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Why we created our Definitive Guide to Salesforce for non-profits

At Hart Square we offer a wealth of services exclusively to non-profit clients and central among these is guidance and support if any are considering changing their technology. This covers a range of digital solutions, not the least of which is their CRM system.

Hart Square’s advice is completely technology-agnostic

We’re completely agnostic when it comes to the choices our clients make, but it is important for us to be fully conversant with the options available to them, so we spend a lot of time and effort researching the market and keeping in close touch with the many agencies who offer solutions to the non-profit sector.

The research we do obviously includes monitoring trends as reported or suggested, but also involves our own discussions with clients past and present, and across our extensive network of contacts within the sector.

We research solutions across an extensive network within the sector

As most people will be aware, since the early 2010’s the so-called platform solutions have competed with specialist proprietary providers to deliver systems to the sector, and the most well-known of those are Salesforce and Microsoft Dynamics. Looking across the piece we see the strengths, and weaknesses, of platforms and proprietary offerings, and we work hard to help clients choose the right solution model so we delve quite deep into most of them.

What we’ve found over recent years is that whilst we’ve learnt and understood a lot about how Salesforce.org approach the sector, and we consider it to be a strong proposition for non-profits, this isn’t something which the sector as a whole has embraced to the extent we might expect.

The non-profit sector hasn’t necessarily embraced Salesforce to the extent we would expect

We decided to dig a little further, really to sense-check our own perceptions, and to make sure we’re able to give our clients best advice. That’s really the genesis of the idea for the Definitive Guide, which is our overview of the Salesforce.org proposition and is intended to help the sector make good decisions and achieve the best outcomes.

Whilst we’re completely technology agnostic, and frankly ambivalent, about the decisions clients make, we do focus on our ability to provide thorough and up-to-date information about the options they have, and that they make decisions based on fact rather than perception.

The guide covers the Nonprofit Cloud and is backed up by client case studies and partner profiles

So centrally the Guide itself covers the core Salesforce technology, the specific proposition for non-profits, the partner network and how it operates, and the AppExchange. Together these form what is referred to as the Nonprofit Cloud, and this is opportunity which is available to non-profits who do evaluate Salesforce,org as their CRM provider.

This is then supported by a series of case studies, membership body showcases and partner profiles

Really then what we’ve sought to do is to evaluate some of the perceptions and comments we’ve been given by our networks, specifically or primarily the more negative of them, to assess them against what we’ve experienced and what we understand about Salesforce.org, and to try to shine a light on the reality of the proposition.

On the back of that we still consider Salesforce to be a really strong offering for the sector, and we’ve challenged ourselves to explain how the model works so that non-profits have a better chance of understanding what the opportunity is and how they might get the best out of it.

Salesforce.org has a really strong offering for the non-profit sector; we’ve set out to explain it in the Guide

Hart Square’s Definitive Guide to Salesforce for non-profits was launched at our own chase.livestream conference, and is freely available to everyone within the sector who might have an interest in it.

You can download it from our website at Hart Square’s Definitive Guide to Salesforce for non-profits