Guiding Force Consulting

During this festive time, we hope you find moments of joy, relaxation, and connection with loved ones. Wishing you a season filled with peace, happiness, and new beginnings. ?

If you don’t understand why these give admins and consultants the side eye, let’s chat. ?? The struggle to get everyone on the same page is real sometimes.

Feeling proud and appreciative after a recent client meeting. I'm doing a Salesforce custom build for a client to help with relationship management, process management, and automations. Her needs are very specific to her role and the out-of-the-box solutions weren't enough. While on a call to discuss round 2 edits and solutions, we talked through her needs, scenarios to clarify her intentions and expectations, and several possibilities to meet outcomes. We talked through the fastest options to build and the ones that would provide savings over time. She ended the meeting by saying "this is the most productive meeting I've had all month. I'm so excited about this project." Honestly, this is the very best feedback I can receive from a client. Database/CRM work is tedious, not everyone's favorite type of work, and can be frustrating (as all tech can be). So, when I hit the mark to make a client feel productive in our conversations, enthusiastic about where the project is going, and provide a sense of relief that we can meet their end goals, I've done my job. Sometimes this happens in one-off meetings with end-users that are buried in other tasks. These moments are the sweetest as I know how hard nonprofit professionals have to work to serve their communities. Thank you to all of my clients for allowing me a slice of your busy day and for allowing me to be a part of your organization. I get to see your work from a different viewpoint. I'm grateful and humbled to help your teams and, hopefully, make your work life a little easier along the way. ?? ??

Our Chief Experience Officer turned 105 years old today (15 in people years). Celebrating this huge milestone with chicken nuggets & marshmallows. ????

Are you considering implementing Salesforce in your org (or have you recently)? If so, you'll want to read this great article and learn how to avoid 5 of the most common pitfalls in a new implementation. We've seen these over and over, but they can be avoided with good planning. #guidingforceconsulting #nonprofit #fundraising #salesforceimplementation #salesforce #crm #database #nonprofits #nonprofitleadership #techforgood #nonprofittech #implementationmistakes

The Dorothy A. Johnson Center for Philanthropy publishes the Trends in Philanthropy report each year. It's filled with great insights that every fundraising professional will enjoy. Dive in today and share your thoughts on the trend you think will impact your organization the most. #guidingforceconsulting #philanthropytrends #nonprofit #fundraising #nonprofitleadership #philanthropy #nonprofits #trendsinphilanthropy #donorlove #engagement

Are you making the most of your Salesforce home page? Too often we see nonprofits not using their Salesforce home page at all or underutilizing it with minimal information. In this vlog, we share easy ways to add great content to your home page that will save you time and clicks! #guidingforceconsulting #salesforcehomepage #nonprofit #fundraising #nonprofitleadership #nonprofittech #techforgood #crm #database #salesforce #howtotips

There's still time to join us TOMORROW! We would love to see everyone at our first semi-annual Connect for a Cause: Networking with Impact event. Professionals from all industries are welcome to attend. RSVP: https://lnkd.in/gwphZ5ZX We encourage all attendees to bring an in-kind or monetary donation to benefit Detroit PAL. A list of items needed can be found at the link above. #networkingevents #detroitnetworking #philanthropy #nonprofits #nonprofitleadership #givebacktothecommunity #giveback

Are you using the Salesforce app on your mobile device? If not, you're missing out on having supporter and donor information right at your fingertips before every meeting. Add quick notes to their record, look up their past involvement, and take a quick peak at their connections on the go. The Salesforce mobile app and features are free to all users! Do you currently use the app? If so, what's your favorite feature? Has it saved you time while on the go? #guidingforceconsulting #nonprofit #fundraising #salesforceapp #nonprofitleadership #philanthropy #techforgood #nonprofittech #crm #database #donorlove #engagement #keepingtrack #productivitytips

In case you missed it... We would love to see everyone at our first semi-annual Connect for a Cause: Networking with Impact event. Professionals from all industries are welcome to attend. RSVP by 4/10: https://lnkd.in/gwphZ5ZX We encourage all attendees to bring an in-kind or monetary donation to benefit Detroit PAL. A list of items needed can be found at the link above. #networkingevents #detroitnetworking #philanthropy #nonprofits #nonprofitleadership #givebacktothecommunity #giveback