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I've implemented Salesforce twice for non-profits doing fundraising. It's probably a great B2B sales platform, but it's not that customizable for purposes outsi
by tvanantwerp 7y ago
I've implemented Salesforce twice for non-profits doing fundraising. It's probably a great B2B sales platform, but it's not that customizable for purposes outside what was intended. And it's not clear why some bits are customizable and others aren't. I don't consider myself a Salesforce expert, so maybe I'm just showing off my ignorance here, but this is a conversation I've had to have:
Fundraiser: "Can we have a custom database of Thing X that interfaces with everything else?"
Me: "Sure, no problem."
Fundraiser: "And can we rename this default field from 'Widget' to 'Doodad'?"
Me: "Nope. Impossible. Whenever you see 'Widget', just imagine it said 'Doodad'."
I still recommend Salesforce to non-profits, for the same reason Churchill recommends democracy: it may be the worst CRM, but it's better than all the others that have been tried.
- cosmodisk 7y agoWell,you were wrong,you can change them: https://success.salesforce.com/answers?id=90630000000gwQ2AAI https://success.salesforce.com/answers?id=90630000000gwQ2AAI Kristin Flewelling's comment has the correct answer.
- chance_state 7y agocosmodisk's reply is correct. To add to it a bit: Your experience is not uncommon. I think Salesforce GREATLY oversells the "clicks not code" stuff. They're good at selling to a certain segment within organizations that thinks of themselves as savvy but don't really know anything about what it takes to launch a CRM for an organization (not saying this is you, just in general from what I've seen). I've seen projects blow $1M+ in grant money on adopting Salesforce that have virtually nothing to show for it because the projects were badly managed and poorly resourced. It's unfortunately more common in the non-profit space, too.