Raymond Hearn, Senior Consultant at Community IT Innovators, will discuss how to use Salesforce to streamline program management and more accurately track and measure your impact.

1. Nonprofit Mission Management
June 14, 2012
12:30PM

2. Presenter
Raymond Hearn
Senior Consultant, Community IT Innovators
rhearn@citidc.com
(202)446-6703
www.citidc.com : Twitter @CommunityIT

3. Salesforce.com Benefits
Fast Results
Easy to start
Low risk
Initial Investment,
no hardware/IT
Low cost
Subscription
Scalable
Walk  Jog  Run
Software as a Service
SaaS

4. Constituent Relationship Management
360˚ View
Direct
Mail
Major Gifts
Online
Giving
Team
Raiser /
Advocacy
Our Team
Program
Participant
Mission
Beneficiary

5. Traditional Approach – (Integrated?) Silos
Website
Donor
Management
Online
Marketing Programs

6. Alternative Approach – Salesforce CRM
Platform
6

7. Serving Nonprofits of every size & sector
Health & Human Services
Arts & Culture
Environment & Animal
Public / Social Benefit
Education
Faith-Based
Wildlife Victoria
Heal the Bay
Rainforest Alliance
Nature Conservancy
Little Kids Rock
Bay Area Video Coalition
Arts & Bus. Council of Greater Philadelphia
Tibet House
Cross-Cultural Solutions
KIPP
New Leaders for New Schools
Breakthrough Collaborative
Villanova
Northeastern
American Thoracic Society
Union Rescue Mission
Family Service Agency SF
United Way
Susan G Komen
National Council on Aging
Npower
Taproot
Donors Choose
Center for American Progress
Points of Light Foundation
Christian Broadcasting Network
First Church of Christ Scientist
Austin Stone Community Church
Mizel Museum
Stadia New Church Strategies

8. Activity
Tracking
Grants
Management
Proposals &
Response
Tracking
Dashboards
Mission
Management
Program
Management
Constituents &
Stakeholders
Automation
& Workflow
Point & Click
Configuration
Constituent
Service &
Engagement
Email
Portals
Case Study: Community College Reform
Organization
Network of Nonprofits
Startup Nonprofit

9. Common Questions
• How useful is non-profit starter pack?
– Depends on where you’re starting from
• Spreadsheets/Access  NPSP
• Off the shelf donor database  Convio, Affinaquest
• Training resources?
– Forcify.me
– Etherios
– ½ off certification training
• Useful Apps (See Salesforce Appexchange)
– Email marketing: Vertical Response, iContact, many more
– CongaComposer
– PicNet’s Soapbox
– Linvio Payment Gateway
– Eventbrite
– CRM Fusion: DemandTools, Dupeblocker, PeopleImport