Interest Form for Charities

Rough question drafts

Who are you?

• First name
• Surname
• Organisation name
• Role of the person filling out the form (empty text) ??question: What about people with role titles that aren't helpful
• Email address
• Phone number (optional)
• Head office address
• GDPR opt in
• What languages do you prefer working in?

What does your organisation look like?

• What type of charity are you? (drop down list)
• Size of organisation (how many staff)
• What countries do you currently work in?
• Is there anything else that we need to know about your charity?

Additional questions about the charity

• Are you currently using salesforce, if yes do you have the p10? If yes how long have you had salesforce for? Prior to that did you have any CRM?
• Number of salesforce licences
• Admin team size/capacity
• What Salesforce admin support type do you have? Is it external or internal? (goal here is to find out the ecosystem they are working in)
• If external: How many Salesforce partners are you currently working with?
• If internal: what is your internal admin size/capacity
• Existing salesforce products used
• How happy are you with your Salesforce use at the moment (sales)
• Do you have a sandbox?
• How confident are you personally using your salesforce products
• If no do you have a CRM at all? If yes who?
• How much documentation do you have?

What are your needs?

• What are your top 3 challenges with Salesforce? If possible how do you think we could help with these?
• Do you know what work you are looking to have done during this project
• Do you need a volunteer on site or is remote support okay
• How much time do you have to work with these volunteers? How many people will be working directly with these volunteers?

Summary:

List of questions to generate, process mapping, user stories, demo what you’ve done– show and tell.