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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. Technological change – new software and systems.

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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8 Steps for Creating a Nonprofit Innovation Culture

sgEngage

While an innovation culture looks different depending on the nonprofit, there are some key characteristics of a culture that leaves room for innovation: Strong Leadership: Leadership plays a key role in any company culture, but it becomes even more important when fostering innovation. You can do so with open and transparent communication.

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

Association Analytics

Creating your unique product requires a dedicated team with the appropriate skills. Additionally, it’s critical that the project road map is managed meticulously to avoid risk of delays that can lead to cost overruns. Will the product be managed by an existing employee or will you need to hire a new product manager?

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

sgEngage

Outlining these challenges in your project charter will keep your team focused on solutions that can alleviate these issues without getting pulled into new directions. For example, you will be reviewing your expense management processes as part of this project, but any fundraising management topics will be reserved for a later initiative.

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Don’t Let Staff Turnover Affect Your Grantmaking Data Quality

sgEngage

Here are some best practices for effectively managing staff turnover and onboarding with your grantmaking software, including some methods of reassigning existing records to new staff members, establishing clear security roles, and building a comprehensive policies and procedures guide to keep everyone on the same page.

Data 76