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Mentoring
The mentoring service we offer is an hour a week with one of our experienced mentors. The content of this session is completely driven by your needs, and we will create a shared document that you can populate throughout the week with questions and problems you need help with. If you don’t have any specific questions, we can work through a topic that will be helpful for you, for example best practice for using campaign members within Salesforce for nonprofit.
We will record all sessions and share them with you to access whenever you need. We also provide a transcript of the sessions so you have another way to reference the topics we’ve discussed. You never know when you might need to revisit the session on volunteering from a couple months ago!
Use the Contact form to request a free discovery call to learn more about how we can support your nonprofit. We’d love to hear more about the great work you do, and we’ll explain how mentoring can help you meet your goals.
Fractional System Admin
If you need more hands-on support with Salesforce, I also offer a Fractional System Admin service. Think of this service as hiring a very experienced, part time, short term employee. The engagement is for six hours a day, two days a week, in one month blocks, with a minimum of three months to start with. As a Fractional System Admin, I can assist with any of the tasks that a system administrator would normally handle, such as implementing small pieces of functionality, providing training and support to staff, reviewing and suggesting improvements to work processes to take advantage of technology, and addressing user adoption issues.
My Fractional System Admin service is all about giving your organisation a lift in the use of Salesforce and associated technology to get the benefits of using a world class CRM like Salesforce. If you think Salesforce isn’t working for your organisation, whether you understand why or not, let’s have a chat about how you can boost use of technology, user adoption and work process improvement to get the most out of your investment in technology.