Nonprofit Database Health Check
Tell us about yourself and your organization
First Name
Last Name
Email
Organization's Name
Number of Salesforce Users
Number of Years on the Salesforce Platform
We use Salesforce for...
Donation Management/Fund Development
Program/Service Management
Volunteer Management
Other (please specify)
Use Case
Tell us how much trust you have in the quality and usefulness of your database
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
I rarely see duplicate records in my Salesforce database
Data flows into my Salesforce database in a clean, standardized way
Data is consistent and complete across Contacts and Accounts in my database (the same fields are populated with congruent values)
I trust the data in my Salesforce database
Comments
Tell us about how accessible your data is - whether you can find information you are seeking, and how easy it is to compile key insights
Strongly Agree
Agree
Neutral
Disagree
Strongly
Disagree
I can see all constituents that I need to in my Salesforce database (data isn't siloed between teams or systems)
I can see all the relevant details of a constituent on the Contact and/or Account record (I don't need to refer to different apps and systems)
When I look at a record in Salesforce, I see only fields that are useful to me
I am able to view reports in Salesforce quickly and easily
I can compile all my key indicators and metrics inside of Salesforce without having to export and manually manipulate data in spreadsheets
I am confident that my constituents' is secure and adheres to all applicable privacy regulations
Comments
Tell us about how well-aligned your database and Salesforce functionality is with your organizational processes and needs
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
My organization's key processes are well supported by my current Salesforce configuration
Salesforce enables me to easily steward and engage with my constituents
I can track all my constituent data in Salesforce (I don't have any spreadsheets I rely on because Salesforce has a gap)
Our Salesforce setup scales with our processes and changes are quick to make
Our Salesforce setup is directly integrated with the other key IT systems that we need it to be (e.g. Donation Processing)
My team spends little time doing manual, repetitive tasks in Salesforce
Salesforce makes month- and year-end reconciliation simple for my Finance team
I am confident that we have the skills in-house to maintain and grow our Salesforce solution
Comments
Share any final thoughts or context with us that you think would be helpful
Anything else you'd like us to know about your current Salesforce setup?
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Contact Information