Overview of Snow Goose + Salesforce - a fundraising wizard / import tool for UK Charities who raise money on Virgin Money Giving, JustGiving, BT MyDonate, or any other UK Fundraising platform. Snow Goose is built on Salesforce and is the only tool that allows you to bring in all your data from multiple disparate sources into one database.

1. SNOW GOOSE
AddingValue to
Fundraisers using Salesforce

2. OUR
HISTORY
2010: StartedThird 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

3. 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

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

5. SOLUTION: SNOW GOOSE
Snow 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 FundraisingTool itself
• Agnostic - Integrates with Salesforce and other Fundraising Platforms
KEY POINTS

6. 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

7. ROADMAP
LIVE INTEGRATIONS
INTEGRATIONS IN DEVELOPMENT
ANY CSV FILE FORMAT CAN BE INTEGRATED

8. ROADMAP
LIVE INTEGRATIONS
INTEGRATIONS IN DEVELOPMENT
ANY CSV FILE FORMAT CAN BE INTEGRATED

9. 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-timeTraining and Implementation fee, varies by size
WHILE AVAILABLETO ALL UK CHARITIES, SNOW GOOSE’S
PRICING IS BEST SUITEDTO CHARITIES WITH FUNDRAISING
PLATFORM REVENUES OF OVER £100K ANNUALLY

10. FEEDBACK
~ Matt Morris,Youth Business International & PWB
I'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 throughVirgin 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.

11. DEMO

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

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

14. SELECT A PLATFORM
Select Different Platforms

15. UPLOAD FILE
Progress Bar
Clear Instructions

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

17. 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

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

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

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

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

22. CONFIRMATION
All the data is in Salesforce!

23. RICH CONTACT DATA
Contact Details
Postal Address Amounts Raised
and Donated
Birthdate

24. VIEW RELATED DONATIONS
Related Lists on Contact Page
Shows Donations Raised and Donations Made

25. RICH OPPORTUNITY DATA
Credited to
Fundraiser and Donor
Gift Aid, Transaction
Fees, and Processing Fees
Payment Date makes
reconciliation easy
Fields unique to a single
fundraising platform
captured in long text field

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

27. THANKS!
AVAILABLE NOW