Elevate Your Mission:
5-Step Guide to a Salesforce Roadmap

Revolutionize your nonprofit's impact with this guide. Evaluate your needs, set goals, and establish a realistic timeline to grow.

 

Salesforce Roadmap Guide

WHY CREATE A ROADMAP:

Salesforce is a powerful tool, but without a well-defined Salesforce strategic roadmap, you'll find yourself missing opportunities and frustrated by a lack of progress. A roadmap helps your nonprofit:

  • Align Strategically: Leverage your CRM system for your organization's strategic objectives.
  • Improve Productivity: Identify and address pain points, gaps, and inefficiencies within your Salesforce instance.
  • Stay Best in Class: Adapt to evolving realities, emerging technologies, and changing demands.

WHAT’S INCLUDED:

  • Expert Guidance: Learn from Salesforce professionals with a track record of leading thousands of clients to successful outcomes.
  • Step-by-Step Strategies: This user-friendly guide and workbook breaks down the process into manageable steps.
  • Actionable Tips: Implement practical tips to align your Salesforce roadmap seamlessly with your business goals.

YOU’LL LEARN HOW TO:

  • Assess Your Business Needs
  • Define Your Goals
  • Build a Timeline

Download The eBook

Stars
What Do Prolocity Clients Say?
ChildBridge

"Prolocity is excellent at working with the customer and understanding their need. The team takes the time to evaluate a situation, then recommend best practices for the long term. They are very responsive to needs and able to pivot as things come up!”

-Katie, ChildBridge

Archdiocese for the Military, USA

"The Prolocity team is super knowledgeable about the platform and the many different solutions that are available. They have taken the time to really understand our organization and our needs and off of that have come up with solutions that work for all parties. They have helped us consolidate some duplicate apps and processes that were not serving us very well to save both time and money. The Prolocity team keeps track of our needs and their priority with a very clear system. The team is flexible to move things up or down in priority as needed. Their communication is great and they make sure all parties truly understand what is going on instead of drowning us in "tech speak". "

-Ashley Burns, Archdiocese for the Military, USA

SFS

"Going on 3 years, Prolocity has been pivotal and immensely helpful in the ongoing development of our systems. Marci Noonan has personally saved our organization an incredible amount of time and expense by always having a solution to our unique needs. Prolocity has time and again gone beyond my expectations. I wholeheartedly recommend their services to other organizations."

-Daren Childs , School for Field Studies

JAG

"The Prolocity team often goes above and beyond what they are contractually obligated to do. They not only meet the goals and needs at hand, they work to learn about your organization and problem-solve to help create the best user experience possible from the most limited user to the admin user. They truly become partners in the work my company is doing and are a great asset to the success we are experiencing."

-Melissa Lanham , JAG

ABRE

"Prolocity has been awesome to work with. They are a true thought partner as we bring a vision and ideas and they work with us to find a solution that works with our business as well as Salesforce."

-Kelley Havens, Abre

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ABOUT PROLOCITY

As a Premium Salesforce Partner with over 200 certifications, we’re not just about delivering a competitive advantage – we serve as your trusted guide to digital transformation. Picture us as your strategic allies, ensuring every decision is thoughtfully aligned with your long-term goals. Your success isn't just a goal; it's our mission.

Elevate Your Mission: 5-Step Guide to a Salesforce Roadmap

Jumpstart your Salesforce success with this easy guide to crafting an effective roadmap.

 

5 Step Guide to a Strategic Roadmap

WHAT’S INCLUDED:

  • Expert Guidance: Learn from Salesforce professionals with a track record of leading thousands of clients to successful outcomes.
  • Step-by-Step Strategies: Navigate your roadmap with a user-friendly guide and workbook, breaking down the process into manageable steps.
  • Actionable Tips: Implement practical tips and recommendations to align your Salesforce roadmap seamlessly with your business goals.

WHAT YOU’LL LEARN:

  • Understanding Your Business Needs: Assess your organization's unique requirements and challenges, ensuring your Salesforce roadmap is tailor-made for success.
  • Defining Your Goals: Define clear, achievable goals that Salesforce can help you accomplish.
  • Building a Timeline: Navigate the implementation journey with confidence by creating a realistic timeline, ensuring a smooth and manageable process from start to success.

Download The Ebook

Stars
WHAT DO PROLOCITY CLIENTS SAY?
Archdiocese for the Military, USA

"The Prolocity team is super knowledgeable about the platform and the many different solutions that are available. They have taken the time to really understand our organization and our needs and off of that have come up with solutions that work for all parties. They have helped us consolidate some duplicate apps and processes that were not serving us very well to save both time and money. The Prolocity team keeps track of our needs and their priority with a very clear system. The team is flexible to move things up or down in priority as needed. Their communication is great and they make sure all parties truly understand what is going on instead of drowning us in "tech speak". "

-Ashley Burns, Archdiocese for the Military, USA

ChildBridge

"Prolocity is excellent at working with the customer and understanding their need. The team takes the time to evaluate a situation, then recommend best practices for the long term. They are very responsive to needs and able to pivot as things come up!”

-Katie, ChildBridge

SFS

"Going on 3 years, Prolocity has been pivotal and immensely helpful in the ongoing development of our systems. Marci Noonan has personally saved our organization an incredible amount of time and expense by always having a solution to our unique needs. Prolocity has time and again gone beyond my expectations. I wholeheartedly recommend their services to other organizations."

-Daren Childs , School for Field Studies

JAG

"The Prolocity team often goes above and beyond what they are contractually obligated to do. They not only meet the goals and needs at hand, they work to learn about your organization and problem-solve to help create the best user experience possible from the most limited user to the admin user. They truly become partners in the work my company is doing and are a great asset to the success we are experiencing."

-Melissa Lanham , JAG

ABRE

"Prolocity has been awesome to work with. They are a true thought partner as we bring a vision and ideas and they work with us to find a solution that works with our business as well as Salesforce."

-Kelley Havens, Abre

previous arrow
next arrow