How Salesforce Admins can talk with Consultants

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    06-Aug-2015
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Transcript of How Salesforce Admins can talk with Consultants

  1. 1. Salesforce1 NYC Tour: Talking With Salesforce Consulting PartnersTAL FRANKFURT FOUNDER & CEO TAL@CLOUD4GOOD.COMinfo@cloud4good.comwww.cloud4good.com855.536.1251
  2. 2. TAL FRANKFURT Founder/ CEO Previously a Directorof ResourceDevelopment for aNPO Salesforce MVP Certified Consultant User Group Leaderinfo@cloud4good.comwww.cloud4good.com855.536.1251
  3. 3. Cloud for Good works with nonprofit and educationalorganizations to create and implement strategicSalesforce solutions.info@cloud4good.comwww.cloud4good.com855.536.1251
  4. 4. EXISTING CLIENTSinfo@cloud4good.comwww.cloud4good.com855.536.1251
  5. 5. ABOUT CLOUD FOR GOOD Providing SalesforceSolutions for 4+ Years Over 550 NonprofitSalesforce CRMImplementationsinfo@cloud4good.comwww.cloud4good.com855.536.1251
  6. 6. DO YOUR HOMEWORK
  7. 7. ANSWER THESE QUESTIONS What does your organization do? What are you currently using? In a world with no budgetary constrains,how would your perfect database look like? What are your priorities?
  8. 8. BE AN INFORMED BUYER
  9. 9. INVOLVE YOUR ENTIRE TEAM
  10. 10. DONT PROSCRIBE
  11. 11. DONT UNDERESTIMATE YOUR DATA
  12. 12. PHASE YOUR PROJECT
  13. 13. WE NEED TO KNOW YOUR BUDGET
  14. 14. YOU SHOULD HAVE A TIMELINE
  15. 15. ONGOING SUPPORT
  16. 16. THANK YOU FOR YOUR TIMETAL FRANKFURT FOUNDER & CEO TAL@CLOUD4GOOD.COMinfo@cloud4good.comwww.cloud4good.com855.536.1251