envision your destination, create your solution with salesforce npsp

501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits

www.501c3technologists.com

What’s Your Problem?(And Will Salesforce Solve It?)

October 3, 2012Charlie Havens, Presenter

Building powerful Salesforce solutions for Chicago’s nonprofits.


About 501c3 Technologists• IT support to small nonprofits in the Chicago

area region since 1999.• Our clients’ staffs tend to be small, but their

data needs are critical. • Our focus is Salesforce solutions.




What’s Your Problem? How big of a project does this need to be?

Do we have the budget for this?

Can this be handled in-house, or outsourced?

Will it take one week to plan and implement…one month…one year?



Pop Quiz!• Five poll questions.

• As the poll questions appear select your answer and hit the submit button.



Today’s focus: • Given your vision for the future, what

problem do you wish to solve or what opportunity do you wish to create (your business objectives)?

• Does your chosen tool, the Salesforce platform, do that?



Not enough money coming in, no communication between departments, no one knows what efforts produced our funding and what those efforts cost, our staff don’t have the time to document their work, we can’t keep track of who comes to our events and whether they volunteer or donate or just eat our appetizers.

Common Problems• Not enough money coming in

• Departments act as silos

• ROI – total cost of labor and effort vs. gains

• Staff don’t have time to document their work

• Tracking



• Track time

• Acknowledge volunteers and donors

• Client interfacing/sharing resources

• Inter-organizational communication

• Service coordination

Opportunities



Opinions!Our Director of Development hates the current tracking system for donors and heard that we should get Salesforce.

Our board chair wants to get a CRM!

Our CEO says Salesforce is free! We should get it.

Our Casework Manager can’t keep up with who is seeing seeing whom. Let’s get Salesforce!



Define Your Vision

Salesforce



Our donors will feel more invested in our mission.

Our case management clients feel known by us regardless of the location or site where they are receiving service.

Our constituents feel their advocacy effective and appreciated.

Staff can locate each other quickly and easily.



“Four Basics”for implementing major technology

1. data2. *people3. processes 4. technology



Any number of technology tools, or platforms, can be used/adapted to accomplish the technology task.



What is your vision?What do you wish to solve?What is your business plan for solving that problem?What are your constraints?What is your overall solution roadmap?What are your first steps, what is your first destination?



It’s all about the Journey…

…not the Destination



ROAD TRIP! YEAH!



NTEN Report2011 Nonprofit Data EcoSystem Survey

Reports on the evaluations of software options by nonprofits using those options.

Message: there are options. One size does not fit all!



http://idealware.org/reports = great resource for reviewing reports on 70 different types of software for nonprofits.



In light of such change,how do you make decisions?

What do you do with this fast changing landscape?



CRM: “vision of being connected to your constituents, that doesn’t wait for the new system, the perfection of the new system, or for the full integration of all your tools.”



Goals of nonprofits’ CRM strategy• find, attract, and win new constituents

• nurture and retain current constituents

• entice former constituents back into the fold• reduce the costs (and/or in crease the

efficiency and efficacy) of communications and service



Heller Consulting – 5 Apps Reviewed• Affinaquest by Affinaquest• Causeview by Breakeven• Luminate CRM by Blackbaud

(formerly a product of Convio)• Nonprofit Starter Pack by the

Salesforce Foundation• roundCause by roundCorner

Questions asked:What are their organizing data structures?

How do they relate an individual to a family, to an employer, to another organization, where they serve on the board?



Will Salesforce meet your needs? It isn’t a single thing, but rather a platform that allows you to choose various ways to organize your data. You can do that through a custom develop from the ground up, or you can do that with one or a number of apps.



Create a Roadmap

• begin with your vision• define the problem or opportunity• identifying constraints



What is your vision?

What do you wish to solve?

What is your business plan for solving that problem?

What are your constraints?

What is your overall solution roadmap?

Make a CRM choice.

What are your first steps, what is your first destination?

Implement your first destination on your roadmap.

Answer the questions:



In Conclusion…You’re on a Journey

The Destination? It is value. Value for your donors, your volunteers, your activists, your members, your clients, your staff, your cause.



Thank You!Charlie Havenswww.501c3Technologists.comCell: 773-848-0154Email: [email protected] Isle Inc.1507 E 53rd St., #135Chicago, IL 60615



References you may find useful: • “2011 Nonprofit Data Ecosystem Survey”, An NTEN Report, Annaliese Hoehling, Dec. 2011

• Agile Project Management: Creating Innovative Products, 2nd Edition, Jim Hightower, 2010

• http://www.nten.org/ntenchange this months online journal focus: “How Your Organization Can Embrace Data”

• http://idealware.org/reports is great resource for reviewing reports on 70 different types of software for nonprofits. It is the consumer reports of nonprofit software.

• “Insights Into CRM for Nonprofits: How nonprofits are approaching Constituent Relationship Management (CRM) to overcome challenges and meet their goals”, Heller Consulting, 2012

• The Idealware 2012 Field Guide to Software for Nonprofits, Laura Quinn, 2012 (covers 70 types of software products for performing various functions within the nonprofit.)

• “The New World of Donor Management Apps for Nonprofits” Heller Consulting, 2012

• Why New Systems Fail: An Insider’s Guide to Successful IT Projects, Revised Edition, Phil Simon, 2011

http://www.nten.org/ntenchange

http://idealware.org/reports

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