5 Tips to Help You Implement Salesforce

5 Tips to Help You Implement Salesforce for Your Organization

1 Work with a trusted implementation partner   Because your Salesforce CRM will be a long-term investment in your company, working with a trusted implementation partner means having an expert on your side. There are a couple of things to consider. If the partner is adequately qualified Partner’s level of experience If the Partner is …

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Your Business Needs A CRM

5 SIGNS YOUR BUSINESS NEEDS A CRM SYSTEM

Are you considering having a CRM but you’re not sure if your business is ready to make that investment decision – Here are 5 signs your organisation needs a CRM system: 1. You have no single customer data repository Your sales and customer service agents are getting overwhelmed using spreadsheets, emails, and sticky notes to …

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Advantages of Cloud CRM

ADVANTAGES OF A CLOUD CRM

There are numerous cloud CRM systems today in the technological market but Salesforce initiated the cloud CRM system concept in 1999. Cloud computing upended the traditional on-premise model, dramatically cutting costs and reducing risk. Salesforce has refined data centre operations and helped the cloud computing industry develop to its current gigantic size in the last …

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Scenarios to Consider Resco for Salesforce

It was on a trip to California, after visiting a wine tour vineyard, that I first realized I was not afraid of heights but rather of depths. The most recent reminder was at the rope bridge on the tour of the famous show “Game of thrones” in Northern Ireland. One common frustration about sitting out …

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Why you need Salesforce-Resco Implementation partner

Imagine you work with a non-profit organisation that already has Salesforce Non-Profit Success Pack and has selected Resco to support its offline capability need. You have a small team that provides the day-day IT support your organisation needs and a team member suggested bringing a Salesforce-Resco partner onboard. You are now evaluating why you need …

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A case of Deja-vu – Solving duplicate issues on your Salesforce environment

Once upon a time, in the autumn 2019 – back when people could sit in quasi intimate proximity in a crowded Borough market restaurant – I received a phone call from one of my service providers inquiring if I was happy with my new subscription. The odd thing was I vividly remember having a similar …

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How to validate forms in Resco

In our previous blog post, we briefly mentioned ways to validate data on your Resco form. This blog shows you how to validate your forms on Resco. There are two types of validation – unconditional and conditional validations. Unconditional validation is enforced to ensure data completeness. For example, you may want to have certain compulsory …

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5 key resources you need to successfully prepare for Salesforce NPSP Certification

A number people have reached out to me in the past few weeks, after I posted about passing the Salesforce NPSP exam, to ask about how to best prepare for the exam. Some asked “what resources did you use to prepare?” or whether I could offer pointers or tips. So here it is: this short …

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7 ways to streamline offline data collection for your Salesforce users with Resco

Suppose you need to quickly capture situational dependent information whilst in the field and you have intermittent or severely limited access to the internet. What if other people (users on your CRM) depend on that information and require access in order to make critical decisions? How do you streamline data collection and gather actionable insights? …

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When to Use Recurring Donation vs Opportunity Payments

Have you ever wondered whether to use recurring donations or opportunity payments when capturing donations in the Non-Profit Success Pack? This blog posts suggests three questions you should consider before selecting an option. If you are short on time, this diagram below conveys the key message. These are 3 Questions to consider: 1. Is the …

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