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Nonprofit Alert: 5 Ways to Manage Salesforce on a Budget

Not only do we provide pro bono Salesforce support during the Bandit Tour, we’ll come to you in our mobile office (a ’73 converted Airstream trailer)!

Driving a nonprofit’s mission forward means investing in the very people who will maintain, update and adapt the technology and make optimal use of the resources at hand. However, the reality is that sometimes, the circumstances don’t allow for sufficient budget, buy-in or time.

Professional development is important to marry your personal career goals and organizational business needs, but it can be pricey for nonprofits. What if we told you it doesn’t have to be that way within the Salesforce ecosystem, especially for nonprofits?

Here are five ways to manage Salesforce on a budget:

1) Join the Power of Us Hub
The Power of Us Hub is an online community for customers, certified partners and Salesforce staff. The Hub is a place for community members to ask and receive answers to everything related to Salesforce. If you have a question about best practices, application comparisons, a feature that just came out, or something specific like how to summarize your in-kind donations on the account record, this is your best starting point.

Pro tip: Don’t have time to scavenge the entire Hub for the latest news, tips and tricks? Subscribe to PUB Crawl, a weekly newsletter by Soapbox Engage that summarizes the most interesting posts in the Power of Us Hub.

2) Take part in Traction on Demand’s Bandit Tour
Every year, our nonprofit consultants embark on road trips all over North America with the purpose of supporting grassroots nonprofits with their Salesforce needs (for free!). The Bandit Tour for Good sets out in the fall from Vancouver to San Francisco in time for Dreamforce, Salesforce’s annual mega-conference. On the East Coast, our team travels between Montreal and Toronto in the spring during Bandit World Tour. Training, report building, data cleanses—whatever you need help with, we’re there!

Pro tip: Keep an eye out for 2019 Bandit Tour for Good dates and application guidelines.

3) Attend a Nonprofit User Group meeting
There are more than 80 Nonprofit User Groups throughout the world that self-organize and meet in-person to increase one another’s skills. They are supported, financed and managed by Salesforce. Just recently, Michael Beaty, Lead Business Solutions Consultant at Traction on Demand, led the Vancouver Nonprofit User Group and shared his knowledge on the Nonprofit Success Pack’s new Batch Entry tool.

Pro tip: Don’t be afraid to make this group yours. Tell the user group leader exactly what you want to learn about. And if you don’t find a group in your area, it’s very easy to make your own. Find your closest Nonprofit User Group.

4) Upgrade your Salesforce skills with Trailhead
Trailhead is a fun way to continue learning everything having to do with Salesforce. There are general administrative “Trails,” such as data loading, best practices and change management strategies, as well as more specific Trails such as capturing donations and managing in the Nonprofit Success Pack (NPSP).

Pro tip 1: Follow the Nonprofit Cloud Consultants Trailmix to prepare for the Nonprofit Cloud Consultant certification exam.
Pro tip 2: You can add the Trailhead badges you earn to your LinkedIn Profile!

5) Join us at TractionForce on May 23
Sometimes, it’s a good idea to take a step back and look at the whole picture: the platform, the processes, the mission and the people. The theme of this year’s TractionForce, Traction on Demand’s annual conference, is the Collective Why. We’ll dive into how putting a clearer focus on people, process and technology will help nonprofits propel their missions forwards. We’re excited to welcome a great roster of speakers including Pam Iorio, President and CEO of Big Brothers Big Sisters of America, who was recognized as one of People’s “25 Women Changing the World.”

Pro tip: Attend our nonprofit Tech Talk entitled Impact Measurement: The Next Nonprofit Frontier and stick around for happy hour to have conversations with our thought leaders.

Bonus tips

But wait—there’s more! Here are some other budget-friendly resources you can explore:

Big or small, there shouldn’t be any barriers for a nonprofit to empower their people and drive their mission. A combination of any of the above resources will help level the playing field so everyone can feel supported.

Have any questions? We have dedicated nonprofit practice and expert consultants who would be happy to be in touch.

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