Enabling Fundraising Success in the Cloud

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Today’s advancement teams are facing intense pressure to find more donors and larger gifts than ever and relate to constituents in a more sophisticated manner. The mobile and social era has changed the way higher education must connect with their alumni and donors. And with increased competition for philanthropic dollars and time, successful advancement professionals must deliver the anytime, anywhere, collaborative experience today’s alumni and donors expect. Northeastern University will share their journey of how Salesforce has helped grow alumni relationships with a 360 degree view of every supporter and help move prospects towards major giving.

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Enabling Fundraising Success in the Cloud

  1. 1. Enabling Fundraising Success in the Cloud
  2. 2. Karen Stevens Salesforce.com Administrator Northeastern University
  3. 3. Enabling Fund Raising Success in the Cloud • Northeastern University, Boston, MA First Last Name Title
  4. 4. History of Northeastern University •  Founded in 1898 in Boston, Massachusetts •  Global / Experiential / Research University •  9 Colleges and Schools •  16,000 Undergraduate Day Students / 8,000 Graduate Students •  Cooperative Education Program
  5. 5. eCollegeFinder (May 2014)
  6. 6. Overview of Advancement at NU •  2006 moved to decentralized model –  Development teams residing in colleges •  From 60 users to over 200 in 6 years •  Decentralized move necessitated the following: –  Reporting capabilities for mailings, etc. –  Need for mobile access –  Customizable to suit unique business needs
  7. 7. Key NU Business Needs •  Gift Processing in Banner –  Gifts integrate nightly, not real time •  User Friendly •  Track Engagement of Accounts –  NU Events attended/Involvement/Affiliations/Referrals, etc. •  Easily Customizable •  Activities –  Call reports/personal visits/emails/stewardship, etc.
  8. 8. Our Journey to Today! •  Many hours / staff / years •  Rome was not built in a day, neither was Prospect Management at NU •  SFDC Administrator hired in 2007 •  Senior Developer hired in 2008 •  There is more to come!
  9. 9. Role of our Salesforce.com Administrator •  Daily Support •  Training & Development •  Changes and Enhancements •  Project Management •  ADV Technologies Steering Committee
  10. 10. Role of our Senior Developer •  Brought us to the next level and beyond –  Triggers –  Coding –  Visual Force –  Dynamic Dashboards
  11. 11. Capital Campaign - Empower •  $1 Billion by 2017 –  $500 million philanthropic support –  $500 million industry and government partnerships
  12. 12. Prospect Management •  Activities – Standard SF Functionality with customization –  Tasks & Events –  Tracked weekly / monthly –  Report Templates to ensure on track
  13. 13. Prospect Management (continued) •  Tools that we have provided –  View My Prospects •  Visual Force Dashboard •  Each DO can see their portfolio •  Management can see those that report to them •  Senior Management can see all
  14. 14. View My Prospects
  15. 15. Prospect Management Dashboard
  16. 16. Visual Indicators
  17. 17. Useful Links
  18. 18. Bio Report
  19. 19. Our 360 Degree View •  Sharing information across teams at NU –  Boston and Graduate Campuses in Charlotte & Seattle •  Parents linked to students linked to siblings, etc. –  What happens to the parent if the kid withdraws? •  Org Sync Integration –  Better pipeline for affinity groups for alumni
  20. 20. Wrap Up •  Reminder ~ this did not happen overnight –  Many years/hours/resources –  Small changes made over time to continuously drive adoption •  User adoption is TREMENDOUS! –  More changes to come……..

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