Salesforce Consulting
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Overview
Scope & Deliverables
High Priority:
Customization -- how to automate, as much as possible, so if one field is changed, others can change automatically.
Layouts -- simplify both viewing and (perhaps more importantly) editing screens, to make it as intuitive as possible.
Structure -- a brief conversation about Salesforce’s underlying structure that we're not able to see given all non-profit customization.
Low Priority:
List Import -- more about handholding, the import process is fairly complicated, and we could use some advice on best practices.
Configuration -- a more in-depth tour of the options for customization that could be helpful.
Reporting -- advice for reporting best practices.
Project Results
G-dcast, while still small, is in a period of great growth. Managing our processes through Salesforce more efficiently will greatly enhance our ability to scale. This is why we're looking for instruction on streamlining and surface simplification. The more our staff is able to focus on the programs, the more impact we can have.
Organization Description
G-dcast, located in San Francisco, is a new media production company focused on promoting basic Jewish literacy. Our goal is to give every Jewish child and adult the chance to learn the basics with zero barriers to entry.
Areas of Expertise Being Sought
Information Technology. Salesforce Consulting
