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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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Navigate Change Management: Set Your Nonprofit Up For Success

Bloomerang

So, how can we strategically navigate change? It is one thing to adopt certain principles for how you will navigate change personally, but things get even more complicated and interesting when you are navigating change management as a unit, group, family, or organization. Unplanned change – responding to the unexpected.

professionals

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Change Management: 3 Steps to Make Change a Reality at Your Nonprofit

Saleforce Nonprofit

As a nonprofit leader guiding your staff through changes over the last two years, you might have investigated change management. Change management is a set of tools and techniques your nonprofit can use to build buy-in and support staff members as you lead an organizational change. A “Why” Statement.

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Data Governance: The Key to Strategic Planning

sgEngage

Establish data goals that will support your long term vision by scaling as you grow. Your system is the place where information is kept and should help you to be efficient and effective. Identify how the new systems will improve day-to-day operations and how they fit into your long-term goals.

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How a Project Charter Can Help You Have a Successful Fund Accounting Software Implementation

sgEngage

Have you ever been pulled into a meandering project with no clear direction or goals? Any major project—such as implementing new fund accounting software—needs a well-developed charter to keep stakeholders focused on the goals and desired outcome. How does this project fit within your mission, values, and goals?

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When nonprofit strategic planning goes wrong 

Candid

A successful nonprofit strategy is all about getting critical resource decisions right to achieve organizational goals. What impact goals will we hold ourselves accountable to over the next three-five years? Do we have the right organizational design in place to pursue our strategic priorities?

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Fonteva Implementation & Managed Services

fusionSpan

But not every AMS is made equal, and legacy systems can easily become too unwieldy to keep up with a growing organization – particularly if the implementation wasn’t right in the first place. Feature enhancements Optimize your Fonteva system with customized user experience and improved functionality, guided by our Managed Services team.

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