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Puzzling A Way To Structure(aka “Implementing SFDC”)
Why CRM? Why Bother?•A centralized record of participants•A way to simplify complex operating processes•A relationship dia...
Best Project Environment•Project boundaries: scope, hours, budget•Clients eager to learn, will do assignments•Implementati...
Step 1: Understand Client                           Needs•What is your mission?•Who are your constituents?•How do you serv...
African Library Project
Natl Diaper Bank Network
Step 2: “Blueprint” Process
Step 3: Build Prototype•Salesforce standard objects•Non-Profit Starter Pack (NPSP) package objects•Custom apps & objects (...
Salesforce Standard “Objects”•Accounts = organizations, legal entities•Contacts = people, profile data•Leads = unknown/unq...
NPSP Package Objects•Contacts/Organizations = NPO treatment of these•Households = contacts w/same address, roll-ups•Affili...
AppExchange Apps•Web integration•Form submission•Email/synchronization•Payments/e-commerce•Events, auctions•Document prep•...
Minnesota State College SA
Waukesha Country EDC
Salish Sea Expeditions
104.9 The River Radio
Start Small Think Big
Step 4: Prepare/Import Data•Other CRMs, fundraising apps  Donor Perfect  Raisers Edge•Other data sources  Excel sheets ...
Step 5: Usability Test•Test against client scenarios & data•Clarify & confirm usability•Create useful views, reports & das...
Step 6: Prepare/Deliver Training
Step 7: Post-Launch Support•Emails•Calls•Re-train•Additional customization•Fixes•Other as required
Q&A
Salesforce NPO User Group 5-25-12
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Salesforce NPO User Group 5-25-12

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Jim Westfall, senior consultant with Idealist Consulting, is presenting on how to analyze nonprofit process through the lens of Salesforce.

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Salesforce NPO User Group 5-25-12

  1. 1. Puzzling A Way To Structure(aka “Implementing SFDC”)
  2. 2. Why CRM? Why Bother?•A centralized record of participants•A way to simplify complex operating processes•A relationship diary ... a historical record•A way to engage volunteer productively•Data to show your leaders (board, etc.)•Able to communicate personally with groups•Two-way communication (e.g., surveys)•Means to grow base of supporters
  3. 3. Best Project Environment•Project boundaries: scope, hours, budget•Clients eager to learn, will do assignments•Implementation consultant is: Organized, able to lead, reliable Good listener, asks questions Focused, but aware of “big picture” Humble, able to admit “I don’t know” Good teacher Committed to client success
  4. 4. Step 1: Understand Client Needs•What is your mission?•Who are your constituents?•How do you serve them?•How/when do you engage them?•What makes you unique?•What things would you like to do better?
  5. 5. African Library Project
  6. 6. Natl Diaper Bank Network
  7. 7. Step 2: “Blueprint” Process
  8. 8. Step 3: Build Prototype•Salesforce standard objects•Non-Profit Starter Pack (NPSP) package objects•Custom apps & objects (Idealist Consulting)•AppExchange custom applications•Custom apex apps & objects (Idealist Consulting)
  9. 9. Salesforce Standard “Objects”•Accounts = organizations, legal entities•Contacts = people, profile data•Leads = unknown/unqualified “suspects”•Donations = financial records•Campaigns = groups of Leads/Contacts•Cases = service requests•Tasks = reminders to do something•Events = meetings
  10. 10. NPSP Package Objects•Contacts/Organizations = NPO treatment of these•Households = contacts w/same address, roll-ups•Affiliations = organizational role associations•Relationships = contact-to-contact associations•Recurring Donations = pledges (open/closed end)•Batch Entry = mass input of donations•Contacts Merge = merging of duplicate contacts
  11. 11. AppExchange Apps•Web integration•Form submission•Email/synchronization•Payments/e-commerce•Events, auctions•Document prep•Data management•Mobile•Social networking•And more …
  12. 12. Minnesota State College SA
  13. 13. Waukesha Country EDC
  14. 14. Salish Sea Expeditions
  15. 15. 104.9 The River Radio
  16. 16. Start Small Think Big
  17. 17. Step 4: Prepare/Import Data•Other CRMs, fundraising apps Donor Perfect Raisers Edge•Other data sources Excel sheets QuickBooks Auction software SQL Constant Contact PayPal
  18. 18. Step 5: Usability Test•Test against client scenarios & data•Clarify & confirm usability•Create useful views, reports & dashboards•Modify as required
  19. 19. Step 6: Prepare/Deliver Training
  20. 20. Step 7: Post-Launch Support•Emails•Calls•Re-train•Additional customization•Fixes•Other as required
  21. 21. Q&A

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