When recruiting a Salesforce CRM consultant, it’s very tempting for project managers in organizations to equate this individual with the contractors they’ve hired to do other jobs, such as installing a new roof. After all, both the Salesforce consultant and the roofer require a very specific skill set to do their jobs well, take on a certain set of risks, and probably cost more than one might originally expect.
Salesforce consultants know the feeling all too well that their bids and proposals are reviewed as if they were simply quotes for a new roof. And it sounds fair on the surface, if you believe that Salesforce consulting equals a one-off home repair project.
If you’re in the shoes of an organization evaluating a consulting proposal for your Salesforce CRM and find yourself struggling with the question of how to evaluate consultants, consider the following points.
To improve user buy-in within the Global Engagement division and incorporate Salesforce as a true CRM for the department, PATH hired DaizyLogik to help them facilitate this process.
Over the course of six months, the DaizyLogik team joined members of PATH’s GE division for over 46 discussions to define use cases and identify process-related requirements and business rules, collecting over 900 user stories. Our team provided guidance on process improvements while effectively communicating Salesforce and Nonprofit Success Pack functionality, evaluated data migration needs, and prepared an implementation plan.
This Case Study provides insights into how DaizyLogik applied our consulting and project delivery methodology to a cross-organizational, complex Salesforce and Nonprofit Success Pack implementation. It also discusses the questions and challenges faced by core members of the PATH and DaizyLogik teams during this extensive requirements collection process. We describe our approach and share some key takeaways that we hope others will find useful.
Read the case study here.
EarthCorps coordinates 850 volunteer events, field projects, and workshops each year, and they must frequently update event details, dates, and teams as circumstances change. The process of updating the details for each event involved a number of time consuming steps.
This process was not particularly easy and team members complained that it took too much time. On top of that, users did not have a visual to reference while they were making changes to the calendar, which made it more difficult to keep track of things.
EarthCorps leadership wanted to make it easier for project teams to make updates to their events. They wanted to be able to take the visual image of an event on the Calendar and simply drag it to a new location within the same month, or to a new month, automatically updating the event’s information.
Read how we made this happen.
Grounded Solutions Network worked with DaizyLogik, SoPact, and an advisory committee of users to help develop HomeKeeper into a HUD compliant CMS. As a sector-wide program management and impact measurement tool, HomeKeeper was well positioned to build on their popular app by expanding the housing counseling features and seeking approval from the US Department of Housing and Urban Development. Once made publicly available, HomeKeeper will be an excellent tool for affordable homeownership programs that offer workshops and other housing counseling services.
Read the full Case Study.
Development directors for nonprofits of all sizes spend their days thinking through strategies about how to raise money so their organization can do the amazing things it was created to do.
Two online fundraising strategies that have emerged in the past few years raise the bar in terms of how nonprofits connect with their communities and engage their donors. Nonprofits can now use both crowdfunding and peer-to-peer fundraising campaigns to raise the the funds they need in ways that are far more public and interactive than traditional donor acquisition methods.
These are powerful fundraising strategies on their own. But when combined with a nonprofit’s CRM like Salesforce, they can help an organization build on a campaign’s success to reach a wider audience, grow their donor base, and multiply their impact.
Fresh from the Salesforce Global Lightning Tour 2017
Our consultants attended the Salesforce Lightning Tour ’17 workshop this week and are very excited about some of the latest features in Lightning. They’re pretty awesome.
Whether you’re already using Lightning or are considering moving to Lightning, we wanted to share some of the newest highlights.
EarthCorps is a nonprofit based in Seattle, Washington, that uses the natural classroom of The Puget Sound to teach young leaders the skills they need to address the environmental challenges facing our planet today. Every year, more than 10,000 youth, business leaders, and community members connect through EarthCorps to care for public parks and trails in the region. EarthCorps’ Mission is “to build a global community of leaders through local environmental service.”
We encourage you to learn more about EarthCorps’ impact from their website: https://www.earthcorps.org/
EarthCorps is using the Volunteers for Salesforce app to help them manage their extensive volunteer program. The Volunteers for Salesforce app enables you to show a calendar of events on your website. This is a useful tool to recruit volunteers, but EarthCorps felt they were not reaching all potential volunteers because their online calendar did not respond well on mobile technology. EarthCorps decided to redesign their website on WordPress and recruited DaizyLogik to help ensure they could display a responsive volunteer event calendar.
Our DaizyLogik developers knew that it would be a complex undertaking to make the existing Volunteers for Salesforce calendar mobile friendly. Additionally, it would be difficult to make it match the look and feel of the rest of the website, since WordPress has their own internal fonts and themes that do not generally match content pulled from Salesforce directly. Our team proposed a different solution: Write web services to retrieve the necessary data from Salesforce and incorporate it into the WordPress site.
Congrats! You’ve landed a new job taking care of your organization’s Salesforce.
Unfortunately, it’s an old Salesforce instance, and it needs a little love. We know how intimidating that can be, especially when you’re looking at data that may well be almost a decade old. After all, one benefit of Salesforce is that you can use it for years without needing to dump the system and start with something fresh.
Our team recently connected with a new Salesforce administrator who shared with us some of her concerns about inheriting her organization’s old system. In this case, her organization had been using Salesforce since 2008 and it had become quite cluttered with unnecessary data and apps.
The Roper Center for Public Opinion Research, located at Cornell University, is one of the world’s leading archives of social science data, specializing in data from public opinion surveys. The Center’s mission is to collect, preserve, and disseminate public opinion data; to serve as a resource to help improve the practice of survey research; and to broaden the understanding of public opinion through the use of survey data in the United States and abroad. Founded in 1947, the Roper Center holds data ranging from the 1930s, when survey research was in its infancy, to the present. Its collection now includes over 22,000 datasets and adds hundreds more each year. In total, the archive contains responses from millions of individuals on a vast range of topics. (Source: http://ropercenter.cornell.edu/about-the-center/)
When they came to DaizyLogik, the Roper Center was manually managing data distributed across several different systems and/or in the heads of members of the team. They had acquired Salesforce but sought assistance getting it up and running and getting their data into the system. They were starting their implementation to Salesforce from scratch. Since they wanted a system to manage membership and data contributions to their system, not donors, they decided not to use the Non-Profit Success Pack.
DaizyLogik worked with them to understand the key processes they were hoping to make more efficient – notably managing members who subscribe to the resources the Roper Center provides, and data providers who provide the data the Roper Center makes available. While neither involve large volumes of data, they do have some complex relationships and require management and updates in a timely fashion.
Use Case: Volunteers for Salesforce
Some Salesforce managed packages provide developers in the community the opportunity to contribute with code and features. Packages such as the Non Profit Starter Pack or Volunteers for Salesforce are open source software, which means developers can contribute to the code on GitHub (https://github.com/) resulting into new features or improvements to the software. These features are then packaged into the managed version being upgraded.
University of New Hampshire engaged Daizy Logik to develop several enhancements to Volunteers for Salesforce that were then incorporated back into the package. Based on this work we developed this step-by-step technical guide on how to successfully contribute to an open source Salesforce managed package. The process described here uses Volunteers for Salesforce as an example but could be more generally applied to any open source managed package.
Development Environment Setup
To facilitate the setup of your development environment we recommend using these freely available utilities that should be available on both Mac and PC.