Becoming a Salesforce / Data Driven Non-Profit

25
Becoming a Salesforce/Data Driven Non-Profit Sarah Parise Senior Business Analyst The Ounce of Prevention Fund

Transcript of Becoming a Salesforce / Data Driven Non-Profit

Page 1: Becoming a Salesforce / Data Driven Non-Profit

Becoming a Salesforce/Data Driven Non-ProfitSarah PariseSenior Business AnalystThe Ounce of Prevention Fund

Page 2: Becoming a Salesforce / Data Driven Non-Profit

THANK YOU TO OUR PLATINUM SPONSORS!

Page 3: Becoming a Salesforce / Data Driven Non-Profit

• Business Analyst at the Ounce of Prevention Fund (More information about the Ounce Here ), Formerly of Patron Technology

• Former NYC Preschool and High School Teacher

• Believe in using Technology as an agent of change and improvement in organizations

• Avid traveler, tiki bar aficionado and karaoke fan

WHO AM I?

https://www.linkedin.com/in/sarah-parise-6359b752

Page 4: Becoming a Salesforce / Data Driven Non-Profit

SF INTEGRATED SOLUTIONS AT THE OUNCE

The Marketing Cloud

Cvent

NGO Connect (Events, Volunteers, Donations)

Native Salesforce ADP

The Ounce of Prevention Fund Educare The First Five Years Fund

CQ Roll Call Engage Cornerstone on Demand

Page 5: Becoming a Salesforce / Data Driven Non-Profit

PART ONE:START FROM A RUBRIC

A K A D E F I N E S U C C E S S

Page 6: Becoming a Salesforce / Data Driven Non-Profit

WHY A RUBRIC

• Allowing users to focus on the end result allows them to focus on that rather than user created solutions

• Allows users to think about business process (when often there is little to none)• A why do we collect data vs we just do• Allows them to see the importance of what’s being collect

• Allows users to feel like they are a part of the process• Forces users to own their business process• Allows us to eliminate unneeded data, users understand why they are

being asked to input information• “I guess if I write my own measure of success, then I would have to

actually read it”• It’s helpful to have a visualization

Page 7: Becoming a Salesforce / Data Driven Non-Profit

DIVISION WIDE RUBRICS VS. INDIVIDUAL RUBRICS

D I V I S I O N W I D E

• Helps define how Salesforce can clarify how well a group is doing

• Qualitative data comes up more frequently

• Answers what do we need to report on?

I N D I V I D U A L U S E R

• Helps you define pressure point

• Answers how we can simplify the process for end users

• Good for quantitative data• Helps users see data as

“how can I help myself” vs “Big Brother is watching”

Helps Division see discrepancy between expectations of success between SM and the rest of the team.

Page 8: Becoming a Salesforce / Data Driven Non-Profit

FIRST DEFINE HOW MANY LEVELS OF SUCCESS WE HAVE

Does not meet the Funders requirements (Danger Zone)

Meets the requirements of Funders, but does not show impact for continued funding

Meets the Requirements of Funders, and will probably lead to additional funding for Nation Scaling

Exceeds Expectations of Funders, shows that we are leaders in the field of ECE

Page 9: Becoming a Salesforce / Data Driven Non-Profit

ADD THE ITEMS TO MEASURED Number of School

ImpactedIncrease in Leadership Certification

Adaptation of new teaching methods

Outreach to other schools

Attrition Levels

Does not meet the Funders requirements (Danger Zone)

At least 125 <36% Leaders report no changes in the teacher skills

Increase inquiries about program 15%, new leaders, 5% in 2 years

20%+

Meets the requirements of Funders, but does not show impact for continued funding:

At least 200 75% Leaders introduce new skills to teachers, cannot demonstrate outcomes

Increase inquiries about program 25%, new leaders, 15% in 2 years

15%-20%

Meets the Requirements of Funders, and will probably lead to additional funding for Nation Scaling

At least 250 <90% Leaders introduce new skills to teachers are report 50% adaptation rate

Increase inquiries about program 45%, new leaders, 25% in 2 years

11%-15%

Exceeds Expectations of Funders

350 or over <100% Leaders introduce new skills to teachers are report 75% adaptation rate

Increase inquiries about program 75%, new leaders, 65% in 2 years

0-10%

Page 10: Becoming a Salesforce / Data Driven Non-Profit
Page 11: Becoming a Salesforce / Data Driven Non-Profit
Page 12: Becoming a Salesforce / Data Driven Non-Profit

EXAMPLES OF DATA

Page 13: Becoming a Salesforce / Data Driven Non-Profit

STEP 2:MAKE SUCCESS EASIER

. . B U T T H E R E A R E T O O M A N Y C L I C K S !

Page 14: Becoming a Salesforce / Data Driven Non-Profit

• This is a lot of division goals• These are often things to report on • These often result in the customization of

fields, or objects• Deliver report templates with your

solutions• Ex: We need to know how many state

leader with a gold rating are reaching out to school with a population that has more than 65% of students receiving free lunch

• Ex: We need to know how many hours we discuss Kindergarten reading assessments and Policy Priorities setting with state leaders

• Ex: We need to know how long we talk to districts before they close consulting contracts with us

• Ex: How many “touchpoints” do we have with donors before they give/what type of mailings increase donations

• Ex: how many lapsed donors do we have

• A lot of these will come for individual rubrics

• Things that can be solved with custom buttons, workflows, conga reports, dashboards.

• These are the “tricks” of Salesforce • Ex: It takes me an hour everyday to process

Travel Reimbursements• Ex: We never know whose responded to

technical support issues from our leaders• Ex: Our leader Onboarding process is a

disaster• Ex: I feel like I answer the same things all

day long• Ex: Its hard to look at all of our TA at the

same time and sort the data for funders• Ex: Right now we manually send email

confirmations for gifts• Ex: We need to know what funding streams

are in each leg district

HOW TO DEFINE MAJOR VS MINOR PROBLEMS

Page 15: Becoming a Salesforce / Data Driven Non-Profit

MEET TIM AND MARY

Tim is the head of annual giving. He is hesitant to switch from Raiser’s Edge. As the main knowledge holder for Everything RE, he feels upset/angry/upset about not being able to flexibly run the reports he needs, manipulate the system as he sees fit, and the increased workload he views from learning a new system.

Mary reports to Tim and handles a lot of day to day interactions with donors. She process all the donations, sends out invitations, runs reports of giving, sends acknowledgment letters and prepares mailings for donors. She doesn’t like using Rasier’s Edge because it’s outdated, but she’s worried about losing historical information in Salesforce.

Page 16: Becoming a Salesforce / Data Driven Non-Profit

WHAT LITTLE SUCCESS MADE THE TRANSITION EASIER?T I M

• Scheduling Reports to SM• Tasks and Activities reporting• Visualization of Giving on account pages

via VF pages• Buttons and Badges• Validation Rules to protect newly entered

data• Automatic creation of tasks related to

new major donor proposals (modeled off a similar grant module)

• Dashboards• Opportunity History Reports• Conga reports for our Board Book• Bucket Fields

M A R Y

• Automatic acknowledgement letters and payment confirmations

• Campaigns for email management• BCC to salesforce• Creating and Assigning tasks to

other users (and being able to see touchpoints with major donors)

• Chatter • Ability to see Email Campaign

information side by side with Donation information

Page 17: Becoming a Salesforce / Data Driven Non-Profit

MEET ERIN

Erin works on our Policy Team. They are responsible for interactions with state leaders and government officials. She is also in charge of our engagements or calls to action.

Page 18: Becoming a Salesforce / Data Driven Non-Profit

WHAT LITTLE SUCCESS MADE THE TRANSITION EASIER?• Ability to use CQRC to compare

• Easily view funding stream, program model and legislative information for schools and organizations throughout the Ounce.

• Ability to use reports for flexible campaigns management vs uploading a list each time

• Email to case functionality, allows her to assign issues to other team members

• Lead functionality for new constituents

• Workflows for various legislator outreach

• Task and Activity Tracking

• Emailing through Salesforce

Page 19: Becoming a Salesforce / Data Driven Non-Profit

STEP 3: BE THE BEST FACILITATOR YOU CAN BEE

Page 20: Becoming a Salesforce / Data Driven Non-Profit

LESSON PLANNING MAKES A WORLD OF DIFFERENCE

I. Give your lesson a title

II. Define objectivesI. Ex: By the end of this training users will be able to create a report of their constituents, By

the end of this training users will be familiar with the process of adding TA data

III. Group your lesson into “Guided Activities” with step by step procedures included in the worksheet

IV. Start with a Demo (You doing Everything)

V. Do it as a group (but ask another volunteer to drive)

VI. Do it alone (or with a Partner) and use fake examples

VII. Give your end users a check in our assignment to follow up

Page 21: Becoming a Salesforce / Data Driven Non-Profit

USE “REAL LIFE” MULTI STEP EXAMPLES

Page 22: Becoming a Salesforce / Data Driven Non-Profit

LET OTHERS DO THE TRAINING FOR YOU• Webinars

• User lead sessions

• Communities of Practice

• Implement cases, and use automatic case responses with links to help articles/videos

• Quick Fire resources for users

• Drop in Sessions/Office Hours

• Trailhead!

Page 23: Becoming a Salesforce / Data Driven Non-Profit

STEP 4: BECOME A PART OF THE COMMUNITY AND MISSION

Page 24: Becoming a Salesforce / Data Driven Non-Profit

HOW TO BE A PART OF THE MISSION• Use Chatter as a form of Gorilla Marketing (and walls, and bathroom stalls, and the coffee break

room)

• Be approachable

• Ask people to dream big – but make a roadmap

• Volunteer to help at events, or to facilitate interdepartmental meetings

• Live the brand – become the Salesforce lady

• Understand the bigger picture

• Make salesforce a hub for org-wide activities

• Work the top from the bottom• What can make day to day tasks easier for admins• Find your Mid Level Super Stars

• Enforce the bigger picture• Find your early adopters and work them early• How many business process/constituents/problems we have in common

• Say yes, but be a person

Page 25: Becoming a Salesforce / Data Driven Non-Profit

Thank you!