It can be tough to implement a whole new CRM (Customer Relationship Management) and navigate the way through its challenges and features.
Much like any other CRM tool, there are common mistakes that any user can make when implementing Salesforce. While Salesforce is a beneficial tool to incorporate into your nonprofit, it is still prudent to be careful when implementing new software, especially considering all the features Salesforce can provide you with. Making mistakes is a natural part of growing and learning, but you can start with the basics. Here are common mistakes to avoid when implementing Salesforce for NPOs.