Fundraising with salesforce and snow goose for uk charities

Post on 23-Aug-2014

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Overview of Snow Goose + Salesforce - a fundraising wizard / import tool for UK Charities who raise money on Virgin Money Giving, JustGiving, BT MyDonate, or any other UK Fundraising platform. Snow Goose is built on Salesforce and is the only tool that allows you to bring in all your data from multiple disparate sources into one database.

Transcript of Fundraising with salesforce and snow goose for uk charities

SNOW GOOSEAdding Value to

Fundraisers using Salesforce

OUR HISTORY

2010: Started Third Sector IT, focusing on Non-Profits adopting Salesforce

2013: Started Daddy Donkey Labs, produced two For-Profit Apps: Daddy Analytics and Breadwinner

Now: Developed Non-Profit focused Fundraising App: Snow GooseCUSTOMERS INCLUDE

PROBLEM• Charities are unable to easily and

affordably get ALL fundraising data into any database

• Partial solutions include Supporter360 and Blackbaud Links

• A few charities integrate by staff or volunteers rekeying info

• Majority do nothing with data

IMPACT OF MISSING DATA• Reduced fundraising capabilities

• Incorrect Communication

• Incomplete Contact List

• Stale, inaccurate data

• Missed Opportunities

• No Supporter Journey

SOLUTION: SNOW GOOSESnow Goose imports ALL fundraising platform data into Salesforce quickly and easily, preventing duplicates, cleaning data, and creating new records

• Powerful Import Wizard with Data Cleansing - not a Fundraising Tool itself

• Agnostic - Integrates with Salesforce and other Fundraising Platforms

KEY POINTS

BENEFITS

• from new people previously unreachable

• from existing contacts with complete data on them

• by identifying people to move along the supporter journey

CHARITIES CAN FUNDRAISE MORE MONEY

ROADMAPLIVE INTEGRATIONS

INTEGRATIONS IN DEVELOPMENT

ANY CSV FILE FORMAT CAN BE INTEGRATED

ROADMAPLIVE INTEGRATIONS

INTEGRATIONS IN DEVELOPMENT

ANY CSV FILE FORMAT CAN BE INTEGRATED

PRICING

• Starts at 20 pence per imported donation

• Falls to 5 pence per imported donation for large volumes

• Minimum £99 per month, includes 6000 donations imported annually - equivalent to £180,000 annual fundraising platform revenue, presuming industry standard ~ £30 average donation.

• One-time Training and Implementation fee, varies by size

WHILE AVAILABLE TO ALL UK CHARITIES, SNOW GOOSE’S PRICING IS BEST SUITED TO CHARITIES WITH FUNDRAISING

PLATFORM REVENUES OF OVER £100K ANNUALLY

FEEDBACK

~ Matt Morris, Youth Business International & PWBI've never been able to see my data before like this - I can finally email our donors and thank them.

~ Fritha Vinvent, Alcohol Concern We’ve gathered thousands of donors through Virgin Money Giving, but their names, emails, and donations were stuck in Excel and we couldn't do anything with them until we got Snow Goose.

~ Alexis Meech, The Challenge We're overjoyed to get this data into Salesforce - this is just the product we’re looking for! Our fundraising team found it very user friendly.

DEMO

DEDICATED TAB

• Only Admins or Importers use tab, and only for import

• All other fundraisers see Snow Goose data on Contact and Donation (Opportunity) Record

DEDICATED TAB

• Only Admins or Importers use tab, and only for import

• All other fundraisers see Snow Goose data on Contact and Donation (Opportunity) Record

SELECT A PLATFORM

Select Different Platforms

UPLOAD FILEProgress Bar

Clear Instructions

BACKGROUND PROCESS

Remove Duplicate Donations

Standardise Data Formats

UK Numbers Identified as Landlines or

Mobiles

MATCHING BY ID• Snow Goose records the Fundraiser

ID and Donor ID against the Salesforce Contact

• Once matched by ID, all future imports of that fundraising platform user are transparent

• Contacts can have multiple Donor ID’s, Fundraiser ID’s, from different or the same platform

• Can expand to handle new platforms

MATCHING BY DETAILS

Visual Cues to Indicate Conflict

Details matched to Salesforce Contactsby Email, Mobile, Phone, and

First Name/Last Name/PostCode

Match Contacts in Single Click

CREATING NEW CONTACTSCreate Contacts in Single Click

Personal details have been smudged for Slides to protect privacy. In Snow Goose, all details are shown.

PRIVACYPopulate Do Not Call and Email Opt Out

Personal Details never leave Salesforce servers or pass

through Snow Goose servers. Complies with UK Data Protection.

DONATION IMPORT

All the Hard Work is Done. Donations imported in

single click.

Up to 10,000 Donations imported per file

CONFIRMATION

All the data is in Salesforce!

RICH CONTACT DATAContact Details

Postal Address Amounts Raised and Donated

Birthdate

VIEW RELATED DONATIONSRelated Lists on Contact Page

Shows Donations Raised and Donations Made

RICH OPPORTUNITY DATACredited to

Fundraiser and DonorGift Aid, Transaction

Fees, and Processing Fees

Payment Date makes reconciliation easy

Fields unique to a single fundraising platform

captured in long text field

POWERFUL REPORTS

Sort report by best donor or fundraiser

across all fundraising platforms.

THANKS!

AVAILABLE NOW