Optimize Your Technology

Optimizing a constituent relationship management (CRM) application should be an ongoing process for any organization. After rolling out a solution that caters to your development, marketing, or HR departments you may feel like you have crossed the finish line, when in fact you have just reached the first milestone.

Salesforce encompasses the people, processes, and applications that enable organizations to organize and manage their constituent relationships. After an initial implementation your organization needs to create a holistic plan to align business processes, constituent needs, and staff to your changing environment.

At Cloud for Good we work with nonprofits and higher education institutions to optimize their Salesforce investment. In our process we evaluate the following:

Processes

How do you properly define what is important so that Salesforce gives you the answers you need to determine if you are meeting your mission? First and foremost, you need to spend the time to take your high level mission and really work at breaking it down to specific and measurable goals that are easily measured and managed. We will work with you to define your goals and measurable outcomes. We will also help you create the following:

• Give users only the information that they want/need to see
• Automate tasks and workflows
• Create relevant reports

Read more about how your organization can become a connected nonprofit:

• Raise More Funds »
• Communicate More Effectively »
• Engage & Strengthen Your Community »
• Deliver Better Programs »
• Drive Performance »