Monthly Archives: October 2014

Salesforce and the Four Agreements

What are the four agreements and questions organizations should ask as part of implementing Salesforce?

Posted in Adoption, Change Management, Implementation Success, Strategy

Project Success, Implementation Failure

In a recent conversation with a nonprofit development director, she told me, “Salesforce is the most complicated Rolodex our organization uses.” I grimaced a little and asked why.  And it turned out that while the project to roll out Salesforce

Posted in Best Practice, Implementation Success, Strategy

Less Requirements, More Actionable Goals

Over the course of my nonprofit Salesforce career, I’ve come face to face with what I now view as the dreaded requirements document. This is the (extremely long) detailed spreadsheet that a consultant may prepare for you to detail all

Posted in Implementation Success, Strategy
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