Where Is The Project? – Salesforce CRM For The Long Haul

Whether you are a nonprofit Salesforce CRM administrator struggling with the decision of when and how to bring in a Salesforce consultant to help your team overcome the complexities of the CRM or you are a consultant evaluating a Salesforce CRM engagement, you have probably given a lot of thought to what makes your work a project.

In the world of Salesforce CRM consulting it’s often expected and required to define and secure projects, work on projects, talk about projects and be rated and evaluated on the success of projects.

But what about the other work we do with our clients that falls outside the box of a “project”? This blog is about shining a spotlight on the non-project work we do day in and day out in partnership with our clients.  

A Case Study for using FormAssembly to Manage Ticket Sales

Washington Global Health Alliance (WGHA) has been using Salesforce and the Nonprofit Success Pack for a few years to track and manage their members and donors. The data collected in Salesforce allows WGHA to measure and report on their members’ interactions and collaboration, and ultimately on the impact of their work in the global health community.

WGHA organizes a number of member and public events throughout the year. They had used Eventbrite to manage ticket sales, and had tested Brown Paper Tickets, but were disappointed with the new price points of both platforms and policy changes, and wanted to find another solution. More importantly, they wanted a solution that would easily feed all event data into Salesforce and remove the need for double data entry. Once the information was in Salesforce, they wanted to track the participation and payments of event attendees, donors, and other stakeholders associated with the organization.

Since the WGHA team was not looking for a full-blown event management system, the DaizyLogik team recommended FormAssembly.

Learn more about this decision and how our team helped to empower WGHA’s team to use this new tool with confidence.