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5 best practices for Salesforce change management

fusionSpan

Change is a staple of life for any organization. Whether it’s upgrading part of your tech ecosystem, finding more efficient business processes or even updating physical infrastructure, navigating change is something nonprofits and other organizations have to face almost every day. What is Salesforce change management?

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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.

Software 321
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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.

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How to Choose the Right CMS for Your Nonprofit

Allegiance Group

Selecting the right Content Management System (CMS) for your nonprofit website is crucial in building and managing a successful online presence. Business Considerations: Elements like budget, licensing type, training needs, and change management are also essential considerations in CMS selection.

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Developing staff technology skills in your nonprofit

NTEN

Outlook) and video conferencing platforms, use a spreadsheet, create slides, and use tools that are specific to your organization, such as a timekeeping system or an expense reporting system. Success in highly technical roles relies just as much on customer service and change management as on technical abilities.

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Modern Nonprofit Tools for Long-Term Success

sgEngage

If you are still hosting the data and applications that you’re using to run your core operations and development efforts—from your accounting software to your donor relationship management and fundraising systems—on premises, you are not setting your future organization up for success. Their business models depend on this.

Tools 75
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Life After Luminate CRM: Moving Forward with the Nonprofit Success Pack

Cloud 4 Good

As LCRM is already built on the Salesforce platform, your organization will be transitioning to a system that is familiar and flexible with your previous technology investments. Now, perform a system check on your current technology and evaluate the business process mapping and data conversions needed to complete your technology transition.

Life 64