CRM: The Salesforce Platform for Your Whole Foundation

www.exponentpartners.com

CRM: The Salesforce Platform for Your Whole

Foundation


Salesforce Foundation

Panelists

Laura Kumataka

Stuart Foundation

Campbell Foundation

Anna Lindgren

Rem Hoffmann

Exponent PartnersModerator

Evan Callahan


Agenda

Introduction

The Campbell Foundation

Stuart Foundation

Salesforce Foundation

Q&A


Performance Imperative of Social Impact

We need to rethink, redesign, and reinvent the why, what, and how of our work in every arena from education to healthcare to public safety... We need to reassess where we have the greatest needs so we can apply our limited resources to have the most meaningful impact. We need to be much clearer about our aspirations, more intentional in defining our approaches, more rigorous in gauging our progress, more willing to admit mistakes, more capable of quickly adapting and improving—all with an unrelenting focus and passion for improving lives.

It’s no longer good enough to make the case that we’re addressing real needs. We need to prove that we’re making a real difference.

- Mario Morino, Leap of Reason


The CRM of the Past


Grants Management

Today’s ...and Tomorrow’s Foundations

Relationship Management

Communication

Analytics

Outcomes

Mobile Access

Knowledge Management

Grantee Portals

Grantee Reporting

Volunteer Management


Grants Mgmt

System

Today’s ...and Tomorrow’s CRM for Social Change

Document Mgmt

SystemBI &Visualization Tools

EmailApp

VolunteerTracking

Mobile App

Portals / Communities

Constituent Mgmt


The Campbell Foundation


San Francisco ($9m)• Water Quality• California MPA’s• Wild Cards

Annapolis ($6m)• Water Quality• Building an Army


The Easy Map


Where We Really Work


For Training

www.exponentpartners.com Grantee Connections


Stuart Foundation


Mission: Improving life outcomes for all young people through education.

Vision: Effective education systems in California and Washington that provide opportunities for all students to learn, achieve and thrive.

Type of Funder: Family FoundationAnnual Giving: $16 millionNumber of Staff: 21

About The Stuart Foundation


• Convenings

• Regular learning sessions

• Community of Practice

• Study visits

Investing Beyond the Grant


Integrated contacts and grants database

Targeted communication with our partners

Staff can work anywhere

How does our CRM system help further our mission?

www.exponentpartners.comIntegrated contacts and grants database

Cindy Smith

Cindy Smith ([email protected])Re: Grant

Grantee Organization ABC

Cindy Smith

Cindy Smith

mailto:[email protected]

www.exponentpartners.comTargeted communication with our partners

www.exponentpartners.comTargeted communication with our partnersStaff can work anywhere

Grantee Organization DEFJanet Grantee

www.exponentpartners.comTargeted communication with our partnersStaff can work anywhere


The Salesforce Foundation


GranteeCustomer

ConstituentPartner

360° View


Investing in Tools to Scale Our Impact


Innovative Use of Platform


Connecting Our Community


Telling Stories of Impact


Demonstrating Positive Outcomes


How We Use Salesforce

End-to-End CRM Provides a 360° View

Connecting Our Community and Telling Their Stories

Measuring Performance and Increasing Impact

Turning Information into Knowledge ... and Action


Q&A

CRM: The Salesforce Platform for Your Whole Foundation

Government & Nonprofit

Transcript of CRM: The Salesforce Platform for Your Whole Foundation