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:

Flexibility is your superpower! Join us to uncover the secrets of adaptation. In a changing nonprofit landscape, this discussion is your key to making a lasting impact in your community. Explore innovative approaches, real success stories, and the role of technology in nonprofit agility. Join us, learn, and empower your nonprofit for a changing world!

I’m all for nonprofits taking on pro bono consultants for their technology projects, but it should be done intelligently and strategically.

But in all the expert analysis and white papers written on digital transformation, there is a key component that is hardly mentioned, yet it is what the success or failure of your transformation depends on...

So while I support Dreyfus’ call to action for leaders to “nourish the American spirit of volunteerism” it begs the question, who is going to pay for it?

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.

So if all agree, why is that so many organizations still implement CRM in a ‘big bang’ approach...yet somehow expect a different result?

Complex security models can be costly to build, so why build it upfront in fear of what might happen?  Keep it open, see how the organization adapts to it, and if there is a real need to start closing certain areas off, do it in an iterative fashion.

It may lead to a reprioritization of activities, a confirmation of the current direction, or perhaps a discovery that they are working on the wrong things altogether.