Student Conservation Association and Citizen Schools Succeed with Salesforce
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Transcript of Student Conservation Association and Citizen Schools Succeed with Salesforce
Marc Benioff Chairman & CEO
Connected Nonpro!t
/salesforce.comfoundation
@SFDCFoundation
Corporate Pres – PowerPoint Template – 16x9 FY14.pptx
Connect Your Community. Prove Your Impact.
Salesforce.com Safe Harbor Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, risks associated with possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal quarter. This document and others are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
Two Ways to Ask Questions
• Use question box on webinar • Tweet questions with
#connectednonpro!t To be contacted by a nonpro!t specialist, email: [email protected]
Today’s Presenters
Julianne Diamond Citizen Schools @cschools
Sherry Aldrich Student Conservation Association @the_sca
Naomi Mandelstein Salesforce Foundation @mandelstein
Products: Resources: Time Our 1:1:1 Social Enterprise Model
Nonprofits
Higher Ed
Technology Innovation
Employee Giving / Volunteering
Communities Grants Best-in-Class
Technology
1%
Product Time Equity
588,000+ Hours Service
$58M+ Grants
20,500+ Nonpro!t
Organizations
1:1:1 Model Adopted by
Our 1:1:1 Social Enterprise Model
Proven Success Across the Nonpro!t Sector
The Mandate for Change
A Whole New Way to Engage Supporters
Social Mobile
Connected Cloud
50B Connected Products
4.5B Aggregate
Social Users
5B Smartphones
by 2017
58% Faster
Deployment
Image source: silabs.com/iot
Greater Competition
• 16% increase in registered charities between 2010-2011
• 65% of millennials get newsletters from up to 5 different nonpro!ts
Greater Accountability
“Measurement has quickly evolved from a ‘nice to have’ to a ‘must have’ for nonpro!ts.”
Chronicle of Philanthropy, 2013
Is Your Organization Built for the Connected Era?
Are you enabling 1:1 communications?
Can you deliver programs & services with just a few clicks
from anywhere?
Do you collaborate with all your supporters?
Are you raising all the resources you
can?
? ? ?
Deliver better programs &
services
Raise more funds
Communicate more effectively
Connect to Your Community in Whole New Ways
Nonpro!t Connected
Engage & strengthen your
community
@cschools
Citizen Schools
Julianne Diamond
Our Network Founded: 1995
■ 7 states ■
■ 32 schools ■
■ 14 communities ■
■ 5,300 students ■
■ 4,700 volunteers ■
■ 244 AmeriCorp Members
■
Our Use of Salesforce Applications: • Program Management and Evaluation • Donor & Donation Management • Staff Management and Support • …and much more!
Users: • 120 Salesforce & Platform Users, 400 Customer Portal Users
Administration and Development: • 12 System Admins; Agile Scrum approach to Change Management
• Volunteer Management • Event Management • Mass Marketing
Meet Aimee
Managing Director of External Engagement, MA
Home Base
Dig Deeper: Donations
Dig Deeper: Volunteering
…and Deeper: Apprenticeship
…and Deeper: Student
@the_sca
Student Conservation Association
Sherry Aldrich
Marc Benioff Chairman & CEO
Telling Our Story Just Got Easier!
Corporate Pres – PowerPoint Template – 16x9 FY14.pptx
Student Conservation Association
• Providing service learning opportunities since 1957
• 31M Budget; 75% of our revenue is fee for service
• Annually 4000+ members in life changing opportunities.
• Members engage in conservation service opportunities
Who Are Our Constituents? • Board Members • Funders (Corporate, Private, Fee, etc) • Granters (AmeriCorps. etc) • Land Management Partners • Parents • Potential Members / Candidates • Recruiting Contacts • Staff
SCA’s Situation:
• Stuck in an inflexible, expensive legacy system
• Unable to meet the changing business needs
• Data silos or data on paper
• Multiple program models
• Not able to tell our story
How Does SCA Use Salesforce? • Basic CRM • Pipeline Tracking • Opportunities • Estimates • Business Development • Public Grants Tracking • Recruiting Efforts • Recruiting Contacts • Benefit Tracking • Eligibility Tracking • Program Management • Customer Service • Member Management • Application Management
• Position Management • Applicant to Position Matching • Applicant Matching • Interview and Selection
Management • Medical Form Threshold and
Management • Incident Reporting • AmeriCorps Tracking • Time Logs • Output Logs • Evaluations
SCA’s SF System Structure
• 125 Custom Objects
• 5 Full integrations
• 4 Partial integration
• 120 Internal users
• 142,500 Community Users
We Made 4 Really Good Decisions • Salesforce (our organization was so
supportive of the adoption of Salesforce, we named it … “MySCA”.)
• Work closely with Salesforce Foundation Rep, Sandra Rowe.
• Create a great relationship with our Development Partner, roundCorner.
• Use the expertise / knowledge of staff.
Our Solution for One Program Model
• Create an system where external audiences are inputting reportable data into our system.
• Get rid of paper trails where possible
• The Solution: Use SF Communities
Partners and Members go right to our website. www.thesca.org is the front door to their community.
Partners and Members Log into their Community
Ranger Rick, a Partner, manages his account, positions and members right from his community log in.
Friar Tuck, a candidate, creates and manages his applications.
Friar Tuck can search, apply to and manage positions he is interested in. The system will automatically give him fit and likelihood of position.
Ranger Rick can review and compare candidates, request interview information and ask for more candidates.
Friar Tuck can accept positions, create or update his medical form, access his selection forms to sign, directly from his home page.
Friar Tuck can also input his hours and outcomes as well as request reimbursement for expenses incurred.
Ranger Rick can approve Friar Tuck’s time logs and reimbursement requests.
Both Friar Tuck and Ranger Rick will get an email with their service evaluation via a scheduled report. The reportable results will live on their records.
Highlight of Some of the System Automation
• Displays likelihood and fit for candidate • Auto sending applications • Med forms prompted and sent • Med forms are cleared or auto
threshold • Pay schedules for allowances • Auto approving benefits • Auto sends end of service survey
What Has Our Partnership with Salesforce, the Foundation and roundCorner Done for Us?
• Removed silos • Flexibility • Ability to automate / streamline • Little to none staff data entry • Reportable data from all program models
• Not only can we start to really tell our story, we have information not just data.
Now We Have Data:
Where Are We Now?
• Take a deep breath • Stop and Study
• Is it perfect? No • Was is painless? No • Are we successful? YES
Q&A