Student Conservation Association and Citizen Schools Succeed with Salesforce


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Nonprofits are transforming the social sector and philanthropy by connecting their communities in powerful ways. Learn from two innovative nonprofits that are leveraging social, mobile and cloud strategies to disrupt the status quo and revolutionize how they connect employees, supporters, partners and programs to accelerate the pace of change.

Join us to learn how the Student Conservation Association and Citizen Schools are using Salesforce to get a 360 degree view of their programs and constituents, understand the impact of their work, and be able to demonstrate that impact.

Who Should Attend:
Fundraising, volunteer, member, operations, program and case management professionals
Anyone interested in connecting with their community and accelerating their mission

Sherry Aldrich, Process & Systems Manager, Student Conservation Association
Julianne Diamond, Senior Manager and Business Analyst, Citizen Schools
Naomi Mandelstein, Nonprofit Marketing Director, Foundation - Moderator

Published in: Education, Technology, Business
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Student Conservation Association and Citizen Schools Succeed with Salesforce

  1. 1. Connected Nonprofit /salesforce.comfoundation @SFDCFoundation Connect Your Community. Prove Your Impact.
  2. 2. Safe Harbor Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, risks associated with possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of, inc. is included in our annual report on Form 10-K for the most recent fiscal quarter. This document and others are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available., inc. assumes no obligation and does not intend to update these forward-looking statements.
  3. 3. Two Ways to Ask Questions •  Use question box on webinar •  Tweet questions with #connectednonprofit To be contacted by a nonprofit specialist, email:
  4. 4. Today’s Presenters Julianne Diamond Citizen Schools @cschools SherryAldrich Student Conservation Association @the_sca Naomi Mandelstein Salesforce Foundation @mandelstein
  5. 5. Products: Resources: Time Our 1:1:1 Social Enterprise Model Nonprofits Higher Ed Technology Innovation Employee Giving / Volunteering Communities Grants Best-in-Class Technology
  6. 6. 1% Product Time Equity 588,000+ Hours Service $58M+ Grants 20,500+ Nonprofit Organizations 1:1:1 Model Adopted by Our 1:1:1 Social Enterprise Model
  7. 7. Proven Success Across the Nonprofit Sector
  8. 8. The Mandate for Change
  9. 9. A Whole New Way to Engage Supporters Social Mobile Connected Cloud 50B Connected Products 4.5B Aggregate Social Users 5B Smartphones by 2017 58% Faster Deployment Image source:
  10. 10. Greater Competition •  16% increase in registered charities between 2010-2011 •  65% of millennials get newsletters from up to 5 different nonprofits
  11. 11. Greater Accountability “Measurement has quickly evolved from a ‘nice to have’ to a ‘must have’ for nonprofits.” Chronicle of Philanthropy, 2013
  12. 12. Is Your Organization Built for the Connected Era? Are you enabling 1:1 communications? Can you deliver programs & services with just a few clicks from anywhere? Do you collaborate with all your supporters? Are you raising all the resources you can? ? ? ?
  13. 13. Deliver better programs & services Raise more funds Communicate more effectively Connect to Your Community in Whole New Ways Nonprofit Connected Engage & strengthen your community
  14. 14. @cschools Citizen Schools Julianne Diamond
  15. 15. Our Network Founded: 1995 ■ 7 states ■ ■ 32 schools ■ ■ 14 communities ■ ■ 5,300 students ■ ■ 4,700 volunteers ■ ■ 244 AmeriCorp Members ■
  16. 16. Our Use of Salesforce Applications: •  Program Management and Evaluation •  Donor & Donation Management •  Staff Management and Support •  …and much more! Users: •  120 Salesforce & Platform Users, 400 Customer Portal Users Administration and Development: •  12 System Admins; Agile Scrum approach to Change Management •  Volunteer Management •  Event Management •  Mass Marketing
  17. 17. Meet Aimee Managing Director of External Engagement, MA
  18. 18. Home Base
  19. 19. Dig Deeper: Donations
  20. 20. Dig Deeper: Volunteering
  21. 21. …and Deeper: Apprenticeship
  22. 22. …and Deeper: Student
  23. 23. @the_sca Student Conservation Association Sherry Aldrich
  24. 24. Telling Our Story Just Got Easier!
  25. 25. Student Conservation Association •  Providing service learning opportunities since 1957 •  31M Budget; 75% of our revenue is fee for service •  Annually 4000+ members in life changing opportunities. •  Members engage in conservation service opportunities
  26. 26. Who Are Our Constituents? •  Board Members •  Funders (Corporate, Private, Fee, etc) •  Granters (AmeriCorps. etc) •  Land Management Partners •  Parents •  Potential Members / Candidates •  Recruiting Contacts •  Staff
  27. 27. SCA’s Situation: •  Stuck in an inflexible, expensive legacy system •  Unable to meet the changing business needs •  Data silos or data on paper •  Multiple program models •  Not able to tell our story
  28. 28. How Does SCA Use Salesforce? •  Basic CRM •  Pipeline Tracking •  Opportunities •  Estimates •  Business Development •  Public Grants Tracking •  Recruiting Efforts •  Recruiting Contacts •  Benefit Tracking •  Eligibility Tracking •  Program Management •  Customer Service •  Member Management •  Application Management •  Position Management •  Applicant to Position Matching •  Applicant Matching •  Interview and Selection Management •  Medical Form Threshold and Management •  Incident Reporting •  AmeriCorps Tracking •  Time Logs •  Output Logs •  Evaluations
  29. 29. SCA’s SF System Structure •  125 Custom Objects •  5 Full integrations •  4 Partial integration •  120 Internal users •  142,500 Community Users
  30. 30. We Made 4 Really Good Decisions •  Salesforce (our organization was so supportive of the adoption of Salesforce, we named it … “MySCA”.) •  Work closely with Salesforce Foundation Rep, Sandra Rowe. •  Create a great relationship with our Development Partner, roundCorner. •  Use the expertise / knowledge of staff.
  31. 31. Our Solution for One Program Model •  Create an system where external audiences are inputting reportable data into our system. •  Get rid of paper trails where possible •  The Solution: Use SF Communities
  32. 32. Partners and Members go right to our website. is the front door to their community.
  33. 33. Partners and Members Log into their Community
  34. 34. Ranger Rick, a Partner, manages his account, positions and members right from his community log in.
  35. 35. Friar Tuck, a candidate, creates and manages his applications.
  36. 36. Friar Tuck can search, apply to and manage positions he is interested in. The system will automatically give him fit and likelihood of position. Ranger Rick can review and compare candidates, request interview information and ask for more candidates.
  37. 37. Friar Tuck can accept positions, create or update his medical form, access his selection forms to sign, directly from his home page.
  38. 38. Friar Tuck can also input his hours and outcomes as well as request reimbursement for expenses incurred.
  39. 39. Ranger Rick can approve Friar Tuck’s time logs and reimbursement requests.
  40. 40. Both Friar Tuck and Ranger Rick will get an email with their service evaluation via a scheduled report. The reportable results will live on their records.
  41. 41. Highlight of Some of the System Automation •  Displays likelihood and fit for candidate •  Auto sending applications •  Med forms prompted and sent •  Med forms are cleared or auto threshold •  Pay schedules for allowances •  Auto approving benefits •  Auto sends end of service survey
  42. 42. What Has Our Partnership with Salesforce, the Foundation and roundCorner Done for Us? •  Removed silos •  Flexibility •  Ability to automate / streamline •  Little to none staff data entry •  Reportable data from all program models •  Not only can we start to really tell our story, we have information not just data.
  43. 43. Now We Have Data:
  44. 44. Where Are We Now? •  Take a deep breath •  Stop and Study •  Is it perfect? No •  Was is painless? No •  Are we successful? YES
  45. 45. Q&A