Instant Impact - tools to transform your team

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Purple Vision presented with client UBS (United Bible Societies) at IoFTech14 on 19 May 2014.
The presentation called - Instant Impact offered insight into some of the tools tips and tricks which can be used to make you more efficient, and effective at work.

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Instant Impact - tools to transform your team

  1. 1. Instant impact - Supercharge your impact! Liberate your office by balancing innovation with pragmatism
  2. 2. Hello! Hamish Bruce – Digital Development Manager, United Bible Societies – @hamish72 Steve Thomas – Managing Director, Purple Vision – @stevethomas393
  3. 3. What’s coming up 1. Productivity – Google – Mail, docs, apps, drive, calendar, forms 2. CRM - Salesforce – Contact management – Email integration – Online marketing 3. Multi-nation Fundraising – Salesforce – Multi-language and multi-currency – Social media – Public pages and portals 4. Web – Wordpress – Professional communities – Online training
  4. 4. Themes • Working in the cloud – Business benefits – Progressive steps – Engagement and adoption • Integration – Rationalise – Options – Managing change • Skills and competencies – Audit – Development – Structured planning
  5. 5. 146 Bible Societies Faroe islands South Sudan Global Mission Team About United Bible Societies
  6. 6. 1 Productivity – Google Apps
  7. 7. 1 Productivity – Google Apps www.damsoncloud.com
  8. 8. 1 Productivity – Google Apps
  9. 9. 1 Productivity – Google Apps Staff training Webinars Training videos IT policies Google environment
  10. 10. 1 Productivity – Google Apps
  11. 11. 1 Productivity – Google Apps
  12. 12. 2 CRM - Salesforce
  13. 13. • Project context and aims • Key Considerations for each national Bible Society – Scale – Fundraising mix – Data scope – Multi-channel 3 Multi-nation Fundraising - Salesforce
  14. 14. A Donor management • Data structure to include: Individuals, households and organisations (incl churches, other organisations and companies) • Relationship tracking, with links between people and organisations • Personal communication preferences including channel(s) and frequency • Major donor management features, including prospect research • Church relationship management features • Features for managing regular giving • Payment mechanisms – credit card, cheque, banker’s order (or equivalent) • Event structure and attendance management 3 Multi-nation Fundraising - Salesforce B Marketing & Communications • Marketing hierarchy/structure for Campaigns, Appeals and Segments • Direct marketing list selection and delivery tools (letters and newsletters) • Multiple channels – mail, email, social, face to face • Social media monitoring C Web Integration • Online donation/regular gift subscription forms • Newsletter/prayer letter subscription form(s) • Online portal (user self-serve) • Online Event registration • E-commerce (online shop) • Basic web content management system
  15. 15. 3 Multi-nation Fundraising - Salesforce
  16. 16. Key features considered 1. Multi language and multi-currency 2. Events 3. Social media 4. Payment processes 5. Online pages and member portal 3 Multi-nation Fundraising - Salesforce
  17. 17. 3 Multi-nation Fundraising - Salesforce
  18. 18. 3 Multi-nation Fundraising - Salesforce
  19. 19. 3 Multi-nation Fundraising - Salesforce
  20. 20. 3 Multi-nation Fundraising - Salesforce
  21. 21. 3 Multi-nation Fundraising - Salesforce
  22. 22. 3 Multi-nation Fundraising - Salesforce
  23. 23. 3 Multi-nation Fundraising - Salesforce
  24. 24. 3 Multi-nation Fundraising - Salesforce
  25. 25. 3 Multi-nation Fundraising - Salesforce
  26. 26. Outcomes & next steps 3 Multi-nation Fundraising - Salesforce
  27. 27. 4 Web - Wordpress
  28. 28. 4 Web - Wordpress
  29. 29. 4 Web - Wordpress
  30. 30. 4 Web - Wordpress
  31. 31. 4 Web - Wordpress
  32. 32. Discovering and developing skills and know-how • Technology is not enough – people and process • Digital audit – Aims – Process – Outcomes • Global Digital Project
  33. 33. G O S P E L Gather knowledge Set-up Objectives Write the Strategy Operational Plans Evaluation criteria Launch G O S P E L UBS 6 steps Digital Framework Strategic Planning Framework
  34. 34. Strategic Planning Framework
  35. 35. Summary – recommendations 1. Test email solutions that integrate with your CRM 2. Look out for social media add-ins 3. Don’t assume that your colleagues understand everything - share 4. Don’t assume that you understand everything – learn 5. Seek out business value rather than lowest cost 6. Be prepared to invest time and get expert help
  36. 36. List of resources www.wordpress.org www.buddypress.org - for building online communities www.learndash.com - developing learning courses http://foundation.zurb.com/ - responsive framework for mobile devices Useful plugins we have used: Easy Foundation shortcodes – adds editing shortcuts for Zurb Foundation Gravity Forms – create forms quickly Q and A FAQ – to create a simple FAQ system S2member – created different level access for users Slideshow – for photo slideshows on web pages Tablepress – creating table layouts within Wordpress uSquares – attractive grid based design layouts User import – mass import of users from CSV sheet Wordpress Social stream – embedding social media feeds www.salesforce.com http://www.salesforce.com/uk/foundation/ - discover more about the non- profit free licences https://appexchange.salesforce.com/ - free and premium apps http://www.cirrusinsight.com/ - integrates Google Apps and Salesforce
  37. 37. UBS Strategic Framework March 2014 @ Questions? purple-vision.com

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