salesforce - not for profit products for salesforce customers

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We are Morphate Delivering Technology for Good

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If you're a Not For Profit and considering or using Salesforce then here is a comparison from our Webinar about the various products available on the Salesforce Platform. We covered solutions from Fundraising/Donor Management, Events and Volunteer Management through to People Management and Member Management solutions. Contact us via www.morphate.com if you want more details.

TRANSCRIPT

Page 1: Salesforce - Not for Profit products for Salesforce Customers

We are Morphate

Delivering Technology for Good

Page 2: Salesforce - Not for Profit products for Salesforce Customers

Morphate was formed to

focus specifically on

delivering best of breed

solutions to Not For Profit

organisations

Page 3: Salesforce - Not for Profit products for Salesforce Customers

We are the only Salesforce

Consulting Partner focused

solely on Not For Profit

organisations in Australia

and New Zealand

Page 4: Salesforce - Not for Profit products for Salesforce Customers

We deliver solutions in a

cost effective and timely

manner ensuring you

obtain the best benefit

from your investment

Page 5: Salesforce - Not for Profit products for Salesforce Customers

We leverage the leading

apps on the Salesforce

AppExchange which we

adapt to meet your needs

Page 6: Salesforce - Not for Profit products for Salesforce Customers

We are not simply

focused on

implementing

technology.

We are with you from

the start of your journey

to the end so that we

can ensure you achieve

the maximum benefit

from your investment.

Page 7: Salesforce - Not for Profit products for Salesforce Customers

We deliver functionality in

stages and focus on getting

you live as soon as

possible.

We support you throughout

each stage of the project to

ensure you and your team

are achieving the maximum

benefits from your solution.

Page 8: Salesforce - Not for Profit products for Salesforce Customers

What products are available

for Not For Profits?

Page 9: Salesforce - Not for Profit products for Salesforce Customers

Non for Profit—Major Focus Areas

Knowledge Sharing

Donation Management

Volunteer Management

Peer to Peer Fundraising

Event Management

Document Generation

Online Donations

Social Media Management

ReportingPeople Management

Grant Management

Membership Management

Marketing

Page 10: Salesforce - Not for Profit products for Salesforce Customers

Non Profit Starter Pack—Overview

A pre-configured package designed to simplify not for profit’s daily

activities, focusing on:

• Robust Data model utilising the standard Salesforce model

• Straightforward view of relationships and company affiliations

• Unify management of Households and household giving

• Main focus on Donor/Donation Management allowing creation and

management of recurring gifts and payments Contacts & Organisations

• Includes tools such as batch donation tools

• Easily implement AppExchange apps to extend the functionality

Page 11: Salesforce - Not for Profit products for Salesforce Customers

Causeview—Overview

Built on the foundation of the Non Profit Starter Pack. Allows you to expand

Salesforce.com usage beyond fundraising with:

• Online donation page with a fully integrated payment processing

system.

• Integrated campaigns or online event registration with guest check-in

and manages with the Causeview mobile application.

• Volunteer management and portals allowing volunteers to take

ownership of their involvement, automatically schedules year-round

engagement to attract participation when needed

Page 12: Salesforce - Not for Profit products for Salesforce Customers

roundCause—Overview

Designed for enterprise level non-profits. roundCause offers the essential

fundraising, event, membership and volunteer management tools that

enable your organisation to manage all of your efforts in one place.

• Online fundraising with integrated email, donation forms and landing

pages. Process payments directly into Roundcause

• Viewing Facebook, Twitter and LinkedIn profiles directly from donors

records and communicate directly with donors via social channels..

• Plan, execute and measure results from events of all kinds complete

event management solution.

Board Engagement tool to connect with and engage your board with the

cause

Page 13: Salesforce - Not for Profit products for Salesforce Customers

MemberNation—Overview

Comprises over 22 modules including member management, event

management, communication management, order processing and finance,

and a member portal. Tailored to the Professional Membership Bodies and

associations in particular

• Easily mine member data to better understand and address member

drops.

• Maintain event participation history in one place

• Improve how you collaborate and engage with members and key

stakeholders with Private Social Community.

• Create compelling fundraising campaigns & manage all types of

donations and transactions including an online store.

• Capture all member, event, eCommerce and donation revenue in a

single environment.

• Awards - Easily recognize and reward individuals and organizations.

Page 14: Salesforce - Not for Profit products for Salesforce Customers

m|ployee—Overview

m|ployee is built on the Salesforce1 platform is an agile, flexible and lower-

cost approach to Employee Life Cycle Management. Incorporates

everything you need for HR management, Performance Management and

Recruitment and Onboarding.

• Online recruitment and Social Media integration

• Easy People management for Full time, part time, Temp and Contract

staff

• Online performance and talent management

• Project resourcing and Timesheet management

• Track all organisational assests per staff member

• Mobile ready expense mangagment with photo receipt upload &

approvals

• Training management allowing for staff to register for approved training

courses

Page 15: Salesforce - Not for Profit products for Salesforce Customers

Donation Management

Online Donations

Donation History

Payment Process

Recurring Donations

Donations Management

Page 16: Salesforce - Not for Profit products for Salesforce Customers

Donations Management

• Allows to track donation history, households and relationship mapping

• Basic manage recurring donations and payments

• Provides donation rollups for individuals

• Enables forecasting for pledge donations

• Automatically manages your recurring gifts and reminders

• Flexible receipt model with the ability to send, cancel and re-issue

• Enables to split gifts between both Campaigns and Funds

• Reserves the use of Opportunities to manage major gift and grant prospects through the opportunity pipeline

• Offers its own solution to process donations

• Allows organisation to select its payment processing from several options

• Integrated Inventory Management for Thank You Gifts

• Provides a batch gift entry feature-set that includes the ability to upload a file of donations to be imported

Page 17: Salesforce - Not for Profit products for Salesforce Customers

Online Donations

• Donation process can be easily customized to match the specific needs of the organisation

• Depending on your online donation requirements there are several free options that have Salesforceintegration

• Provides ActionPages for online donations with a fully integrated payment processing system.

• Provides a wizard-based tool for creating new donation pages for non-technical staff, enabling anybody to create an online donation page

• Easy to design and deploy online donation forms

• Offers its own solution to process payments and accept online donations

• Viewing Facebook, Twitter and LinkedIn profiles directly from donors records and communicate directly with donors via social channels

• Online fundraising with automated email, donation forms and landing pages

Page 18: Salesforce - Not for Profit products for Salesforce Customers

Event Management

Volunteers

RegistrationInvitations

Event Management

Page 19: Salesforce - Not for Profit products for Salesforce Customers

• Does not have a dedicated Events

Management Solution

• Customise campaigns to meet your

organization’s specific needs

• There are a number of AppExchange

partners who offer event

management solutions to cover

everything from the most basic

registration needs to more robust

gala planning which will work with

the NPSP.

• Enables to create events easily

• Allow discounts for early registrants

or elite members

• Swiftly process payments

• Keep track of sponsors, speakers

and all event tasks

• Create customised, multi-page

registration forms featuring sponsors,

vendors and more

• Social media and calendar exports

• Includes landing pages for event

registrations

• Now available as a standalone App

(no need to install MemberNation)

Event Management

Page 20: Salesforce - Not for Profit products for Salesforce Customers

• Allows to send out and track responses to event invitations

• Includes a smartphone app that can support mobile event check-in and registration

• Automatically generate email invitations to contacts once they are added to a Campaign

• The custom Transactions object, handles event registrations, and purchases.

• Provides sophisticated event management, including ticketing, through functionality specifically built into roundCause

• Provides additional options for gala-style events including seating maps

• Plan, execute and measure results from events of all kinds

• Provides a Board Engagement tool to connect with and engage your board with the cause

Event Management

Page 21: Salesforce - Not for Profit products for Salesforce Customers

Volunteer Management

Skills

ShiftsRegistration

Volunteer Management

Page 22: Salesforce - Not for Profit products for Salesforce Customers

Volunteer Management

• Volunteer process can be easily customised to match the specific needs

• Can be coupled with “Volunteers For Salesforce”, a free application that manages volunteers skills and hours, allows you to track and report on all of the data as well as allow public signups on your website

• It does not include a portal

• Define volunteer opportunities and related shifts, search for volunteers based on interests and skills, manage assignments, and track hours

• Online volunteer portal that allows volunteers to manage their profiles and take ownership of their involvement

• Volunteer portal due

Q1 2015

Page 23: Salesforce - Not for Profit products for Salesforce Customers

Peer to Peer Fundraising—Overview

Peer-to-peer fundraising is a method of fundraising that leverages your

supporters to fundraise on your behalf. It’s also known as social fundraising,

personal and/or team fundraising, or p2p fundraising.

• Builds Upon Existing Relationships Peer-to-peer fundraising helps scale

relationship-building by tapping into your current supporters’ respective

networks—their friends, family, and colleagues.

• Multiplies Impact of Limited Resources: Advocates are the organization’s

booster squad; they’ll build up your ongoing fundraising efforts by raising

funds on your behalf – and in some really creative ways.

• Grows Awareness Organically: The tribe of advocates champions align

with the cause and raise funds, they word spreads and share the story

starting with their family, friends, and colleagues. One of the most effective

forms of marketing—Word of Mouth.

Page 24: Salesforce - Not for Profit products for Salesforce Customers

Peer to Peer Fundraising—Solutions

Classy allows for non for profit to connect with community by personal and team fundraising pages, user-generated media, leader-boards, and corporate matching.

• Integrate donation and fundraising experience directly any website

• Facebook login for supporter community.

• Real Time Syncing with Salesforce

Supported payment gateways

• PayPal, WePay, Authorize.Net

Cause I Can allows not-for-profit

organisations to set up multiple Peer

to Peer fundraising pages all hosted

on the Salesforce platform.

• Custom Designed Pages, 100%

Mobile responsive

• Peer to Peer Fundraising native

on the Salesforce platform.

• Fixed price, annual fee and one

off set up cost.

Supported payment gateways

• PayPal , Payway or Eway

Page 25: Salesforce - Not for Profit products for Salesforce Customers

Grant Management—Overview

The ability to secure grants is one of the most important tasks of any successful

nonprofit, charity or NGO. Hundreds of thousands of nonprofits all compete for

the same monies, implementing a grant management system for nonprofits can

help increase chances of securing additional funding for a cause.

• Tracking of the full life cycle of a grant process including research, proposal

generation, transitioning proposals into grant, tracking the grant stage. This

allow an Increase efficiencies and regulatory compliance in order to

successfully compete for grant awards.

• Improved processes —streamlined processes in a single system for more

efficiently updating and managing grant-related data.

• Better reporting —Accurate, detailed reports in place to help development

team and executive director track both specific grants and the overall grant

pipeline to inform strategic cultivation decisions and grow their grant income

portfolio.

Page 26: Salesforce - Not for Profit products for Salesforce Customers

Grant Management—Solutions

• Uses Opportunities to

track grant prospects

through the

opportunity pipeline

• Uses Opportunities to

track grant prospects

through the opportunity

pipeline

• Uses Opportunities

to track grant

prospects through

the opportunity

pipeline

Page 27: Salesforce - Not for Profit products for Salesforce Customers

Membership Management

Membership Management allows the tracking of members, newsletter

subscriptions, special gifts, invitations to events and workshops, discounts on

products and services.

• Membership Benefits and Structure Control membership pricing to

membership levels and to the array of gifts, discounts, access and services

they receive.

• Event Management. If events are a critical part of Membership

Management with multiple days events or workshops the track attendance,

with the option for members to register and pay

• Member Communication Sending targeted information to members.

• Members community Allowing members to communication with each other

and the organisation. Help you deliver improved training and education to

your members.

• Ecommerce allow organisation have a store for members for events or to

sell items.

Page 28: Salesforce - Not for Profit products for Salesforce Customers

Membership Management—Solution

MemberNation is the 1st Association Management Software (AMS) built 100% on the Salesforce1 platform. Engages and delivers value to your members while providing an exceptional User Experience.

• A wizard guides, from welcome gifts to renewal grace periods. Enhance member retention with our automated renewal feature

• handles credits, debits and refunds and automatically

• Automate Awards process of recognizing top contributing members

• Restrict content in part or in whole to members-only. Approve new members, organize group events or add a mission statement.

• Create collaborative member communities to enable members to easily collaborate and better engage with your organization. Publish customized forms, micro sites.

• Events are easy and allow discounts for early registrants or elite members

Page 29: Salesforce - Not for Profit products for Salesforce Customers

Other Apps to

consider to extend the

power of Salesforce

for your organisation

Page 30: Salesforce - Not for Profit products for Salesforce Customers

Document Generation—Overview

Salesforce doesn’t generate data in common document form for reports and board

reviews. Popular document generation are available to do the merge documents,

export to common formats and automatic report delivery to anyone.

Word

PowerPoint

Excel

PDF

Page 31: Salesforce - Not for Profit products for Salesforce Customers

Document Generation—Solutions

• Minimal training required for

document creation

• Easy drop and drag & picklists

User Interface to create multiple

documents from Salesforce data

• Integration with electronic

document signing

• Drawloop offers LOOP Storage

Services, an alternative solution to

storing documents on Salesforce

Utlising Amazon S3 with increased

Doc Security, Folder hierarchies

and unlimited document file size

• Newly designed interview with

Version 8

• Requires some knowledge of

SOQL for complex merging

• Conga offers storing of documents

on Google Drive

• Integration with electronic

document signing

Page 32: Salesforce - Not for Profit products for Salesforce Customers

People Management

People management, also known as human resource management (HRM),

encompasses the tasks of recruitment, management, and providing ongoing

support and direction for the employees of an organisation.

• Recruiting & Employment management with Professional recruiting,

enrollment & orientation process

• Health & Safety management tracking Training and Injury Recording and

Reporting

• Compensation management including Payroll Administration,

Performance Appraisals Rewards & Recognition, incentive Pay Policies and

Job Descriptions

• Benefits Management with tracking of all benfits an employee recieves

• Employee / Employer Relations Strict Privacy Policy on Employee

Records, Exit Interviews

• Record Keeping of key employee information like Anniversary Tracking,

asset tracking and timesheets

Page 33: Salesforce - Not for Profit products for Salesforce Customers

People Management—Solution

m|ployee is build on the Salesforce1 platform is an agile, flexible and lower-cost approach to Employee Life Cycle Management. Incorporates everything you need for HR management, Performance Management and Recruitment and Onboarding.

• Online recruitment and Social Media integration

• Easy People management for Full time, part time, Temp and Contract staff

• Online performance and talent management

• Project resourcing and Timesheet management

• Track all organisational assests per staff member

• Mobile ready expense mangagment with photo receipt upload & approvals

• Training management allowing for staff to register for approved training courses

Page 34: Salesforce - Not for Profit products for Salesforce Customers

Knowledge Sharing

Knowledge management is fundamentally about making the right knowledge or

the right knowledge sources (including people) available to people at the right

time.

• Knowledge pull is when the knowledge worker actively seeks out knowledge

sources e.g. guide, seeking out an expert, collaborating with a coworker

• Knowledge push is when knowledge is "pushed onto" to staff (e.g.

newsletters, unsolicited publications or chatter

Page 35: Salesforce - Not for Profit products for Salesforce Customers

Knowledge Sharing—Solutions

Improved Apps allows a better way to train your Salesforce users, create application documentation, provide access to policy, procedure help with interactive user guides. Minimal effort and no technical or developer skills.

• Guide Create interactive Help Guides to step your users through your processes, procedures and methods

• Authoring and Publishing for Any Audience Easily create a cohesive help, training and documentation environment for all your Salesforce users.

• Help Provide locally defined, rich-media content help topics and easily embed these nuggets of Help within your applications – place help right at the user’s point of need.

• Track which users have clicked on which steps in your help guides.

• Build your own Custom Help Portal provide information geared towards how you use Salesforce and not the standard Salesforce help

Page 36: Salesforce - Not for Profit products for Salesforce Customers

Marketing—Overview

Effective non-profit marketing can motivate people to donate, take action and

spread the word about your cause. With the below key areas

• Blogging Easily create remarkable content that will help spread the word

about the cause

• Email Marketing Personalise emails with any field from Salesforce

• Landing Pages Creates tailored pages that improve donations rates

Marketing Automation Using marketing automation to trigger timed follow

up emails to your donors and supports

• Marketing Analytics See which traffic sources are generating the most

visitors, donors and supports

• Donor Segment Target donors based on their activity across your website

and other channels

• Calls to Action Build beautiful calls-to-action and callouts to convert traffic

to leads

• Social Media Publish & social analytics across Facebook, LinkedIn, Twitter

Page 37: Salesforce - Not for Profit products for Salesforce Customers

Marketing—Solutions

• Easily create beautiful emails in

minutes with the email builder,

Canvas Any template designed

are Mobile-Ready

• Personalise multiple emails with

dynamic content Using dynamic

content to conditionally display

text, images

• Social sharing feature makes it

easy for subscribers to share

email on Twitter and Facebook

• Autoresponders make it easy to

stay in touch with subscribers

• CMS and Landing pages to

customise content

• Easily build custom, dynamic calls-

to-action inside HubSpot

• Workflow to nurture your donors and

supporter

• HubSpot’s social media inbox

• Email scheduling and Marketing

Automation

• SEO Blog helping with ranking

• Easy to use Marketing Analytics

• A/B Testing of Calls-to-Action

• Certified training on Hubspot

product

Page 38: Salesforce - Not for Profit products for Salesforce Customers

Questions?

Page 39: Salesforce - Not for Profit products for Salesforce Customers

If you need help

transforming your

organisation call us on

02 8090 1478

Or visit

www.morphate.com

for more details