Salesforce For Nonprofits: A Guide To Implementation Process
5 MIN READ
December 28, 2021
Salesforce is growing rapidly and has now become the most preferred solution for most organizations. Salesforce for nonprofits is becoming popular day by day due to its unique structure. As a Salesforce development company, we understand the worries of our customers and decided to bring to you a guide for a smooth Salesforce nonprofit implementation process and a successful Salesforce migration.
Today we will discuss in detail all the steps of the implementation process of Salesforce for nonprofits.
The implementation process of Salesforce for nonprofits
As a Salesforce partner, there is a certain procedure that we follow when we implement Salesforce for our clients. We have also mentioned the approximate time limit that may take to complete each step so that you can have a better understanding of the process.
Step 1: Discovery
Timespan: 4-8 weeks
It is the initial stage of the implementation process. It is extremely important that you outline some key guidelines. Here, we will start by learning about the key members of the team that are involved in the implementation process. We also set certain goal timelines for each step so that we can figure out a completion date and reduce any unnecessary chaos.
The discovery phase also means one has to create an implementation plan. It can be a guide that can clearly define all the goals of the projects.
Step 2: Production & Integration
Timespan: 12-18 weeks
Once you have finalized an implementation plan for Salesforce for nonprofits, It is now time to set up a new platform. Ksolves will help you with everything in getting you our new instance of Salesforce for nonprofits up and running. We will also help in completing initial customizations and integrations.
You may also have to set up integrations between existing and new Salesforce platforms. Additionally, you will need to create new integrations. Gather and configure the new Salesforce apps into your toolkit to ensure functionality.
Step 3: QA & Testing
Timespan: 4-6 weeks
This step is the crucial step in the entire process. During this step, we do quality assurance testing so that we can be sure that everything is working smoothly. We need to ensure that all the apps, modifications, and integrations are working properly. Your team can conduct your tests to make sure that all the pieces of the systems are working fine and fitting together to suit your process.
You need to properly review, give feedback and revise accordingly before Salesforce migration.
Step 4: Data Migration
Timespan: 10-15 weeks
If you have decided to move your data from an old database to a new Salesforce for nonprofits, you need to have proper planning. A sloppy migration can have adverse effects on your organizational growth. We have broken down the data migration process for you-
Planning: Outlining the key factors like migration’s parameters, assigning responsibilities, and checking on the quality of the data.
Initiation: Keeping stakeholders informed and finalizing all the plans.
Analysis: Review the data that you are going to migrate and then refine plans and document every step.
Design: Analyze how you will measure the pre and post-migration data quality.
Testing: Test all your programmed codes to reduce any issues.
Execution: Start the migration and monitor the entire process closely.
Review: Check the data quality and if you are satisfied, then shut down the old traditional system.
Step 5: Training & Support
Timespan: 2-4 weeks
The final stage is when you can see the whole process coming to an end. In this step, we provide throughout support to push the new Salesforce system live and ensure a smooth transition.
Well, we also offer the initial training program for your teams to make them efficient for any challenges afterward.
Ksolves’ as your Salesforce nonprofit implementation partner
We have said earlier that Salesforce for nonprofits is a cumbersome task and you will need professional support for the successful implementation. Well, Ksolves is one of the best Salesforce development companies offering customized Salesforce consulting services on the global platform. We have an enthusiastic and extremely qualified team of the best Salesforce developers in the industry. As a Salesforce implementation company, we understand your concerns and make sure that you get the maximum benefit from the new system. When you work with experts, you can save a lot of time, money, and effort and get the most out of the Salesforce for nonprofits even in the long run. For further information write to us in the comment section below or give us a call.