I started off my Salesforce journey as the Accidental Admin at my college access and mentoring organization. I was on-track for a career in program management and nonprofit leadership, but I had never thought of myself as a systems person. That was until I was identified as the most tech-savvy staff person and was handed the keys to our entire Salesforce org (eek!). I began spending my free time creating program and development dashboards to help visualize our organization’s data that was coming in from 20 different directions. I manually cleaned over 6,000 contact records to ensure that we never had to ask again “Is this person’s first name their legal name or nickname?” I dreamed of a world without spreadsheets saved to a local drive.
Salesforce and technology can often feel like unchartered waters in the nonprofit sector. It can feel like we’re always pressing the “panic” button on an incorrectly logged donation or missing address, but it doesn’t have to be like that. I truly believe that with a little humor and a lot of common sense, we can demystify the complexity and fear of using Salesforce and technology. Only then, can our program teams stop scurrying around for information hidden in a spreadsheet on an S-drive, and actually begin to serve the organization’s critical mission.
What’s something you like about the Salesforce technology?
I love the Lightning Experience. Period. A beautifully designed user interface and customizable branding to have Salesforce feel like YOUR org? Sign me up. But please, always run your lightning readiness check ahead of time and don’t be afraid to ask for help from a partner like KELL. The transition to Lightning Experience should not be taken lightly (almost a pun), but once you make the switch, you can never go back.
Why do you like working for KELL?
I can do my work from almost anywhere. As a person who loves to travel, a cubicle is just not for me. The ability to travel and see my family for weeks at a time without skipping a beat on helping my clients? Priceless (kudos to whoever still remembers this reference).