The Path to Successful Salesforce CRM Implementation

We’re here to help you unlock your organization and achieve your mission with a tailored Salesforce CRM solution. Our signature process has been honed over the last 10 years and proven successful in working with many of North America’s leading nonprofit organizations and grantmaking foundations.

You Can Expect:

Connection:

Tight, productive weekly meetings to keep momentum high and everyone up to date.

Creativity:

Strategic questions, dedicated time for vision casting and planning, deep discovery, and design-centered touchpoints that deliver innovation and smart customizations.

Clarity:

Work sprints that focus on specific goals with specific stakeholders. Transparency, clear communication, and genuine partnership result in clear expectations for all.

Accountability:

Professional project management and a focus on relationship-building and trust.

Learning:

Ample time for stakeholders to explore the output from work sprints with guided hands-on testing.

Our Design-Minded Process

Whether you need a full Salesforce implementation or are looking to optimize your current system, here’s how it works: 

1

Discovery

We always begin at the beginning. Prior to your tailored Salesforce CRM implementation, we conduct in-depth discovery. Our team, led by a senior-level consultant, interviews key stakeholders to map out pain points to resolve (presenting issues and root causes) and opportunities to thrive.

Here, we collect and develop:

  • User stories and business process diagrams
  • Prioritized functional needs
  • Roadmap outlining a path to essential functionality (Minimum Viable Product) and continuing from there to achieve your full vision
  • Project plan and timelines
  • Asana project management board for transparency and collaboration

2

Design

Using our extensive Salesforce CRM knowledge and expertise, we’ll then design a solution with customized recommendations to solve your problems and position you for success.

This includes:

  • Design sessions on key processes that impact stakeholders
  • System architecture

3

Implementation

We approach Salesforce CRM implementation borrowing heavily from Agile project management principles. This close-knit collaboration is designed to maximize the value realized from your project, while carefully managing project risk.

We complete all of the heavy lifting to configure the platform, bringing the design to life. Every Salesforce implementation is structured as iterative cycles that include learning, testing, and further optimization.

Here, we complete:

  • Platform build
  • Integrations

4

Data Migration

Data migration to your Salesforce CRM is full-service and rigorously tested. We have extensive experience migrating data from many platforms, including: Blackbaud CRM, Blackbaud Raiser’s Edge, Blackbaud eTapestry, ROI Solutions, Causeview, Salesforce NGOC, CiviCRM, iMIS, Microsoft Access, Excel, Mailchimp, Drupal Commerce, among others.

This includes:

  • Data quality assessment
  • Data mapping for each source system
  • Crafting repeatable migration scripts
  • Testing and reviewing data long before go-live
  • Refreshing the migration (with revisions) during go-live

5

Training & Documentation

Complete and comprehensive documentation is developed throughout the Salesforce CRM implementation process. We work in genuine partnership with you, the client, to ensure you have everything you need to successfully use the optimized system. A customized training plan will be developed collaboratively with you.

May include:

  • “Live recorded” sessions
  • Training materials
  • Train-the-trainer model
  • Full & complete documentation

6

Launch, Stabilization & Support

Once the platform is launched, we spend 3-6 months ensuring your Salesforce CRM is stable, reliable, and configured well. We don’t just deploy and leave; we stick around.

That looks like: 

  • Troubleshooting and helping staff “settle in” to the new technology
  • Addressing unforeseen issues or missed use-cases
  • Providing additional training or documentation, as required
  • Optional ongoing support

Ready to Dive In?

You matter to us. A lot. We base our approach on fostering strong, accountable relationships between people. It’s that simple.

From the get-go, you’ll be assigned an experienced Salesforce CRM lead who is always at your side. You’ll always know who you’re working with, and you can rely on us every step of the way. 

It all starts with a conversation. Let’s dive in!

Talk to Us
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