Choosing the right Salesforce administrator for your organization is critical because the administrator is the most important role in making your CRM implementation a success.

admin

From our experience the role of the administrator for a small organization is not necessarily a full-time position. In the initial stages of the implementation, the role will require more concentrated time (about 50 percent of a full time position). After going live, managing Salesforce CRM day to day will require much less time (about 10-25 percent).

Here are some qualities to look for in an administrator:

 

It doesn’t need to be an “IT person”

Software as a service (SaaS) makes system administration much easier than it was with traditional software. Setting up, customizing the application, maintaining it, training users, and “turning on” the new features that become available with each release—all are just a few clicks away.

Although your administrator does not need have programming skills, but it could be an advantage, s/he should have:

  • A solid understanding of your business processes
  • Knowledge of the organizational structure and culture to help build relationships with key groups
  • Excellent communication, motivational, and presentation skills
  • The desire to be the voice of the user in communicating with management
  • Analytical skills to respond to requested changes and identify customizations
  • Outstanding project management skills

 

Training and Certification

It is always good to have proven professionals on staff. A certified administrator will mean a faster implementation and better use of Salesforce. If you cannot find a certified administrator or if you have a potential administrator for your organization that does not have any formal training, invest in him/her!

Training and certification will insure that your administrator has the knowledge and confidence to take full advantage of Salesforce. Find the right person for the job and continue to invest in that person’s professional development.

Salesforce certified administrator

What should an administrator do?

Here is just a sample of relevant duties:

1. Administration

  • Continuing customization and development
  • User maintenance
  • Database de-duping and cleanup
  • Development of reports and dashboards
  • Ongoing documentation
2. Training
  • Develop and implement training for users
  • Keep materials up-to-date
  • Communicate future Salesforce releases and enhancements

3. Grow

  • Design and manage ongoing development of the system to meet the organization’s mission.

4. Manage Vendors

  • Managed outsourced Salesforce implementation partners and ongoing relationships with Salesforce employees.

 

Cannot find the right person?

Cloud for Good can help you with your remote administration program. Contact us today to talk about the advantages of outsourcing your Salesforce administration to Cloud for Good.

 

 

Advertisements
Dreamforce
It is the 8th annual salesforce.com user and developer conference! Dreamforce, a four-day conference, is the perfect place to take advantage of hands-on training, learn best practices of successful users, and connect with peers and salesforce.com experts.
Here are just a few things you will find at Dreamforce:
  • 325+ breakout sessions
  • A dedicated nonprofit/education session track
  • Cloud Expo featuring 250+ partner solutions
  • Hands-on training, interactive demos, and more
  • Opportunities to network with other nonprofit/educator attendees
Registration opens today and as a nonprofit client you should have received an email with a registration code. As I mentioned in a previous post, the Salesforce Foundation is offering a heavily subsidized nonprofit/educator rate of $99 USD to the first 400 nonprofit and educator registrants (versus the standard registration rate of $999). Once the $99 rate has sold out, the rate will increase to $199. This special rate is for the sole use of nonprofit and educational institutions.
Salesforce Foundation
To register at the special rate, visit the Dreamforce home page and enter your registration code. Be sure to register soon to ensure your spot at the cloud computing event of the year.

I will be there!

iphone-june

This month’s round-up includes tips for improving your organization’s Facebook page, measuring your social networks effectiveness, an introduction to Salesfroce Chatter, and a few good tips for writing an email. I am also including good tools from Google that may help you consider moving to the “cloud”. And there is a fun surprise at the end 🙂

  1. Everybody is on Facebook (did you Join Cloud for Good on Facebook?), but how do you create a Facebook presence? Debra Askanase, Community Organizer 2.0, has five good tips. Her bottom line is: get creative, collaborate, and be aggressive.
  2. However, attracting new fans is not enough. What Does Your Facebook Funnel Look Like? Here are a few good ways to measure the effectiveness of your online communications?
  3. Salesforce.com’s Chatter is here and everybody is talking (and writing) about it. It is definitely number 1 in my Top 5 Salesforce.com Summer ’10 Release Features.
  4. Here is a post that I would really like to forward to a few colleagues (and family members), it’s called “I don’t have time to read your email”. We all know that this is a very painful issue! She has a few good tips to help improve your organization’s newsletter.
  5. Google released many new features this month, however, my favorite one is the ability to try Google Docs without a Google Apps account. They made my life easier! Explaining Google Docs can be a challenging task: they have great video tutorials but people need to “play” with it in order to really understand “real time collaboration” and “the cloud”. Google launched a new site that allows users to try full-fledged versions of its word processor, spreadsheet, and drawing tool without a Google account.
  6. Still not sure why you should move to the cloud? Google created the Go Google cloud calculator that lets you explore your potential savings in an easy-to-understand way. I love it!
  7. With your extra time you can play some vintage video games online, like Supper Mario and the King’s Quest.

Salesforce Summer 10 Logo

Salesforce Summer ’10 release is here and is even better than before. Here are my top 5 favorite features from the new release.

1. Chatter

What is Chatter? Chatter is a collaboration application that can help you join forces with your co-workers, the applications in with which you work, and the content on which you work, in real-time. For example, your development team can use chatter to share updates and exchange information directly on the Donations records – no more endless email exchange (did you send the thank you letter? Did we receive the donation? Etc…)

To enable Chatter:

Setup | Customize | Chatter | Settings

Note:

  • To turn on Chatter, the new user interface is required.
  • All users have Chatter profiles with a personal photo, contact information, and professional experience.
  • The People Tab provides a list of all users.
  • Feeds provide real-time information (just like Facebook…i.e when a person changes a status on Facebook, you get notified. For Chatter, when collaborating on a document and your coworkers complete a thank you email, you get notified with a status update immediately. )

2. Cloud Scheduler

Wow! This will make my life easier! The Cloud Scheduler allows users to propose multiple meeting times – this should reduce all the back and forth communication when scheduling a multi-attendance meeting. You can let Salesforce propose meeting times, based on the Salesforce users’ calendar (it should be up-to-date!), or select your own meeting times.

To enable the Cloud Scheduler:

  1. Setup | Customize | Activities | Activity Settings  and click on Show Requested Meetings in Calendar Section.
  2. Add the new Meeting Request button to the page layouts for Contacts and Leads.

d

3. Campaigns

More control over the Campaign Members object. For example, with cross-object formula fields it is now possible to display information from Leads, Contacts or Organizations on the Campaign Members object.

4. Answers Available in Force.com Sites!

Force.com Sites allows people create public websites and applications that are directly integrated with your Salesforce database. We have already delivered several Site based solutions for nonprofits, such as a fully featured university admission process (we also used Salesforce Customer Portal) and program enrollment forms.

Now, it is possible to expose the Answers community on Sites as well! The new release even enables the moderator to escalate a question into a case or promote a reply to an article. Salesforce has been using Answers for a while now. Check it out!

5. Last but not least, Drag-and-Drop Dashboards

Dashboards are great, but they can take time to create. With the new release most dashboard customizations happen on a single screen, therefore, it makes it easier for administrators to edit dashboards and minimize the time that it takes to create a new dashboards. The builder layout is a completely new way of creating dashboards and was very much-needed.

Note: Your profile should include “Drag-and-Drop Dashboard Builder”

Release Resources:

Summer ‘10 Release Preview
Summer ‘10 Release Webinar
Summer ’10 Release Notes
Developer Preview
Spring ’10 Release
Summer ’10 Release Training
Information about the release dates

Action Plans is a new, free add-on for Salesforce.com (from the Force.com Labs) that in a nutshell puts best practices into reusable “task templates”. Task templates can help you create automatic follow ups when your organization receives new donations and normalize the staff’s task generations on new leads.

 Force.com Labs

For example, when I served as the director of resource development of a NPO we had a very organized procedure to follow up on the president’s leads from conferences (you know what I am talking about, all these big stacks of business cards…). Seven days after the conference, the president sends a follow up email to the lead in which he introduces me. Then, I send an introduction email and 14 days after the conference we usually met to discuss all leads.

Action Plans allow your organization to create multiple tasks (independent and/or dependent) for a lead (or other Salesforce.com objects), assign tasks to a specific user, and supports the creation of up to 20 action plans at a time.

I would love to hear your comments on this great add-on!

Here is a video that shows how it works:

I would like to start a new tradition and share with you some of my favorite readings from around the web. So, a few days late, here are my best March findings:

  1. Google Voice transcribing system enables all men to now give birth to a child.
  2. This is a good resource from one of my favorite nonprofit technology organizations, NTEN. You should definitely download the 2009 IT Staffing & Spending Report .
  3. A great video on how to embed a YouTube video in Power Point from Beth’s Blog.
  4. A must read for every organization with a website, 10 tips to improve your “about” page (visit Cloud for Good‘s website)
  5. 4 ways nonprofits can use Google Buzz and 5 ways nonprofits can increase engagement with YouTube.
  6. Do you follow me on Twitter? You should! Here are 10 Twitter tools for your organization.
  7. Foundations and donors are online, are you?
  8. Hook Memphis Up! Check out my interview for the Memphis Commercial Appeal: Leaders say Google Fiber Network could transform Memphis.
  9. If you ever wonder why your organization should float in the clouds, this is another great read from NTEN.
  10. Does your organization blog? Here is some good advice on how to create a successful blog.

Fan Us

I just opened a Fan page for Cloud for Good in Facebook, fan us!