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
Leaders Defend the Village
During my college years, and for a few years after, I had the pleasure of playing rugby. I fell in love with the sport – the dynamism of the game, the strategy, the physicality, and the way we learned to…
Three practices for Zen Project Management
It’s the beginning of the year, and things feel busy already. There’s new projects to be done – energy within our organizations to harness. Ideas to explore. But how can we keep the energy (and projects) flowing without drowning in…
5 New Year’s Resolutions for the Nonprofit Salesforce Administrator
1. I will not call myself an accidental admin Let’s face it. I didn’t get into working in the nonprofit world because it just happened. And like everything I do, I approach this database with purpose. Coming at it…
Year-End Donor Campaign Segmentation in Salesforce
This documentation is intended to help nonprofits understand how to structure and run a segmented year-end or other campaign using the Salesforce platform. I’ll start with the strategy behind setting up your segmented campaign and then get into the nitty gritty…
Tagged with: Decisions, Hands-On, Nonprofit Starter Pack
Posted in Administration, Best Practice, Implementation Success, Planning, Strategy
Posted in Administration, Best Practice, Implementation Success, Planning, Strategy
Stick to the Core: When Nonprofits Should Think Twice About Building a Custom Object in Salesforce
One of the things I love deeply about the Salesforce platform is the host of free resources – including developer trainings – available to the community. If you haven’t checked out the new (free!) Trailhead curriculum it’s beyond awesome. One…
Tagged with: Decisions, Hard Truths, Trailhead
Posted in Administration, Best Practice, Implementation Success, Planning
Posted in Administration, Best Practice, Implementation Success, Planning
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
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