To help better prepare organizations to be successful using our product, the Foundation has developed a Salesforce Readiness Survey that provides some insight into the core areas that are keys to a successful Salesforce implementation. You'll be asked to take the survey prior to submitting your Power of Us application.
Want to learn more about some of the challenges of implementing Salesforce? Check out this blog "4 Key Challenges Nonprofits Face When Implementing Salesforce."
Keys to a Successful Salesforce Implementation
My organization has a clear vision and plan for our Salesforce implementation. We have taken the time to understand how Salesforce can be used across our entire organization to support internal collaboration and drive innovation and efficiency for our mission. Learn
Our organization has the strong executive sponsorship necessary to support our adoption and successful transition to Salesforce. Learn more »
Our organization has internal team members who understand the capabilities and features of Salesforce. Learn more »
We understand Salesforce is a powerful tool that can grow with our organizational needs. We plan ongoing investment in our own learning so we can make the most of the platform. Learn more »
We have a skilled resource who understands the flexibility of Salesforce and has the experience needed to make sure we will maximize our customization of Salesforce to serve our mission. We have budgeted appropriately to be successful with our implementation. Learn more »
We understand that a CRM system that has inaccurate data is not a useful database. We are committed to a carefully migrating and maintaining our data. Learn more »