How Salesforce Admins can talk with Consultants
0 likes205 views
Tal Frankfurt, founder and CEO of Cloud for Good, emphasizes the importance of strategic Salesforce solutions for nonprofits and educational organizations during a NYC tour. He outlines key considerations for potential clients, including understanding their organization's needs and budget constraints. Cloud for Good has over four years of experience and managed more than 550 Salesforce CRM implementations.
How Salesforce Admins can talk with Consultants
- 1. Salesforce1 NYC Tour: Talking With Salesforce Consulting Partners TAL FRANKFURT FOUNDER & CEO TAL@CLOUD4GOOD.COM info@cloud4good.com www.cloud4good.com 855.536.1251
- 2. TAL FRANKFURT • Founder/ CEO • Previously a Director of Resource Development for a NPO • Salesforce MVP • Certified Consultant • User Group Leader info@cloud4good.com www.cloud4good.com 855.536.1251
- 3. Cloud for Good works with nonprofit and educational organizations to create and implement strategic Salesforce solutions. info@cloud4good.com www.cloud4good.com 855.536.1251
- 4. EXISTING CLIENTS info@cloud4good.com www.cloud4good.com 855.536.1251
- 5. ABOUT CLOUD FOR GOOD • Providing Salesforce Solutions for 4+ Years • Over 550 Nonprofit Salesforce CRM Implementations info@cloud4good.com www.cloud4good.com 855.536.1251
- 7. 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?
- 8. BE AN INFORMED BUYER
- 9. INVOLVE YOUR ENTIRE TEAM
- 10. DON’T PROSCRIBE
- 11. DON’T UNDERESTIMATE YOUR DATA
- 13. WE NEED TO KNOW YOUR BUDGET
- 14. YOU SHOULD HAVE A TIMELINE
- 15. ONGOING SUPPORT
- 16. THANK YOU FOR YOUR TIME TAL FRANKFURT FOUNDER & CEO TAL@CLOUD4GOOD.COM info@cloud4good.com www.cloud4good.com 855.536.1251