Description

As a nonprofit, you probably have tons of questions about which CRM is right for you. In this episode, I tackle some of the most import points and considerations if you choose Salesforce as your CRM.

Topics include:

• How to get started with Salesforce for nonprofits
• When is Salesforce right for your organization
• Finding an implementation partner
• Out-of-the-box features
• Popular 3rd party apps
• Overcoming change management
• Best practices for data migration
• Release management using sandboxes
• Choices for ongoing maintenance

Links:
Get an NPSP Trial
AppExchange for Nonprofits
Trailhead training

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