Salesforce Implementation

The Problem: SU QLD’s old CRM was limited to desktop users, with too few licenses and no ability to integrate with other systems.

This was the largest technical project that SU QLD had undertaken and comprised a 3-year, 6-phase programme of change.

I worked alongside my director to create the business case and work out a model for project payback.

SU QLD's Salesforce Homepage

After completing PRINCE2 training, we setup the project, selected the vendors and set about working with stakeholders to create excitement and gather in-depth requirements.

After 18 months of implementation and data migration work, we moved all of the fundraising functions from Blackbaud Raiser’s Edge to Salesforce and started working towards bringing our marketing functions into Salesforce Marketing Cloud.

Key Contributions

  • Requirements gathering and user story development.
  • Stakeholder Engagement to help create excitement and manage expectations.
  • Working with internal teams and external consultants to implement and transition data.
  • Some implementation, including custom development.

© James Angus 2020. View source on Github.