Orchid Connect

Government Contracting

Recruiting for government contractors involves the process of finding and hiring individuals to work on projects or contracts with government agencies. Government contractors provide a wide range of services, from IT and defense to construction and consulting. The recruitment...

Salesforce Readiness Survey

1. What’s your main goal with Salesforce implementation? 2. Do you have a dedicated Salesforce admin or team in place? 3. Have you identified the key stakeholders and decision-makers for this project? 4. Have you mapped out your current...

Salesforce for Municipal Organizations

Municipal organizations can leverage Salesforce to enhance citizen services, streamline internal processes, and improve overall efficiency. How many of the following services does your organization offer? How many leverage Salesforce? Citizen Service Request Management Municipal organizations can implement Salesforce...

Salesforce and Small Businesses

Is your small business leveraging Salesforce for strategic transformation? Have you implemented the platform to enhance various aspects of your operations, from customer relationship management to internal processes. How many of the following areas utilize Salesforce? And if they...

Go to Market with Salesforce

Salesforce, a leading customer relationship management (CRM) platform, employs a comprehensive go-to-market (GTM) strategy to reach and serve customers. The Salesforce GTM strategy encompasses various elements, including product positioning, marketing, sales, and customer success. Here are critical components of...

Discovery Meeting

A discovery meeting is crucial in understanding a business’s unique needs and requirements before implementing Salesforce. Here’s a list of 30 questions to guide your discussions during a Salesforce discovery meeting:

Data Mapping

Data mapping is a crucial step in the data migration process, involving the definition of relationships as well as translation of data from source systems to the target system. Below is a sample template for a data mapping document:...

8 Common Questions About Nonprofit Success Pack

Here are some common questions about the Nonprofit Success Pack (NPSP): What is Nonprofit Success Pack? The Nonprofit Success Pack (NPSP) is a set of preconfigured CRM tools developed by Salesforce.org specifically for nonprofit organizations. It provides nonprofits a...