Introducing Nonprofit Success Pack (NPSP) to Toronto and more

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Introducing….

The Nonprofit Success Tour OverviewA Community-Powered Tour run by User Groups and Partners

20 + events in over 5

countries presenting on the Nonprofit Success Pack

(NPSP)

NPSP: 10 Years of Community-Driven Innovation

“Wild West”

Nonprofit

Template

Nonprofit Starter Pack 2

Nonprofit Starter Pack 3

TodayHow We Created the Industry Standard Together

With the Nonprofit Success Pack, we have a 360 view of a donor at any give time so we can continue to build and cultivate these relationships.”- Melanie Bricker, National Aquarium

“The power of the Nonprofit Success Pack allows us not only to manage our entire multi-site national program in one place, but also to see the incredible impact of our work in real-time, anytime” - Kylee Durant, RP/6

“NPSP is as much a guiding light as it is guided by the light of the community’s needs.”- Tracy Kronzak, TK Endeavours

20052006

20082014

2016

Turns the world’s #1 CRM into the #1 CRM for

Nonprofits

AN OPEN, FLEXIBLE DATA ARCHITECTURE

FOR EVERY NONPROFIT

THE KEY BUILDING BLOCKS FOR CONSTITUENT

& DONOR MANAGEMENT

Implement fasterScales with you

Extend with apps

Fundraising & programs together

Streamlined donor engagementPreconfigured reports

A GLOBAL, COMMUNITY-POWERED

MOVEMENT

Best practicesFeatures & documentation

Partners & experts

The Industry Standard to Accelerate Your Time to Impact

Zakk Tapp

Nonprofit Success Pack

Partial Soft Credits, In-Kind Gifts

Lightning Experience-Ready

Matching Gifts, Honor/ Memorial

NEW FEATURES

Foundational, Flexible Architecture

Complex Constituent Management

Donation & Grants Management

Pre-Built, Customizable Reporting & Analytics

Program & Volunteer Management

Social & Mobile-Ready

+Engagement Plans

Levels Spanish, German, Japanese

Engagement Plans and LevelsFeature Spotlights

Engagement PlansDevelop personalized, repeatable plans to engage donors and volunteers Manage volunteer onboarding, major gift stewardships, programs and more

LevelsIdentify top constituentsCreate constituent levels based on donations, volunteer hours and more

How to Get Nonprofit Success Pack

Existing CustomersIf you’re on NPSP 3.0, new features went live on launch day

New to SalesforceStart a Lightning Enterprise Edition + NPSP Trial on Salesforce.org

trailhead.salesforce.comBecome an NPSP expert in no time:• Intro to NPSP• Donor Management• Fundraising• Volunteer Management

NEW

Nonprofit Success Pack Trailhead Trails

New Resource: The Solution ExchangeCommunity-Powered Knowledge Sharing

Find use cases and success stories from other customers

Connect with customers using solutions you’re interested in

Amazing, Existing Resources

Power of Us HubCommunity of 29K+ users, 7K+ posts/month

99% of questions posted get answered

Weekly Hub Office Hours

Local User Groups

GithubOpen-source code available via Github

Power of Us Hub and Github

About Traction• 9 years experience implementing/developing the Salesforce platform• One of first 500 certified on Salesforce.com• 1000+ customers & 3300+ projects completed• HQ in Vancouver, Canada; Offices in Toronto, Montreal & Texas• People on the ground throughout the US: CA, OR, IL, OH, GA• 250+ Employees - All full time employees• No outsourcing, no offshoring, no contractors• Experts in all Clouds (Sales, Service, Marketing, Analytics, CPQ, Force) • Fixed fees whenever possible• Certified B Corporation

What does it mean to be a data driven organization

A Culture of Curiosity • Quality, efficiency & continuous improvement • Focus on program outcomes• Intentional and experimental• Smart spending• Happy team – proven meaning behind your actions

Some key learning from our journey

Every company/non-profit is becoming a technology company/non-profit

Some key learning from our journey

Technology does one thing – speeds things up

Some key learning from our journey

There is only one path to success in providing Salesforce services: Enabling companies/non-profits to own it.

Some key learning from our journey

The .Org community innovates more effectively than the commercial side

Some key learning from our journey

Sectors are converging

What’s next

A bright future

Traction For Good

Priority #1 – Build non-profit capacity through the use of technology, enabling non-profits to be more efficient, innovative, and data-driven, so they can impact more people. Salesforce.org Licensing

Non-Profit Contribution3rd Party FundingTraction For Good Grants

Traditional non-profit “data model”

Program A Budget

Program B Budget

Volunteers

Financials Fundraising Facility Info IT Assets Program Results HR Data

Mileage Report Staff Feedback

Client Survey

Event Registrations

Newsletter

The Connected Non-Profit

Fundraising

Marketing Community

Program Management

AppsAnalytics

Talking to your board – Why invest in Salesforce/technology?

• 360 degree view – A unified view of every interaction with clients, supporters, members, funders, volunteers and affiliates have with your organization.

• Increase efficiency / reduce manual processes• Raise more resources• Real-time reporting at your fingertips: Articulate program results to funders and

the board• Understand your clients and their needs leads to better programming

Talking to your board• Strengthen your community: communicate more effectively• Find anomalies in your spending • Collaboration – internal and external• Engage employees and clients in program and quality improvement• Cheap can be expensive! “We can’t afford a Salesforce admin/IT manager”

Building an action plan

Consider: • Fundraising / donation management• Volunteer management• Program Management• Event management• Communication / Marketing• Financial Management• …

Current State

Future State

Require-ments

Prioritize

Evaluate

OptionsPick a path!

Questions to ask: • Our biggest paint points are..• Wouldn’t it be great if…• Our constituents would love if…

Apply for a Salesforce service grant Will be emailed to you on Monday!

Group discussion

Divide you into 4 groups• How do you currently leverage technology to achieve your

mission?• How would you like to leverage it?• Challenges you have faced and brainstorm how to overcome

Thank Y u