7 Steps To Success With Salesforce - For Nonprofits

Are you ready to get the most out of Salesforce? Whether you decide to tackle your Salesforce implementation yourself or hire help, these 7 steps will help you prepare for success. We've included the best practices, checklists, and tips to get up and running smoothly and ensure you get the most out of your implementation.

In 7 Steps You'll Learn How To:
  • Plan your goals and prioritize your budget
  • Define your data structures (correctly from the start)
  • Migrate your data while keeping it clean and usable
  • Navigate the sea of App choices (and what you should avoid)
  • Staff for success (and where to find good candidates)