Purple Vision presented with client UBS (United Bible Societies) at IoFTech14 on 19 May 2014. The presentation called - Instant Impact offered insight into some of the tools tips and tricks which can be used to make you more efficient, and effective at work.

1. Instant impact - Supercharge your impact!
Liberate your office by balancing innovation with pragmatism

2. Hello!
Hamish Bruce
– Digital Development Manager, United Bible Societies
– @hamish72
Steve Thomas
– Managing Director, Purple Vision
– @stevethomas393

5. What’s coming up
1. Productivity – Google
– Mail, docs, apps, drive, calendar, forms
2. CRM - Salesforce
– Contact management
– Email integration
– Online marketing
3. Multi-nation Fundraising – Salesforce
– Multi-language and multi-currency
– Social media
– Public pages and portals
4. Web – Wordpress
– Professional communities
– Online training

9. Themes
• Working in the cloud
– Business benefits
– Progressive steps
– Engagement and adoption
• Integration
– Rationalise
– Options
– Managing change
• Skills and competencies
– Audit
– Development
– Structured planning

10. 146
Bible Societies
Faroe islands
South Sudan
Global Mission Team
About United Bible Societies

11. 1 Productivity – Google Apps

12. 1 Productivity – Google Apps
www.damsoncloud.com

13. 1 Productivity – Google Apps

14. 1 Productivity – Google Apps
Staff training
Webinars
Training videos
IT policies
Google
environment

15. 1 Productivity – Google Apps

16. 1 Productivity – Google Apps

17. 2 CRM - Salesforce

18. • Project context and aims
• Key Considerations for each national Bible Society
– Scale
– Fundraising mix
– Data scope
– Multi-channel
3 Multi-nation Fundraising - Salesforce

19. A Donor management
• Data structure to include: Individuals, households
and organisations (incl churches, other organisations
and companies)
• Relationship tracking, with links between people and
organisations
• Personal communication preferences including
channel(s) and frequency
• Major donor management features, including
prospect research
• Church relationship management features
• Features for managing regular giving
• Payment mechanisms – credit card, cheque,
banker’s order (or equivalent)
• Event structure and attendance management
3 Multi-nation Fundraising - Salesforce
B Marketing & Communications
• Marketing hierarchy/structure for Campaigns,
Appeals and Segments
• Direct marketing list selection and delivery tools
(letters and newsletters)
• Multiple channels – mail, email, social, face to face
• Social media monitoring
C Web Integration
• Online donation/regular gift subscription forms
• Newsletter/prayer letter subscription form(s)
• Online portal (user self-serve)
• Online Event registration
• E-commerce (online shop)
• Basic web content management system

20. 3 Multi-nation Fundraising - Salesforce

21. Key features considered
1. Multi language and multi-currency
2. Events
3. Social media
4. Payment processes
5. Online pages and member portal
3 Multi-nation Fundraising - Salesforce

22. 3 Multi-nation Fundraising - Salesforce

23. 3 Multi-nation Fundraising - Salesforce

24. 3 Multi-nation Fundraising - Salesforce

25. 3 Multi-nation Fundraising - Salesforce

26. 3 Multi-nation Fundraising - Salesforce

27. 3 Multi-nation Fundraising - Salesforce

28. 3 Multi-nation Fundraising - Salesforce

29. 3 Multi-nation Fundraising - Salesforce

30. 3 Multi-nation Fundraising - Salesforce

31. Outcomes & next steps
3 Multi-nation Fundraising - Salesforce

32. 4 Web - Wordpress

33. 4 Web - Wordpress

34. 4 Web - Wordpress

35. 4 Web - Wordpress

36. 4 Web - Wordpress

37. Discovering and developing skills and know-how
• Technology is not enough – people and process
• Digital audit
– Aims
– Process
– Outcomes
• Global Digital Project

38. G O S P E L
Gather knowledge
Set-up Objectives
Write the Strategy
Operational Plans
Evaluation criteria
Launch
G
O
S
P
E
L
UBS 6 steps Digital Framework
Strategic Planning Framework

39. Strategic Planning Framework

40. Summary – recommendations
1. Test email solutions that integrate with your CRM
2. Look out for social media add-ins
3. Don’t assume that your colleagues understand everything -
share
4. Don’t assume that you understand everything – learn
5. Seek out business value rather than lowest cost
6. Be prepared to invest time and get expert help

41. List of resources
www.wordpress.org
www.buddypress.org - for building online communities
www.learndash.com - developing learning courses
http://foundation.zurb.com/ - responsive framework for mobile devices
Useful plugins we have used:
Easy Foundation shortcodes – adds editing shortcuts for Zurb Foundation
Gravity Forms – create forms quickly
Q and A FAQ – to create a simple FAQ system
S2member – created different level access for users
Slideshow – for photo slideshows on web pages
Tablepress – creating table layouts within Wordpress
uSquares – attractive grid based design layouts
User import – mass import of users from CSV sheet
Wordpress Social stream – embedding social media feeds
www.salesforce.com
http://www.salesforce.com/uk/foundation/ - discover more about the non-
profit free licences
https://appexchange.salesforce.com/ - free and premium apps
http://www.cirrusinsight.com/ - integrates Google Apps and Salesforce

42. UBS Strategic Framework
March 2014
@
Questions?
purple-vision.com