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10/30/2024
The Complete Guide to Understanding Salesforce Nonprofit Cloud
Nonprofits have a unique challenge: balancing their mission with the complexity of managing resources, donors, and programs. Salesforce Nonprofit Cloud…
June 22, 2017 | Andrew Lawlor
Maybe you’re already looking for a Salesforce Partner. Or maybe you’re at an earlier stage: comparing CRM systems and considering whether Salesforce can meet your CRM needs.
You probably have a lot of questions. At Aptaria, we’re happy to answer them.
If you’ve never worked with a Salesforce Partner, you may be wondering what it’s like to work with one.
Our primer explains what you can expect.
The specifics vary from project to project, but we follow the same 3 general steps with all of our clients:
- Get to know your business or organization.
- Configure Salesforce to achieve your goals and solve your problems.
- Finalize the system with your approval, then train your staff to use it.
After the Salesforce implementation launches, we’re available to provide additional support and instruction. Many of our clients take a phased approach to their Salesforce systems and hire us for further development projects over time.
For more detail, read our full page on what to expect when you work with a Salesforce Partner.
Want to know more about how Aptaria can help your business or organization? Contact us today.
