How to Get Started
Here are a few steps to help your organization get started with salesforce.com.
0. Evaluate if Salesforce CRM is right for your organization and gather knowledge.
Salesforce is an enterprise level business application and while it can be a powerful tool for many nonprofits, it isn't necessarily the right choice for every organization.
- Are you ready for Salesforce CRM?
- What is Cloud Computing?
- Check out our glossary of terms.
1. Decide on your implementation strategy.
We like to say that you can do anything on the Force.com platform with the right combination of time, money and/or technical skill. Determining which combination of resources you have to dedicate to your implementation will lead you down different paths as you get started with Salesforce CRM.
- Find a certified consulting partner or solution on the salesforce.com AppExchange or get a Quickstart.
- Implement with an in-house team and community support.
2. Join the Community.
Salesforce has a very active community of users and their are several ways to join a community where you can learn from like-minded users.
- Join a Nonprofit User group in your area.
- Get an Answer or become an MVP on the Nonprofit tagged section of the salesforce.com Answers site.
- Engage with the Foundation on our social media channels:
Facebook | Twitter | LinkedIn | YouTube
3. Extend Your Application and Focus on Adoption.
- Enable useful tools like the Outlook or Google Apps integrations, add Mobile access, or find other apps in the salesforce.com AppExchange
- Use Chatter to further adoption and collaboration
- Measure adoption with the Adoption Dashboards
- Identify and recognize your strongest adopters, and communicate often about tips, tricks and new features.
