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How to Improve Salesforce User Experience

AUTHOR : Unmesh Sheth DATE : Mar 14, 2017 1:55:42 PM

Salesforce.org has become the leader in providing a flexible platform for mission-driven organizations to build their own data architecture to manage operations, accounting, donations, and beneficiary data. But this flexibility has its limitations when it comes to customizing it for very specific needs. 

Any Nonprofit or Foundation using Salesforce knows that onboardng non tech-savvy teams to this platform can get fairly complicated. From the get-go, if the tool is percieved by the team to complicate operations rather than facilitate them, it grows increasingly difficult to improve team motivation for investing in unleashing the full potential of that too.  While Salesforce is one the most robust cloud-based platforms, user experience with a native APEX page is fairly complex. 


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5 Tips To Get the Most out of Salesforce for Nonprofits

AUTHOR : Alan Pierce DATE : Mar 13, 2017 10:24:08 PM

Like a business, nonprofits can also use Salesforce to streamline workflows, benefitting both internal and external stakeholders alike. Nonprofits effectively using Salesforce manage donation cycles, analyze fundraising campaigns, generate detailed reporting, and any number of other processes.

While the options the Salesforce Nonprofit Success Pack (NPSP) provides are plenty, there is a vibrant pool of integration tools that can help nonprofits get even more out of Salesforce. And in doing so, they are better positioned to overcome common industry challenges and to deliver more effectively on their mission.


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3 Strategies for Nonprofit Salesforce Integration

AUTHOR : Unmesh Sheth DATE : Mar 11, 2017 12:53:57 PM

 

Salesforce has grown into a popular data management tool for nonprofits with designated offerings like Salesforce Nonprofit Success Pack (NPSP). Upon application of the NPSP, many organizations recognize their internal demand exceeds the Success Pack’s capacity. Most nonprofits in the United States have between 15 to 200 additional apps (i.e. Quickbooks) to supplement some of their varying data challenges. Data’s complexity within the social sector however, far exceeds this fractioned data structuring, and organizations are left with further questions on how to better integrate their data from financials to operations, impact and more. The successful Salesforce Implementation in Nonprofit requires a sound Salesforce Integration Services.


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Maulik