salesforce for nonprofits: netsquared vancouver may 2015
TRANSCRIPT
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How Salesforce Can Help
Your Nonprofit ROCK!
Beth Breisnes | @bethbrains
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Where we’re headed…
• What is CRM?
• What isn’t CRM?
• Why should you care?
• What is Salesforce?
• What makes Salesforce unique?
• Where can you learn more?
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Who am I?
• 2009: Salesforce…hmm…this is cool!
• 2010: MBA in Sustainable Business
• 2012: Small implementations
• 2013: David Suzuki Foundation Salesforce Admin/Dev, my first Dreamforce 2x Certified
• 2014: Relaunched Vancouver Nonprofit User Group, Named Foundation Community Hero, Named Salesforce MVP, Dreamforce Speaker
• 2015: Bigger Boat Consulting
• Family, Coops, Kickstarter pitches
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Who are you?
• Fundraising?
• Technology?
• Communications?
• Programming?
• 1-5 Staff?
• 5-15 Staff?
• 15+ Staff?
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What is CRM?
• Customer Relationship Management
• Practice, not product
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Not Just a Rolodex
Contact Details
Donations
Advocacy
Program Attendance
Communications
Volunteering
Purchases
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Constituent Relationship Cycle
Transact
Find out about organization
Event, Gala, Program
Decide to attendFollow up
Interact at
every stage
Discover
Transact
Attend
Review + React
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Institutional Memory
A nonprofit’s data and information about its constituents is its legacy, which must outlive the people who are currently responsible for it.
—Tracy Kronzak, BrightStep Partners
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In short, CRM helps you…
• Do more with less
• Interact meaningfully
• Create constituent loyalty
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So, why Salesforce?
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1-1-1 Model
• 1% Time
• 1% Product
• 1% Equity
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No More Data Silos
• Clients
• Programs
• Fundraising
• Campaigns
• Outcomes
• Communications
• Operations
• Volunteers
• More…
ALL IN ONE
PLACE
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Customize with Clicks, not Code
• “Own” your own system
• Make changes without a consultant
– Custom architecture/objects/tables
– Custom fields
– How data appears on a page
– Reports
– Permissions
– Automation
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Cloud-Based
• Nothing on-premise
• Automatic updates 3x/year
• Access from anywhere
• Any device
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Foundation Grant
• First 10 licenses are free for registered charities
• Deep discounts after that
• “Free like a puppy”
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Nonprofit Starter Pack (NPSP)
• Free!
• Open source!
• Modifies B2B B2C
• Household and address management
• Common nonprofit business process
• Hybrid support and development model
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Third-Party Apps
• Extend native functionality
• Free or discounted for nonprofits
• Examples: volunteers, auctions, affordable housing programs, MailChimp integration
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Thriving Community
• Power of Us HUB
• Success Community
• User Groups
• 24,000+ nonprofits and higher edinstitutions
• Network of nonprofit-dedicated consulting firms
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image from @cloudforgood
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Powerful Reports and Dashboards
• LYBUNT/SYBUNT
• Top donors?
• Top donors this year?
• Who’s in program X?
• Who’s in >1 program?
• Which single people came to the gala, gave >$500 last year and live in North Vancouver, but haven’t yet RSVP’d for the next event?
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Flexible Data Security
• Who can do what?
• Who can see what?
• Granular permissions
• Change on the fly
• Types of data
• Specific records
• Particular fields
• Who can create? Read? Edit? Delete?
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Workflow Automation
• Automate your common business processes
• Email alerts
• Follow-up tasks
• Weekly summary reports
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Who’s using it?
• Ashoka
• Canadian Cancer Society (SK)
• City Year
• Donors Choose
• Free the Children
• Girl Scouts of USA
• Greenpeace
• Grameen Foundation
• KIVA
• The Nature Conservancy
• Sierra Club
…and countless small-but-mighty organizations!
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Case Study:
David Suzuki Foundation
• Online petition signatures
• Communication preferences
– Two languages, 5+ content streams
• Community organizer onboarding
• Volunteer management
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Case Study:
LGBTQ Drop-in Resource Centre
• Intake process
• Mental Health Services Vouchers
• Drop-in visits
• Community Group attendance
• Volunteer check-in/check-out
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Where can you go from here?
• Free 30-day trial: salesforcefoundation.org/trial
• Power of Us HUB: powerofus.force.com
• Foundation webinars: salesforcefoundation.org/events
• Vancouver Nonprofit User Group: link on the HUB
• Appexchange consultant listings: filter on nonprofit
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