Effective Salesforce use is often as much about habits as it is about technology. Here’s a habit every time-strapped, cash-conservative nonprofit organization should develop sooner rather than later: backing up your work.
True story: when I was in graduate school, I had a big paper due to the end of the semester. Like most students, I waited untill the night before it was due. For hours, I sat typing away. As I reached the final page, the lights in my apartment flickered. Power outage. The lights came back on, but you can guess what happened to my paper. I hadn’t saved any part of it along the way, so I paid the price of of re-typing the whole thing.