The Free Puppy Problem (AKA – Why Custom Consulting Works)

By November 21, 2014Our Services

salesforce is free like a free puppyIs better data management on your list of New Year’s resolutions? Does your organization get overwhelmed when it’s time to crunch numbers and deliver annual reports? 501Partners has you covered. With the help of Salesforce and our custom consulting solutions, data collection and reporting can be a breeze. There are 22,000 nonprofits already using Salesforce for these reasons, and why shouldn’t you join them? Salesforce offers ten free licenses to NPOs and comes with the Nonprofit Starter Pack 3.0, a powerful set of tools for data management.

But the ten free licenses are kind of like ten free puppies.

Sure, somebody is giving you the product, but you still need to learn how to handle it. Learning Salesforce is very much like training a puppy – there’s a lot of repetition involved, some occasional barking, and a multitude of those breakthrough moments that have you feeling genius-level smart. It always helps to have somebody guiding you through these types of learning processes, and that’s where we come in. We want to be a resource for your organization, whether you need the answer to a quick question or there’s a large bump in the road that you need help getting past.

It’s also important to us to build your internal capacity for Salesforce and data management. While we’re certainly interested in being your long-term Salesforce consultants, we prioritize self-sufficiency in our clients. That’s why a key part of our custom consulting strategy includes training. What good is your free puppy if you can’t control it yourself, right?

The second part of our custom consulting strategy involves learning about you. We want to become extremely familiar with your organization’s Hands On Tech Trainingprocesses, workflows, and priorities. This is an absolutely essential part of our process. Once we understand all of these things in great detail, we can recommend the best course of action for your Salesforce instance. Whether your organization is in dire need of a way to track major gifts or you need to streamline your email outreach, or both and more – and, honestly, it’s almost always going to be both and way, way more – we will help you prioritize and implement with extreme efficiency.

Our Discovery process is designed to identify all of the above, and to teach clients how each process can be configured in Salesforce. Again, it’s all about building internal capacity. In addition, we have a bias towards simplicity. Keeping in line with our desire to make you as self-sufficient as possible, we will show you how to squeeze all of the efficiency possible from the Nonprofit Starter Pack and to turn your Salesforce instance into a well-oiled machine.

In other words, your free puppy will be sitting, speaking, shaking and rolling over on command.

Allan Huntley

Author Allan Huntley

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