Book Image

Accelerating Nonprofit Impact with Salesforce

By : Melissa Hill Dees
Book Image

Accelerating Nonprofit Impact with Salesforce

By: Melissa Hill Dees

Overview of this book

Salesforce Nonprofit Cloud enables a 360-degree view of people related to your nonprofit to connect fundraising, program management, and grantmaking. With a single, unified view of every interaction with constituents, nonprofits can create strong relationships with the community and streamline internal processes. The book starts by covering the tools and features that make up Nonprofit Cloud, helping you understand their standard functionalities and how Nonprofit Success Pack's (NPSP) data architecture is critical to implementation. You’ll learn how the Nonprofit Cloud Program Management Module can connect your programs, automate case management, and track client progress. Next, you’ll explore the tools for creating a change management process to increase user adoption. Moving ahead, you’ll understand how to configure necessary permissions for NPSP administration and explore how declarative tools help better align the goals of a nonprofit organization. Toward the concluding chapters, you’ll cover customizations, deployment, custom reports, and dashboards for fundraising analytics, as well as best practices for data management to maintain its integrity. By the end of this Salesforce book, you’ll be able to build and configure the Nonprofit Cloud for a variety of use cases to achieve maximum social impact with the least amount of technical debt.
Table of Contents (21 chapters)
1
Section 1: Get Ready – Learn the Basics of NPSP
8
Section 2: Get Set – Correlating Need with Nonprofit Cloud Tools
14
Section 3: Go! – Data for Impact

User adoption and metrics for success

User adoption is one of the best metrics for the success of a Nonprofit Cloud implementation project, but how do you get users to adopt something new and different? How do you encourage the users from the very beginning of the implementation? What will you measure as a benchmark to user adoption and success? Let's break this down.

Encouraging user adoption

The most important aspects of encouraging user technology adoption are people. Several key people need to be on board to ensure a successful implementation. Let's identify these important roles next.

Executive sponsor

An executive sponsor does not need to be the instigator of a project; however, they do need to be a champion of the project and be willing to go to bat for the team at executive levels. As an executive, they can help assemble the appropriate resources for the project, involve other key stakeholders, share a vision, rally the team, provide incentives, and support...