#CU12: Constituent relationship management in the cloud: The Sydney Homeless Connect experience -...

27
Constituent Relationship Management In The Cloud

description

Andrew's presentation will take a personal, fun and in-depth look at a not-for-profit organisation's experience in shifting their CRM to the cloud, using Salesforce and other free and low-cost web-based apps. It will interest organisations wanting to learn new methods for managing relationships, carrying out email marketing campaigns, quick and easy reporting and data management, monitoring social media, engaging online stakeholders and reducing administrative effort and data duplication.

Transcript of #CU12: Constituent relationship management in the cloud: The Sydney Homeless Connect experience -...

  • 1. Constituent Relationship ManagementIn The Cloud

2. Constituent Relationship Management Andrew Everingham Founder & CEO Sometimes its good just to do something good! 3. Constituent Relationship Management A little about us Why NOT Cloud What we have done Sometimes its good just to do something good! 4. About Sydney Homeless Connect Sydney Homeless Connect brings together people who are homeless and at risk ofhomelessness in Sydney with the services and support that they need. Our focus is ACTION and OUTCOMES on the day. 100% Volunteer & given driven No-one makes any money from it Open door policy Non-political & non-religious It is all about the OUTCOMESSometimes its good just to do something good! 5. About Sydney Homeless Connect Homeless Services 60+ Service Providers housing & employment assistance child support agencies legal services counselling Health and Wellbeing Services health checks - doctors, dentists, optometrists Personal Services massages & chiropractic free clothing & footwear pet care; internet & phone services; books haircuts bike repairs music and entertainment A Hearty Roast LunchSometimes its good just to do something good! 6. Constituent Relationship Management Homeless Community Volunteers Suppliers & Donors Service Providers Press & Media Internal Team Sometimes its good just to do something good! 7. Constituent Relationship Management A little about us Why NOT Cloud What we have done Sometimes its good just to do something good! 8. Cloud: A Brief History2010s Social Revolution 2000 s Mobile 1990 s Cloud 1980 s Desktop Computing Client/Server Cloud 1970 s MiniComputingComputing 1960 s Computing Mainframe ComputingData BusinessProcessWebMobileSocial Management Logic AppsAutomationApps AppsAppsApps Apps* Graphic courtesy of salesforce.com Sometimes its good just to do something good! 9. Cloud: Just spin?Sometimes its good just to do something good! 10. Cloud: What it offers1. 2.FlexibilityInnovation3.4. Security MobilitySometimes its good just to do something good! 11. A Tip for NFPs www.salesforcefoundation.org/ Sometimes its good just to do something good! 12. Constituent Relationship Management A little about us Why NOT Cloud What we have done Sometimes its good just to do something good! 13. SHC and Salesforce Salesforce.com Started with the App Contact Management Service providers Donors & Suppliers Volunteers CRM and Reporting Email management Basic Content Management for Website Force.com Sites Sometimes its good just to do something good! 14. Constituent Relationship Management Sometimes its good just to do something good! 15. Constituent Relationship Management Sometimes its good just to do something good! 16. SHC and the Cloud Salesforce.com Started with the App Built the website on Force.com Sites Google Enterprise Email Documents and Spreadsheets We Got Social Sometimes its good just to do something good! 17. Sometimes its good just to do something good! 18. Sometimes its good just to do something good! 19. SHC and the Cloud Salesforce.com Phase 2 Registration of Service Providers Automated welcome email to the service provider upon registration Manage service provider categories, including the actual registered service provider against expected service providers for each category Volunteer check in page will be used to capture the volunteersas they arrive and leave (important for insurance purposes) OrchestraCMS Website built in Salesforce using a native CMS toolSometimes its good just to do something good! 20. Sometimes its good just to do something good! 21. Sometimes its good just to do something good! 22. Sometimes its good just to do something good! 23. Sometimes its good just to do something good! 24. Sometimes its good just to do something good! 25. Sometimes its good just to do something good! 26. A Tip for NFPs Be Brave Think Big Do your research Get Help Join Communities Iterate Sometimes its good just to do something good! 27. Constituent Relationship ManagementAndrew Everingham, Founder & CEO [email protected]@sydneyHC @aeveringham Facebook.com/sydneyhomlessconnectNext Event Tuesday 5th June, 2012Sydney Town Hall Sometimes its good just to do something good!