Fundraising with salesforce and snow goose for uk charities
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Transcript of Fundraising with salesforce and snow goose for uk charities

SNOW GOOSEAdding Value to
Fundraisers using Salesforce

OUR HISTORY
2010: Started Third Sector IT, focusing on Non-Profits adopting Salesforce
2013: Started Daddy Donkey Labs, produced two For-Profit Apps: Daddy Analytics and Breadwinner
Now: Developed Non-Profit focused Fundraising App: Snow GooseCUSTOMERS INCLUDE

PROBLEM• Charities are unable to easily and
affordably get ALL fundraising data into any database
• Partial solutions include Supporter360 and Blackbaud Links
• A few charities integrate by staff or volunteers rekeying info
• Majority do nothing with data

IMPACT OF MISSING DATA• Reduced fundraising capabilities
• Incorrect Communication
• Incomplete Contact List
• Stale, inaccurate data
• Missed Opportunities
• No Supporter Journey

SOLUTION: SNOW GOOSESnow Goose imports ALL fundraising platform data into Salesforce quickly and easily, preventing duplicates, cleaning data, and creating new records
• Powerful Import Wizard with Data Cleansing - not a Fundraising Tool itself
• Agnostic - Integrates with Salesforce and other Fundraising Platforms
KEY POINTS

BENEFITS
• from new people previously unreachable
• from existing contacts with complete data on them
• by identifying people to move along the supporter journey
CHARITIES CAN FUNDRAISE MORE MONEY

ROADMAPLIVE INTEGRATIONS
INTEGRATIONS IN DEVELOPMENT
ANY CSV FILE FORMAT CAN BE INTEGRATED

ROADMAPLIVE INTEGRATIONS
INTEGRATIONS IN DEVELOPMENT
ANY CSV FILE FORMAT CAN BE INTEGRATED

PRICING
• Starts at 20 pence per imported donation
• Falls to 5 pence per imported donation for large volumes
• Minimum £99 per month, includes 6000 donations imported annually - equivalent to £180,000 annual fundraising platform revenue, presuming industry standard ~ £30 average donation.
• One-time Training and Implementation fee, varies by size
WHILE AVAILABLE TO ALL UK CHARITIES, SNOW GOOSE’S PRICING IS BEST SUITED TO CHARITIES WITH FUNDRAISING
PLATFORM REVENUES OF OVER £100K ANNUALLY

FEEDBACK
~ Matt Morris, Youth Business International & PWBI've never been able to see my data before like this - I can finally email our donors and thank them.
~ Fritha Vinvent, Alcohol Concern We’ve gathered thousands of donors through Virgin Money Giving, but their names, emails, and donations were stuck in Excel and we couldn't do anything with them until we got Snow Goose.
~ Alexis Meech, The Challenge We're overjoyed to get this data into Salesforce - this is just the product we’re looking for! Our fundraising team found it very user friendly.

DEMO

DEDICATED TAB
• Only Admins or Importers use tab, and only for import
• All other fundraisers see Snow Goose data on Contact and Donation (Opportunity) Record

DEDICATED TAB
• Only Admins or Importers use tab, and only for import
• All other fundraisers see Snow Goose data on Contact and Donation (Opportunity) Record

SELECT A PLATFORM
Select Different Platforms

UPLOAD FILEProgress Bar
Clear Instructions

BACKGROUND PROCESS
Remove Duplicate Donations
Standardise Data Formats
UK Numbers Identified as Landlines or
Mobiles

MATCHING BY ID• Snow Goose records the Fundraiser
ID and Donor ID against the Salesforce Contact
• Once matched by ID, all future imports of that fundraising platform user are transparent
• Contacts can have multiple Donor ID’s, Fundraiser ID’s, from different or the same platform
• Can expand to handle new platforms

MATCHING BY DETAILS
Visual Cues to Indicate Conflict
Details matched to Salesforce Contactsby Email, Mobile, Phone, and
First Name/Last Name/PostCode
Match Contacts in Single Click

CREATING NEW CONTACTSCreate Contacts in Single Click
Personal details have been smudged for Slides to protect privacy. In Snow Goose, all details are shown.

PRIVACYPopulate Do Not Call and Email Opt Out
Personal Details never leave Salesforce servers or pass
through Snow Goose servers. Complies with UK Data Protection.

DONATION IMPORT
All the Hard Work is Done. Donations imported in
single click.
Up to 10,000 Donations imported per file

CONFIRMATION
All the data is in Salesforce!

RICH CONTACT DATAContact Details
Postal Address Amounts Raised and Donated
Birthdate

VIEW RELATED DONATIONSRelated Lists on Contact Page
Shows Donations Raised and Donations Made

RICH OPPORTUNITY DATACredited to
Fundraiser and DonorGift Aid, Transaction
Fees, and Processing Fees
Payment Date makes reconciliation easy
Fields unique to a single fundraising platform
captured in long text field

POWERFUL REPORTS
Sort report by best donor or fundraiser
across all fundraising platforms.

THANKS!
AVAILABLE NOW