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Agenda

Agenda. Salesforce.com and Organizational Data Management BREAK OUT SESSION: Organizational Processes and Data Management Systems What is Salesforce.com and how it applies to nonprofits What are organizations doing with sfdc? How do orgs choose sfdc?

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Agenda

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  1. Agenda • Salesforce.com and Organizational Data Management • BREAK OUT SESSION: Organizational Processes and Data Management Systems • What is Salesforce.com and how it applies to nonprofits • What are organizations doing with sfdc? • How do orgs choose sfdc? • What does a “successful project” look like? • Lessons Learned: What worked, What didn’t, What would you do differently? • Advice to someone starting a new project • Project Lifecycle • Q&A

  2. Organizational Processes and Data Management Systems • Who does/has: • Mass communications • Members • Fundraising • Events • Case Management • Recruiting • Volunteer management • How are you managing these functions/processes? • How many data management systems? Are they integrated?

  3. What is Salesforce.com and how it applies to nonprofits (1) • Web-based CRM Database • “Constituent/Client” Relationship Management • Currently 2 “flavors”: • Default Template tailored to Business Sales Processes (go figure) • Tracks Leads/Accounts/Contacts/Opportunities • Nonprofit template tailored to development and fundraising activities • Tracks Leads/Organizations/Contacts/Donations

  4. What is Salesforce.com and how it applies to nonprofits (2) • Approx 2,600 nonprofits using the platform • Highly flexible and customizable • This is what has driven the adoption • Strong support from Salesforce.com Foundation • Sign-up for 10 license donation, get trial immediately • Documentation is on-line • Active developer community (AppExchange) • Constantly updating and modifying the platform • Free Technical Support

  5. What is Salesforce.com and how it applies to nonprofits (3) • 501(c)3s get 10 donated licenses • Above 10, there is an 80% discount • Currently $360/user/year • Add-on Costs – some AppExchange apps • Vertical Response (Email Campaigns) • Demand Tools (Data Cleaning) • Implementation Costs • 80% Discount on training classes

  6. What are people using sfdc for? • Some examples of different configurations • Case Management • Fundraising • Recruiting • Volunteer Management • etc • Global Business Coalition Case Study • Member/Event Management

  7. GBC: The Mission • GBC is comprised of more than 220 companies working to maximize their impact in the fight against HIV/AIDS, tuberculosis, and malaria.  • The World Health Organization global estimates: • HIV: 33.2 million • TB: 14 million • Malaria: 300 million

  8. State of GBC Rapid growth in membership Engagement across 8 country offices Staffing challenges Existing system NOT working! Non-relational database setup No system to track prospects, partners and donors No event management Limited CMS Reporting constraints GBC: Challenges GBC was struggling with an inefficient system and needed a customizable solution that would fit our unique model.

  9. GBC: Success with Salesforce • Customized solution that meets our evolving needs • Access for all staff in all regional offices • Manage member engagement • Streamline the Relationship Management processes • Reports on demand • Opportunities to integrate with our website • Online event management: custom RSVP module

  10. GBC: Online RSVP module

  11. + More proactive engagement Decrease retention risk Automate business processes Integrate financial data Report to stakeholders Analyze trends - Slow adoption of more sophisticated functionality Reporting constraints GBC: Lessons Learned

  12. GBC: What’s next … • New Integrations with Salesforce: • GBC’s Members Only website • GBC’s Best Practices AIDS Survey • Advanced reporting tools • New modules: • Monitoring & evaluation for GBC’s Impact Initiatives • Invoicing members via Salesforce

  13. How do orgs choose sfdc? • Thorough assessment of needs and solutions • TechSoup, Idealware, NTEN, colleagues, etc • TCO vs. TVO • Comprehensive org-wide data management solution vs. siloed apps • Accessibility (web application) • Extensibility • Cost

  14. What makes a successful project? • Executive Buy In • Flexibility • Participation – client “owns” the project • Clear Goals • Quadruple Constraint • Organizational Buy-In • Transition Plan • Reasonable Expectations

  15. What worked? What didn’t? What would you do differently? • Discussion with Anthia, Sonny, Marc

  16. Advice to someone starting out • DATA DATA DATA • How many sources? Is it clean? If not, who will clean it? Can you get it into Excel easily? Is it better to start with a clean slate? • Process Mapping • Define (and map) your process BEFORE putting into SF • Limit scope of SF project to several well-defined areas • Don’t try to bite off the whole thing, try one piece at a time • Reporting is limited, may need add-on packages • Currently only 3 objects can be related to each other concurrently • Costs • >10 Licenses, Training, AppExchange apps, implementation (if you decide to use a consultant)

  17. Project Lifecycle • Info gathering • Process maps • Stakeholder Interviews • Rapid Prototyping/Agile Development • User adoption • Training/Documentation • Jing screencasts • Support – user groups/discussions/web sites/etc

  18. Q&A

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