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Building the digital business case Selecting digital tools that work best for you New websites or content management systems Integrating digital tools and CRM Digital strategy Supporting cultural shift to digital thinking Training and staff development
Subscriptions
Content Management System
Data import layer
API
Political & media
Online Advocacy
Campaign emails
Petitions
MPs
Off-line capture
Data house
Bulk Email
Payments
Public-ations
Help desk
Opera-tions
HR
Survey
Volun-teers
Fin-ance
SMS/Text
Social media
monitor and
broadcast
Website
Member database Events | Education
Stakeholders | Members
IoF National Convention 2013 7
• Manual intervention – rekeying of data between different systems, exports/imports etc.
• Duplicated data for bookings, payments, ecommerce, internal communication etc.
• Clunky and ineffective user experiences • Difficult to monitor and report on impact and outcomes • Data split across all operations – difficult to leverage customer data
for communications and marketing • Frustrated, unhappy users
The Salesforce Effect
International Gold Event 2014
International Events
Before Salesforce:
Booking process
Emails
Fax
Phone
Post
Spreadsheets
Manual invoicing
Manual reconciliation of payments
Before Salesforce:
Managing the Event –The PAIN POINTS
Manual collation of data
Manual bulk and personalised communications
Multiple, unsychronised data sources
No single reporting mechanism
Inefficient customer management and service
International Gold Event 2014
International Gold Event 2014
• The International Gold Event is a global leadership gathering for the immediate next
generation of key decision makers and influencers within The Duke of Edinburgh’s
International Award worldwide.
• Over 100 attendees from around the world – Participants, Donors, Sponsors, National
Directors, Ultra-high Net Worth Individual,etc.
• Held in Korea 2014
After Salesforce
Common interface
Online application form
Information populated straight into Salesforce
Payments taken online or invoiced
Regular email briefings
Second web form with more detailed information
Single and simple reporting mechanism
Single source of truth
How did we get there?
Phase 1
Detailed scoping process
Challenge the norm on Business Processes
Develop the straw man
Test internally
Test externally
How did we get there?
Phase 2 (Launch to primary contacts)
Mass communications
Gather initial Registration details
Confirm, communicate, support
Iterative changes
Phase 3 (Adding delegates)
Personalised communications
Gather delegate Registration details and payments
Confirm, communicate, support
Iterative changes
How did we get there?
Phase 4 (The Event)
Efficient reporting
Efficient direction
Efficient event
Members receive efficient, tailored, PROFESSIONAL service
Challenges
“We’ve always done it that way”
“I don’t understand computers, can you fax it to me”
Fear of change
Getting the right people involved in scoping
Challenging the Business Processes
The internal Learning Curve
Managing internal resource availability for upskilling
High amount of support required first time around
Supercharge
Where next?
What is Salesforce anyway?
• global technology platform • software as a service • in the cloud • multi-billion-dollar corporation • business ecosystem • philosophy for engagement
25
“ The world’s
most innovative company ”
Forbes
Eight game-changing facts
1. A platform, not a point solution 2. Nonprofit pricing and discounts 3. It brings people together 4. Plug in best of breed tools with the AppExchange 5. The cloud is not the same as hosting 6. Social through and through 7. One place for data and intelligence 8. Simple, flexible reporting
10 Salesforce platform architecture
27
Users experience the interface(s) of apps using a web browser – on PC, mobile phone or tablet
Choose a combination of
apps to suit your business needs
Third party developers publish their services as apps on the AppExchange
Salesforce manages
underlying services – servers,
upgrades, security, backup
Force.com is the developer toolkit for
building custom applications
Optimised across platforms – data, mobile and web, and in multiple languages and currencies
Choose from a palette of world-class apps
Signposting
With confidence in the robustness and efficiency of the Salesforce platform, all you need to do is identify the most appropriate combination of applications and tools.
It’s similar to tried and tested methods for system specification and procurement but, instead of selecting one vendor at the end of the process, you pick the best solution for your functional requirements.
With Signposting, each software tool is chosen to fit your need – with no bespoke programming, no loss of upgradability and no lock-in with any one supplier.
Your vision, goals
and strategy
Review existing tools and new
options
Findings & Recommend-
ations
Signposting Examples
Global NGO secretariat requiring multi-platform contact and relationship management with integration of Gmail and low admin overhead Sales Cloud + Vertical Response + Cirrus Insight
Membership organisation looking for self service membership management with events and online publishing. Must integrate seamlessly with existing CMS MemberNation + Authorize.net + Drupal + Mailchimp
Fundraising and campaigning charity aiming to monitor, acquire and develop new supporters through social media as well as many small event attendees Nonprofit Starter Pack + Eventbrite + Hootsuite
Integrate-ability
Subscriptions
Content Management System
Data import layer
API
Political & media
Online Advocacy
Campaign emails
Petitions
MPs
Off-line capture
Data house
Bulk Email
Payments
Public-ations
Help desk
Opera-tions
HR
Survey
Volun-teers
Fin-ance
SMS/Text
Social media
monitor and
broadcast
Website
Member database Events | Education
Stakeholders | Members
Website
Political & media
Online Advocacy Campaign emails
Petitions
MPs
Bulk Email
Bulk email
Segmentation
Newsletter Design
Fin-
ance
Online Marketing Member Portals | User
Journeys | Events & P2P | E-commerce
Data Warehouse
Contacts | Organisations | Relationships
API Data Tools
Help
desk Volun-
teers HR Public
ations
Operat
ions
Social monitor
and
Broadcast
Data
Analytics &
Reporting Member database Events | Education |
Stakeholders | Members
Content Management System
Forms | News | Forums
API
Data Import Layer
Off-line captur
e SMS/Text Data house
any questions? T: +44 (0)845 458 0250 E: [email protected] W: www.purple-vision.com Tw: @purple_vision 3.06 Canterbury Court Kennington Park 1-3 Brixton Road London SW9 6DE
