Speaker: Trish Perkins – Organizations that want to move operations to the Cloud are having mixed results: folks are resistant to change, data is often siloed in spreadsheets and private databases, the staff is not trained to cope with the internet on top of what else they have to do and the IT folks are afraid they might be becoming redundant. Success rates sometimes look disappointing.
Meeting the challenge to manage the move to all-digital can be daunting, but I’d like to look at some new approaches that are getting attention in the Salesforce business world that might translate into more success in the nonprofit sector as well. Leadership, experimentation, creating consistent constituent-centered experiences, assigning product managers and letting them determine funding, aligning values with services you provide, making what we do both data-driven and goal-oriented at the same time– these are some of the topics I’ll address.
Trish has been providing tech services to nonprofits in the US and around the world since 2003. In 2009, she began specializing in Salesforce CRM implementation and training. Trish does fundraising, volunteer and program management customizations of Salesforce as well as streamlining for small nonprofits that want simplicity. She has clients in Ethiopia, Nepal, India, and Cambodia where she works onsite for room and board. Her US clients' fees pay her airfare.