If you are already on Salesforce and you’re looking to make small improvements, streamlining might be the right option for you. When discussing streamlining, we are referring to a process of optimizing or improving your current system. There is a misconception that moving to a new system is going to resolve all the issues organizations are experiencing, but we never tire of saying that technology isn’t 100% of the equation.
Value and satisfaction are impacted in great measure by customizations put in place, processes, and stewarding people through change. Instead of embarking on a system change, there is an option to look critically at what issues can be resolved by addressing processes or strategic changes to Salesforce.
Streamlining will almost certainly be a more cost-effective option. It is also a less stressful process than implementing a brand-new system because the changes occur at a smaller and more manageable scale. Think of streamlining your CRM as a home improvement project. Replacing an old CRM with a new one is like a complete demolition to rebuild a home from the ground up. Streamlining is more akin to renovating your kitchen. It still requires patience and investment, but it is a less disruptive and less expensive option, while still accomplishing satisfactory results.
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When looking for ways to address potential inadequacies of Salesforce, it is important to consider what is at the root of the issues plaguing you. We advise taking a holistic look at the system rather than its discreet sections. Clearly defining your “pain” points and underlying issues will help determine if you can improve your use of Salesforce to overcome the obstacles. Typically, we see issues fall into three major areas:
So, what does streamlining entail? Our approach is a very collaborative one. Listening to the stakeholders is at the core of a successful project. Sometimes the challenges faced by an organization have more than one viable resolution, but further considerations emerge as we work closely with clients to inform recommendations.
Although circumstances and needs of each organization are unique, working with over 1,000 nonprofits in the past two decades taught us to take a deliberate and systematic approach focused on identifying, prioritizing, and solving problems.
Even if streamlining systems is not the path you are on now, we encourage organizations to look for ways to streamline and optimize Salesforce post-implementation. CRM transition is an iterative process and it is important to plan for ongoing investment to continuously improve how you are using tools, keep them current, and to innovate so you can continue meeting the needs of your constituents.
For more on how to streamline Salesforce, download our guide: What to Consider Before Replacing Your CRM