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Why would you need a strategy to hire a consultant, right? Like go on an XYZ review website and hire the best one? Simple? No? Of course, not. Hiring a consultant, especially a consultant for Salesforce NPSP can be tricky. Finding is easy, choosing is hard. Well, choosing the right one is. So, you definitely need some heads up as to how to hire a salesforce nonprofit consultant. In this article, we are going to talk about 8 things that might seem obvious but are definitely difficult to execute as well as remember while actually conducting the process of hiring a salesforce nonprofit consultant . Let’s start. Create a budget Salesforce consultants come at a heavy price. Before hiring you have to ask a few questions to yourself. How much does your company need one and how much of the budget can you spend on it to get optimal ROI. Things that this budget will need to cover: Salesforce NPSP deployment costs, third party software for integration as well as consultation charges. You...

WordPress is used by every third website across the world as a Content Management System. And Salesforce is one of the leading customer relationship management (CRM) platforms. Combined, these two can drastically improve your operations. With Salesforce’s tools, you can store and organize your company's leads and customer data. However, this data could be even more valuable when integrated with your WordPress website. Below are the six useful ways to synchronize your Salesforce and WordPress data.    Easy User Management To maintain a cohesive user data across your backend tools, it is necessary to sync them in real-time and the same goes for WordPress as well as Salesforce CRM. You can develop core WordPress functions, like site registration to create new leads in your Salesforce database. You can even sync fields between two applications so that your company departments can have access to the same data set. With the help of Salesforce WordPress integration , you can keep...

Just bookmark it, is the new just-write-it-down. But we do both. We use Post-its, handwritten to-do lists, scribbled notes, and many such things. Digital bookmarks and dozens of browser open tabs. Anyone who tries to get any personal information organized and accessible at the moment knows that it can be challenging and unproductive. Product knowledge base provides customers with the information they need in a less challenging way. It is not as complicated as you think. You can create, curate, and share effective knowledge base articles. You can easily do it if you have the right guidance and tools like a knowledge management portal. Best practices for knowledge base articles: By providing a knowledge base to your customers, you are enabling them to find quick solutions and reduce inefficient call center performance. Knowledge base requires proper planning and design actually to be able to help. Otherwise, it will not serve your agents or customers and create chaos, not to mention y...

Each NGO has their goal and impact they want to make in the society but there are a lot of hurdles they have to overcome. With the rapid development in technology, there are a lot of companies that are helping NGOs to achieve more with the help of technology. One such company is Salesforce. Over the years, they have understood the pain points of NGOs and made a dedicated product for them named Salesforce Nonprofit Cloud. To know more about this product, read our blog: Your Ultimate Guide to Salesforce Nonprofit Success Pack (NPSP) In this article, we are going to talk about the problems NGOs face and the ways Salesforce’s NPSP is the perfect solution. Lack of Funds: No matter how big the NGO is, most of them face this issue either directly or indirectly. To execute any campaign, giveaways, or plan an initiative require funds. The main problem here is finding the source of funding. Constantly seeking out people and organizations other than government bodies for donations becomes ted...

We are pleased to announce that we have added a brand new feature to our Salesforce WordPress customer portal, a drag and drop page builder with our latest product release of version 5. It makes adding pages to your customer portal a quick, simple affair. The feature builds on WordPress’ Gutenberg block editor with a three-step process in lieu of coding a page. Finalize the layout, select the block, drag and drop on the page, preview, and hit publish! Without coding, you can get the page up and running in much less time. Here’s a quick sneak peek of the page builder in action:   One of the benefits of having this feature is that you can preview the page when you are done setting it up and if you don’t like, changing it up takes only minutes. Apart from the drag and drop builder, we have also integrated the portal menu along with the WordPress menu for a seamless experience for our customers. Our portal development team was eager to build this feature to provide ease and flexibili...

We all know how much Salesforce products are used worldwide for its features, resources they provide, ease of implementation, and many more reasons. With every product they release, they go one step further in providing their customers with world-class solutions. And of course, every product is updated keeping in mind easy integration with its CRMs. Today we are going to talk about Salesforce Communities in detail and understand its different licenses and which one to use. What is Salesforce Community? In 2013, Salesforce introduced Community cloud with an aim to create a platform for customers, partners, and employees. It provides companies to work effectively, understand their customers’ requirements, and fulfill it. In simple terms, you can also say that the Salesforce community is the advanced version of portals. With the help of communities, your users can work collaboratively. It is built on the Salesforce platform and easily integrates with CRM. Communities are developed suc...

 In Salesforce’s own words, Salesforce Nonprofit Success Pack or NPSP is the nonprofit technology built on the world’s number one CRM i.e. Salesforce. It was built by Salesforce’s nonprofit community of 47,000 nonprofits which makes this solution perfect for any nonprofit organization that is looking to streamline their operations including donor management, donation management, as well as volunteer management. Let’s first try and understand the offering of Salesforce’s NPSP . Salesforce provides this success pack for nonprofits for free. But, there’s a catch. It is only free up to 10 users which seems reasonable and doable but to get it properly configured and get started with it, you’ll have to seek out a consultation or a development firm which makes it not so free a solution. What comes in this Salesforce Nonprofit Success Pack? Well, for starters, it has the general Salesforce tech and nonprofit success pack making it just the right solution for a nonprofit to get started...