Inside Pencils of Promise: 3 Ways Technology Turns Data into Action

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Jackie Roshan • Senior Data Operations Manager

Mike Spear • Director, Business Development

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#Classyedu

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Meet Your Host GET TO KNOW JACKIE –

!  Oversees CRM and data analysis

!  Develops technology solutions to business problems

!  Makes PoP a more efficient and data-driven organization

Jackie Roshan • Senior Data Operations Manager

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Table of Contents PENCILS OF PROMISE + SALESFORCE

Driving day to day business by using data and automating processes

CLOSING THE LOOP

Linking donors to the programs they support

CENTRALIZING IMPACT

A custom application for tracking impact

SMART PROGRAM DECISIONS

Using data to influence program delivery and decision making

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Pencils of Promise believes every child should have access to quality education. We create schools, programs, and global communities around the

common goal of education for all. Tweet this!

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Core Programs

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PoP’s Growth

$0

$2,000,000

$4,000,000

$6,000,000

$8,000,000

$10,000,000

2008 2009 2010 2011 2012 2013 2014

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Section Title 2 Sample Subhead Text How does the Pencils of Promise team rely on Salesforce?

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Technology Drives Business

PENCILS OF PROMISE NEEDED A CRM TO –

!  Centralize all data and make it available instantly (via a cloud-based platform)

!  Facilitate strategic communication with donors and fundraisers

!  Analyze campaign ROI

!  Monitor and evaluate programs and impact

!  Communicate with team members both local and abroad

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A CRM for Development

USES SALESFORCE FOR -

!  Pipeline management/segmentation

!  Campaign ROI analysis

!  Peer-to-peer fundraising

!  Donor trips to the field

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A CRM for Marketing

USES SALESFORCE FOR -

!  Email marketing

!  Campaign ROI analysis

!  Social media monitoring and listening

!  Segmented lists for targeted messaging

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A CRM for Impact

USES SALESFORCE TO TRACK -

!  Countries and communities

!  Schools and programs

!  Students, teachers, and staff

!  Impact outcomes: Attendance metrics, progression rates, test scores

!  Program operations data: Costs, materials, contact information, etc.

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A CRM for Operations

USES SALESFORCE FOR –

!  Project management/task assignment

!  Cross departmental process automation

!  Internal collaboration

!  Recruiting process management

!  Website inquiries

!  Mobile access to data

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Section Title 2 Sample Subhead Text Closing the Loop

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Section Title 2 Sample Subhead Text

Closing the Loop: School Dedications

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Section Title 2 Sample Subhead Text “Technology makes cross team

collaboration possible. It not only informs, but it also drives action.”

Tweet this!

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Internal and External Departments

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CONNECTING DONORS TO OUR WORK

!  Donors want to know where their dollars are going

!  We dedicate schools to donors and provide them with regular progress reports

Donors and Development

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ENABLING FULL TRANSPARENCY INTO HOW PROGRAMS ARE DOING

!  Constant updates from the field ensure Pencils of Promise is held accountable for every dollar spent

!  We continuously monitor our communities and the programs we provide

Programs and Impact

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MATERIALS INCORPORATE ALL ASPECTS OF OUR BRAND

!  Unified voice

!  High quality design

!  Consistent messaging

!  Engaging content for supporters and fans

Branding and Marketing

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Sample Subhead Text Centralizing Impact

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Section Title 2 Sample Subhead Text Why do nonprofits use technology for

fundraising and marketing, but not for programs?

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Salesforce Impact Application

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Data Inputs

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Data Outputs

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Cross Team Communication

A FEW BENEFITS –

!  Real time updates from teams on the ground

!  Immediate access to impact data by development and marketing

!  Website integration/push toward open source impact data

!  Collaboration between different impact teams on the ground

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Making Smart Program Decisions

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Section Title 2 Sample Subhead Text

“Strategy is a living, breathing thing.” Tweet this!

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Immediate Intervention

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GEO-MAPPING –

!  Where are programs working?

!  What do those areas look like?

!  Where should we expand?

Planning for the Future

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!  Forecasting program scalability and capacity

!  PoP’s focus on Teacher Support Programs

!  Shift to more tech solutions tablets

Managing Growth

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Technology drives growth

!  Centralizing data allows you to quickly measure results and compare programs

!  Automating processes makes program delivery efficient

!  Using technology means less data entry, more program delivery

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Questions?

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