Constituent Relationship Management            In The Cloud
Constituent Relationship Management             Andrew Everingham               Founder & CEO               Sometimes it’s...
Constituent Relationship Management   A little about us         Why “NOT” Cloud             What we have done             ...
About Sydney Homeless Connect   “Sydney Homeless Connect brings together     people who are homeless and at risk of  homel...
About Sydney Homeless Connect    Homeless Services         60+ Service Providers         housing & employment assistanc...
Constituent Relationship Management     Homeless Community                             Volunteers Suppliers & Donors   ...
Constituent Relationship Management   A little about us         Why “NOT” Cloud             What we have done             ...
Cloud: A Brief History                                                                                        2010’s Socia...
Cloud: Just spin?                Sometimes it’s good just to do something good!
Cloud: What it offers          1.                           2.      Flexibility                  Innovation          3.   ...
A Tip for NFPs     www.salesforcefoundation.org/                 Sometimes it’s good just to do something good!
Constituent Relationship Management   A little about us         Why “NOT” Cloud             What we have done             ...
SHC and Salesforce    Salesforce.com       Started with the App       Contact Management          Service providers   ...
Constituent Relationship Management               Sometimes it’s good just to do something good!
Constituent Relationship Management               Sometimes it’s good just to do something good!
SHC and the Cloud    Salesforce.com       Started with the App       Built the website on Force.com Sites    Google En...
Sometimes it’s good just to do something good!
Sometimes it’s good just to do something good!
SHC and the Cloud    Salesforce.com Phase 2       Registration of Service Providers               Automated welcome ema...
Sometimes it’s good just to do something good!
Sometimes it’s good just to do something good!
Sometimes it’s good just to do something good!
Sometimes it’s good just to do something good!
Sometimes it’s good just to do something good!
Sometimes it’s good just to do something good!
A Tip for NFPs    Be Brave    Think Big    Do your research    Get Help    Join Communities    Iterate              ...
Constituent Relationship Management        Andrew Everingham, Founder & CEO       andrew@sydneyhomelessconnect.com        ...
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#CU12: Constituent relationship management in the cloud: The Sydney Homeless Connect experience - Andrew Everingham at Connecting up 2012

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Andrew's presentation will take a personal, fun and in-depth look at a not-for-profit organisation's experience in shifting their CRM to the cloud, using Salesforce and other free and low-cost web-based apps. It will interest organisations wanting to learn new methods for managing relationships, carrying out email marketing campaigns, quick and easy reporting and data management, monitoring social media, engaging online stakeholders and reducing administrative effort and data duplication.

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#CU12: Constituent relationship management in the cloud: The Sydney Homeless Connect experience - Andrew Everingham at Connecting up 2012

  1. 1. Constituent Relationship Management In The Cloud
  2. 2. Constituent Relationship Management Andrew Everingham Founder & CEO Sometimes it’s good just to do something good!
  3. 3. Constituent Relationship Management A little about us Why “NOT” Cloud What we have done Sometimes it’s good just to do something good!
  4. 4. About Sydney Homeless Connect “Sydney Homeless Connect brings together people who are homeless and at risk of homelessness in Sydney with the services and support that they need. Our focus is ACTION and OUTCOMES on the day.”  100% Volunteer & “given driven”  No-one makes any money from it  Open door policy  Non-political & non-religious  It is all about the OUTCOMES Sometimes it’s good just to do something good!
  5. 5. About Sydney Homeless Connect  Homeless Services  60+ Service Providers  housing & employment assistance  child support agencies  legal services  counselling  Health and Wellbeing Services  health checks - doctors, dentists, optometrists  Personal Services  massages & chiropractic  free clothing & footwear  pet care; internet & phone services;  books  haircuts  bike repairs  music and entertainment  A Hearty Roast Lunch Sometimes it’s good just to do something good!
  6. 6. Constituent Relationship Management  Homeless Community  Volunteers Suppliers & Donors  Service Providers  Press & Media  Internal Team Sometimes it’s good just to do something good!
  7. 7. Constituent Relationship Management A little about us Why “NOT” Cloud What we have done Sometimes it’s good just to do something good!
  8. 8. Cloud: A Brief History 2010’s Social Revolution 2000 s Mobile 1990 s Cloud 1980 s Desktop Computing Client/Server Cloud 1970 s Mini Computing Computing 1960 s Computing Mainframe Computing Data Business Process Web Mobile Social Management Logic Apps Automation Apps Apps Apps Apps Apps* Graphic courtesy of salesforce.com Sometimes it’s good just to do something good!
  9. 9. Cloud: Just spin? Sometimes it’s good just to do something good!
  10. 10. Cloud: What it offers 1. 2. Flexibility Innovation 3. 4. Security Mobility Sometimes it’s good just to do something good!
  11. 11. A Tip for NFPs www.salesforcefoundation.org/ Sometimes it’s good just to do something good!
  12. 12. Constituent Relationship Management A little about us Why “NOT” Cloud What we have done Sometimes it’s good just to do something good!
  13. 13. SHC and Salesforce  Salesforce.com  Started with the App  Contact Management  Service providers  Donors & Suppliers  Volunteers  CRM and Reporting  Email management  Basic Content Management for Website – Force.com Sites Sometimes it’s good just to do something good!
  14. 14. Constituent Relationship Management Sometimes it’s good just to do something good!
  15. 15. Constituent Relationship Management Sometimes it’s good just to do something good!
  16. 16. SHC and the Cloud  Salesforce.com  Started with the App  Built the website on Force.com Sites  Google Enterprise  Email  Documents and Spreadsheets  We Got Social Sometimes it’s good just to do something good!
  17. 17. Sometimes it’s good just to do something good!
  18. 18. Sometimes it’s good just to do something good!
  19. 19. SHC and the Cloud  Salesforce.com Phase 2  Registration of Service Providers  Automated welcome email to the service provider upon registration  Manage service provider categories, including the actual registered service provider against expected service providers for each category  Volunteer check in page will be used to capture the volunteers as they arrive and leave (important for insurance purposes)  OrchestraCMS  Website built in Salesforce using a native CMS tool Sometimes it’s good just to do something good!
  20. 20. Sometimes it’s good just to do something good!
  21. 21. Sometimes it’s good just to do something good!
  22. 22. Sometimes it’s good just to do something good!
  23. 23. Sometimes it’s good just to do something good!
  24. 24. Sometimes it’s good just to do something good!
  25. 25. Sometimes it’s good just to do something good!
  26. 26. A Tip for NFPs  Be Brave  Think Big  Do your research  Get Help  Join Communities  Iterate Sometimes it’s good just to do something good!
  27. 27. Constituent Relationship Management Andrew Everingham, Founder & CEO andrew@sydneyhomelessconnect.com @sydneyHC @aeveringham Facebook.com/sydneyhomlessconnect Next Event – Tuesday 5th June, 2012 Sydney Town Hall Sometimes it’s good just to do something good!

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