1. Nonprofit CRM Connecting with Your Donors, Volunteers &
Constituents Presented by Kevin LaManna & Cassie Dennis of
SocialRaise 10.9.2014 [email protected] | 312.973.1112
2. 1770 W. Berteau Ave, Suite 206 | [email protected] |
312.973.1112 Agenda Who is SocialRaise? What is CRM & what
value can it offer a Nonprofit? Why choose Salesforce.com? What do
you need to get started? What do you need to be successful? What
can you get from CRM? Questions? Wrap-up
3. Before we start with CRM, allow us 2 minutes to tell you who
we are.
4. 1770 W. Berteau Ave, Suite 206 | [email protected] |
312.973.1112 Who is SocialRaise? We are a Chicago-based digital
agency who helps clients create brand awareness, communicate their
messages and deliver results in this technology-driven world.
Clients range from some of the smallest non- profits to the Fortune
500, though many have a focus on doing good while doing well.
5. Director of Sales/ Marketing and CRM data geek.
www.linkedin.com/in/catherinedennis/ Principal at SocialRaise
www.linkedin.com/in/kevinlamanna/ Professional Treat Eater.
www.linkedin.com/in/joshthedog/ 1770 W. Berteau Ave. Suite 206
Chicago, IL 60613 Were a small but mighty team of 14 people. On
todays call, heres whats involved
6. 1770 W. Berteau Ave, Suite 206 | [email protected] |
312.973.1112 Within the past few months, weve Centralized
communication resources and enabled SitStayRead to scale and grow
with Salesforce CRM Partnered to develop over a dozen projects for
Yamaha including the Disklavier Education Network (DEN) allowing
students to audition to colleges from anywhere in the world.
Enabled a $13mil Capital Campaign to build a community center in
Iowa for one of the nations largest nonprofits Envisioned and built
communication platform for the Museum of Science & Industry
(one of the largest museums in the world!)in one weekend. Created a
strategic plan that helped take a young nonprofit which makes music
education accessible for kids with disabilities to the next level
and expand their services. Custom solution package for Chicago
Chamber Choir resulting in $5k immediately and infrastructure for
future campaigns Created online support networks with fundraising
capabilities and tactics for rare disease communities.
7. Ok Now onto the world of Nonprofit CRM.
8. 1770 W. Berteau Ave, Suite 206 | [email protected] |
312.973.1112 What is CRM? Customer Relationship Management or
Constituent Relationship Management Long a staple in the
business-to-business sales world They are databases created to hold
information about people relevant to your organization Their
activities transactions, time, communications, participation How
those people are connected to you directly or indirectly Typically,
in nonprofits you see silod systems: Donor Management System
Volunteer Database/Spreadsheets Program Package Mailing Lists
living in an Email Distribution System Drive your entire
organization
9. Manage Your Day
10. Communicate across your team
11. Quickly Make it Yours
12. Understand who is doing what
13. Collect information & donations online -
Seamlessly
14. Run events successfully
15. Understand how you are doing
16. 1770 W. Berteau Ave, Suite 206 | [email protected] |
312.973.1112 What is CRM? A place to hold information about people
important to your mission: Donors Volunteers Corporate or
Institutional Grantors Program Participants/Clients/Constituents
Staff Allies/Partners Vendors How they relate to organization:
Activitiesdonations, participation in an event, volunteer time,
etc. Connection with other peopleemployers, teammates, spouses,
etc.
17. 1770 W. Berteau Ave, Suite 206 | [email protected] |
312.973.1112 What Can a CRM Do for You? For a nonprofit, enable you
to get a 360 degree of all the ways someone is connected to you:
Enable you to communicate and solicit responses intelligently
better targeting messages Identify unique characteristics of your
donors and volunteers to use in attracting more just like them
Measure and manage your results not just development campaigns, but
all aspects of your communications Enable automation and reduce the
need for manual intervention: Automate standard processes and
reports if technology can do it and eliminate the need for
staff/volunteer time, save them for what only people can do Reduce
the risk of duplications or things being forgotten because the
system is held together by chewing gum and duct tape
18. 1770 W. Berteau Ave, Suite 206 | [email protected] |
312.973.1112 What Can Saleforce.com CRM for Nonprofits Do for You?
Salesforce Foundation is committed to Nonprofits/ NGOs: 10
Enterprise level licenses are free to any eligible nonprofit a
$15,000 a year value Listen to nonprofit clients have continued to
update their award winning software to work the way nonprofits work
most recently launched newest upgrade of their NonProfit Starter
Package (NPSPS) plus added functions for largest nonprofits (NGO
Connect) Have made the software accessible so others can create
complementary add-on applications which integrate directly into the
CRM (donation processing; volunteer management; etc.) Support users
with a worldwide community (Power of Us Hub) and dedicated
staff
19. 1770 W. Berteau Ave, Suite 206 | [email protected] |
312.973.1112 What Can Saleforce.com CRM for Nonprofits Do for You?
Create a complete picture of funders, campaigns and supporters
Streamline event planning and execution Recruit, track and manage
all your volunteers Collect all connections/interactions to create
informed conversations with your people Manage programs and
services delivery Insure you are compliant with grantor processes
from application to reporting on usage Measure impact and report in
real-time on any aspect of your organizations work, from
fundraising to program effectiveness Be connected from wherever you
need to be in the field on your smartphone; at home on your
tablet/laptop; or, on the computer in your office
(Salesforce1)
20. 1770 W. Berteau Ave, Suite 206 | [email protected] |
312.973.1112 How do you get started? Go to the Get started section
of the Salesforce Foundations site:
http://www.salesforcefoundation.org/get-started-nonprofit/ Youll
see opportunity to take a readiness survey (more on readiness
shortly) and info on the differences between the Nonprofit Starter
Pack and NGO Connect Choose the free trial version of the flavor
that makes sense for you During your 30-day free trial, you must
complete the Power of Us application (recommend you do it when you
sign-up for the trial) Once approved, the choices you made for your
free trial licenses become your permanent licenses
21. 1770 W. Berteau Ave, Suite 206 | [email protected] |
312.973.1112 What does it take to be successful: Readiness Six
questions: Implementation, Vision and Plan Strong Executive
Sponsorship Internal Aptitude Commitment to Continued Learning
Implementation Resources Data Migration and Integrity
22. 1770 W. Berteau Ave, Suite 206 | [email protected] |
312.973.1112 Readiness: Implementation, Vision & Plan This is a
commitment and more than just automating your current processes
this will encompass and change your entire organization An
opportunity to look at what you want to accomplish and not be tied
to how it is done today A chance to make your organization truly
scalable by removing the need to manually intervene in every
process Youll need to pull together an internal team of official
leaders, unofficial leaders and folks who truly understand the
nitty gritty of each department (especially the data) Have a plan
for the transition
23. 1770 W. Berteau Ave, Suite 206 | [email protected] |
312.973.1112 Readiness: Strong Executive Sponsorship Your ED must
be committed to supporting change Getting buy-in from Department
Heads can smooth the bumps (and there will be bumps) Selling the
concept internally at all levels will make transition work
best
24. 1770 W. Berteau Ave, Suite 206 | [email protected] |
312.973.1112 Readiness: Internal Aptitude Salesforce defines this
as someone who already knows the product and how to use Instead,
think about who on your staff (at any level) is comfortable with
technology and likes to learn. Who is that go to person when a
current system breaks? Not necessarily someone with a leadership or
even a technical title That person can learn the Salesforce
specifics - lots of materials available and your implementation
partner can help
25. 1770 W. Berteau Ave, Suite 206 | [email protected] |
312.973.1112 Readiness: Commitment to Continued Learning There will
be a learning curve and it will take time to transition Lots of
training materials available from Salesforce and the Power of Us
community Great implementation partner (ok, wed like that to be us
) with customized specific materials for you Some people will
facilitate some will try to block progress Software and systems get
upgraded/new functionality added Will need commitment to keeping
skills fresh New staff/volunteers that interact with the system
will need training Changes may necessitate some new processes to be
introduced to clients/participants (for example, online
registration for a program, instead of paper form)
26. 1770 W. Berteau Ave, Suite 206 | [email protected] |
312.973.1112 Readiness: Implementation Resources Work with a
partner who understands both: Salesforce AND Nonprofits Build your
internal team to include subject matter experts folks who
understand: Business processes Your data Keep lines of
communication open both
27. 1770 W. Berteau Ave, Suite 206 | [email protected] |
312.973.1112 Readiness: Data Migration and Integrity This takes
some prep and is worth the effort No ones data is perfect The work
up front will pay off with better information and reports about
what is happening with your people and their activities Garbage in,
garbage out The staff who know your data best is not usually the
manager or director its the administrative person Use your
knowledgeable resources
28. 1770 W. Berteau Ave, Suite 206| [email protected] |
312.973.1112 Warning There will be tears! Change is hard Keep your
sense of humor There is good news once completed
29. What can you get from a Salesforce CRM? A mission-critical
system to power your nonprofit 1770 W. Berteau Ave, Suite 206 |
[email protected] | 312.973.1112
30. 1770 W. Berteau Ave, Suite 206| [email protected] |
312.973.1112 Configured to Fit Your Needs: Faster than custom
software to create a customized CRM for you system is configured
and therefore able to be easily updated when new releases come out
Add fields, workflow and add-on capabilities (apps) to meet
specific functions unique to your organization (for example, call
center software)
31. 1770 W. Berteau Ave, Suite 206| [email protected] |
312.973.1112 Understand Individual: Shes an active volunteer Over 5
years of work with organization Almost 185 total hours volunteered
An irregular, but active donor She falls into the category of
LYBUNT (Last Year But Not This Year) Create, collect and track
information specific to your organization Last training class;
etc.
32. Better Understand Individuals
33. Better Understand Individuals
34. 1770 W. Berteau Ave, Suite 206 | [email protected] |
312.973.1112 Understand How People Connect
35. 1770 W. Berteau Ave, Suite 206| [email protected] |
312.973.1112 Automate Management of Grant Process Provide
instructions (logical workflow) to insure: Reminders are sent to
responsible parties for completing elements on time: Grant Request;
Letters of Intent; etc. If grant awarded, regular reports are
submitted on time per requirements of the grantor Include approval
processes for each element and person who needs to ok before it
goes out the door Establish specific reports which can be saved and
automatically presented on dashboards or documents for Executive
Director and Board Appropriate reports can also be saved for
exporting/pasting into documents for grantor
36. 1770 W. Berteau Ave, Suite 206 | [email protected] |
312.973.1112 Manage Grant Processes
37. 1770 W. Berteau Ave, Suite 206| [email protected] |
312.973.1112 Manage Programs & Volunteers
38. 1770 W. Berteau Ave, Suite 206| [email protected] |
312.973.1112 Manage Programs & Volunteers Track volunteers,
their hours, jobs, shifts and participation in programs:
39. Manage Programs & Volunteers From recruitment to job
posting to automated reminders of upcoming shifts. Even a
personalized page for each volunteer:
40. 1770 W. Berteau Ave, Suite 206| [email protected] |
312.973.1112 Connects all the dots And records everything Recruit
volunteers through a web form (created by system and easily
connected to your website) Automatically send an email thanking
them and letting them know schedule for orientation class Volunteer
attends class and you check off their attendance on rostervolunteer
is approved to work in programs and automatically receives an email
with link to available jobs/shifts. Volunteer chooses shift that
works in their schedule, you receive notification and the volunteer
gets confirmation automatically via email. Day before their shift,
volunteer receives a reminder email with directions to program
location & times Program leader has the list of volunteers and
program registrants at their fingertips. Indicates if volunteer
showed up on time for their shiftand all the hours roll up to both
the program record and the individual contact record. Program
Manager and Volunteer Manager oversee activity in their
reports/dashboard and can drill into details as needed. Volunteer
can track their accumulated hours in their personal web page.
41. Reporting for Analysis & Management: Large number of
reports for nonprofits right out of the box and easy to create any
other report you need. Personalized dashboards (collections of
reports w/graphics) for each person/role:
42. Reporting for Analysis & Management: Exportable and
printable for inclusion into other documents/presentations:
43. 1770 W. Berteau Ave, Suite 206| [email protected] |
312.973.1112 Is everything free? Your first 10 Enterprise licenses
are free - many organizations never need more than that if you do,
additional licenses are drastically reduced off standard pricing
NPSP functionality is free If you choose NGO Connect flavor, the
first 2 of those add-on licenses are free initially but appears
theyll charge for those eventually There are many
add-on/complementary applications (like Volunteers for Salesforce)
that have been been developed by the community and made available
for free There are others that will cost you some money, for
example, payment processors with forms that are native to
Salesforce which will charge you to process donations etc.
44. 1770 W. Berteau Ave, Suite 206 | [email protected] |
312.973.1112 Questions? Type into the chat feature If you prefer to
ask us questions privately, please send us an email or give us a
call after the session
45. 1770 W. Berteau Ave, Suite 206 | [email protected] |
312.973.1112 Discovery sessions with your organization and doc
outlining the approach and process. Configure the system for you,
including: Creating web forms Custom fields Workflow Email
templates Add-on applications to complete your functional needs
Training your teams of users: Managers/Directors Development,
Program and Volunteer Management Staff In-house go to team for
Salesforce questions about your CRM Provide organizational specific
training materials Include your business rules and specifics to
help your team migrate as painlessly as possible Partnering with
SocialRaise to implement your CRM We create the system you need for
your organization:
46. Additional Ways We Help Nonprofits Digital Campaign
strategies & tactical plans for fundraising (ongoing or capital
campaigns) including: social media; content; SEO; and, supporting
technologies Content management system driven websites with
strategies to leverage for creating increased awareness, engagement
& support Google Grant Management Package Managing your
$120,000 a year Google Grant to drive website traffic and awareness
for your organization 1770 W. Berteau Ave, Suite 206 |
[email protected] | 312.973.1112
47. 1770 W. Berteau Ave, Suite 206 | [email protected] |
312.973.1112 Additional Ways We Help Nonprofits Home Page Makeover:
Limited opportunity in honor of our newest website$100 for a
one-hour consultation on your current site with deliverables: Two
to three page summary of ideas for quick fixes you can make to your
current home page on your site to improve it now plus ideas for how
to leverage it better in social media/marketing/fundraising efforts
Visual document with an image of an amazing new design concept for
your site Free educational opportunities: Blogs and stories on our
website Case studies/white papers Upcoming webinars: Connecting
with CRM on October 9th Creating Value with Facebooks Paid
Advertising on October 29th And more!
48. Wanted to try advertising your programs or soliciting
donations with paid advertising on Facebook, but didnt know where
to start? Join us for our next webinar on October 29th & learn
about Facebook Advertising for Nonprofits at
http://socialraise.com/webinars/item/creating-value-with-facebook-s-paid-advertising
49. 1770 W. Berteau Ave, Suite 206 | [email protected] |
312.973.1112 How to reach us: Any questions, please contact us at:
312-973-1112 or if youre in Chicago stop in at 1770 W. Berteau Ave,
Suite 206. If youd like to email one of the presenters today:
Cassie Dennis: [email protected] Kevin LaManna:
[email protected]
50. 1770 W. Berteau Ave, Suite 206 | [email protected] |
312.973.1112 Thanks for joining us today!