Top 10 Tips for a successful Salesforce journey


So you’ve heard a bit about Salesforce – sounds good, plus the added benefit of providing 10 free licenses (assuming you meet their criteria).  It could also be the case that you’ve been told by other charities/ non-profits that it works well for them.  

Working with charities implementing Salesforce over several years I have noticed some key factors that make for a successful Salesforce implementations so I thought I’d share them with you.  Salesforce is a hugely powerful, flexible and wide-reaching platform so it’s important to make the most of it.


1. Agree the benefits of the investment to your organisation

How will it benefit you? It’s not enough to say “I think we need a CRM”.  This is going to cost you money and time (the second being of immense importance in any organisation, non-profit or not).  It’s important to consider why you need Salesforce and how will it benefit your organisation.  Keep them to just a few simple, key benefits.  Start with those, you can always add more after the first phase.

2. Set clear Goals

Bit of a cliché, but try and make them SMART Benefits/Objectives so when you review them post implementation you know when you have achieved them e.g. reduce time spent on monthly reporting from one day to ten minutes!

3. Ensure you have Senior Level Buy-in

Do you all agree about these benefits and the value to your organisation of a CRM? Even when you do establish these, get buy-in from everyone that they agree with these benefits.  Even a couple of people who don’t agree could scupper the success of your project – you’d be surprised about how attached people get to their excel  spreadsheets!

See Point 1 in this article When not to implement Salesforce

“You need strong executive-level buy-in.  The leaders have to understand and sanction the project.  They have to understand the investment, why they’re doing it, and what are the outcomes.

4. Develop a good understanding of how your organisation works

Do you know your processes?  Are you looking to Salesforce to give you some? If so then look elsewhere! Salesforce can help you automate some of them but you need to understand how you work (or want to be working) as an organisation before you start explaining them to an external personal/ organisation who will help you map these in Salesforce.  Or ask your partner to help you map these out.

5. Be open to change

Organisations with successful Salesforce projects are not stuck to existing methods and processes but are open to ideas and and use it as an opportunity to change and improve their process e.g. using tasks or opportunities.  They don’t want to simply transfer their spreadsheet into Salesforce.

Let's keep in touch

0845 456 3970
Crown House,
72 Hammersmith Road,
W14 8TH



#BlackFriday 50% off all November #SalesforceTraining courses! Visit: and use promo code: "…
Are you a charity using or thinking of using @salesforce ? Sign up here to ask questions #CRM #Salesforce #charity
Clear your calendar! UK Non Profit User Group Meeting - Sept 12th 2017 #SalesforceUserGroups