Becoming a Salesforce / Data Driven Non-Profit
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Transcript of Becoming a Salesforce / Data Driven Non-Profit
Becoming a Salesforce/Data Driven Non-ProfitSarah PariseSenior Business AnalystThe Ounce of Prevention Fund
THANK YOU TO OUR PLATINUM SPONSORS!
• 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
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
PART ONE:START FROM A RUBRIC
A K A D E F I N E S U C C E S S
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
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.
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
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%
EXAMPLES OF DATA
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 !
• 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
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.
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
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.
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
STEP 3: BE THE BEST FACILITATOR YOU CAN BEE
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
USE “REAL LIFE” MULTI STEP EXAMPLES
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!
STEP 4: BECOME A PART OF THE COMMUNITY AND MISSION
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
Thank you!