KELL LABS

5 Tips for Effective Salesforce User Adoption for Nonprofits

5 Tips for Effective Salesforce User Adoption for Nonprofits

One of the things most commonly overlooked components when a nonprofit organization is implementing Salesforce (or any new system or process for that matter) is user adoption. You can invest all of the time and money in the world into building out a new system, but if your users are not on board, the project cannot be successful! A CRM is only as useful as the data that is put into it.

So how do you fix that?

Here are 5 key tips to making sure your users are ready (and incentivized) to use your new system before you go live:

Read more: 5 Tips for Effective Salesforce User Adoption for Nonprofits

Meet Our Superheroes: Brian Weldon

We have a fabulous team at KELL Partners – some may call us geeks, [and we’re ok with that] but we like to call our team members superheroes. This regular series will highlight a KELL team member. This post will focus on one of our Senior Project Managers, Brian Weldon.

KELL Partners Brian WeldonWhat’s your favorite thing about working with nonprofits?

The nonprofit world is one of the last holdouts for the kind of people crazy enough to think that they can make a positive difference in the world...and to actually try. I love that. Spending time with people passionate about what they do, particularly when it's helping others, makes life a whole lot richer. I try not to take that for granted.

Do you volunteer with any nonprofits? Why those organizations?

My nonprofit roots are in Atlanta, Georgia where I served for many years with an amazing organization called She Is Safe. They work to prevent, rescue and restore women and girls from abuse and exploitation in high risk places around the world. Being a part of such significant life change is hard to beat.

As a newbie to Austin, I'm excited to begin exploring local opportunities to serve.

Read more: Meet Our Superheroes: Brian Weldon

Do NOT go to Dreamforce 2014! if any of the following apply…

We’re a few weeks away from Dreamforce [aka the biggest Salesforce event of the year] and it’s all the rage. If you haven’t made the plans to attend, you may want to rethink that plan if any of the following apply to you:

 

1. You don't like fun people.

If you prefer the company of ferrets and frogs to fun humans, don’t go to Dreamforce! You won’t get any value from all the networking opportunities and collaborative learning you’ll be exposed to.

Do NOT go to Dreamforce 2014! if any of the following apply

 

Read more: Do NOT go to Dreamforce 2014! if any of the following apply…

Email Marketing Integration for Nonprofits Using Salesforce - Cazoomi for MailChimp

Email Marketing Integration for Nonprofits Using Salesforce - MailChimp

At KELL, we are always asked about the email marketing integration applications and how they work with Salesforce. With so many options out there we decided to dedicate a KELL Labs series to provide the low down on some of the more popular email marketing integrations, the details of the integration that you need to know and of course, our recommendation.

This week, we’ll take a look at Cazoomi for MailChimp. This integration is available by creating and configuring a SyncApps profile on Cazoomi’s SyncApps website.

 

Read more: Email Marketing Integration for Nonprofits Using Salesforce - Cazoomi for MailChimp

Introducing Fund Allocations SmartPack

Fund Allocations for Nonprofits

It’s no secret that at KELL Partners, we think the Nonprofit Starter Pack (NPSP) – especially with all the great improvements in version 3 – is pretty awesome. But there are some key areas of functionality that we felt were essential to an organization’s success on NPSP. This was especially true for organizations that were moving from Convio’s Common Ground.

We took the basic functionality in the Starter Pack and built our Fund Allocations SmartPack to address these often critical requirements:

  • Defining the different Funds an organization allocates gifts towards
  • Splitting donations to multiple Funds
  • Exporting transactions to a general ledger, such as QuickBooks
  • Once exported to general ledger, locking transactions in Salesforce from further editing
  • Allowing for a reversal process so posted transactions can be edited and then reposted

Read more: Introducing Fund Allocations SmartPack

Should Your Nonprofit Pick NGO Connect or the Nonprofit Starter Pack?

Should Your Nonprofit Pick roundCause or the Nonprofit Starter Pack?

When the Salesforce.com Foundation launched Salesforce1 for Nonprofits in May 2015, it marked a fundamental shift in their product strategy for nonprofit organizations. One that was long overdue. In doing this they put NGO Connect (NGOC) at the core of this strategy and gave a major overhaul to their free offering of the Nonprofit Starter Pack 3 -- and is pretty awesome.

So what are the differences between the two? And how can you pick the right one for your nonprofit?

Those are great questions. Both products offer great solutions. But the best one for you depends on what your organization needs. This is no quick or simple answer, because every organizations’ needs are different. This is why we developed an interactive graphic that you can use to weight which functional areas are most important, then compare how these needs are met by NGOC vs. NPSP.

Below is a very brief overview of the main functionality of each and how they compare. To learn more, click here and get your own version of this graphic and download a more detailed comparison of each.

Read more: Should Your Nonprofit Pick NGO Connect or the Nonprofit Starter Pack?

5 Reasons Nonprofit Salesforce Users Should Be On the Power of Us Hub

5 Reasons Nonprofit Salesforce Users Should Be On the Power of Us Hub

The Power of Us Hub is a wonderful resource from the Salesforce Foundation that you should be taking advantage of right now. If you don’t already know, the Power of Us Hub is an online community that makes it easy for Salesforce employees, nonprofit users, and Salesforce partners to share, connect, interact, and respond to each other’s questions.

Below are five reasons you should be taking advantage of this great resource:

Read more: 5 Reasons Nonprofit Salesforce Users Should Be On the Power of Us Hub

Advice We Wish We Had When We Were Salesforce Admin Newbies

Advice We Wish We Had When We Were Salesforce Admin Newbies

If you’re new to the Salesforce platform, you’re probably feeling more than a little overwhelmed. So much to learn and it may all seem more complicated than it should be. Where do you start? How do you figure out what you should or shouldn’t be doing? Don’t be discouraged!

I recently had the pleasure of taking the organization I used to work for on as a client. I set up their first Salesforce instance in 2006! I was thrilled to have the opportunity to go back and correct mistakes I made and put in to place best practices I had learned only after years of experience. This time around I simplified profiles and reduced a cumbersome acknowledgment process down to a few clicks! I knew how Salesforce would be used day-to-day and thought as much about how Salesforce would be USED as I did about how to get the data in place.

So I asked my KELL colleagues, who all come from prior experience working with Salesforce at nonprofits…

 

Read more: Advice We Wish We Had When We Were Salesforce Admin Newbies

Email Marketing Integration for Nonprofits Using Salesforce - ExactTarget Marketing Cloud

Email Marketing Integration for Nonprofits Using Salesforce - Cazoomi SyncApps for Constant Contact (using Marketing Lists application)

At KELL, we are always asked about the email marketing integration applications and how they work with Salesforce. With so many options out there we decided to dedicate a KELL Labs series to provide the low down on some of the more popular email marketing integrations, the details of the integration that you need to know and of course, our recommendation.

This week, we’ll take a look at the ExactTarget Marketing Cloud integration application for Salesforce. This integration is available through the AppExchange.

 

Read more: Email Marketing Integration for Nonprofits Using Salesforce - ExactTarget Marketing Cloud

Our Favorite Improvements for Nonprofits in the Summer ‘14 Salesforce Release

Three times a year, Salesforce.com rolls out new features to its users. Most of these new features are enabled automatically (you don’t have to do anything!). Although there are some new features that are optional, and therefore have to be enabled by your System Administrator.

 

If you’re new to the releases, here’s a quick FAQ on new releases:

How do I know when a new release has been rolled out in my instance of Salesforce?

Salesforce Summer 14 Release for Nonprofits

Unless you’re using a custom logo, you'll see a new icon on the top left when you log in to Salesforce. For Summer ’14, it’s a mask and snorkel. You'll also see the orange "Discover Summer ‘14” link on the top right side of your homepage. If you click that link, it will take you to additional resources like videos and the Release Notes, letting you know what’s new. Here’s a link to the Summer ’14 Release Notes.

I work for a nonprofit, and the release notes talk about a lot of features that don’t apply to me. How do I know which features are most exciting for nonprofits?

You can always come and check out KELL Labs, or visit other nonprofit community resources to see what other nonprofits are saying. The Salesforce.com Foundation also hosts a webinar for each release, where they show examples of the new features along with use cases for nonprofits.

We attended the Foundation’s webinar and took some notes so you don’t have to. Here are our favorite features from Summer ’14 that nonprofits can use:

Read more: Our Favorite Improvements for Nonprofits in the Summer ‘14 Salesforce Release

Subcategories

  • App Focus

    We take a look at the latest Salesforce apps for nonprofits

  • Salesforce Foundation

    Our take on the latest news from the Salesforce Foundation

  • Dreamforce

    The world's largest technology conference hosted by Salesforce

  • KELL Culture

    A look inside KELL and at our fabulous team of superheroes.

  • Best Practices

    Our clients ask a lot of great questions! They want their Salesforce data to provide answers. It's our job to make the technology provide the answers quickly and efficiently. These solutions have helped us to develop hundreds of best practice solutions for nonprofits using Salesforce.