Envision destination then create solution
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501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
What’s Your Problem?(And Will Salesforce Solve It?)
October 3, 2012Charlie Havens, Presenter
Building powerful Salesforce solutions for Chicago’s nonprofits.
501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
About 501c3 Technologists• IT support to small nonprofits in the Chicago
area region since 1999.• Our clients’ staffs tend to be small, but their
data needs are critical. • Our focus is Salesforce solutions.
www.501c3technologists.com
501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
What’s Your Problem? How big of a project does this need to be?
Do we have the budget for this?
Can this be handled in-house, or outsourced?
Will it take one week to plan and implement…one month…one year?
501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
Pop Quiz!• Five poll questions.
• As the poll questions appear select your answer and hit the submit button.
501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
Today’s focus: • Given your vision for the future, what
problem do you wish to solve or what opportunity do you wish to create (your business objectives)?
• Does your chosen tool, the Salesforce platform, do that?
501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
Not enough money coming in, no communication between departments, no one knows what efforts produced our funding and what those efforts cost, our staff don’t have the time to document their work, we can’t keep track of who comes to our events and whether they volunteer or donate or just eat our appetizers.
Common Problems• Not enough money coming in
• Departments act as silos
• ROI – total cost of labor and effort vs. gains
• Staff don’t have time to document their work
• Tracking
501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
• Track time
• Acknowledge volunteers and donors
• Client interfacing/sharing resources
• Inter-organizational communication
• Service coordination
Opportunities
501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
Opinions!Our Director of Development hates the current tracking system for donors and heard that we should get Salesforce.
Our board chair wants to get a CRM!
Our CEO says Salesforce is free! We should get it.
Our Casework Manager can’t keep up with who is seeing seeing whom. Let’s get Salesforce!
501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
Define Your Vision
Salesforce
501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
Our donors will feel more invested in our mission.
Our case management clients feel known by us regardless of the location or site where they are receiving service.
Our constituents feel their advocacy effective and appreciated.
Staff can locate each other quickly and easily.
501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
“Four Basics”for implementing major technology
1. data2. *people3. processes 4. technology
501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
Any number of technology tools, or platforms, can be used/adapted to accomplish the technology task.
501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
What is your vision?What do you wish to solve?What is your business plan for solving that problem?What are your constraints?What is your overall solution roadmap?What are your first steps, what is your first destination?
501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
It’s all about the Journey…
…not the Destination
501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
ROAD TRIP! YEAH!
501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
NTEN Report2011 Nonprofit Data EcoSystem Survey
Reports on the evaluations of software options by nonprofits using those options.
Message: there are options. One size does not fit all!
501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
http://idealware.org/reports = great resource for reviewing reports on 70 different types of software for nonprofits.
501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
In light of such change,how do you make decisions?
What do you do with this fast changing landscape?
501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
CRM: “vision of being connected to your constituents, that doesn’t wait for the new system, the perfection of the new system, or for the full integration of all your tools.”
501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
Goals of nonprofits’ CRM strategy• find, attract, and win new constituents
• nurture and retain current constituents
• entice former constituents back into the fold• reduce the costs (and/or in crease the
efficiency and efficacy) of communications and service
501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
Heller Consulting – 5 Apps Reviewed• Affinaquest by Affinaquest• Causeview by Breakeven• Luminate CRM by Blackbaud
(formerly a product of Convio)• Nonprofit Starter Pack by the
Salesforce Foundation• roundCause by roundCorner
Questions asked:What are their organizing data structures?
How do they relate an individual to a family, to an employer, to another organization, where they serve on the board?
501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
Will Salesforce meet your needs? It isn’t a single thing, but rather a platform that allows you to choose various ways to organize your data. You can do that through a custom develop from the ground up, or you can do that with one or a number of apps.
501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
Create a Roadmap
• begin with your vision• define the problem or opportunity• identifying constraints
501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
What is your vision?
What do you wish to solve?
What is your business plan for solving that problem?
What are your constraints?
What is your overall solution roadmap?
Make a CRM choice.
What are your first steps, what is your first destination?
Implement your first destination on your roadmap.
Answer the questions:
501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
In Conclusion…You’re on a Journey
The Destination? It is value. Value for your donors, your volunteers, your activists, your members, your clients, your staff, your cause.
501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
Thank You!Charlie Havenswww.501c3Technologists.comCell: 773-848-0154Email: [email protected] Isle Inc.1507 E 53rd St., #135Chicago, IL 60615
501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits
www.501c3technologists.com
References you may find useful: • “2011 Nonprofit Data Ecosystem Survey”, An NTEN Report, Annaliese Hoehling, Dec. 2011
• Agile Project Management: Creating Innovative Products, 2nd Edition, Jim Hightower, 2010
• http://www.nten.org/ntenchange this months online journal focus: “How Your Organization Can Embrace Data”
• http://idealware.org/reports is great resource for reviewing reports on 70 different types of software for nonprofits. It is the consumer reports of nonprofit software.
• “Insights Into CRM for Nonprofits: How nonprofits are approaching Constituent Relationship Management (CRM) to overcome challenges and meet their goals”, Heller Consulting, 2012
• The Idealware 2012 Field Guide to Software for Nonprofits, Laura Quinn, 2012 (covers 70 types of software products for performing various functions within the nonprofit.)
• “The New World of Donor Management Apps for Nonprofits” Heller Consulting, 2012
• Why New Systems Fail: An Insider’s Guide to Successful IT Projects, Revised Edition, Phil Simon, 2011