It can be tough to implement a whole new CRM (Customer Relationship Management) and navigate the way through its challenges and features.
Much like any other CRM tool, there are common mistakes that any user can make when implementing Salesforce. While Salesforce is a beneficial tool to incorporate into your nonprofit, it is still prudent to be careful when implementing new software, especially considering all the features Salesforce can provide you with. Making mistakes is a natural part of growing and learning, but you can start with the basics. Here are common mistakes to avoid when implementing Salesforce for NPOs.

How Can You Learn from Common Mistakes Others Have Made?

Never Underestimate Salesforce Implementation.

If you have decided to shift to Salesforce, chances are you have researched all the features the platform can provide to make your life easier. Going into Salesforce, having a clear goal and vision on how you want your nonprofit to succeed using the platform will help you achieve faster. But, sometimes, it can be easy to dismiss specific requirements that you need by saying, ‘No, that’s way too complex for Salesforce to accomplish.’ Salesforce offers many customizable features, so you will never have to worry about things not going your way. With scalability, integration capabilities, mobile access, and its’ vast community of support, you never need to think twice about whether Salesforce can do something for you!