Automating NonProfit Business Processes using Salesforce.com Non-Profit Edition

Global Tech & Resources (GTR)

Automating Nonprofit Business Processes
with Salesforce.com Foundation’s NPSP; a
demo.
Managing Data with Salesforce for
Nonprofits.
Advantage’s of Salesforce.com’s Free
Offerings for Nonprofits.

www.gtr.net/nonprofits


Charlie Havens
Trainer
Nonprofit Practice Consultant/Manager
Salesforce.com Certified Administrator
Salesforce.com Certified Advanced Administrator
Salesforce.com Certified Force.com Developer
Chavens@gtr.net | 773-848-0154

Global Tech & Resources
Creating Possibilities:

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Staffing with High Performance Salesforce.com People
Salesforce.com Implementations.
Developing Your Salesforce.com Talent™



Recent projects with nonprofits:
o

3 year research project following 40 mentors each contracted to work with
a CPS teacher– using SFDC for communicating w/mentors, managing
Mentors/CPS teacher contracts, and to report on activities and results.

o

Eco-science children’s camp– using SFDC to manage contracts with school
districts, to manage the camp experience, and to manage fund raising.

o

Program for assisting blind adults to obtain employment– using SFDC for
the initial intake assessment.



Discounts for Nonprofits Viewing this Slide Deck:
●

By Feb 28, 2014, register for an upcoming class, mention this slide deck, and get
10% of course price as show at http://gtr.net/training_coaching/.

●

By June 30, 2014, contract and pay for a NonProfit Project and get 10% off a
QuickStart, or for custom projects get 10% off our hourly rates.
Talk to Charlie Havens
773-848-0154
chavens@gtr.net



Automating
Nonprofit Business Processes Using
Salesforce.com NonProfit Edition



Today, we will learn about options for using Salesforce to:
● Automate back-office workflow.
● Manage Mentorships
● Communicate with Donors
● Solicit Funding/Manage Campaigns/Track Donations
● Track Volunteers
● Manage the intake process


Starting with the basics!



Starting with the basics!

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Let’s log into a Salesforce org and do somethings:
Create a Company record
Add a Contact
Within Contact’s Household and add a related Contact
Share a Contact with another User
Enter a donation made by one of these Contacts
See donation in a report, in Household, and on Contact
Send a Chatter message
Update Chatter Notification Settings



The Basics:
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What is Salesforce.com?
Why Salesforce.com Nonprofit Edition? NPSP?
Why NPSP it a great tool for nonprofits?
What can I do with my NonProfit Edition?



What is Salesforce.com?



When customized,
Salesforce.com is used for many
business purposes.

• Japanese mail delivery system, each piece of mail a record.
• Get-out-the vote activity. It ran the Obama campaign.
• Coke maintains inventory at vending machines and stocks trucks accordingly.
• Customer services requested and delivered by a television cable company.
• Inventory product being sold from a web site.
• Toyota car performance & maintenance needs reported to customer.
• GE uses to monitor performance and maintenance needs of new jet engine.


When customized,
Salesforce.com NonProfit Edition
used for diverse purposes:
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San Francisco Catholic Charities uses it to manage client services at 50 sites.
Year Up uses it to stay connected to students, staff, and intern partners..
VolunteerMatch organizes all its organizational data in one place.
American Red Cross manages community outreach: volunteers, partners, donors.
Fair Trade USA uses SF to track products, certifications, etc. with mobile access.
Chicago Light House for the Blind is using it for intake into Job Readiness Dept.
Columbia Community Arts Partnership is using it for tracking mentoring program.
Indiana Dunes Learning Center is using it to manage contracts with school
districts and donor campaigns.


But why Salesforce in particular?
•Access applications, data, reports… from anywhere you have internet.
•Platform independent– Windows, Macs, tablets, smart phones.
•Lower hardware demands– remote processing, no local server.
•Quicker Deployment and more free support
● Salesforce.com You Tube Channel
● Salesforce.com Help & Support
● AppExchange
•Trained implementers need, but generally, but less need for programmers.
•Auto update every 4 months. You don't do it. Nor, do you pay for updates.


What is Salesforce?
It isn't a single thing, but rather a cloud-based
platform allowing you various ways:
•to organize your data.
•view your data.
•automate your business processes.



•A cloud-based Constituent Relationship Management tool.

•A database that can be viewed and edited from a browser.

•Like your “smart-phone”, its extended through adding apps.

•A business automation system used by over 20,000 nonprofits.



It is a platform.
● A platform allows other things to be built or happen upon it.
● It doesn’t care so much what happens on top of it.
● Think of an oil platform at sea, repurposed for oceanic research.
● Think of a box of Legos©, used to create and play many things.

What can we build on our platform? Apps! Applications to manage volunteers, silent
auctions, donations, fund raising events, mentoring programs, to manage camp
registrations, to manage an intake process.



It is a platform on which to build!

Let’s build something
with Schema Builder: Demo


It is a platform from which to
automate!

Let’s build automate
something:Demo


It is a platform from which to
communicate something!

Let’s communicate something:
Demo


But why Salesforce in particular?
Salesforce1 - YouTube video

Its a platform from which to do
something mobile!



Why Salesforce NonProfit Edition?
Discounted Licenses
and
The Nonprofit Starter Pack



Salesforce.com Foundation



Nonprofit Edition = no cost to use
(1st Ten licenses discounted 100%. Next ones 80%.)

•You pay staff or consultant to configure, document, and train.
•Other packages involve an on-going financial transaction.



Why is NPSP it a great tool for nonprofits?



Under one umbrella with NPSP!!!
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Continual testing and validating.
20,000+ organizations using it.
Improvements based on user feedback.
Active user community.
Twice a year Salesforce.com developers sprints
Two data models from which to choose.
Six Apps comprise this package. Some may be used without using others.
Many third-party apps have been built to be compatible with this package.
Large base of consultants and third-party apps committed to this product.
Large Active Community of Users and Support:
○ Salesforce.com Foundation’s Power of Us Hub.
○ Salesforce.com’s Success Community
○ Salesforce Foundation’s YouTube Channel
○ Salesforce Foundation’s Online Help


Six Apps comprise the
Nonprofit Starter Pack (NPSP):
Contacts and Organizations (customization to allow Contacts to be primary, rather
than requiring that every Contact be associated with a company Account)
Households (Allows tracking of information and communication by household)
Recurring Donations (Tracking of recurring pledged donations)
Relationships (Allows creation of relationship between non-household Contacts)
Affiliations (Allows Contacts to be affiliated with an organization besides employer)
Batch Data Entry (Batch entry of data into this package’s apps)



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Why wouldn't
you use the
Nonprofit
Starter Pack?

No on-demand support.

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No volunteer, service, or event management.

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End-user documentation is limited.

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Larger organizations with detailed

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tracking and complex reporting need to spend time
figuring out how best to use, or customize it.



What else can I do with my NonProfit
Edition?



Automate business processes:
● Sending an email thank-you/receipt, when a donation is entered.
● Sending an email reminder of a grant proposal due date.
● Creating a task for another staff person, which is logged in
system, shows up on their home page, and they get via email, .
● Creating a new donor lead from a web site form.
● Creating a new client case from a web site form.
● Not allowing an email address to be saved, if it doesn’t contain
an @ symbol and a period; and many other data validations.



● Manage Campaigns and Communicate with Donors.
● Manage Mentorships.
● Track Volunteers: Demo
● Manage the Intake Process: Demo



References you may find useful:
Search Google for “The New World of Donor Management Apps for Nonprofits”, Heller Consulting, 2012.
Learning center
http://www.salesforce.com/customer-resources/learning-center/#before-you-start
Salesforce webinars
http://www.salesforce.com/events/online/webinars-sales.jsp
Nonprofit eligibility
http://foundation.force.com/products_donation_eligibility
Calendar of Salesforce live webinars
http://salesforcefoundation.org/products/community/events#Weekly
Salesforce training sessions (discounts for nonprofits)
http://salesforcefoundation.org/products/community/resources
Nonprofit Starter Pack
http://www.nonprofitstarterpack.org/


Questions



Take-aways...
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Automate back-office workflow.
Manage Mentorships
Communicate with Donors
Solicit Funding
Track Volunteers
Manage the intake process
Find your own way to make data work for your organization!


Automating NonProfit Business Processes using Salesforce.com Non-Profit Edition

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Automating NonProfit Business Processes using Salesforce.com Non-Profit Edition