Custom Salesforce Implementations
Salesforce’s K-12 Kit is an amazing way to gather holistic student data from your SIS or other sources. But your school’s needs aren’t exactly like those of any other school. That’s why our custom implementations always begin with a plan, move into the build and end with empowerment.
Plan: Our team leverages nonprofit evaluations skills to help you decide which data your school needs for teachers, administrators, parents, and outside funders. During the planning process, we find the bottlenecks in your data workflows and find processes that can be evaluated. Then, we create a roadmap to streamline those flows so your team can focus more effort on what matters most.
Build: We ensure users’ voices are heard through the entire build process with constant feedback and evaluation. Then we come alongside users during the testing phase to ensure the system fulfills your wildest dreams.
Empower: It’s easy for a new CRM implementation to be dead on arrival as staff members stick to their old systems and spreadsheets. We ensure users see the value in your new system with extensive training, easy-to-use video documentation, and ongoing support. We also provide time for one-on-one training for your internal administrators, so they know how to support your team moving forward.