In the four years since starting BrightStep, nearly 100% of my clients have turned over their Salesforce administrator. Some of them twice. In fact, two of the project leads at two different clients gave notice in the past two months…
Blog Archives
Upgrade Your Nonprofit When You Upgrade to NPSP3
Cross Posted from Salesforce.org: http://www.salesforce.org/upgrading-your-nonprofit-to-npsp-3-critical-questions-to-ask-yourself/
Tagged with: Nonprofit Starter Pack
Posted in Change Management, Leadership, Organizational Management, Staff, Strategy
Posted in Change Management, Leadership, Organizational Management, Staff, Strategy
Making Friends with A Mess: The Value of A Strategic Diagnostic for Salesforce
At BrightStep we get a lot of phone calls from nonprofit leaders who are struggling with a Salesforce database that they’ve had for some time. We call these “second-phase” implementations – those in which a nonprofit revamps its data tracking…
Leaving Luminate CRM (2 of 2)
Last week, we talked about what Luminate CRM means to nonprofits, and reasons why they leave. This week, in a longer-than-usual fashion, we’ll review some basics for preparing to leave, how to start the departure, and tactics for what and…
Tagged with: Affinaquest, Apsona, Causeview, Decisions, DemandTools, Eclipse, Force.com IDE, Hard Truths, Luminate CRM, Nonprofit Starter Pack, Soapbox Engage, StayClassy
Posted in Change Management, Organizational Management, Planning, Strategy
Posted in Change Management, Organizational Management, Planning, Strategy
Leaving Luminate CRM (1 of 2)
Through the years, I’ve implemented various forms of Common Ground and Luminate CRM for organizations large and small, and while there are good reasons to use them, there are equally good reasons to leave. Right now, we’re getting many inquiries…
Tagged with: Decisions, Hard Truths, Luminate CRM
Posted in Change Management, Organizational Management, Planning, Strategy
Posted in Change Management, Organizational Management, Planning, Strategy
When to Choose Salesforce
I’ve spoken to many nonprofits in the past few months who are considering moving to using Salesforce for their organizations. They’ve asked me to convince them why to use Salesforce vs. another tool. I’ve been using the Salesforce platform for…
Tagged with: Decisions, Hard Truths
Posted in Adoption, Change Management, Implementation Success, Organizational Management, Planning
Posted in Adoption, Change Management, Implementation Success, Organizational Management, Planning
Salesforce: More than a Platform, An Approach
BrightStep Partners is heading to the NTEN Nonprofit Technology Conference today, and I’m excited to see some of the new tools and features available to our community – particularly to see what’s new around marketing engagement, advocacy and mass email…
Tagged with: Decisions, NTC, NTEN
Posted in Adoption, Change Management, Events, Implementation Success, Leadership, Planning
Posted in Adoption, Change Management, Events, Implementation Success, Leadership, Planning
Value and Fusion-Powered Salesforce (3 of 3)
Last week, we talked about the values of Fusion Salesforce: Salesforce, and the people at your organization striving to implement it, should be of service – to your mission, to each other, and to your constituents. So let’s talk Fusion. Let’s…
Tagged with: Decisions
Posted in Adoption, Change Management, Implementation Success, Organizational Management
Posted in Adoption, Change Management, Implementation Success, Organizational Management
Salesforce for Nonprofits: Start Small, Dream Big
I was recently in Detroit with a friend, and had the opportunity to witness firsthand some of the challenges faced by the city and its efforts at renewal. Because I’m part of the Cult of Nate Silver, I also caught…
Tagged with: Decisions
Posted in Adoption, Change Management, Implementation Success, Organizational Management
Posted in Adoption, Change Management, Implementation Success, Organizational Management
Salesforce and the Four Agreements
What are the four agreements and questions organizations should ask as part of implementing Salesforce?
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