Best Practices for Implementing Salesforce CRM - Cloud Experts

More documents

Recommendations

Info

9 steps to effective change managementStep 2: Get up and runningThis section describes the standard tools you can use to improve the results of your fundraising andrelationship-building efforts. You can find more information about them in Help & Training.• Dashboards and reports – To get started, use standard reports such as the LYBUNT and SYBUNTreports included in the Nonprofit Starter Pack. You can also use the report wizard to create customreports to track your donations, both over time and in relationship to specific goals. Once you have thereports you need, don’t forget to save them to a folder and make that folder accessible to the people whoneed the reports.• Campaigns – Campaigns help identify the people you want to reach and then track the results of yourappeals. Campaigns can take many forms, from targeted email solicitations to invitations to events. Youcan create targeted campaigns based on various attributes so you can customize your appeals based ondonation trends, geographical location, or membership type. By linking prospects to campaigns you cantrack prospects over time, using customized campaign member status values. Campaigns can also helpdetermine how effective various activities are in reaching your goals.• Opportunity and donation stages – The donation object (record) is the standard opportunity object,renamed for nonprofit organizations. This object includes a Stage field for tracking long-termmembership and donation trends and sending out targeted communications based on the stage. You canalso assign specific activities for your staff to follow up and create a complete record of all activitiesassociated with a donation or pledge.• Email templates – Once you set up segmented campaigns with different goals, you can customize youremail templates to send inexpensive, focused communications to the people targeted in each campaign.Use the merge fields to make these communications more personal and add attachments such as yourannual report to remind donors of your mission. For more information about setting up email templates,see the Best Practice “Turbo-charge customer communications with email templates .”If Salesforce CRM’s daily email limits (1,000 emails per day per user or 2,000 per account) aren’tenough, explore the mass email marketing tools available on the AppExchange, such as VerticalResponse.Step 3: Get a sponsorAfter you define your processes and start using the standard tools, review what’s working, what isn’t, andwhat else you’d like to do. Then check out the following resources to extend your success in yourfundraising and membership activities.• Browse the AppExchange – You’ll find a number of tools that can dramatically increase theeffectiveness of your fundraising, including the donated and discounted applications available tononprofits. Ranging from e-commerce solutions you can use to integrate online donations into yourSalesforce CRM account to apps that let you customize direct mailings from Salesforce CRM, thesesolutions can be the secret sauce of your fundraising success. CongaMerge, eGiving, and VerticalResponse all focus on various aspects of the fundraising process.BEST PRACTICE 2
9 steps to effective change management• Consider a partner – As your fundraising success with Salesforce CRM grows, so will your needs. Besure to explore our partners with the expertise to manage complex fundraising efforts with additionaltools built on the Force.com cloud platform.• Review your processes – Once you have a sophisticated donor platform, remember that one of thebiggest perks of Salesforce CRM is its flexibility. Be sure to periodically schedule time to review andevaluate your processes, campaigns, and reports. Innovating as you go will help you build a strongerdonor and member community.SummaryBy creating innovative, flexible, and familiar donation and member management processes in SalesforceCRM, you’ll increase your ability to achieve your mission. Here are some additional resources to help youbecome even more effective:• Check out this session that showcases best practices in donor and member management.• Get connected with other nonprofit users who manage their donations and members in Salesforce CRM.• Review these videos to learn more about specific fundraising examples you can manage in SalesforceCRM, using the Nonprofit Starter Pack.For More InformationContact your account executive to learnhow we can help you accelerate yourCRM success.BP_3Steps-DonorMemberManage_2010-04-15
Page 1 and 2:
Best Practices forImplementing Sale
Page 3 and 4:
Salesforce CRM Getting Started Guid
Page 5 and 6:
Page 7 and 8:
Page 10 and 11:
Page 12 and 13:
Page 14 and 15:
Page 16 and 17:
Page 18 and 19:
Page 20 and 21:
Page 22 and 23:
Page 24 and 25:
Page 26 and 27:
Salesforce CRMGetting Started Workb
Page 28 and 29:
Salesforce CRM Getting Started Work
Page 30 and 31:
Page 32 and 33:
Page 34 and 35:
Page 36 and 37:
Page 38 and 39:
Page 40:
Page 43 and 44:
Meet—and beat—these 8 CRM chall
Page 45 and 46: Meet—and beat—these 8 CRM chall
Page 48 and 49: 5 steps to a successful implementat
Page 54 and 55: Achieving outstanding CRM administr
Page 56 and 57: Get these must-have administrator t
Page 58 and 59: Get these must-have administrator t
Page 60 and 61: Using data access design patternsDa
Page 62 and 63: Using data access design patternsIf
Page 64 and 65: Using data access design patternsCo
Page 66 and 67: Using data access design patterns
Page 68 and 69: Using data access design patternsRe
Page 70 and 71: Managing your Salesforce CRM storag
Page 72 and 73: How to get big results with a small
Page 74 and 75: 3 tips to get unstuck when creating
Page 76 and 77: 3 tips to get unstuck when creating
Page 78 and 79: Choose the right tools to customize
Page 84 and 85: 4 questions to answer for a success
Page 86 and 87: 4 questions to answer for a success
Page 88 and 89: Create powerful Web sites on Force.
Page 90 and 91: 5 steps to using the content librar
Page 92 and 93: 5 steps to using the content librar
Page 94 and 95: 8 keys to mobile CRM successLimit a
Page 98 and 99: Bring cloud computing to your entir
Page 100 and 101: Achieving outstanding CRM administr
Page 102 and 103: 6 steps toward top data quality•
Page 104 and 105: Tips for using incentives and rewar
Page 106 and 107: Beyond login rates: three key areas
Page 108 and 109: 10 tips for a successful training p
Page 110 and 111: How to develop a comprehensive trai
Page 112 and 113: How to develop a comprehensive trai
Page 114 and 115: 9 steps to effective change managem
Page 116 and 117: 9 steps to effective change managem
Page 118 and 119: 5 simple steps to reports and dashb
show all

Best Practices for Implementing Salesforce CRM - Cloud Experts

Create successful ePaper yourself

Delete template?

Save as template?