How charities can automate fundraising data and give fundraisers their time back
It is 8:40 on a Tuesday morning. A lottery file containing 12,000 rows arrives, but somebody has changed the columns again. By 10:15, an agency has resent yesterday’s file with a request to ignore the first version. After lunch, somebody finds two supporters with the same name, postcode and direct debit. Nobody can say with […]
Salesforce for Events and Exhibitions: Connecting Sales, Marketing, Attendees and Data
Salesforce can give an events or exhibitions business a connected view of the relationships and revenue surrounding an event. Sales teams can manage sponsors and exhibitors, marketing teams can work with consistent audience data, registration information can flow between systems, and leadership can see commercial activity without manually combining spreadsheets from different departments. The real […]
How Can Salesforce Be Used for Predictive Revenue Forecasting?
Salesforce can be used for predictive revenue forecasting by combining historical and current CRM data with CRM Analytics and predictive models to estimate future revenue outcomes, identify the factors influencing those outcomes and give sales, finance and leadership teams a forward-looking view of performance. This goes beyond adding up the value of open opportunities. At […]
Salesforce for Charities: What Should a UK Nonprofit Look for in a Salesforce Partner?
A UK nonprofit should look for a Salesforce partner that understands both Salesforce and the way charities actually operate. That means understanding donor and supporter relationships, fundraising, grants, volunteers, service delivery, impact reporting and the financial and resource constraints that influence technology decisions in the nonprofit sector. Technical Salesforce capability matters, but it is not […]
How to Identify the Right Agentforce Use Cases for Your Organisation
The right Agentforce use case sits where a meaningful business problem, a repeatable process, suitable data and a measurable outcome come together. Rather than asking, “Where can we use AI?”, start by identifying work that consumes significant time, delays customers or employees, creates operational friction or prevents people from focusing on higher-value activity. Then test […]
Is Your Organisation Ready for Agentforce? A Practical Readiness Checklist
Your organisation is ready for Agentforce when it has more than an interest in AI. You need a clear business problem to solve, Salesforce data that the agent can rely on, a process suitable for automation, defined boundaries for what the agent should and should not do, people who can participate in testing and an […]
Salesforce Health Check: How to Know Whether Your CRM Needs Fixing, Optimising or Rebuilding
A Salesforce health check should tell you whether the problems in your CRM can be resolved with targeted fixes, require broader optimisation or are fundamental enough to justify rebuilding part or all of the solution. The answer depends on the condition of your data, automation, integrations, processes, reporting and architecture, and, crucially, whether Salesforce still […]
Can You Change Salesforce Partners Mid-Implementation? What Happens When a New Partner Takes Over
Yes. An organisation can change Salesforce partners during an implementation. A new partner can assess the work already completed, understand the existing configuration and project decisions, identify what should be retained or changed, and take responsibility for moving the implementation forward. Changing partners does not automatically mean abandoning everything that has already been built or […]
How to Rescue a Salesforce Implementation That Isn’t Delivering Value
A Salesforce implementation that is not delivering value does not automatically need to be abandoned or rebuilt. The first step is to understand why it is underperforming. That means assessing the existing Salesforce configuration, data, integrations, processes, reporting and user adoption against the outcomes the organisation originally expected the platform to deliver. At Sweet Potato […]