Salesforce CRM | Ready, Set, Go! for Non-Profits
Get out of the gates with an efficient, focused approach designed for small companies to reach the finish line in record time to achieve the goals of the sales and services teams.
Ready…
Key Organization Goals
Alternative Technology Solutions works with you to identify key organization goals you would like to achieve with your Salesforce Non-Profit CRM application and create a plan to get you there. Not sure where to start? Here are a few suggestions:
- I want to have more visibility of my pledged donations.
- I want real-time metrics that helps me focus my volunteer resources better.
- I want to have all donor information in one, easy to view place.
- I want it available on my mobile device.
- I want to get started now!
Set…
2 Weeks
Alternative Technology Solutions can get you to your CRM Goals in just 10 business days. How do we do that?
Day 1: We sit down with you to understand your organization and what is important to you.
Day 2: We map out a suggested design for your Salesforce Non-Profit CRM.
Days 3-5: We get to work configuring your Salesforce Non-Profit CRM.
Days 6-7: We walk you through the application and gather your feedback.
Days 8-9: We review the application and make final tweaks and create a training one-sheet for your users.
Day 10: We train your users and hand the keys over to you.
Go!
Cross the Finish Line
Alternative Technology Solutions designs your project with the finish line in mind. Whether it’s a 5K or a marathon, Alternative creates a complete solution.
- An experienced, certified salesforce.com consultant.
- One day onsite understanding your organization and mapping out a design plan.
- A detailed Salesforce Non-Profit CRM configuration plan listing all of the fields, values and objects created for your business.
- Data templates and advisory services.
- A customized Dashboard with 20 components to track your key organization objectives.
- Comprehensive training for your end users and directors (onsite or online).