The nonprofit industry is vast, encompassing over 1.5 million organizations in the United States alone, each with their own unique mission, organizational structure, and needs. No two nonprofits are going to serve their communities in the same way– which makes planning a Salesforce implementation a distinct challenge for change-minded leaders. After all, how do you take one solution, even one as comprehensive as Salesforce, and deploy it equally well across such a range of organizations and use-case contexts? In this episode of Transformation @ Work, our experts share step-by-step guidance on how industry organizations can make the most of Salesforce at every stage of implementation. Key Insights 01:52: The importance of understanding the needs of your nonprofit and the communities you serve before considering new technologies 05:05: How careful research into Salesforce and its capabilities can translate into a more successful implementation 07:14: Identifying resources available to help strengthen your understanding of Salesforce 08:33: Don’t boil the ocean: avoiding common implementation pitfalls through a steady, incremental approach 12:06: How team leaders can help encourage long-term employee adoption of new technologies 16:20: The role a qualified technology partner can play during every stage of implementation to ensure success Guest Bios Regine Benchetrit Director, Nonprofit Growth and Marketing, Gerent Regine Benchetrit is a highly adaptable consultant with a diverse professional background and an insatiable thirst for knowledge. With a career spanning two decades, of which more than half was spent in the nonprofit sector, she has held various leadership positions within digital consultancies and prominent Canadian nonprofit organizations. In 2022, she was invited by Salesforce to speak about NFTs and Cryptocurrency at the Nonprofit Summit. Her professional expertise has spanned a wide range of industries, including sports & entertainment, insurance, CPG and Telco, to mention a few. She excels at empathizing with and uncovering her clients’ pain points, forging strong connections, and crafting innovative solutions to intricate challenges through constructive teamwork. Regine is fervent about giving back, building communities, and helping nonprofits drive their missions. Kathy Zozos-Pliagos Director, Education and Nonprofit, Gerent Kathy Zozos-Pliagos is a multidisciplinary leader with over 15 years of experience in management, education, nonprofit, recruitment, and organizational change. For the last decade, she has dedicated herself to empowering organizations with well-designed CRM solutions. Kathy previously served as a customer success architect at Salesforce and, in an earlier role, spearheaded the implementation, adoption, and successful launch of Sales and Service Cloud for three large online international universities. She excels at leading collaborative teams, defining high-performance business processes, architecting supportive solutions, and driving user adoption through effective change management initiatives. Julia Taylor Director, Solution Architecture, Education and Nonprofit, Gerent A 24x Salesforce-certified professional, Julia has been part of the Salesforce ecosystem nearly her entire career, focusing in Education for the last 11 years. She was one of the founding members of Salesforce.org Services prior to joining Gerent, and has led some of the most dynamic and innovative Salesforce Education customers through digital change. Julia maintains a relentless focus on customer ROI, ensuring every aspect of success is addressed, from technology to people to student experience. Her personal passion is the transformation of Student Recruitment and Admissions, helping bring a commercial-style experience to a digital native generation. References https://www.statista.com/topics/1390/nonprofit-organizations-in-the-us/