How Salesforce Can Help

Your Nonprofit ROCK!

Beth Breisnes | @bethbrains

Where we’re headed…

• What is CRM?

• What isn’t CRM?

• Why should you care?

• What is Salesforce?

• What makes Salesforce unique?

• Where can you learn more?

Who am I?

• 2009: Salesforce…hmm…this is cool!

• 2010: MBA in Sustainable Business

• 2012: Small implementations

• 2013: David Suzuki Foundation Salesforce Admin/Dev, my first Dreamforce 2x Certified

• 2014: Relaunched Vancouver Nonprofit User Group, Named Foundation Community Hero, Named Salesforce MVP, Dreamforce Speaker

• 2015: Bigger Boat Consulting

• Family, Coops, Kickstarter pitches

Who are you?

• Fundraising?

• Technology?

• Communications?

• Programming?

• 1-5 Staff?

• 5-15 Staff?

• 15+ Staff?

What is CRM?

• Customer Relationship Management

• Practice, not product

Not Just a Rolodex

Contact Details

Donations

Advocacy

Program Attendance

Communications

Volunteering

Purchases

Constituent Relationship Cycle

Transact

Find out about organization

Event, Gala, Program

Decide to attendFollow up

Interact at

every stage

Discover

Transact

Attend

Review + React

Institutional Memory

A nonprofit’s data and information about its constituents is its legacy, which must outlive the people who are currently responsible for it.

—Tracy Kronzak, BrightStep Partners

In short, CRM helps you…

• Do more with less

• Interact meaningfully

• Create constituent loyalty

So, why Salesforce?

1-1-1 Model

• 1% Time

• 1% Product

• 1% Equity

No More Data Silos

• Clients

• Programs

• Fundraising

• Campaigns

• Outcomes

• Communications

• Operations

• Volunteers

• More…

ALL IN ONE

PLACE

Customize with Clicks, not Code

• “Own” your own system

• Make changes without a consultant

– Custom architecture/objects/tables

– Custom fields

– How data appears on a page

– Reports

– Permissions

– Automation

Cloud-Based

• Nothing on-premise

• Automatic updates 3x/year

• Access from anywhere

• Any device

Foundation Grant

• First 10 licenses are free for registered charities

• Deep discounts after that

• “Free like a puppy”

Nonprofit Starter Pack (NPSP)

• Free!

• Open source!

• Modifies B2B B2C

• Household and address management

• Common nonprofit business process

• Hybrid support and development model

Third-Party Apps

• Extend native functionality

• Free or discounted for nonprofits

• Examples: volunteers, auctions, affordable housing programs, MailChimp integration

Thriving Community

• Power of Us HUB

• Success Community

• User Groups

• 24,000+ nonprofits and higher edinstitutions

• Network of nonprofit-dedicated consulting firms

image from @cloudforgood

Powerful Reports and Dashboards

• LYBUNT/SYBUNT

• Top donors?

• Top donors this year?

• Who’s in program X?

• Who’s in >1 program?

• Which single people came to the gala, gave >$500 last year and live in North Vancouver, but haven’t yet RSVP’d for the next event?

Flexible Data Security

• Who can do what?

• Who can see what?

• Granular permissions

• Change on the fly

• Types of data

• Specific records

• Particular fields

• Who can create? Read? Edit? Delete?

Workflow Automation

• Automate your common business processes

• Email alerts

• Follow-up tasks

• Weekly summary reports

Who’s using it?

• Ashoka

• Canadian Cancer Society (SK)

• City Year

• Donors Choose

• Free the Children

• Girl Scouts of USA

• Greenpeace

• Grameen Foundation

• KIVA

• The Nature Conservancy

• Sierra Club

…and countless small-but-mighty organizations!

Case Study:

David Suzuki Foundation

• Online petition signatures

• Communication preferences

– Two languages, 5+ content streams

• Community organizer onboarding

• Volunteer management

Case Study:

LGBTQ Drop-in Resource Centre

• Intake process

• Mental Health Services Vouchers

• Drop-in visits

• Community Group attendance

• Volunteer check-in/check-out

Where can you go from here?

• Free 30-day trial: salesforcefoundation.org/trial

• Power of Us HUB: powerofus.force.com

• Foundation webinars: salesforcefoundation.org/events

• Vancouver Nonprofit User Group: link on the HUB

• Appexchange consultant listings: filter on nonprofit