How Salesforce Admins can talk with Consultants

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Salesforce1 NYC Tour: Talking With Salesforce Consulting Partners TAL FRANKFURT FOUNDER & CEO [email protected] [email protected] www.cloud4good.com 855.536.1251

Transcript of How Salesforce Admins can talk with Consultants

Salesforce1 NYC Tour: Talking With Salesforce Consulting Partners

TAL FRANKFURT FOUNDER & CEO [email protected]

[email protected] www.cloud4good.com 855.536.1251

TAL FRANKFURT

•  Founder/ CEO •  Previously a Director

of Resource Development for a NPO

•  Salesforce MVP •  Certified Consultant •  User Group Leader

[email protected] www.cloud4good.com 855.536.1251

Cloud for Good works with nonprofit and educational organizations to create and implement strategic Salesforce solutions.  

[email protected] www.cloud4good.com 855.536.1251

EXISTING CLIENTS

[email protected] www.cloud4good.com 855.536.1251

ABOUT CLOUD FOR GOOD

•  Providing Salesforce Solutions for 4+ Years

•  Over 550 Nonprofit Salesforce CRM Implementations

[email protected] www.cloud4good.com 855.536.1251

DO YOUR HOMEWORK

ANSWER THESE QUESTIONS

•  What does your organization do? •  What are you currently using? •  In a world with no budgetary constrains,

how would your perfect database look like? •  What are your priorities?

BE AN INFORMED BUYER

INVOLVE YOUR ENTIRE TEAM

DON’T PROSCRIBE

DON’T UNDERESTIMATE YOUR DATA

PHASE YOUR PROJECT

WE NEED TO KNOW YOUR BUDGET

YOU SHOULD HAVE A TIMELINE

ONGOING SUPPORT

THANK YOU FOR YOUR TIME

TAL FRANKFURT FOUNDER & CEO [email protected]

[email protected] www.cloud4good.com 855.536.1251