We’ve been asked to stay home. While that seems pretty simple for those of us who are remote workers ordinarily, it leaves many of our friends asking: What do I do now that I have no clients to talk to or meetings to attend?
Here are 10 things you can do right now to improve your systems and streamline your work while you’re physically out of the office.
1. Sanitize, sanitize, sanitize!
Since you’re sanitizing your house, kids, doorknobs, and work spaces, why not spend some quality time cleaning up your data, too? Here are a few ways to start:
If you haven’t had the chance to login and do some trails lately, there are a number of trails that could be helpful for your organization. (PLUS, you get badges. Sure, they don’t increase your protection from COVID, but they might help with your mood.) Create a new Trailhead account or login to your account here: https://trailhead.salesforce.com . I’d recommend taking the following trails:
BONUS TIP: Your kids can sign up for Trailhead while they are off school and start learning, too! It’s fun, and the interactive playgrounds allow them to put their new skills to the test.
4. Watch Dreamforce Sessions you missed.
The Hands On Trainings (HOTs) for Dreamforce always fill up fast. Chances are, even if you attended Dreamforce last year, you weren’t able to attend all the HOTs you wanted to. Now’s your chance to catch up on that missed learning opportunity. Check out this HOT on Importing Data with the NPSP or scroll down to see other HOTs available online.
5. Run the Salesforce Optimizer.
Salesforce Optimizer is a powerful tool that will help you identify risk points in your Salesforce system. Salesforce Optimizer gives you a detailed report on more than 25 metrics covering everything from storage, fields, custom code, custom layouts for objects, reports and dashboards, and much more - AND it gives you next steps to solve the issues. Not sure where to start? There’s a Trail for that. Check out Get Started with Salesforce Optimizer to learn more and start the process.
6. Check out your system adoption stats.
Did you know that system adoption reports are pre-built and available to you in your Salesforce instance? Go to Reports, then search the word “Adoption” to find some pre-built reports. They will show you when your users are logging in, how many times they logged in recently, and more. THEN, create a “hit list” of folks at your org who maybe aren’t using Salesforce as much as they could. Then proceed to step 7.
7. Once you know who’s not using Salesforce, start creating some training for them.
Training is the number one reason users don’t use Salesforce. They don’t know how it will help them do their jobs or they don’t understand how to use it. Once you’ve identified the groups who aren’t using Salesforce, start to identify why this might be happening. A good place to start is training them on functionality that might help them with their day-to-day tasks, creating reports and dashboards that might reflect better what their work is, or even setting up a Trailmix so they better understand how Salesforce can help them.
8. Got Engagement Plans?
Even though you can’t see contacts and donors in person, you can design the processes for how to interact with them over the course of your relationship. Start by mapping out your processes with major donors. What happens when you identify a prospective major donor? What are the steps taken to move them from prospect to committed donor? Create a flowchart or list of steps with your development team and identify the timeline, then check out this handy Engagement Plans and Levels Setup Video to learn how to make this a process in your system.
9. Learn to work from home effectively - from folks who do it every day.
10. Stay away from the gym - let the gym come to you!
If all this has you a bit overwhelmed, have no fear. Now IT Matters can be your personal trainer and bring the Salesforce gym to you. We specialize in Guidance for Nonprofits and social impact organizations who are looking to make lasting change in their people, process, and technology. Learn more about Guidance on our website.