Watt Hamlett Consulting: Salesforce Partner Research Request

Salesforce Partner Research Request

Using the form below, provide details about your organization, your Salesforce needs, and where you are in your selection process. Based on this information, Watt Hamlett Consulting will generate a side-by-side comparison of consulting businesses that are a potential fit for your organization's needs, based on our proprietary, multi-year data set of over 400 consulting businesses that provide Salesforce services to the nonprofit sector globally.

In addition to the research results, you'll receive a link to schedule a consultation with Watt Hamlett to review and discuss the research.

Please allow 10 businesses days to receive your report.

Please fill in as much detail below as you can. If you have any questions, contact watt@watthamlettconsulting.com.
About You
Your Name*

First NameLast Name
Your Email*
Your email address will never be shared publicly
Your Title*
Your Organization*
About Your Organization
What is the mission focus of your organization?

Animal & EnvironmentAssociationsCommunity DevelopmentConservationDisaster ReliefEducation & YouthFaith & ReligionFoundationsHealth & WellnessHomelessness & HousingHuman ServicesInternational DevelopmentResearchSocial BenefitOther
How many staff are in your organization?
What is your organization's approximate annual budget?
Where is your organization based?
If you have multiple locations, please select the primary location from which your Salesforce project will be run
About Your Salesforce Project
In a few sentences, please describe your organization's Salesforce needs or goals. What is it you are looking for a Salesforce consulting partner to do for you?
How many staff users of Salesforce do you/will you have?
What is your anticipated budget for your Salesforce project?
Is a budget already approved and funded?
Have you spoken with a Salesforce Account Executive about your project?
Have you received a quote for and/or purchased Salesforce licenses for this project?
Do you have any hard deadlines by which you must finalize your partner decision and/or be live on Salesforce? For example are there dates associated with funding, or the expiration of current contracts?

YesNoOther
Briefly explain your timeline/deadlines for selecting a partner and completing your Salesforce project.
Where are you in your partner selection process?

Early - we are still researching and considering optionsMiddle - we have already identified and/or engaged in discussion with potential partnersLate - we have narrowed it down and are close to a decision
Are you or will you be using an RFI/RFP to select your partner?

Yes - have already usedYes - currently usingYes - will be usingNoMaybe/Not sure
What companies are currently under consideration, if any?
Are there any companies you have ruled out? If so, please explain why
Which of the following types of consulting business are you seeking, or are you open to?

Independent/soloist consultantSmall firm (<10 consultants)Medium firm (10 - 100 consultants)Large firm (>100 consultants)
Is having a local consultant who can be on-site important?

YesNo, but nice to haveNo
What is your preference regarding off-shore resources?

Prefer on-shore resourcesPrefer off-shore resourcesOpen to either
Do you want a partner to providing ongoing managed services support once your Salesforce project is complete?

YesNoMaybe/not sure
Does your organization currently use Salesforce, or are you coming new to the platform?*

Currently UseNew
Do you or anyone associated with your project have prior experience implementing and/or using Salesforce? Briefly explain.
How long has your organization used Salesforce?
Are you currently working with a Salesforce consultant, or has your organization worked with one in the past? If so, briefly explain.
Which organizational areas is your Salesforce implementation currently serving? (Check all that apply)

FundraisingProgram managementCase managementMember managementGrantmakingMarketing & EngagementVolunteer managementOutcome / Impact measurementSalesOther
Which nonprofit-specific Salesforce solutions do you currently use? (Check all that apply)

Salesforce NPSPSalesforce Program Management Module (PMM)Salesforce Outbound Funds Module (OFM)Salesforce Nonprofit Cloud Case ManagementSalesforce Grants Management Solution (GMS)Salesforce Accounting SubledgerSalesforce Insights Platform Data IntegritySalesforce Marketing Cloud Engagement for NonprofitsSalesforce FoundationConnectSalesforce NGO ConnectSalesforce Nonprofit Cloud (aka Agentforce Nonprofit, built on Industry Core)Salesforce Nonprofit Cloud for Grantmaking (built on Industry Core)
Which other Salesforce solutions do you currently use? (Check all that apply)

AgentforceB2C CommerceB2B CommerceCRM AnalyticsData CloudEducation CloudExperience CloudEinstein Prediction BuilderMarketing CloudMarketing Cloud Account Engagement (Pardot)OmniStudioRevenue CloudSales CloudService CloudTableauSlackMulesoftOther
Which third-party / ISV apps do you currently use?

123FormsAccountingSeedAffinaquestAirCallAmp ImpactApsonaAscendAsperatoBlackthornBooker25BoomiCampaign MonitorCazoomiChargentCirrus InsightClassyClick & PledgeCongaConstant ContactCopadoDocuSignDonorDriveDonorSearchDuplicate CheckElementsEmmaEngaging NetworksEventbriteEveryActionExponent Case ManagementFinancialForceFinDockFlosumFontevaFormAssemblyFormStackFundraise UpFunraiseFunraisin'GeoPointeGetFeedbackGive LivelyHandsOn ConnectHubbliATSInformaticaiWaveJitterbitLinvioLuminate OnlineMailChimpMogliSMSNatterboxNewVoiceMedia (Vonage)NimbleAMSNintexOwnbackupPhone2ActionS-DocsSMS MagicSoapbox EngageSpringboardSurvey MonkeyTitanTwilioWealthengineZapierOther
What other systems do you have integrated with Salesforce?
About Your Salesforce Needs
What system(s) are you anticipating replacing and migrating from in your move to/expansion of Salesforce?
Which organizational areas will your Salesforce project involve? (Check all that apply)

FundraisingProgram managementCase managementMember managementGrantmakingMarketing & EngagementVolunteer managementOutcome / Impact measurementSalesOther
Which nonprofit-specific Salesforce solutions are you intending to implement/expand upon? (Check all that apply)

Salesforce NPSPSalesforce Program Management Module (PMM)Salesforce Outbound Funds Module (OFM)Salesforce Nonprofit Cloud Case ManagementSalesforce Grants Management Solution (GMS)Salesforce Accounting SubledgerSalesforce Insights Platform Data IntegritySalesforce Marketing Cloud Engagement for NonprofitsSalesforce Nonprofit Cloud (aka Agentforce Nonprofit, built on Industry Core)Salesforce Nonprofit Cloud for Grantmaking (built on Industry Core)
Which other Salesforce solutions are you intending to implement/expand upon? (Check all that apply)

AgentforceB2C CommerceB2B CommerceCRM AnalyticsData CloudEducation CloudExperience CloudEinstein Prediction BuilderMarketing CloudMarketing Cloud Account Engagement (Pardot)OmniStudioRevenue CloudSales CloudService CloudTableauSlackMulesoftOther
Which third-party / ISV apps are you anticipating using, if known? (Check all that apply)

123FormsAccountingSeedAffinaquestAirCallAmp ImpactApsonaAscendAsperatoBlackthornBooker25BoomiCampaign MonitorCazoomiChargentCirrus InsightClassyClick & PledgeCongaConstant ContactCopadoDocuSignDonorDriveDonorSearchDuplicate CheckElementsEmmaEngaging NetworksEventbriteEveryActionExponent Case ManagementFinancialForceFinDockFlosumFontevaFormAssemblyFormStackFundraise UpFunraiseFunraisin'GeoPointeGetFeedbackGive LivelyHandsOn ConnectHubbliATSInformaticaiWaveJitterbitLinvioLuminate OnlineMailChimpMogliSMSNatterboxNewVoiceMedia (Vonage)NimbleAMSNintexOwnbackupPhone2ActionS-DocsSMS MagicSoapbox EngageSpringboardSurvey MonkeyTitanTwilioWealthengineZapier
What system(s) will you need your move to/expansion of Salesforce to integrate with?
Is there anything else you’d like to share about your organization, your Salesforce needs, the type of partner you are looking for, or where you are in your process?

Payment

Salesforce Partner Research & Consultation

$599

Total

$0.00

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About You

About Your Organization

About Your Salesforce Project

About Your Salesforce Needs