Managing Your Mission More Efficiently

KELL Partners

• Technology Solutions for Nonprofits and Higher Education

• Salesforce Consulting Partner

• Engaged over 300 organizations

12,000 non-profit organizations 270,000+ hours service $24 million+ grants Salesforce.org

time Product equity

1 %

Salesforce Foundation

Why we chose Salesforce

Tracking Donations with Salesforce

Tracking Volunteers

AHFH – Why we chose Salesforce • Web – based • Customizable • Opportunity for Growth • Integration with website • Central storage for all constituent information

Contact Record:

Tracking donations with Salesforce • Campaign Management • Online donation pages • Personal Fundraising Pages

• Event Management • Workflow Rules

Campaign List View:

Donation Record

Volunteer tracking Why does Austin Habitat need a system for tracking our volunteers? • Volume • Integrity • Compliance • Retention What type of data does Austin Habitat collect on volunteers? • Contact info • Demographic info • Volunteer roles • Contributed hours How Salesforce has equipped Austin Habitat to manage volunteer tracking? • Software • Support • Apps

Austin Partners in Education (APIE)

Why did APIE chose Salesforce? What are short-term and long-term benefits of moving to Salesforce? How do we specifically use Salesforce for Volunteer Management? Where does APIE go next with Salesforce?

Transition and Benefits Why switch to Salesforce? • Pre-Salesforce system lacked flexibility • Cloud-based • Generosity of SF foundation

Short-term benefits • Centralized and accessible • Flexibility of online presence

Long-term benefits • Volunteer Management Process Improvement • Changed the nature of our office • Partner access

Volunteer Management (General)

Our Salesfore instance is involved at every step of our process • Automation • Logic Controls (Workflow rules, Validation rules, triggers) • Monitoring and Separation of “Human Steps”

•Program Coordinators: Embracing the black box

Volunteer Management (Search Portal)

Flexibility of Programs • Classroom Coaching and Step-Up (130 Classrooms) • Mentoring in about 100 schools • School-based programs (400+)

Flexibility of Process •Each program group has it’s own process

Volunteer Management (Search Portal)

• Search then filter • Fully functioning • Combination of visualforce and web-to-lead pages

Volunteer Management (Registration)

• Registration • Direct entry into Salesforce

• Workflow for registration confirmation emails

Dashboards Salesforce monitors and alerts when it’s time to act

Volunteer Management

• Background Check • Training Registration • Mentor Profile • Direct entry into Salesforce • Direct access from Salesforce

Volunteer Management (Weekly Recurrence)

• Absences and Substitutes • Job-Sharing • Weekly Reminders • Special Event Registration • Surveys • Newsletters • Apps…Free Apps

Volunteer Management (Partner Engagement) • School-based and Mentoring programs

• Up-to-the-Moment Reporting • Update Statuses directly in Salesforce

•…with logic controls •…only see what we want them to see

APIE – What’s Next? (Partner Engagement) More Enthusiasm! • Partner Tools for recruitment help

APIE – What’s Next? (Partner Engagement) More Enthusiasm! Partner Tools for School Partners • Public side:

• Search and meet school needs • Offer donations • Connect for ongoing partnerships

• School side: • Search offered donations • Post specific needs • Enter and track received donations

What would you like to know?