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5 best practices for Salesforce change management

fusionSpan

Nonetheless, for nonprofits looking to either implement Salesforce for the first time or build on their existing setup, managing change is crucial to keeping things running smoothly for both your organization and your members. What is Salesforce change management? That’s where Salesforce change management comes in.

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Beyond the Audit: 6 Best Practices to Build and Strengthen Your Relationship with Your Audit Firm

sgEngage

Audit firms have now, however, transitioned to long-term partners, particularly for nonprofits contemplating transformative system or operational changes. The Audit Relationship: Then and Now Change management has not historically been an area where nonprofits consulted their auditor.

professionals

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To Build or Buy a Software Solution: Which is Right for You?

Association Analytics

While usage is a great data point to evaluate your product’s success, there’s so much more to consider when weighing the options to build an in-house solution or use an off-the-shelf product. Throughout the evaluation process, it’s important to keep your association’s unique goals and success metrics top-of-mind.

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Data Governance: The Key to Strategic Planning

sgEngage

This can be done internally or through external review by a consultant. Change Management is Key The adoption of new data governance practices must be prioritized through an effective change management plan if it’s to succeed. Establish data goals that will support your long term vision by scaling as you grow.

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4 Things Large Nonprofits Miss When Redesigning their Website

Forum One

According to a study by Everage and Researchscape International , nearly all marketers (99%) said personalization advances their customer relationships and 92% said their customers and prospects expect experiences that are individually tailored to them. One effective way is to take an agile approach to change management.

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Don’t Let Staff Turnover Affect Your Grantmaking Data Quality

sgEngage

Create a link to the guide anywhere that would be convenient for your team members to find, such as on your organization’s internal website or in a Links tile on your grant management system dashboard. Evaluate the tasks the new user will perform regularly before handing over keys to the system.

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Beyond the RFP: How to Choose Technology Partners for Impact

sgEngage

A technology migration project typically involves several key steps, including defining a project scope, assessing the current tech stack and gathering requirements from across the organization, evaluating technology vendors and implementation partners, and ultimately planning, building, configuring, testing and training staff on the new system.

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