Despite these challenges, it’s incredible how much these nonprofits have accomplished over the years with less-than-ideal systems. As a way to guide those embarking on their own Salesforce journeys, we’ve compiled five key pitfalls nonprofits should avoid when starting a Salesforce implementation:

OneTenth pledges to donate 1% of consulting hours in 2022, with the plan to expand its contributions across profit, equity, and staff time as the organization grows in the years to come. In 2022, OneTenth will be allocating its donated hours toward nonprofits working with communities of color.

Check out our video of Morgan Berman, CEO of MilkCrate and Rubin Singh, CEO of OneTenth Consulting discussing how nonprofits are using CRM and the use of third-party apps to extend CRM’s capabilities.

We believe that Salesforce’s innovative platform paired with OneTenth’s unconventional consulting model will help move missions forward for nonprofits of all sizes. 

After hundreds of CRM implementations, there’s one thing I’m sure of - the success of your rollout heavily depends on how well you prepare for post-go-live.

If we really want donors, corporations, and foundations to embrace a new way of thinking when it comes to nonprofits and overhead, then we ourselves need to stop perpetuating the old ways.

Throughout this cycle, there may be many players, perhaps a team of resources at your organization that play a critical role in each step of the way.  The process is dynamic and collaborative, like a restaurant kitchen, and this is where spreadsheets fall short. 

With a marketing spend that dwarves its competitors, it is hard to have a conversation about CRM in any industry without talking about Salesforce.  Between its innovative platform, customizability to just about any industry, and vast network of apps, integrations, and resources...Salesforce continues to take the CRM world by storm.

They already feel connected to the work, they are invested in it.  So most of your fundraiser’s work is already done.  Perhaps the only reason why they don’t give…is because nobody ever asked.

Although there’s no “right or wrong” when it comes to soft credits, I’ve seen organizations where they have proven to be a game changer in fundraising results. 

Sometimes initial funding dries out and organizations struggle to achieve their mission.  While other times, missions may shift or expand, and a new stream of funding becomes essential.  In either case, the true reality of nonprofit work comes to the fore - it’s not enough to be an expert in your cause, but you also need to be an expert in fundraising. 

Despite the increased role of CSR initiatives from our corporate counterparts and the rise of social businesses that aim to address the world’s most pressing issues, there are still those societal problems that lie in the spaces between.