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It’s all about your mission.www.cloud4good.com
Tal FrankfurtFounder/[email protected]@Cloud4Good
Salesforce Implementation
Best Practices
Working with organizations to create and implement strategic solutions based on cloud technology.
Salesforce.com Google Apps
It’s all about Your mission.
www.cloud4good.com
Cloud for GoodCloud for Good
Cloud for GoodCloud for Good
It’s all about Your mission.
www.cloud4good.com
Technology Assessment
Cloud Implementation
Discovery . Design . Customization . Integration . Testing Data Migration . Training . Support
Sample ClientsSample Clients
5 Star Consulting5 Star Consulting
It’s all about Your mission.
www.cloud4good.com
Salesforce MVPSalesforce MVP
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www.cloud4good.com
“The Salesforce MVP program recognizes exceptional individuals within the Salesforce community for their leadership, knowledge, and ongoing contributions.”
It’s all about Your mission.
www.cloud4good.com
“I am not sure what we need, but we need it ready ASAPand we don’t have a budget for it yet. So how much will you charge us?”
Do Your HomeworkDo Your Homework
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www.cloud4good.com
Set Your Vision and GoalsSet Your Vision and Goals
It’s all about Your mission.
www.cloud4good.com
Set Your Vision and GoalsSet Your Vision and Goals
It’s all about Your mission.
www.cloud4good.com
Vision Examples:• “Build and maintain long-term relationships with
valuable donors by creating personalized experiences across all touch-points and by anticipating donor needs and providing customized offers.”
• “Donor loyalty is our highest priority.”
Share Your Needs and ExpectationsShare Your Needs and Expectations
It’s all about Your mission.
www.cloud4good.com
Pain Points Group PriorityDifficult to track programs'
graduates Education
3Unable to track volunteer
registrationAdministration
1Difficult to quantify why
donations are lostResource
Development
2
Share Your Needs and ExpectationsShare Your Needs and Expectations
It’s all about Your mission.
www.cloud4good.com
• Describe and clarify your organization’s (or each department’s) main goals for Salesforce
• Create use cases• Prioritize your goals• What new information needs to be tracked?• List the top five reports you worry about getting right• List the top five new reports you need to generate
Build Your TeamBuild Your Team
It’s all about Your mission.
www.cloud4good.com
Build Your TeamBuild Your Team
It’s all about Your mission.
www.cloud4good.com
• Executive Sponsor - Lends influence to the project by becoming the champion. Sets the organization's vision for the implementation.
Build Your TeamBuild Your Team
It’s all about Your mission.
www.cloud4good.com
• Project Owner - Guides the project to successful completion. Understands all business processes and maps them to the Salesforce CRM implementation.
• Database Hero - Gets the application up and running and manages it day to day - Tips.
• Power User – Serves as a liaison to the users to ensure that the
design/customization meets daily needs.
You Need a TimeframeYou Need a Timeframe
It’s all about Your mission.
www.cloud4good.com
Know Your BudgetKnow Your Budget
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www.cloud4good.com
Do You Need a Consultant?Do You Need a Consultant?
It’s all about Your mission.
www.cloud4good.com
Do You Need a Consultant?Do You Need a Consultant?
It’s all about Your mission.
www.cloud4good.com
“The quickest way to implement, customize, and extend the functionality of your Salesforce instance is to use a service or application partner from the AppExchange. ”
Take Baby StepsTake Baby Steps
It’s all about Your mission.
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Technology should be adjusted to Technology should be adjusted to meet your needs and not vice versameet your needs and not vice versa
It’s all about Your mission.
www.cloud4good.com
Deliver Fast ResultsDeliver Fast Results
It’s all about Your mission.
www.cloud4good.com
Change is Never EasyChange is Never Easy
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Training is OngoingTraining is Ongoing
It’s all about Your mission.
www.cloud4good.com
[email protected]@cloud4good.com
@Cloud4Good@Cloud4Good
It’s all about Your mission.www.cloud4good.com
www.Facebook.com/cloudforgood
