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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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