Most organizations start out with 1GB of storage for Salesforce CRM. This can be a challenge especially for nonprofits who would like to collect a lot of data needed to report to their funders, collect program data or consolidate multiple aspects of their business data into Salesforce. Over time the data fills up the allotted storage and puts organizations into a bind to either purge data or purchase more storage.
Over the years we have explored different solutions that can be used as preventive measures and limit the storage used. The traditional approach is to either export and archive or aggregate and purge older records. The drawback with these solutions is that you can no longer see the details of the historical data in Salesforce.
Below we describe a different preventive approach inspired from document-oriented databases that allows organizations to keep their data and not run the risk of running out of storage.
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 This effort was done in concert with WDA’s initiative to redesign their outdated website and ensured a much needed integration between the two systems.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WDA’s outdated database in Access was isolated and cumbersome to maintain.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.
At DaizyLogik we always strive to serve our clients through a thoughtful approach in which we take the coolest solutions we develop and make then widely available to as many organizations as possible. Nonprofits work hard to make the world a better place, and they deserve to have access to these solutions in a streamlined and cost effective way. So when our consultants see patterns emerge from client requests, our team of developers transform these ideas into useful products and services. We share a few examples here.
The Salesforce Data Story
Over the years, we’ve found that many organizations want to publicly share some of the important data they collect in Salesforce on their website. The most common ways to do this come with their own set of challenges:
- Exporting a snapshot of the data from Salesforce, and hard-coding it in the website. This requires manual process and results in static website content.
- Exposing Visualforce pages through sites requires custom Salesforce development which can be expensive and difficult for web developers to style in a public website.
- Using Salesforce Communities which comes with a steep price tag.
We knew there had to be a more streamlined way to make this work. Our team wanted solutions that would not require us to reinvent the wheel every time a client asks, that does not clutter Salesforce with custom code, and that can scale to benefit multiple clients. So we built them!
PATH hired DaizyLogik to help them improve user buy-in within the Global Engagement division and incorporate Salesforce as a true CRM for the department.
This case study offers insights into how the DaizyLogik team led the effort to implement the Nonprofit Success Pack (NPSP) on an existing Salesforce database for PATH by using a phased approach.
This body of work started with the output from the CRM planning phase, which we discussed in Part 1 of this Case Study (Understand Your Stakeholders: A Case Study in Agile Salesforce CRM Planning). This work included over 900 user stories that were groomed and prioritized, an existing Salesforce instance with approximately 700 active users, 1.5GB of data to be migrated from DonorPerfect into NPSP, and integration with external applications such as DonorSearch and SoapBox Engage.
Recognizing the scale of this project, our team started by defining a few phases of implementation, each with its own theme and set of goals.
Read the full case study here.
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.
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.