPACITY BUILDING FOR THE HR COMMUNITY
STRATEGIC ALIGNMENT AND CAPACITY BUILDING FOR THE HR COMMUNITY An Overview Designing, driving and implementing people management strategies, processes and projects for real business value HR Strategic
4.1 Identify what is working well and what needs adjustment. 4.1.1 Outline broad strategies that will help to effect these adjustments.
(Overview) Step 1 Prepare 1.1 Identify specific issues or choices that the planning process should address. 1.2 Develop an organizational profile. 1.3 Identify any information that must be collected to
Change Management Through Workforce Development. Caroline Walker Regional Training Consultant
Change Management Through Workforce Development Caroline Walker Regional Training Consultant Please stand up and introduce yourself to someone near you. Please share with them who you and what you do.
How to Select the Right ERP System to Meet Your Business Requirements
How to Select the Right ERP System to Meet Your Business Requirements 13875 Cerritos Corporate Dr., #A Cerritos, CA 90703 Toll Free : (800) 969-APEX Tel : (562) 926-6820 E-mail : info@acsi2000.com Website
How to Build an All-Star App & Desktop Virtualization Team. Giving the right skills to the right people
How to Build an All-Star App & Desktop Virtualization Team Giving the right skills to the right people It s all about the team. You re mobilizing your organization by going from physical desktops to virtual
GUIDEBOOK SIEMENS PLM SOFTWARE FOR APPAREL, FOOTWEAR, AND ACCESSORIES
GUIDEBOOK SIEMENS PLM SOFTWARE FOR APPAREL, FOOTWEAR, AND ACCESSORIES Corporate Headquarters Nucleus Research Inc. 100 State Street Boston, MA 02109 Phone: +1 617.720.2000 Nucleus Research Inc. TOPICS
A fresh look at equity release
For financial adviser use only. Not approved for use with customers. A fresh look at equity release How you could add an extra dimension to your business How you could add an extra dimension to your business
Keys to Developing a Successful Video Culture
Keys to Developing a Successful Video Culture IVCi WHITEPAPER UNIFYING PEOPLE AND IDEAS In a world where instant messaging, email and online audio meetings reign supreme, shifting an organization s culture
Members respond to help identify what makes RNs unique and valuable to healthcare in Alberta.
CARNA - Uniquely RN Members respond to help identify what makes RNs unique and valuable to healthcare in Alberta. RNs have expressed that their role is not always understood by colleagues, employers and
Asset Manager CRM Survey Results
2011 Asset Manager CRM Survey Results Andy Curtis & Brian Haskin Anthem Marketing Solutions 11/17/2011 2011 Asset Manager CRM Survey Results The most important assets a firm manages are its relationships
OPERATING PRINCIPLES. Strengthening Nonprofit Organizations. Approaching Grants as Investments. Leveraging Resources
OPERATING PRINCIPLES Fidelity Investments Chairman Edward C. Johnson 3d and his father, the founder of the company, established the Fidelity Foundation, a private, non-operating foundation, in 1965 with
Center for Strategic Research and Communication
www.researchandcommunication.org Center for Strategic Research and Communication 1 Helping Businesses Align, Scale and Measure Philanthropic Initiatives Center for Strategic Research and Communication
WHITE PAPER: STRATEGIC IMPACT PILLARS FOR EFFICIENT MIGRATION TO CLOUD COMPUTING IN GOVERNMENT
WHITE PAPER: STRATEGIC IMPACT PILLARS FOR EFFICIENT MIGRATION TO CLOUD COMPUTING IN GOVERNMENT IntelliDyne, LLC MARCH 2012 STRATEGIC IMPACT PILLARS FOR EFFICIENT MIGRATION TO CLOUD COMPUTING IN GOVERNMENT
HR Business Consulting Optimizing your HR service delivery
HR Business Consulting Optimizing your HR service delivery NorthgateArinso Business Consulting provides HR executives with unique insight to optimize the cost of HR service delivery, improve employee engagement,
CONVIO SOLUTION PROVIDER Training Syllabus
CONVIO SOLUTION PROVIDER Training Syllabus AUTHORIZED OVERVIEW: CONVIO SOLUTION PROVIDER TRAINING To be a CSP you start by having authorized individuals on staff. There are two types of authorizations
Transitioning Your Software Process To Agile Jeffery Payne Chief Executive Officer Coveros, Inc. jeff.payne@coveros.com www.coveros.
Transitioning Your Software Process To Agile Jeffery Payne Chief Executive Officer Coveros, Inc. jeff.payne@coveros.com www.coveros.com 1 About Coveros Coveros helps organizations accelerate the delivery
Non Profits, Charities and Volunteer Organizations
1 The Do-Good Strategic Plan Template for: Non Profits, Charities and Volunteer Developed by: Website: http://www.rebeccamacfarlane.com Phone: 615-389- 0207 2 [Your Organization s Name Here] Strategic
Compensation Reports: Eight Standards Every Nonprofit Should Know Before Selecting A Survey
The Tools You Need. The Experience You Can Trust. WHITE PAPER Compensation Reports: Eight Standards Every Nonprofit Should Know Before Selecting A Survey In today s tough economic climate, nonprofit organizations
IBM WebSphere Cast Iron Cloud integration
IBM Cast Iron Cloud integration Integrate Chatter in days Highlights Speeds up time to implementation for Chatter integration projects with configuration, not coding approach Offers cost savings with low
BECOME A SOCIAL MEDIA MANAGER KICKSTART YOUR NEW CAREER
digital mums BECOME A SOCIAL MEDIA MANAGER KICKSTART YOUR NEW CAREER About Digital Mums Digital Mums are a new kind of social media solution. We take the natural talents and skills of mums, add some innovative
Request for Qualifications for MeHI Communications & Outreach Services
Request for Qualifications for MeHI Communications & Outreach Services (RFQ No. 2016-MeHI-01) Questions and Answers 1. Outreach, in the non-profit and government sectors, is often defined as an educational
Creating a High Maturity Agile Implementation
Creating a High Maturity Agile Implementation Creating a High Maturity Agile Implementation www.qaiglobal.com 1 Copyright Notice 2015. Unless otherwise noted, these materials and the presentation of them
Sales & Operations Planning Process Excellence Program
Chemical Sector We make it happen. Better. Sales & Operations Planning Process Excellence Program Engagement Summary November 2014 S&OP Excellence Robust discussions creating valuable ideas Engagement
Managing Agile Projects in TestTrack GUIDE
Managing Agile Projects in TestTrack GUIDE Table of Contents Introduction...1 Automatic Traceability...2 Setting Up TestTrack for Agile...6 Plan Your Folder Structure... 10 Building Your Product Backlog...
Salesforce Implementation Services Little differences. Big results.
Salesforce Implementation Services Little differences. Big results. We Go Above and Beyond Just Software Little differences, big results. Even the best software is just that - software - if it s not implemented
AUTHORIZED BLACKBAUD SOLUTION PROVIDER Guide
AUTHORIZED BLACKBAUD SOLUTION PROVIDER Guide Get the information, training and support you need to expand your business around Blackbaud products We at Event 360 stay well-versed in delivering deployment
FREE E-BOOK HOW TO ENSURE A SUCCESSFUL CRM IMPLEMENTATION
FREE E-BOOK HOW TO ENSURE A SUCCESSFUL CRM IMPLEMENTATION Toll- Free: 1(800) 609-8541 Website: http://www.pipeline-management.com How To Ensure A Successful CRM Implementation ABOUT THIS E-BOOK If you
idealware A CONSUMERS GUIDE TO LOW COST DONOR MANAGEMENT SYSTEMS
A CONSUMERS GUIDE TO LOW COST DONOR MANAGEMENT SYSTEMS April 2009 This is an excerpt from a much longer report. For the full report and a comparison of 33 different systems, go to www.nten.org/donor or
From Product Vendor to Service Provider Successful Servitization
From Product Vendor to Service Provider Successful Servitization From Product Vendor to Service Provider Successful Business Transformation to the Cloud Companies in virtually every industry can deliver
The Professional Approach to Web Presence Development
Convio takes a collaborative, professional approach to helping clients launch engaging websites that are easy to manage. The methodology used is comprised of a proven series of phases and activities that
If you re ready to start planning strategically in your communications work, turn the page.
You gotta have a plan. Strategic Communications Plan Template 301 W Northern Lights Blvd, Ste 400 Anchorage, AK 99503 907 297-2700 907 366-2700 (toll free in Alaska) 907 297-2770 (fax) www.rasmuson.org
EMA Service Catalog Assessment Service
MORE INFORMATION: To learn more about the EMA Service Catalog, please contact the EMA Business Development team at +1.303.543.9500 or enterpriseit@enterprisemanagement.com The IT Service Catalog Aligning
Change Management: Adopt and Implement Grant Management Software
Change Management: Adopt and Implement Grant Management Software StreamLink Software, 2014 Introduction The decision to purchase grant management software is a big one. If your organization recently took
THE SUCCESSFUL JOB SEARCH
THE SUCCESSFUL JOB SEARCH N U R F C O L D C A L L O X I N T E R N A Y L I I S F E P N W B R T I N T I N T E R V I E W K K A I Z W V E C L E P S E C N J O B S E A R C H D I M D R G U L M F J B I L U E K
A Collaborative Strategic Planning Process
A Collaborative Strategic Planning Process A 5 Phase Model This article describes a five phase, collaborative strategic planning process that has worked in a variety of institutions (Saint Joseph s University,
CONTINUOUS DELIVERY + DISTRIBUTED TEAMS Keys to Success
WHITE PAPER Managed Global Software Teams CONTINUOUS DELIVERY + DISTRIBUTED TEAMS Keys to Success TABLE OF CONTENTS Introduction 3 Communications 4 Methodology + Process 5 Culture 6 Ownership 7 Technical
Making the move from a tactical to a strategic supply chain
a tactical to a strategic Top five analytics Supply chain analytics appears to be a poorly understood technology in dire need of some best practices. Supply chain analytics and manufacturing BI raise cultural
Organisational Change Management
Organisational Change Management The only thing that is constant is change in your business, your market, your competitors, and your technology. Remaining competitive and responsive to your customers and
The Annual Design Grant 2015 Application DUE FRIDAY, DEC 19 TH 2014
The Annual Design Grant 2015 Application DUE FRIDAY, DEC 19 TH 2014 T hank you for your interest in The LINE 58 Annual Design Grant for 2015. As someone working in the nonprofit world, your work makes
How to Succeed. Marketing Automation. A Change Management Lesson Plan. with
How to Succeed with Marketing Automation A Change Management Lesson Plan 1 Introduction Implementing a marketing automation solution is just the beginning to achieving marketing greatness. You need to
HR Function Optimization
HR Function Optimization People & Change Advisory Services kpmg.com/in Unlocking the value of human capital Human Resources function is now recognized as a strategic enabler, aimed at delivering sustainable
C a p a b i l i t i e s
S o u t h p o r t s B u s i n e s s I n t e l l i g e n c e C a p a b i l i t i e s At Southport, we help our clients easily transform data into intuitive dashboards and reports for greater analytical
Ian Shuman, CPA Trevor Williams, CPA. Center for Nonprofit Advancement
Preparing for Your Audit Ian Shuman, CPA Trevor Williams, CPA Center for Nonprofit Advancement Final Products & Reports Audit Report The end product of the audit is the expression of an opinion as to the
Business Analysis Manager - IT
Business Analysis Manager - IT It s about you Are you a business professional who knows how to lead teams to help nontechnical colleagues to solve problems using technology? Are you are a logical thinker
Center for Rural Health Grant Writing Tips
Center for Rural Health Grant Writing Tips The grant writing process can be complex and even intimidating. The following tips are intended to assist you in getting started on your own grant writing experience.
Successful Change Management Practices in the Public Sector. How governmental agencies implement organizational change management
Successful Change Management Practices in the Public Sector How governmental agencies implement organizational change management Table of Contents Introduction 1 Key Findings Identifying change drivers
Creating a Customer Advisory Board Overview and Checklist by Clearworks
Creating a Customer Advisory Board Overview and Checklist by Clearworks Customer insight programs play an important role for both B2B and B2C companies. The programs advise everything from new product
Qlik UKI Consulting Services Catalogue
Qlik UKI Consulting Services Catalogue The key to a successful Qlik project lies in the right people, the right skills, and the right activities in the right order www.qlik.co.uk Table of Contents Introduction
RESEARCH NOTE THE VALUE OF DATA QUALITY WITH SALESFORCE DATA.COM
RESEARCH NOTE THE VALUE OF DATA QUALITY WITH SALESFORCE DATA.COM THE BOTTOM LINE Data quality continues to be one of the greatest challenges for successful CRM efforts. In looking at customers that had
BUSINESS MOVES. Moving Guide. for Office Moves. With Bournes, it s personal.
BUSINESS MOVES Moving Guide for Office Moves With Bournes, it s personal. Just like moving house, moving office can be one of the biggest and most stressful experiences you re likely to encounter. But
Vlocity Insurance White Paper 3 Key Questions to Ask Your Insurance CRM Provider
Vlocity Insurance White Paper 3 Key Questions to Ask Your Insurance CRM Provider 1 Executive Summary The search for a new insurance CRM system can seem like a daunting task. From brand-name companies to
OPPORTUNITY AWAITS WITH A CAREER IN FINANCIAL PLANNING
OPPORTUNITY AWAITS WITH A CAREER IN FINANCIAL PLANNING A REWARDING CAREER IN SO MANY WAYS Financial planning is a valued profession that empowers people to make informed financial decisions for themselves
Microsoft SharePoint: A Powerful Solution for Environmental Health and Safety Programs
Microsoft SharePoint: A Powerful Solution for Environmental Health and Safety Programs Prepared By: Robert Foster, M.S. Environmental Health & Engineering, Inc. Environmental Health & Safety (EHS) programs,
Certified Information Professional 2016 Update Outline
Certified Information Professional 2016 Update Outline Introduction The 2016 revision to the Certified Information Professional certification helps IT and information professionals demonstrate their ability
Next Generation ProSystem fx Suite. Planning and Implementation Overview
Next Generation ProSystem fx Suite Planning and Implementation Overview Next Generation ProSystem fx Suite Introduction This guide will help your firm prepare for implementation of the next generation
Stakeholder Engagement Planning Overview
Stakeholder Engagement Planning Overview Welcome to the Stakeholder Engagement Planning Toolkit We have built a Toolkit a set of Steps, Actions and Tools to support our engagement efforts and to build
New Research Identifies Four Distinct Types of Small Business Technology Buyers. How attitudes and beliefs influence purchasing behavior.
New Research Identifies Four Distinct Types of Small Business Technology Buyers How attitudes and beliefs influence purchasing behavior. Tracie Rollins, Infusionsoft August 2013 New Research Identifies
Are you getting the best deal from your Accountant?
Are you getting the best deal from your Accountant? Introduction It s human nature to want the best deal. Whether you are buying a mobile phone, going for a meal or paying an accountant, it s good to know
Analytics With Hadoop. SAS and Cloudera Starter Services: Visual Analytics and Visual Statistics
Analytics With Hadoop SAS and Cloudera Starter Services: Visual Analytics and Visual Statistics Everything You Need to Get Started on Your First Hadoop Project SAS and Cloudera have identified the essential
Checklist. ecommerce Migration
ecommerce Migration Checklist Online shoppers are demanding increasingly sophisticated and connected online retail experiences and retailers are responding with ecommerce platforms that offer innovative