Embracing Change for Greater Impact
Salesforce is a powerful CRM platform that can help nonprofits improve their efficiency, effectiveness, and impact. However, implementing Salesforce can be a challenge, especially for nonprofits with limited resources. Most leaders are left asking the questions: "Where do we start?" and "What do we do next?"
If you've been asking yourself these questions, you're not alone. At ShadowRock, we work with nonprofits all the time. We understand the challenges that nonprofits face when implementing Salesforce, and we have helped many nonprofits successfully implement Salesforce and achieve their goals.
Below are the 3 main challenges that nonprofits face when implementing Salesforce.
Challenge #1: Staff buy-in
Salesforce can be a big change from the way things are currently done, and it can take time for staff to learn how to use it effectively. One of the biggest challenges of Salesforce implementation is getting staff to buy into the system and use it effectively.
From resistance to reliance
Change is daunting. Often, transitioning to an advanced CRM platform like Salesforce diverges from traditional methodologies, leading to resistance among staff. The success of Salesforce is rooted in its daily use, which means it's crucial to get everyone on board.
With ShadowRock by your side, this mountain becomes a molehill. Through intensive training sessions tailored for your organization, our seasoned consultants bridge the knowledge gap, ensuring that your staff not only uses Salesforce but thrives with it.
Our commitment extends beyond initial training, with ongoing support ensuring continued proficiency and enthusiasm.
How we do it
- We start by understanding your organization's unique needs and challenges.
- We then develop a training plan that is customized to your staff's level of knowledge and experience.
- Our training sessions are engaging and interactive, and they are designed to help your staff learn how to use Salesforce to achieve your organization's goals.
- We also offer ongoing support to help your staff troubleshoot problems and get the most out of Salesforce.
Challenge #2: Training
Nonprofits often have limited resources. Providing adequate training to staff on how to use Salesforce is essential for a successful implementation.
Turning novices into experts
A tool is only as useful as one's knowledge of it. For nonprofits, with their already stretched resources, imparting effective Salesforce training can seem Herculean.
ShadowRock keeps your unique needs in mind. Beyond mere functionality, we empower your team to leverage Salesforce in ways that resonate with your organizational objectives.
How we do it
- We create training that is customized to your organization's specific needs and goals.
- Our training is engaging and interactive, and is designed to help your staff learn how to use Salesforce to achieve your organization's goals.
- We also offer one-on-one training and coaching to help your staff master Salesforce.
Challenge #3: Support
Having access to support from Salesforce or a third-party partner can be essential for troubleshooting problems and getting help with implementation. However, this can be an additional cost for nonprofits.
The safety net: Ensuring robust support
Questions arise. Challenges emerge. In such moments, robust support isn't just helpful—it's essential. However, for many nonprofits, this spells added costs and complexity.
ShadowRock's philosophy is built on partnership. We offer a spectrum of support options, from on-demand digital assistance to in-person sessions. Our dedication lies in ensuring that Salesforce isn't just another tool, but a cornerstone of your organization's success—all without breaking the bank.
How we do it
- We offer support so you can get help when you need it.
- Our support team is experienced and knowledgeable, and they are committed to helping you get the most out of Salesforce.
- We also help you navigate the variety of self-service resources, such as documentation, tutorials, and webinars.
Implementing Salesforce can be a challenge, but it is a challenge that ShadowRock can help you overcome. We have the expertise and experience to help you get the most out of Salesforce, and we are committed to helping you achieve your organization's goals.
Eager to harness the power of Salesforce and elevate your nonprofit?
