Engage and Strengthen Communities Become a Connected Nonprofit

Today’s Presenters

Dave Austin Salesforce Foundation

Eddie Nino AARP Foundation

Lori Freeman Salesforce Foundation

Tompkins Spann KELL Partners

Emily Allen AARP Foundation

Salesforce.com Safe Harbor

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1%

Product Equity Time

620K+ Hours

Service

$65M+ Grants

22K+ Nonprofit + Education

Organizations

1-1-1 Model

Adopted by

Proven Success Across the Nonprofit Sector

% 84

Improved Ability to Achieve Mission

%

% 86

Improved Overall Efficiency

%

Marketing Communications

Fundraising

•  Multi-Channel Marketing •  Email Marketing •  Marketing Automation •  Social Engagement

•  Donor Management •  Events Management •  Volunteer Management •  Grants Management

Become a Connected Nonprofit with

Community Engagement

•  Social Intranet •  Member Community •  Affiliate/Chapter

Community •  Partner Community

Program Management

•  Case Management •  Call Centers/Hotlines •  Advocacy/Policy

Tracking •  Grant Portfolios

56% of nonprofits will partner with others in 2014 to meet increased demand—up from 49% in 2013.

—Nonprofit Finance Fund Survey

In Need of Answers—Not Emails

Are You Unleashing Mass Collaboration?

•  Surface the best ideas

•  Deepen member engagement through branded, private communities

•  Build alignment, share information, and elevate best practices

•  Connect with your partners and volunteers

Supporter –Pencils of Promise

CHRISTINE HAGAN

“My family helped build school #76. I

would love to share my experiences to

help fuel the movement to educate more

children. We're all in this together!"

Eddie Nino Technology Project Manager, AARP Foundation

Emily Allen

Vice President, Impact Programs-Income AARP Foundation

Our Mission

Tackling hunger Proactively

Paving the way to stable income

Improving access to safe housing

Rebuilding connections

Strengthening laws and policies

Working with Local Communities

• AARP Foundation is also working side-by-side with hardworking, trusted organizations in communities across the nation.

• These organizations are doing a heroic job of helping struggling Americans, but with the numbers of people in crisis growing every day, it’s a challenge to reach everyone and ensure that those who need support know where to find it.

Before

• There was no before – each program ran independently and keep track of basic participant data on their own with traditional non-CRM tools.

• Same for Community Partners

Before

John Smith

John Smith

Programs Data

John Smith

John Smith

John Smith

John Smith

Needs

• Track all participants and be able see all Foundation interactions • Run our social programs and provide specific access to our community partners that helps us run these programs

• Easily expandable and flexible • Easy to use - multiple users (volunteers, staff, call centers, partners, self-service) across multiple programs and geographies

• Long-term solution

Platform for Semi-Custom Solution

•  Capture participant data as leads and only when they enrolled in a program we create a contact and program record

•  Use work!ow to streamline programs process and generate noti"cations •  Integrate Google maps to determine distance between participants and our

programs and services

•  Provide Community Partners role based access to speci"c programs and participant records they are assisting with, and update these records as they move through the program

•  Built an application that can be used by our volunteers, partners and non-program staff to easily assess client needs, provide immediate assistance and streamline the program enrollment process

Low Development Con!guration

High Development Con!guration

Solution – Participant Focus

Events

Call Center

Local Of!ce

John Smith

Solution – Community Focus

Foundation Headquarters

Local Community Partners

Foundation Local Of!ces

John Smith

Solution - Geographic FOUNDATION IMPACT

SYSTEM •  Single  data  collec-on  point  for  all  programs  

• Opportunity  for  cross-­‐service    • Centralized  real-­‐-me  repor-ng  

• Program  Managers  have  visibility  on  the  programs  across  geographical  loca-ons  

• HQ  have  visibility  and  repor-ng  across  all  programs.    

Impact

• Ability to quantify programs’ social impact with tangible client success • Ability to cross-service participants with two or more programs in different impact areas • Able to be increasingly predictive of interventions that have the most impact on individuals and communities

Opportunities • Data analysis provides insight on programs and helps determine what is proving most successfully and what doesn’t work as well as we thought

• Data helps Programs Managers make programs adjustments before moving into a new market

• Real time program feedback from community Partners • Targeted marketing – ability to see which marketing efforts are reaching the most audience in our demographics

Takeaways

• Community Partners now have a tool – the same tool

• The platform now supports 7 unique focus areas of the Foundation

• First deployment – December 2012 and made 6 more deployments of new programs in 12 months

• Speak the same language

• Establishes data platform for greater analytics and predictive modeling in the future

Tompkins Spann KELL Partners

Before You Get Technical

Create persona profiles of your community members

–  Who is this community for?

–  Who should NOT be included?

–  What are their needs? –  What are their goals?

Volunteers Board Members Donors

Before You Get Technical

Document the experience(s) you want them to have within the Community

–  What specifically do you want them to do within the Community?

Modify Profile

Register for Shifts

Engage Peers

Before You Get Technical

Determine Your Internal Community Champions

–  Who from your team will be monitoring, encouraging, coaching and engaging the Community members?

The Technical “To Do’s”

Architect Salesforce to capture and deliver the information you need • Objects, fields, data relationships, page layouts

The Technical “To Do’s”

Develop the Community pages to match the profiles •  Community page

layouts •  Custom visualforce (if

needed)

The Technical “To Do’s”

Create the Reports and Dashboards to Monitor Progress •  Monitor logins,

interactions, topics, chatter posts and engagement

Ideas

Build

Test

Launch

Learn

Your launch is a milestone, not a destination

Your salesforce.com Success Resources

•  Webinar Tuesday August 12th “Launching Salesforce Communities: Flipping the switch and making them work”

•  Get help from the Power of Us HUB online community powerofus.force.com

•  Join your local User Group at usergroups.salesforce.com •  Contact your Account Executive •  Find more help at www.salesforcefoundation.org/help/