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.
ArtsCorps works with a growing number of teaching artists and other teaching professionals who need to track and submit student attendance as well as payroll information.They had designed a functional solution, but after a number of years, the team realized that it was not a solution that could scale to accommodate the need for a growing number of teaching artists to submit attendance tracking data, timesheets, and expenses.
The ArtsCorps team reached out to DaizyLogik to propose alternative solutions that would allow teaching artists to manage and enter attendance for their classes, timesheets, and expense information through a self-serve online portal. After exploring several options, DaizyLogik recommended using Salesforce Customer Communities to build the teacher portal that would put the ability to manage class information, student attendance, and payroll information in the hands of teachers.
Read more about how this customized solution helped ArtsCorps by designing a simple, self-serve system to support their team.
Beginning in early 2017, DaizyLogik partnered with Saasinct to help the Fund for Global Human Rights make a significant upgrade to their technology toolkit, including a move to Salesforce Lightning and migrating from Salsa to Engaging Networks to manage donations and email marketing, which required both meticulous data quality management and the development of a new bi-directional sync with Salesforce.
Multiple teams, requirements that evolved as we dug deeper and learned together, and a client whose priorities changed over time as they responded to rapid changes in their field and the world at large. These are everyday realities for most technology solution scenarios in today’s complex world. We found that combining the Agile Method, transparent project management that kept the client in the driver’s seat, light documentation targeted to future users, and a truly collaborative partnership in which each party could speak freely and respectfully push the others’ boundaries was a recipe for success.
Read the case study here.
Washington Defender Association (WDA) engaged DaizyLogik to assist with efforts to update and automate their business processes while moving to Salesforce CRM. This effort was done in concert with WDA’s initiative to redesign their outdated website and ensured a much needed integration between the two systems. WDA is a membership organization whose clients include attorneys and their staffs, all of whom expect an easy-to-use interface, a high level of access, and an equally high level of privacy to protect sensitive data.
WDA’s outdated database in Access was isolated and cumbersome to maintain. The team wanted a more flexible cloud-based solution that would give them the opportunity to integrate with the new website and enable data to flow directly into their database.
Read how the DaizyLogik team addressed this challenge.
Does your Salesforce CRM feel disconnected from your business processes? Do you feel like you have to use Salesforce because is telling you to, but you end up reverting to spreadsheets and sticky notes?
As Salesforce has been gaining momentum in the nonprofit community, many nonprofits adopt and implement the powerful CRM to manage their donor engagement and programs. Through our work with nonprofits at various stages in their journey with Salesforce, we have found that while their business processes may change and evolve to meet new demands, their CRM doesn’t always keep up.
Fortunately, there are a few telltale signs that indicate that an organization is using a CRM that no longer supports their business processes. If you see your staff seeking out alternatives to Salesforce, it may be time to schedule a business process review.