Resources Archives

ocadmin
June 5, 2023
Associations, Implementation, Managed Services, Non-Profits, Resources, Strategic Services

Who Uses Salesforce?

Salesforce is a versatile customer relationship management (CRM) platform that caters to a wide range of organizations across different industries. However, the suitability of Salesforce depends on an organization’s specific needs, size, and budget. Here are some considerations: Organizations that can benefit from using Salesforce: Small, medium, and large...

Tanya Renne
May 29, 2023
Associations, Data, Experience Cloud, Implementation, Managed Services, Non-Profits, Sales and Service Cloud

5 Warning Signs of a Data Strategy Failure

There can be several reasons why a data strategy may fail. Here are some common factors that can contribute to the failure of a data strategy: Lack of Clear Objectives and Alignment One warning sign of a data strategy failure is a lack of clear objectives and alignment. If...

Tanya Renne
May 22, 2023
Associations, Fonteva, Implementation, Managed Services, Non-Profits

8 Ways to Make a Managed Services Process Successful

Effective managed services are guided by several key principles that help ensure IT services’ successful delivery and management. Here are eight key principles of effective managed services: Clear Service Definition Firstly, clearly define the managed services’ scope, objectives, and deliverables. This includes identifying the specific services to be provided,...

Tanya Renne
May 15, 2023
Associations, Data, Experience Cloud, Implementation, Managed Services, Non-Profits, Sales and Service Cloud

10 Warning Signs of a Salesforce Implementation Failure

Salesforce implementations can fail for various reasons, often stemming from challenges in planning, execution, and user adoption. Here are some of the most common warning signs of a Salesforce implementation failure: Inadequate Planning and Strategy One warning sign of a Salesforce implementation failure is a lack of proper planning...

Tanya Renne
May 8, 2023
Associations, Recruiting and Placement, Sales and Service Cloud

What to Look For: OmniStudio

Selecting an OmniStudio consultant involves assessing a candidate’s skills, experience, and expertise in implementing and customizing Salesforce’s OmniStudio. OmniStudio is a suite of tools within the Salesforce platform that allows users to build, design, and deploy engaging and personalized digital experiences. Here are key considerations to look for when...

Tanya Renne
May 1, 2023
Associations, Managed Services, Non-Profits, Sales and Service Cloud

NPSP & Salesforce: Your Nonprofit’s Dream Team!

We know you’ve got capes and big hearts, but how about some extra firepower for managing all that essential data? Enter NPSP (Nonprofit Success Pack) and Salesforce – the dynamic duo that gives you the ultimate power-up for a comprehensive view of your nonprofit’s data. Holy Integration, Batman! NPSP...

Tanya Renne
April 24, 2023
Associations, Data, Implementation, Recruiting and Placement, Sales and Service Cloud

Hurdles To Change

Change management can face various hurdles that may impede the smooth adoption of new processes, technologies, or organizational shifts. Here are some of the biggest hurdles to change management: Resistance to Change Employees and stakeholders may resist change due to fear of the unknown, concerns about job security, or...