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HandsOn Connect Nonprofit Demo Presentation- SC2011


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HandsOn Connect Nonprofit Demo Presentation- SC2011

  1. 1. Introducing…
  2. 2. Agenda • Overview & Benefits • HandsOn Connect Features • Implementation Costs • Questions
  3. 3. About
  4. 4. Who is is
  5. 5. brought companies To The Cloud … g p 72,000+ 72,000+ Paying Customers 1,500,000+ Subscribers 1st Billion Dollar Cloud Company January 31, 20092001 2002 2003 2004 2005 2006 2007 2008 2009Fiscal YearFi l Y Technology Best CRM & Market Leader Leader & Top 100 Top Ten of the Year On-Demand Enterprise CRM Visionary Innovative Disruptors Platform Companies
  6. 6. And created the world’s first 1/1/1 Corporate Philanthropy Model 1% Time Over 200,000 hours of community service 1% Equity Over $20 million in grants 1% Product Used by 8,2000+ nonprofit organizations +Corporate Citizen of #7 Top 100 Best Excellence in Award for Using 2007 World’s Excellence in the Year Award Corporate Giving IT to Benefit Most Ethical CorporateCommittee Encouraging Citizens Codie Awards Society Companies VolunteerismCorporate Philanthropy Business Ethics Computerworld Ethisphere Points of Light/Hands On Magazine National Award
  7. 7. In Times Like These, Nonprofits Need A New ApproachI Ti Lik Th N fit N d A N A hLow cost Low risk Scalable Fast Results
  8. 8. Serving Nonprofits of Every Shape and Size
  9. 9. Nonprofit Customers Report Real Impact Source: Customer Relationship Survey conducted June 2009, by an independent third-party MarketTools Inc on 6,000+ Customers randomly selected.
  10. 10. Fundraising in the Cloud g Donors & Households Real-time Analytics Everything you need to know about every Move with speed and efficiency with the donor – all in one place p insight y need to stay on track g you y Affiliations Email & Productivity Learn how everyone is connected to make Work seamlessly with the tools you already stronger connections with your supporters use everyday Marketing & Leads Content Library Run and track campaigns across all No more aimless searching…all of your channels and know where to invest next collateral, right at your fingertips Donations & Recurring Gifts Social Media Integration Manage one-time and recurring donations Wherever your supporters are, you’ll be there. from pledge to collection Join the conversation ECommerce Volunteer & Event Management Quickly set-up and manage online Set-up volunteer tracking and events with the payments from your donors most usable CRM for nonprofits
  11. 11. Managing Your Mission in the Cloud g g Constituents Social Impact Metrics Everything you need to know about all of Lay out your plan for affecting social change, y your constituents – donors, board , and measure it and report it to y p your team, , members, staff, volunteers and clients your board and your supporters Flexible Database Program Management Easily set up our database to manage your With management and tracking tools you can data with wizards that walk you through d ih i d h lk h h make sure all of the programs you’re running k ll f h ’ i the process to meet your mission are on track Visual Process Manager Volunteer & Event Management Design and automate any process or Need help to achieve your mission? Set-up workflow needed to execute your mission volunteer tracking and events with the most without code usable CRM for nonprofits Real-time Websites Email & Productivity y Get your mission on the web. Quickly and Work seamlessly with the tools you already easily build and run any Web site or Web use everyday application
  12. 12. Why Salesforce.comWhy Salesforce comBest in class, industry standard, on‐demand CRM platform • 70,000+ Corporate and 8,000+ Nonprofit customers • O Over $30MM invested in platform over past 10 years, with new  $30MM i t di S l f l tf t 10 ith features added frequently through quarterly release schedule.Exceptional commitment to the nonprofit community p p y • Unique Philanthropy Model ( 1 : 1 : 1 ) • Nonprofit Edition + 10 user licenses free to all nonprofitsRobust Technical FoundationR b T h i lF d i • Hosted database and development platform • Open source platform with collaborative development community (App Exchange) • CRM capabilities increase volunteer acquisition and retention CRM capabilities increase volunteer acquisition and retentionUnanimous Recommendation for • Made by Technology Task Force after significant client input and hundreds of hours  y gy g p of research defining requirements and  evaluating technical partners /platforms.
  13. 13. About HandsOn Connect
  14. 14. HandsOn Connect What is it?HandsOn Connect ‐ What is it? • HandsOn Connect is a full lifecycle volunteer management platform  y g p that expands your capability to manage, track and report on people,  programs, trainings and volunteer opportunities in real time. • HandsOn Connect incorporates decades of best practices in  volunteer management from HandsOn Network and our affiliates. • Is available to any organization that wants a comprehensive data  management system for volunteer engagement and project  management without the need to buy and update software or  g y p hardware. 
  15. 15. HandsOn Connect What does it do?HandsOn Connect ‐ What does it do?
  16. 16. Some of the key features of HandsOn Connect include:  y• Customizable web presence, with  • Registration and tracking of  a portal for volunteer engagement  volunteer activities  and management  • Verification of volunteer activity • User friendly site control panel for  and hours reporting  creating  and editing web pages  and posting content  • Search capabilities for volunteers  by skill • Creation and management of  volunteer opportunities  • Engagement and management of  volunteer teams • Sophisticated search capabilities to  find volunteer opportunities  • Communication capabilities for  nonprofits and volunteers 
  17. 17. Customizable to support desired branding pp g
  18. 18. Homepage• Entry point for Volunteers  and Organizations and Organizations• Easy content management using  WYSIWYG page editor• Integrates with social  media, such as WordPress media such as WordPress blogs and Facebook
  19. 19. Opportunity Search pp y Volunteers have robust search capabilities  that allow them to filter search results by: • Keyword y • Distance from Zip Code • Opportunity Date Range • Volunteer Availability  • Beneficiary  • Organization • Special Population • Age Group • Gender served • Social Issue Area addressed • Skills Required by project • Type of Volunteer Activity • Special Event designation • Target Audience  • Invitation Code – for reserved service Invitation Code  for reserved service  opportunities • By Volunteer Age Range • Appropriate for Groups • Appropriate for Court‐Ordered Service
  20. 20. Opportunity DetailsOpportunity Details• User can view the description of a volunteer  opportunity along with details such as the  time and date, location, number of  time and date location number of volunteers needed, special requirements, etc.• If there are other active occurrences of the  opportunity, the user will find a link that will  opportunity the user will find a link that will take them to the search results showing all  other active occurrences of the opportunity• The user can also promote the activities that The user can also promote the activities that  appear on the website using the social media  sharing widget on each volunteer opportunity  detail page, or via the search widget that can  be embedded into external websites. • Depending on the registration type, the  opportunity will either display a button to  “sign up” or “express interest” along with  options for teams.
  21. 21. Volunteer Opportunity Calendar pp yVolunteers can also use the color‐coded, monthly calendar view to identify volunteer opportunities, special events, trainings, educational programs, fundraisers and other activities of interest.
  22. 22. Volunteer RegistrationVolunteer Registration • New users complete the registration form  with minimal required information (which  can include custom questions you create),  q y ), and optionally answer demographic  questions and upload a photo • A new contact record is added to your  database and workflows are triggered as  appropriate  • A confirmation page is displayed and  confirmation email is sent to the new user • The user is logged in and can now modify  their user profile, join/create teams, define  their skills, and sign‐up for volunteer  opportunities and other service activities opportunities and other service activities
  23. 23. Volunteer Account Profile • User’s personal info photo User s personal info, photo  (optional), location| • I l d Skill P fil t Includes  Skill Profiles to specify  if areas of expertise or certification • E t i Entering of day/time availability f d /ti il bilit • Provides volunteers access to  verified service history ifi d i hi t
  24. 24. Volunteer Activity ManagementVolunteer Activity ManagementLogged in user can view and manage their volunteer activity including: • T t l Total number of hours served b fh d (full volunteer history from all  HandsOn Connect clients as PDF) • All upcoming service opportunities  (with option to remove themselves;  team captains can modify team  participation) i i i ) • All past volunteer opportunities  they participated in (with ability to  they participated in (with ability to provide feedback or request hours  served to be reported)
  25. 25. My Teams OverviewMy Teams OverviewLogged in user can view and manage team activity details including: • Pending team invitations  (accept or decline invitation) ( d li i i i ) • Teams Members can remove themselves  from teams Team Captains: • Add/Remove team members • Email team members Email team members • Modify team participation  • View contact info, status, and hours served  for all team members • Promoting team members  to co‐captain • Delete team
  26. 26. Partner Organization RegistrationPartner Organization Registration • Partner provides organization Partner provides organization  contact info, uploads logo, and  submits registration • Organization record, and contact  record(s) are created and  applicable workflow is triggered pp gg • Confirmation page is displayed  and confirmation email is sent and confirmation email is sent
  27. 27. Volunteer Leader & Partner Organization Portal g Partner Organizations and Volunteer Leaders you designate will  manage  service activities they are assigned and be able to: • Edit d d t Edit and update select details of the volunteer  l t d t il f th l t opportunity, occurrences, location, etc. • View/Edit select details of related Contact  records, and Connection records for tracking  attendance and reporting hours • Print check‐in sheets for on‐site  attendance tracking • View pre‐defined reports • Search for volunteers based on their skills and  send invitations
  28. 28. HandsOn Connect includes a robust reporting tool that clients can use to create their own reports, and also includes  l h d l l da set of pre‐built report templates.  These reports include:Volunteer ReportsV l t R t Volunteering Reports V l t i R t Overall Metrics O ll M t iAll active volunteers All active volunteering  Total service hours across  opportunities all opportunitiesVolunteering activity by  Feedback received on  Overall volunteering volunteer past opportunities metrics by:Volunteering service  Attendee lists for  •Audiencehours by volunteerhours by volunteer volunteer opportunities volunteer opportunities •Impact Area •Impact AreaVolunteer Demographics Location and directions •Self Managed vs.  for each opportunity partner managedSkills of each volunteerSkill f h l t Coordinators for each  C di t f h O i ti •Organizations  opportunity ServedVolunteering Teams Opportunity Status  Top volunteers (by #  (confirmed/pending etc) (confirmed/pending etc) opportunities & hours) opportunities & hours)
  29. 29. Implementation CostsI l t ti C t• Yearly Product Licensing costs  – (annual fee) $2,000 ‐ $10,000   y g ( )$ , $ , Discounts available based on nonprofit status, affiliate status and  program budget size• Training and technical deployment costs  ‐ (one time)  $1,500 ‐ $4,500 Discounts available based on nonprofit status, affiliate status and  program budget size• Yearly Salesforce licensing costs (payable to  • 9 admin licenses included with nonprofit edition ‐ additional 9 admin licenses included with nonprofit edition  additional  admin licenses $360 per staff person per year • 5000 volunteer logins per month included  • 500 partner organization / Project Leader logins per month 500 partner organization / Project Leader logins per month
  30. 30. Questions?