What are the four agreements and questions organizations should ask as part of implementing Salesforce?
Monthly Archives: October 2014
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…
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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