Become a Connected Nonprofit
Introducing:
Today’s Presenters
Maggie MillerChief Information Officer
Lori FreemanDir of Product Marketing
Jessica HoodSolutions Engineer
Susan SwansonChief Volunteer Officer
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#1 in Enterprise Cloud Computing & CRM
#1
#1
Enterprise Cloud Computing Market
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World’s Most Innovative Company
2011, 2012, 2013, 2014
#1Salesforce:
World’s Most #1 CRM
Market Leader: Enterprise, MidMarket,
SMB & Salesforce Automation
#1
1%
ProductEquityTime
680,000+Hours
Service
$68M+Grants
23,000+Nonprofit +
Higher EducationOrganizations
1-1-1 Model
Adopted by
Nonprofits
Higher Ed
Technology Innovation
Employee Giving / Volunteering
Communities
Grants
Our Social Enterprise ModelProduct : Resources : Time
Best-in-Class Technology
Proven Success Across the Nonprofit Sector
%84
Improved Ability to Achieve Mission
%
%86
Improved Overall Efficiency
%
Benefits of Multi-Tenant Cloud Computing:
EnterpriseCloud Computing
Fast Easy Open Flexible Trusted
No Hardware
No Software
Automatic Upgrades
Scalable
Any Device
Data Portability
Transparency
Real-time Status
App Marketplace
Extensible
Salesforce NGO Connect
Donor ManagementEvents ManagementVolunteer ManagementNonprofit Relationship
ManagementProgram ManagementReportingMobile, Social and Cloud
Capture volunteer interest sourced from telephone, email, website, events, and social media in a single place
Shortened volunteer application process from weeks to days
Consolidated all onboarding processes online, creating one paperless process
Targeted recruiting and marketing efforts with dynamic reporting
Salesforce Helps the Girl Scouts Engage 900,000 Volunteers
“With Salesforce we have the best technology so we can offer the best possible volunteer experience.”- Marianne Thompson, Director of Membership Recruitment
Engaging Our Diverse Constituent Base
“This groundwork that we are laying will transform recruitment efforts forever, and for the better, further helping position our movement for a new century and to create a brighter future for girls.”
Our Future: In the Hands of Our Volunteers
+=Tech-savvy adults are entering the
volunteer force bringing great promise and a desire to leverage the emerging technology they’re used to as consumers.
K5 Customer Engagement Initiative Operating Model
We Need to Solve for Pain Points The following movement-wide IT pain points were commonly identified during interviews conducted with GSUSA and Council
representatives.
Girl and Volunteer Recruitment
Relationship Management
Program Creation and Execution
Fund Development
Merchandise Sales
Operational Support
• Registration process is cumbersome
• Training and resources provided to onboard volunteers is limited
• Participating as a volunteer is time consuming, resulting in a declining volunteer base
• Girls are largely not engaged or able to communicate and collaborate digitally
• Volunteers cannot share leading practices and programs easily across the movement
• The methods for delivering programs and engaging girls is largely paper-based, making it inconvenient to access and share program materials
• Little guidance on program execution is provided to volunteers
• Cookie sales and delivery are currently very manually intensive and the program does not enable maximum girl participation
• It is difficult to identify, track information and communicate with alumni as potential donors
• Information is not integrated across systems, making it difficult to perform data analytics
• Collaboration tools to support communication with GSUSA and across councils are lacking
• Security standards are not defined or consistently utilized
• Movement-wide solutions have not been readily adopted due to a historical lack of timeliness, quality, communication around delivery and inconsistency of support
IT Strategy Building Blocks
The priority opportunities were grouped into blocks based on a secure, robust foundational architecture
It’s About Building a Closer Relationship with Our Customers
The K5 Customer Engagement Initiative
It’s About So Much More Than Technology
Nonprofits face tough realities
Current Challenges Faced by NonprofitsGreater
AccountabilityLegacy
SystemsGreater
CompetitionConnected
World
5BSmart
PhonesBy
2017
Mobile
2001 2011
25%
0.5%
%Growth
“You can achieve amazing progress if you set a clear goal and find a measure that will drive progress toward that goal. This may seem pretty basic, but it is amazing to me how often it is not done and how hard it is to get right.”
• Fragmented systems create silos
• Expensive and difficult to use
• Lack mobile and social
Social
Connected
50BConnected Products
4.5BAggregate
Social Users
Image source: silabs.com/iot
58%Faster
Deployment
4.5BAggregate
Social Users
Social
Cloud Nonprofit
Commercial
• Increased number of non-profits vs. commercial sector
• Increased competition requires innovative technology leveraging the connected world
• Increased competition requires accountability
• Donor’s want to see impact before they donate
• Must be able to measure and report on impact in real time
Bill & Melinda Gates FoundationAnnual Letter, 2013
What if your organization could be fully connected anytime, anywhere?
Marketing Communications
Fundraising
• Multi-Channel Marketing• Email Marketing• Marketing Automation• Social Engagement
• Donor Management• Events Management• Volunteer Management• Grants Management
Community Engagement
• Social Intranet• Member Community• Affiliate/Chapter
Community• Partner Community
Program Management
• Case Management• Call Centers/Hotlines• Advocacy/Policy
Tracking• Grant Portfolios
Marketing Communications
Fundraising
Program Management
Community Engagement
A System Built Around Your Constituents:
No More Silo’s: 360° View of all Constituent Interactions
It’s Open: You can integrate anything
It’s Mobile: You can access from any device
Be a Connected Nonprofit with
The Connected Nonprofit
Fundraising
Donor
Partners Advocate CommunityEmployee
Board
ERP
Program Management
•Social Intranet •Member Community •Chapter Community •Partner Community •Volunteer Community
Staff
PAYROLLHR
Volunteer
• Peer to Peer• Crowdfunding
• Donor Research• Donor Management
• Segmentation
• Online Donations
• Gift Processing• Batch Entry & Upload
• Corp & Foundation Giving• Matching Gifts • Board Management
• Event Management• Ticketing / Seating
• Volunteer Management
• Auction Management
• Payment Processing
• eCommerce
• Inventory Management
• Case Management
• In-take / Application
• Referral Management• Advocacy
• Outcomes Measurement
• Chapter/Affiliate Management
• Intervention Tracking
• Project Management
• Surveys
• Call Center / Hotline
• Policy Tracking • Grants Management
• Member Management
• Portfolio Management• Online Mentoring
Marketing Communications•Email Marketing •Direct Mail •Social Monitoring •Social Marketing •Digital Campaigns • Media Outreach • Website Publishing
TICKETING
Community Engagement
PAYMENTS
Salesforce1 for Nonprofits Solves 21st Century Challenges
Greater Accountability
Legacy Systems
Greater Competition
Connected World
5BSmart
phonesby 2017
• No more silos
• One platform and architecture provides a single system of record for all constituent interaction throughout constituent lifecycle
• Open, flexible, integrates with any back office system
• Social listening and social engagement from any device anywhere, anytime (e.g. mobile phone)
• Solutions built for advocates, donors, volunteers, partners, etc. NOT ONLY for staff & employees
• Real time ability to measure and report against performance standards & KPIs
• Solves the challenge of demonstrating impact to donors and supporters
• Present and track impact in real time from any device (mobile, tablet, desktop)
• One solution that streamlines ability to market and engage new demographics of donors and supporters leveraging open, social, mobile paradigm.
• Improves ability to attract, retain and engage
5BSmart phones
by 2017
Connected
50BConnected Products
58%Faster
Deployment
4.5BAggregate
Social Users
Social
Cloud
Mobile
Where can I learn more?
Get help from the Power of Us HUB online community powerofus.force.com
Join your local User Group at usergroups.salesforce.com
Find more help at www.salesforcefoundation.org/help/
Find out more from your Partner Contact your Account Executive
Salesforce NGO Connect
Donor ManagementEvents ManagementVolunteer ManagementNonprofit Relationship
ManagementProgram ManagementReportingMobile, Social and Cloud
How Do I Become a Connected Nonprofit?
The Connected NonprofitRoadmap
Implementation PartnersPartner Solutions Built on Salesforce1 Platform
Be a Connected Nonprofit with
Raise More Resources
Communicate More Effectively
Engage and Strengthen Your
CommunityDeliver Better Programs and
Services
Connected
Partners
Connected
Programs
Connected
Staff
Connected
Supporters