Top 10 Amazing Ways To Hire A Salesforce Consultant For Nonprofit


There’s a general perception amongst people that all you need is to set up Salesforce at your workplace and all your issues related to fundraising, constituent relationships, outreach efforts, and other CRM related issues will be resolved. Salesforce is indeed a powerful tool for all your CRM related issues but unless you know how to optimize your software strategy, you can’t harness the full potential of Salesforce. In such a case, there’s a possibility that you may be left with a platform that doesn’t meet your requirement or worse, you may be left with a redundant platform.

Fortunately, a Salesforce nonprofit consultant can enable your organization to install a Salesforce solution that not just adjusts to address your issues and objectives, yet can develop with you like your systems advance. The right consulting team can enable you to plot a technology plan and place it into action while supporting your team at every step.

There are several top Salesforce nonprofit consulting firms out there, so finding the right one can require some serious energy and commitment. Following strategies can help you fast track the hiring process so that you can find the most suitable consultant for your organization-

1). Understand how your Salesforce consultant will affect your projects

Your Salesforce nonprofit consultant can influence your organization in various ways, so understand what are your objectives for the organization before initiating the hiring process. Before you initiate your hunt for the ideal Salesforce nonprofit consultant, you’ll have to know precisely what you need your Salesforce consultant to do. While this may appear glaringly evident, you’d be astonished to know the different ways a Salesforce consultant can help you.

Neglecting to make a reasonable vision of your objectives and requirements will just make it less demanding for your staff to become distracted by the possibilities, lose concentration, and invest more energy and money than you require.

Before setting out on the Salesforce consultant hiring process, discuss with your staff to answer these questions:

  • How well is your present technology strategy working?:- In case you’re not utilizing Salesforce yet, which software package are emphatically affecting your fundraising or donor engagement efforts? Which platform is most likely to get eliminated? What number of users depend on your technology, and what feedback do they have about the present setup?
  • What are your objectives for Salesforce?:- Is it true that you are implementing this framework for the first time or do you have to reassess and reconfigure your CRM? What parts of your organization do you like to oversee in Salesforce such as fundraising, daily operations, marketing, events?
  • Are you ready to work with a consultant? :- Do you have sufficient time that you can devote to implementing new technology? Is your top management on board with the costing aspect and operational changes that will come with the implementation of Salesforce?

2). Plan a realistic budget before choosing a Salesforce consultant.

A Salesforce nonprofit consultant can put your organization on the way to progress, but you must understand that their services don’t come for free.

To ensure you can sensibly afford to take on a Salesforce consultant, you’ll have to assemble a reasonable budget that incorporates the majority of the potential costs you’ll accumulate. For instance, you’ll have to consider the following:

  • Counseling Costs.:- A Salesforce nonprofit consulting firm’s costs will fluctuate depending on the sort and size of your task, but you should be able to calculate a ballpark amount that your Salesforce consultants will charge. You may find their consultation charges on the internet, however, it’s always better to meet in person with them and discuss the specific goals that you have in mind.
  • Salesforce Usage Expenses. :- In case you’re implementing Salesforce for the first time, you’ll likewise need to consider the expenses of the core CRM product. This cost will vary depending upon the number of users you have, the Salesforce version you’re utilizing, and any extra features that you buy.
  • Integration costs. :- Over the base Salesforce product, you may need to integrate an external application obtained on the AppExchange. These all come at a certain cost, so you must be cautious about these expenses as you choose which feature is most vital in your CRM.

3). Shortlisting Salesforce consultants with relevant experience

Once you have finalized the strategy and budget, you can now launch your search for the ideal Salesforce nonprofit consultants.

As you go into the hiring process, it’s crucial that you take your prospective consultant’s experience into consideration. Most firms will have some type of portfolio or rundown of case studies on their websites so you can without much of a stretch survey the sort of work they’re most accustomed with and get an idea of the results for their past undertakings. While reviewing their work, the following questions must be running at the back of your head:

  • What technology is the most familiar with?:-Obviously, any consultant that you consider should know Salesforce backward and forward, however, you must take into consideration what other software they’re comfortable with. In case you’re migrating, the data or integrating multiple platforms, you’ll require a vendor who can work with all those frameworks or systems.
  • What kind of projects do they feature?:- You may experience firms who offer wide technology consulting services that can take into account a wide variety of needs. Uncover further by checking the projects they’re most proud of, either by reading case studies on the web or requesting the firm to provide a portfolio. The projects that a consultant promptly promotes are probably going to be most in accordance with their mastery and energy.
  • Who all are their past clients or organizations that they have worked with?:- Your Salesforce nonprofit consultant will most likely be open to working with organizations of every kind, but if they’re accustomed to working with enterprise-level organizations, they might be reluctant to take a small-scale project. You need to compare yourself with their past clients to get an idea of the scale they’re used to
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4). Work with a consultant will become more acquainted with your nonprofit.

As you begin the head hunting for the ideal Salesforce nonprofit consulting firm, organize groups who adopt a client-focused approach and are eager to pick up all that they can. A prescriptive, nonexclusive arrangement that doesn’t represent individual nuisance will abandon you with an ill-fitting technology strategy, to ensure that they take time to ask the following: 

  • What efforts are most critical to your goal?:- Which of your projects truly drive your motivation forward? Do you flourish on account of your rambling volunteer program? Do you require an approach to bring issues to light and boost support initiatives?
  • What fundraising strategies get the most revenue?:- Realizing what strategies are now working can help motivate a larger strategy. Does your yearly fundraising event have a special place in your community? Is it true that you are maximizing your peer to peer fundraising each?
  • What does achievement look like for your group? :-You’ve effectively settled your objectives for Salesforce, so ensure you (and your consultant) know how you’ll measure your progress. For a few nonprofits, having a sorted-out view of data is all they request. Others have more explicit results at the top of the priority list, like a certain increment in fundraising revenue or more segmented outreach plans.

5). Get some information about their procedure.

When you’ve built up a list of potential Salesforce consultants, all with significant experience and a sensible price point, you ought to get some information about their specific process. That way, you’ll be able to discover more information about their following methodology:

  • Evaluation and discovery process:- What steps does this consultant take to comprehend your nonprofit’s present procedures and Salesforce prerequisites? How would they decide whether your project is a solid match for their consulting firm? What’s their tactical planning procedure like?
  • The anticipated course of events:- How rapidly would they be able, to begin with, your project, and what time frame do you anticipate? What benchmarks do they set en route to keep your project on track? How would they handle delays?
  • Training techniques:- Does the consultant remain after launch to train your staff? On the off chance that they’re a remote consultant, do they offer web-based instructional courses? Do they train all your team at once, work with individual people or departments, or offer the skills to a key leader to train the rest of the staff?

6). Check the references for your shortlisted Salesforce consultants

A genuine discussion with the former client can give you a tangible idea of what the working relationship would resemble. Take advantage of these discussions. Ask something other than the basics (e.g., what was the project all about and did the consultants contribute in the manner in which they committed?) and utilize this a chance to discover the following:

  • How involved was the consultant?:- Regardless of whether you’re searching for a partner who will be in-house each day all through the term of your Salesforce project or need to deal with the majority of the implementation internally, you’ll need to discover what the consultant’s working style has been like in the past to promise it gels well with your vision of the relationship.
  • Did the project pursue the set timeline?:- At this point, your prospective consultant(s) ought to have given you the expected time period for the project. Check with their references to check whether their tasks were finished timely. If not, what held them up? How did the consultant manage these hurdles?
  • Are the nonprofits happy with the end result?:- If some time has gone since the project’s conclusion, it’s imperative that you check in with how the consultant’s solution held up. Does Salesforce meet their underlying objectives? Do they feel enabled to utilize the framework on their alone?
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7). Meet the shortlisted Salesforce consultant in person.

In case you’re working with a remote specialist, a telephone or video talk meeting can do the trick, yet in case you’re in the area, you should set up an opportunity to meet with your prospective candidates in person. Similar to a job interview, this one-on-one gathering can enable you to get a vivid picture of who the specialist is and what it resembles to work with them. Amid this gathering, you’ll have the capacity to:

  • Ask (and reply) explicit inquiries:- Clear up any hazy areas in your proposition and catch up with the consultant about any worries you have about the project. After this gathering, you should both be 100% clear on what the project involves and what you’re looking for from a consultant, so come prepared with inquiries and points of discussion.
  • Decide whether there’s a personality or job match.:- You’ll be working intimately with the consulting team, and it’s critical to know whether you’ll get along amid that time. Ensure that your applicants comprehend your nonprofit’s main goal just as your team culture.
  • Start imagining the partnership.:- Utilize your gathering to conclude any subtleties of what the consulting organization would involve. Keep in mind: this is your last opportunity to ensure you comprehend your consultant’s procedure so you can go into the partnership with confidence that it will be effective for the two parties

8). Consider the Geographical Location of your consultant

It is also imperative that you consider the geographical location of your consultant. This is because it can create a lot of differences. If your consultants are sitting in a different time zone then things may go astray. Also, the work culture and the mechanisms vary from region to region. Along with this, there can be linguistic differences that can cause you a lot of troubles. Therefore, always consider the geographic location of your consultant.

9). Determine how long the Salesforce consultant is willing to stay.

You ought to solicit your candidates what kind from progressing relationship they may offer your nonprofit. You’ll have to clear up what they offer as far as following things are concerned:

  • Additional project.:- Salesforce can remain your CRM of decision for quite a while, but rather that doesn’t mean you’ll adhere to a similar system and procedures in perpetuity. You might need to set up a long-haul plan for further integration or developments to your technology or ask your consultant what job they could play in future strategy shifts and reconfiguration.
  • Ongoing support.:- In case you’re making an absolute custom Salesforce arrangement, your vendor probably won’t be prepared to answer the majority of the inquiries you may have. Ensure you see how much help your consultant can offer over time.
  • Correspondence.:- Examine correspondence inclinations with your consulting team to discover how you can contact them after you shift out of the initial project. Knowing whether they lean toward telephone calls or can enable you to set an expectation for the ongoing partnership.

10). Ensure that your Salesforce consultant can empower your team to achieve long-term goals.

With that goal in mind, look for a consultant that organizes all of the following aspects of a shrewd Salesforce implementation:

  • Strategic processes.:- From the project go-live, your consultants should take a look at your present practices and help you enhance your activities on day to day basis. Numerous nonprofits are constraining their potential since they don’t understand there’s a better approach to execute a task.
  • Careful documentation.:- Ensure they’ve worked with your team to make reasonable documentation that you can use as a reference as you use your technology. That way, you don’t need to keep running back to your consultant each time you have a minor issue.
  • Staff engagement.:- Your team must be excited about your technology and system, and your consultant can help set that tone. Your Salesforce nonprofit consulting firm must be involved with the all your team members and be available to walk them through any questions or concerns they have about Salesforce.


Well, this is pretty much it. Do not be overwhelmed by the length of this blog. If you see it is just a matter of a few easy steps.  I hope that the above-given strategies can help you fast track the hiring process and aid you in finding the most suitable consultant for your organization.

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