Avoid CRM Project Fail – Step 6 – Achieve Purpose with Digital Transformation

CRM, Salesforce CRM

By Heather Black

This week we are looking at how digital transformation can help you expand the purpose of your non-profit.

It isn’t just about implementing a database or CRM, but it is a revolutionary process to change processes to improve outcomes for stakeholders and reduce in-efficiency. Let’s create the vision for scaling impact by re-directing money to the front-line

Through understanding behaviours, communication, and individuals better we can maximise user adoption for our salesforce projects.

At our Company we use coaching tools and techniques with organisations throughout the salesforce consultancy process.

Using the NLP Tool of Logical Levels shown above, we can think about 6 ways to appraise and sense check whether your Salesforce Implementation Project is going to sink or swim.

During this process we look at Environment, Behaviour, Capabilities, Values and Beliefs, Identity and Purpose.

The Logical Levels Model is a great exercise to assess the reality of any situation be it an individual, organisation or project, from 6 different perspectives to identify where problems might lie. Let us look at how the model can help you assess why a CRM solution did not get adopted or to flag where risks might lie at during your new implementation project.

Over the next 6 weeks we will work through the Logical Levels from the ground up and you can consider some of the following areas.

Previously we looked at

Check 6 – Purpose

Is the CRM helping the company to feel like they are achieving a higher purpose and reaching towards their vision and mission? Let’s check..

How does the CRM contribute to relationships with their stakeholders?
How does the CRM help the organisation to achieve their strategic goals?
Does the CRM help the team to perform better in their roles which is powering the performance of their organisation?
Does the organisation feel they are leading the way and benefiting from the power of digital transformation?
Do they see themselves as being innovative, forward thinking and customer focused?

At our Company we support clients to to achieve digital transformation. Check out the different solutions and case studies here for Fundraising, Programme Management, Grant Management, Volunteer Management, Marketing and more

To enhance your ability to digitally transform your organisation you can benefit from our Salesforce Admin Training Course, book your place now and get started with the training today

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