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Build or Borrow? That is the Question with Salesforce NonProfit Edition NPSP

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Contacts, donors, prospects, organizations, businesses, households, affiliates...nonprofits maintain relationships with many individuals and entities. Discover the advantages and/or disadvantages to …

Contacts, donors, prospects, organizations, businesses, households, affiliates...nonprofits maintain relationships with many individuals and entities. Discover the advantages and/or disadvantages to using the Nonprofit Starter Pack versus building your own from-scratch solution within Salesforce.

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  • 1. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofits Build Your Own… vs. Borrow Nonprofit Starter Pack (NPSP) To Build or To Borrow? November 14, 2012 Charlie Havens, Presenter Building powerful Salesforce solutions for Chicago’s nonprofits. www.501c3technologists.com
  • 2. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofits About 501c3 Technologists • IT support to small nonprofits in the Chicago area region since 1999. • Our focus is Salesforce solutions. www.501c3technologists.com
  • 3. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofits Build Your Own? Nonprofit Starter Pack? Build or Borrow… Today’s webinar addresses these questions: What are the advantages of using Salesforce Nonprofit Starter Pack? Would I benefit from building my organization’s own solution within Salesforce? www.501c3technologists.com
  • 4. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofits Pop Quiz! • Five poll questions. • As the poll questions appear select your answer and hit the submit button. www.501c3technologists.com
  • 5. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofits Three key areas of consideration: • Better Fit • Cost • Speed www.501c3technologists.com
  • 6. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofits Finding Balance Requirements <–> Constraints <–> Better Fit <–> Less Money <–> Faster Implementation www.501c3technologists.com
  • 7. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofits Decision Time www.501c3technologists.com
  • 8. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofits Nonprofit Starter Pack 1) will it work 2) can I use it as the foundation for our solution? www.501c3technologists.com
  • 9. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofits Options • Salesforce.com data model • Nonprofit Starter Pack benefits • Other packages • Circumstances where you might build your own www.501c3technologists.com
  • 10. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofits Salesforce.com CRM data model Salesforce.com is about selling. • business to business • not business to consumer www.501c3technologists.com
  • 11. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofits B2B Campaign –> Leads –> Contacts at Accounts –> represented Opportunities –> which we sell…or we don’t… www.501c3technologists.com
  • 12. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofits Customized Salesforce.com data model used for many purposes. For-Profit Tracking/Reporting Examples: • Japanese mail delivery system, each piece of mail a record. • Get-out-the vote activity. • Coke can inventory at a vending machine. • 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. www.501c3technologists.com
  • 13. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofits NP O2O • Track your organization’s grant proposals and receipts from/to other organizations. • Track coalition/partnership building campaigns between organizations. • Manage member organizations in an association of organizations. If all your relationships are between organizations via contacts at each, then the Salesforce base data model will be a great starting point. www.501c3technologists.com
  • 14. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofits Ensure a good fit. Without customization, the default Salesforce.com CRM model doesn’t work well in managing relationships with individuals. www.501c3technologists.com
  • 15. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofits Often, in our nonprofit world, it is the many relationships with and between individuals that we track and manage. www.501c3technologists.com
  • 16. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofits Build-Your-Own (BYO) Advantages Disadvantages It works the way you designed it. It works as well as you tested it. You can involve your entire organization. It is focused on your processes. Someone in your organization understands it. It may fit better. It may include specific niche functionality. It works the way you designed it. It works as well as you tested it. You can involve your entire organization. It costs money to become so focused. Tough customization when they leave. It takes longer to plan and deploy It will cost more. www.501c3technologists.com
  • 17. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofits Add-on packages cost less and take less time • • • • • • • Nonprofit Starter Pack Affinaquest Causeview Luminate CRM roundCause Soapbox Engage Click and Pledge www.501c3technologists.com
  • 18. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofits Nonprofit Starter Pack = no cost to use • You pay staff or consultant to configure, document, and train. • Other packages involve a financial transaction beyond staff or consultant time. www.501c3technologists.com
  • 19. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofits Heller Consulting White Paper Considerations: What is your organizing data structure? How does your structure need to relate an individual to a family, to an employer, to another second organization? • • • • Affinaquest Causeview Luminate CRM Nonprofit Starter Pack • roundCause www.501c3technologists.com
  • 20. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofits Nonprofit Starter Pack What you get under one umbrella: • Free! • Continual testing and validating of the model functionality.  5,000+ organizations using it. • Improvements based user feedback  Active user community daily engaging with Salesforce Foundation technical staff.  Twice a year development sprints by Salesforce.com developers. • Model for managing relationships with and between individuals, and between individuals and secondary organizations.  Six Apps comprise this package. Some may be used without using all.  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. • Choice between two data models. www.501c3technologists.com
  • 21. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofits The Six Apps that Comprise the Nonprofit Starter Pack: 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) www.501c3technologists.com
  • 22. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofits Why wouldn’t you use the Nonprofit Starter Pack? • No on-demand support. • No volunteer, service, or event management. • End-user documentation is limited. • Larger organizations with detailed tracking and complex reporting need to spend time figuring out how best to use, or customize it. www.501c3technologists.com
  • 23. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofits In Conclusion… And the Winner is… Nonprofit Starter Pack! Most often, it will fit the bill. www.501c3technologists.com
  • 24. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofits Thank You! Charlie Havens www.501c3Technologists.com Cell: 773-848-0154 Email: Charlie@501c3t.com Wooded Isle Inc. 1507 E 53rd St., #135 Chicago, IL 60615 www.501c3technologists.com
  • 25. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofits References you may find useful: White paper. Search for “The New World of Donor Management Apps for Nonprofits”, Heller Consulting, 2012. Questions www.501c3technologists.com