Singapore Non Profit SFDC User Group 8/2012

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Campaign Management for Non Profits

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  • One System / One View is Key – System of Record, Visibility is KeySystems Not being aligned to Business ProcessesScalability – Expending SFDC to fit all ProcessesReporting – How do you do reporting today?
  • Canvas = Door to Door
  • DELIVER POST MEETING
  • 1. Have it in the whole ecosystem (we were operating on opportunities only). We need to figure out how to link leads to opportunities technically2. To know how to change Available Campaign Record Types (we only have volunteer ones now)3. learn what other functions can be used to manage campaigns better/ derive more value out of the campaign function
  • Singapore Non Profit SFDC User Group 8/2012

    1. 1. SingaporeNon-Profit User Group August 1, 2012
    2. 2. Custom Non-ProfitEngagement Solution Joshua Hoskins, @jhoskins Technical Cloud Consultant Appirio
    3. 3. Joshua is New to Singapore!Where would you recommend I go to enjoy carrot cake?
    4. 4. Marketing Challenges for Non Profits  Information/Data Quality & Visibility  Inflexible Systems / Scalability  Reporting – On-Demand, Accurate & Repeatable
    5. 5. How Marketing Works at Groundswell
    6. 6. How Marketing Works at GroundswellBasic Definitions Lead/Contact – Person being asked to Action. Campaign – Marketing Initiative Campaign Member – Lead/Contact within a specific campaign.
    7. 7. Sample Visual Workflow – Sample Input  Interested in Volunteering?  Which Activities?  What Days?  What Times?  Customizable
    8. 8. Results / Output –On-Demand, Accurate & Repeatable
    9. 9. Campaigns Out of the Box
    10. 10. Useful Links  http://blogs.salesforce.com/marketing/campaign_management/ – Import Call Lists into Salesforce (video) – Campaign Summaries  Salesforce Marketing 101 – http://www.youtube.com/watch?v=FXVbFKRoZOM  Campaign Combiner by GroundWire (video)  Salesforce.com Answers – http://success.salesforce.com/answers
    11. 11. Talking Points from Jael Chng  We’re like to start using Campaigns in Salesforce, How do we like Opportunities to our Campaigns.  How, When & Why do I use Campaign / Campaign Member Record Types  How do I use campaigns to get more value.
    12. 12. How do you want to LeverageCampaigns in your Organization?Open Discussion

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