Case Study:
Navigating the Salesforce Ecosystem and Finding the Right Partner
Navigating the Salesforce ecosystem can be a daunting task, especially for organizations unfamiliar with the nuances of the platform and the variety of assistance available. An educationally focused nonprofit faced such challenges and enlisted Carrie’s expertise to help them understand the scope of their project and identify the right partner to meet their needs.
"An educationally focused nonprofit needed help navigating the Salesforce landscape to find a trusted partner for a complex Salesforce transformation. I broke down their requirements and matched them with the right expertise. Together, we sifted through RFP responses, interviewed candidates and ultimately found a strong partner to execute their vision.”
- Carrie Andrews, Owner & Principal Consultant, Wildstack
Challenge
Difficulty in understanding the Salesforce ecosystem and determining the type of assistance needed.
Complex business processes within the organization requiring streamlining.
Need for a partner with experience in both nonprofit operations and financial management.
Requirement for strong business process analysis and cross-team collaboration skills.
Solution
Carrie worked closely with the team to:
Understand Requirements: Assisted in understanding their high-level requirements and identifying the necessary skill sets and expertise for their project.
Review RFP Responses: Collaborated with the team to review RFP responses, identifying potential partners with the needed skill sets.
Streamline Processes: Emphasized the importance of strong business process analysis and cross-team collaboration.
Synthesize Needs: Helped synthesize their list of needs to accurately communicate them to potential partners.
Prepare Interview Guides: Developed an interview guide with generic and specific questions tailored to industry experience based on the RFP responses.
Conduct Interviews: Accompanied the nonprofit in interviews, leveraging her experience to ask deeper, more technical questions and avoid common pitfalls when working with partners.
Narrow Down Choices: Assisted in narrowing down the choices to a clear winner, ensuring a thorough evaluation of each potential partner.
Results
With Carrie's guidance, they successfully identified a first-choice partner and are currently working through reference checks.
Key Areas of Impact:
Expertise in Salesforce: Providing nonpartisan, expert advice with no financial ties to any Salesforce partners.
Objective View: Offering an objective perspective to help find their best-fit partner.
Collaboration: Ensuring their specific needs were met through a collaborative and thorough selection process.
In Sum
Carrie guided this nonprofit through the complexities of the Salesforce ecosystem, helping them understand their project requirements and identify the right partner. Her expertise ensured the selection of a partner with the necessary skills in business process analysis, nonprofit operations, and financial management. By synthesizing their needs, creating effective interview guides, and providing objective, unbiased advice, Carrie’s impact was instrumental in streamlining processes and improving their overall efficiency.
Have we met yet? I’m Carrie Andrews.
I’m stoked you’re here! I founded my business in 2014 in order to strike a better work/life balance.
This has allowed me to partner with a variety of organizations to provide a strategic vision for integrating technology and systematic processes into daily business operations.
Including implementation of new technology, education, and translation of knowledge across teams.
If you’re looking for an easeful Salesforce CRM solution for your budding or growing business, reach out.
I’d love to hear from you!
