As society faces the COVID-19 Virus, is it business as usual? Business Continuity Strategies are put to the test, so how can Charity employees continue to operate without comprising their operations and service delivery?
Is Virtual & Remote Working a viable option for you?
At our Company we have been long time advocates of empowering non-profits to embrace Salesforce to enable their team to work in the cloud and improve efficiency for their team and organisation. Central to this is fostering an environment of flexibility, collaboration and enabling remote working through the power of Salesforce CRM.
We have clients who are acting now as they need to put in place a system for remote working ASAP due to the global situation.
Salesforce can support all departments to manage their stakeholders, communications and activities whether it’s service delivery, fundraising, grant management, volunteering, etc..It’s normally covered.
We can get you up and running quickly with Salesforce and we can also offer a discounted package of support thanks to our team of volunteers at hand.
If you are interested in maximising the features of Salesforce at your non-profit, then book in a chat with our Business Development Manager
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How can Salesforce offer a solution for employees and teams to work remotely?
Here are just a selection of options;
- They can work anywhere , anytime – Salesforce CRM is in the cloud and offers 10 free licences from the outset so support workers or operational team members can work from anywhere and anytime if they have a laptop and IP access.
- You can create a virtual Tag Team – With staff probably likely to take time off work or self isolate, you can easily distribute or re-allocate workloads through the use of virtual communication tools that integrate with Salesforce Service Cloud such as Livechat, Chatter, Lightning for Outlook and Gmail – making sure communication with customers is recorded in the system, so you can hand over a task effectively to your team. For example factoring in job-shares to cover your support or help desk.
- Bridging the Cultural Divide – It’s important to make sure remote workers feel part of the team and there isn’t a remote/office staff divide. Skype for Business is now integrated within Salesforce, so there is the opportunity to have team video conference right within the Salesforce instance. Decide on a time of day that is accommodating for all staff and bring a remote and office based team together to foster a team working environment.
- Chat in the Cloud – How do you keep everyone in the loop on conversations if they are working remotely? Chatter can create a team working environment to share stories, learning, ideas and social matters. Create Chatter groups that get people talking and use chatter across the team to keep everyone connected and involved in the conversation. Share the office banter and everything else of interest.
- Collaborative Input – Gather input from all of the team on important documents – Salesforce Quip enables you to collaborate real-time working on documents with the ability to have group conversations.
