Because no one learns Salesforce overnight

Many times, employees don’t want to use another tech program, but there's always one or two people who stand out by their enthusiasm. We want to capitalize on that excitement, because excitement is contagious! What I like to do with those individuals is to turn them into super users. We work with them, train them and level them up. Watch the video to learn how.

When a new project starts do you immediately start over-thinking? Ultimately, you just want it to be detailed and correct and you’re instantly overwhelmed and frustrated before the project even begins. We work with individuals who approach work this way all the time (aka “the over-thinkers”). Check out the video to see how we can support you through a Salesforce project. 

More often than not, I work with leadership team members that know what they want out of Salesforce, but they don't know how to get there. I love talking through the process with those personality types - the ones that think fast, think in big picture terms, and love strategy. 

When you’re the non-tech savvy person, self-proclaimed, it can be easy to get frustrated with all these new tools that are coming out. When will buying the latest shiny software trend end? Take a deep breath - we hear you! Our team is really experienced in working with the folks who are self-proclaimed “non-techies.” In this video, we touch on how we support team members of all backgrounds with varied learning styles. 

Company processes are essential to performing everyday tasks and tracking best practices. However, when most people think of process management they cringe a little. But process management doesn’t have to be dry and painful, I promise! You don’t believe me? Let me walk you through what we do with our clients to identify and clean up processes in a way that feels nearly organic.

Are you tired of being passed along the sales funnel when shopping for a new vendor, partner, or consultant? It’s exhausting, isn’t it? That's why I want to take a moment to share how I’ve set up my business structure to better serve my clients—without the frustration of getting bounced from person to person.

I got tired of hearing sales reps tell me their system couldn't do a wide variety of functions - basic stuff that every efficient system should be able to do. I found Salesforce - which allowed me to build a system specific to my needs. Then, I started my company to help others see the possibilities too!

Let's explore some out of the box solutions you can use Salesforce to solve! This video gives real-life examples of how our clients used Salesforce to achieve tech solutions including: outbound grant management, next level volunteer management, invoice management and even program delivery.

If you're currently using Salesforce but your Grant Management team is not, you're missing out. Check out this quick demo of the Salesforce Outbound Funds Module and get a sneak peek at the capabilities of managing grants in Salesforce. It will allow your team to get a full view of your funded programs, track all applications, requirements, disbursements and more.

Many nonprofits want to switch databases and are unsure where to start. Salesforce.org is free for nonprofits - but what are the hidden costs? This video breaks out the costs associated with implementing Salesforce for qualified nonprofits.

You have made a decision - you want to go ahead and purchase that CRM that I keep talking about (yay!). You understand the value, but you're not really sure where to start. In this video I share five elements to consider before you write that check.

In this video I share 5 crucial reasons why every organization needs a CRM or a “customer relationship management” tool. If you're toying with the idea of purchasing a CRM and you're not exactly sure if you should, learn why it's a must-do TODAY.

Is your nonprofit considering switching to Salesforce and you're not sure how to budget for the transition? This video will share items your organization should consider when building a budget for not only Salesforce implementation, but also ongoing expenses year after year.

Many nonprofits who want to transition to Salesforce learn that they need to hire an implementation partner? What does that actually mean? Is it really required? What's included in an implementation? This video will answer the most common questions about Salesforce Implementation for nonprofits.