Agents of Nonprofit Considerations of a Salesforce Implementation
Mar 31, 2022
14:52
As a nonprofit, you probably have tons of questions about which CRM is right for you. In this episode, I tackle some of the most import points and considerations if you choose Salesforce as your CRM.
Topics include:
- How to get started with Salesforce for nonprofits
- When is Salesforce right for your organization
- Finding an implementation partner
- Out-of-the-box features
- Popular 3rd party apps
- Overcoming change management
- Best practices for data migration
- Release management using sandboxes
- Choices for ongoing maintenance
Links:
Get an NPSP Trial
AppExchange for Nonprofits
Trailhead training
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