salesforce npo user group 5-25-12
DESCRIPTION
Jim Westfall, senior consultant with Idealist Consulting, is presenting on how to analyze nonprofit process through the lens of Salesforce.TRANSCRIPT
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Puzzling A Way To Structure(aka “Implementing SFDC”)
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Why CRM? Why Bother?
•A centralized record of participants•A way to simplify complex operating processes •A relationship diary ... a historical record•A way to engage volunteer productively•Data to show your leaders (board, etc.)•Able to communicate personally with groups•Two-way communication (e.g., surveys)•Means to grow base of supporters
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Best Project Environment
•Project boundaries: scope, hours, budget•Clients eager to learn, will do assignments•Implementation consultant is:
Organized, able to lead, reliableGood listener, asks questionsFocused, but aware of “big picture”Humble, able to admit “I don’t know”Good teacherCommitted to client success
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Step 1: Understand Client Needs
•What is your mission?•Who are your constituents?•How do you serve them?•How/when do you engage them?•What makes you unique?•What things would you like to do better?
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African Library Project
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Natl Diaper Bank Network
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Step 2: “Blueprint” Process
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Step 3: Build Prototype
•Salesforce standard objects•Non-Profit Starter Pack (NPSP) package objects•Custom apps & objects (Idealist Consulting)•AppExchange custom applications•Custom apex apps & objects (Idealist Consulting)
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Salesforce Standard “Objects”
•Accounts = organizations, legal entities•Contacts = people, profile data•Leads = unknown/unqualified “suspects”•Donations = financial records•Campaigns = groups of Leads/Contacts•Cases = service requests•Tasks = reminders to do something•Events = meetings
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NPSP Package Objects
•Contacts/Organizations = NPO treatment of these•Households = contacts w/same address, roll-ups•Affiliations = organizational role associations•Relationships = contact-to-contact associations•Recurring Donations = pledges (open/closed end)•Batch Entry = mass input of donations•Contacts Merge = merging of duplicate contacts
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AppExchange Apps
•Web integration•Form submission•Email/synchronization•Payments/e-commerce•Events, auctions•Document prep•Data management•Mobile•Social networking•And more …
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Minnesota State College SA
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Waukesha Country EDC
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Salish Sea Expeditions
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104.9 The River Radio
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Start Small Think Big
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Step 4: Prepare/Import Data
•Other CRMs, fundraising appsDonor PerfectRaisers Edge
•Other data sourcesExcel sheetsQuickBooksAuction softwareSQLConstant ContactPayPal
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Step 5: Usability Test
•Test against client scenarios & data•Clarify & confirm usability•Create useful views, reports & dashboards•Modify as required
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Step 6: Prepare/Deliver Training
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Step 7: Post-Launch Support
•Emails•Calls•Re-train•Additional customization•Fixes•Other as required
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Q & A