Fundraising in the cloud

And now for the weather forecast: fresh thinking in most parts, with fundraising in the cloud!

Mark Campbell, Keith Collins@kthcollins66 @narkyMark_nfp

• Independent consultants• 300+ clients since 2003• Experts in fundraising and nonprofit

CRM• ASI, Blackbaud, Convio, Salesforce• fundraising | technology | change

Simplifying the CloudSimplifying the Cloud

Does the cloud matter?

How can it help fundraisers?

What tools are there?

Is anyone else using them?

How do I select what I need?

Share our experience

What is cloud computing?

“At the foundation of cloud computing is the broader concept of infrastructure convergence. This type of data centre environment allows enterprises to get their applications up and running faster, with easier manageability and less maintenance, and enables IT to more rapidly adjust IT resources (such as servers, storage, and networking) to meet fluctuating and unpredictable business demand”

I’m a fundraiser - why should I care?

• Fundraisers in control, not IT!• Quicker to deploy • Less up-front cost and risk• Available everywhere• Closer to your supporters• Multi-channel fundraising• True 360 degree engagement

What the cloud isn’t…

Cloud Layers

Software as a Service

Platform as a Service

Infrastructure as a Service

Software as a Service

CRM Email

Social Social Giving

Cloud CRM…you’re spoilt for choice!

Simplifying the Cloud

Do I really need my database in the Cloud?

Your Requirement Cloud CRM

Shared office space, IT services – e.g. Can Mezzanine

Poor IT support and ageing servers, PCs etc

Access for local and home based staff

Mobile access for key partnership fundraisers

Integrated email campaigns and analysis

Social CRM – monitoring, engagement and analysis

Web self-service

Cloud CRM – what changes

• Free computing power!• Windows? Mac? …who cares!• Less technology to worry about• Collaborative, quicker development• Built to integrate• Access anywhere• Mobile and social friendly• Less upfront license costs• Supplier lock-in?• Quicker deployment?

Cloud CRM – challenges

• Higher life-time costs• Supplier lock-in?• Quicker deployment?• Data migration• Complex business processes• Which horse to back?• Connectivity!

Cloud Email

Simplifying the Cloud

Do I really need my bulk email tools in the Cloud?

Integration is Everything!

• CRM integration – campaign building• CRM integration – analysis - open rates, click-

throughs, bounce-backs etc• Unsubs – lack of complexity, 3rd party controls

decisions on what can be sent• Some tools work well together..• Some don’t• MS Office in the cloud…less infrastructure,

added extras!

Social

Building an online community

Simplifying the Cloud

Social CRM

Listen, Analyse, Engage, Integrate

Real-life technology – ThankQ, Convio Common Ground, Salesforce…

Simplifying the Cloud

KLM

Example from the commercial world…

Social Giving

Simplifying the CloudGamification

“The use of game design techniques, game thinking and game mechanics to enhance non-game contexts. Typically gamification applies to non-game applications and processes, in order to encourage people to adopt them, or to influence how they are used.

Gamification works by making technology more engaging, by encouraging users to engage in desired behaviours, by showing a path to mastery and autonomy, by helping to solve problems and not being a distraction, and by taking advantage of humans' psychological predisposition to engage in gaming”

Fundraising Gamification

Team rivalry in action…

Other Cloud Fundraising Tools

Simplifying the Cloud

CRM – Cloud or On-Premise?

The EldersCloud CRM v On Premise?

Cloud CRM On Premise CRM

Easy access for peripatetic staff x

Social media and Social CRM x

International events – onsite registration x

Face to face stakeholder dialogue and capture x

Integrated email campaigns and analysis £

Transition to cloud-based IT – file storage, Google Apps

x

Existing use of cloud-based tools – bulk email, events – but need to integrate

x

Which cloud tools do you need?

• Cloud and on-premise can work• It’s early days• Base decisions on your business needs• Some tools work well together• Some don’t• Don’t confuse cost and value• Which horse do you back?

Fundraising technology matrix

Business Need System A

System B

System C

CRM

Contact management Relationship management

Sophisticated direct marketing X x

Key partnership management Recurring gifts – SO/DD x

Events

Gift Aid X

Integrated

Apps

Bulk email Multiple choices

Constant Contact

Vertical Response

Social CRM Radian 6 Radian 6

Social Giving X

Online events Multiple choice

Self service x

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