What if your Salesforce system worked exactly as it should—helping your nonprofit run smoother, connect deeper, and make an even bigger impact for the people and communities you serve? Sounds pretty great, right? That’s what we explored in our recent webinar, Reimagine Your Nonprofit’s Use of Salesforce. You can access the on-demand version here.
We covered practical ways to overcome common frustrations and unlock Salesforce’s full potential for your nonprofit. Guided by the expertise of Justin Green and Julie Loyd, we explored strategies for simplifying processes, planning for the future, and managing change effectively. This blog brings you the highlights—and resources—to help your team get started.
Let’s face it: many nonprofits wrestle with the same Salesforce hurdles—outdated automations, inconsistent data, and systems that just feel clunky. We get it. We’ve been there, and we’ve heard these challenges time and time again. These issues don’t just slow you down—they frustrate your team, derail your outcomes, and ultimately hold your mission back. But imagine this instead:
Your Salesforce system runs seamlessly, fully optimized and aligned with your nonprofit’s mission. It feels tailor-made for your team, automating those time-consuming tasks and delivering the insights you need to make smarter decisions. Your data? Clean, consistent, and actionable, giving you the confidence to make smarter decisions. Updates and new features don’t feel like disruptions—they’re opportunities for growth. And instead of fighting your system, your team is energized, focused, and ready to amplify your mission.
This shift in perspective isn’t just possible —we’re helped others achieve it, and we can help you, too. It's time to move past just “making it work” to creating a system that works for you and your team.
Here are some quick and actionable steps you can take to lay the groundwork for a Salesforce environment that works for you.
Good data is the backbone of any exceptional Salesforce system. While getting started can feel overwhelming, breaking it into manageable steps makes it achievable:
Automation can save time and reduce errors—but only if it’s done thoughtfully. Many nonprofits still rely on outdated tools like Process Builder and Workflow Rules, which Salesforce is sunsetting. Transitioning to Salesforce Flow is the way forward.
When automation is intentional and streamlined, it doesn’t just lighten the workload—it empowers your staff to focus on what matters most.
Keeping up with Salesforce can feel overwhelming—three updates a year, each packed with new features, is a lot to manage! But staying informed is key to getting the most from your investment. Here’s how to make it easier:
And if it still feels like too much, we’re here to help. You don’t have to keep up alone.
No matter how great your system is, change can be hard for your team. That’s why change management and user adoption need to be a priority:
When your team feels empowered and supported, they’re more likely to embrace the system—and that’s where real transformation begins.
At The Fresh Perspective Group, we know that reimagining your Salesforce environment can feel daunting—but you don’t have to do it alone. We’re here to lift the burden, simplify the process, align your technology with your mission, and empower your team every step of the way. We specialize in managed services designed to meet nonprofits where they are, helping to optimize Salesforce systems, train teams, and tackle complex challenges. Whether you need immediate support or long-term strategic guidance, we’re here to make your technology work better for you.
If you are ready to reimagine your Salesforce system then start by accessing the on-demand webinar for more insights, or reach out to us at hello@freshperspectivegroup.com to schedule your free consultation.