Getting Team Buy-in for New Software
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In this webinar, co-hosted by David Haas, Director of Advancement at Northern Illinois University's College of Business, we share ideas on educating your team about EverTrue and how to get them fully trained in the platform. You’ll see how David used scavenger hunts, team lunches, and regular check-ins to drive user adoption and ROI. And we’ll also cover ways to set strategic goals to get the most out of your EverTrue partnership.
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Getting Team Buy-in for New Software
- 1. Getting Team Buy-in for New Software
- 2. David Haas Director of Advancement NIU College of Business Caroline Scott Customer Success EverTrue Your Hosts for Today’s Webinar
- 3. About Northern Illinois University • EverTrue partner for 2+ years • 230,000 alumni • 12-person development team (We are hiring! director gift and estate planning, two college based advancement positions www.hr.niu.edu) • 7 Academic Colleges, two separate 501(c)(3) NIU Foundation and the NIU Alumni Association • Fundraising priorities: scholarships
- 4. Today’s Goals • Go over the EverTrue partnership • Hear NIU’s pathway to success • Share examples from other schools • Provide helpful resources to help you drive adoption at your own institution
- 5. Our mission is to build relationships in pursuit of a better world.
- 6. Not Your Average Partnership
- 7. Customer Success Team Courtney Camps Customer Success Manager Caroline Scott Customer Success Manager Meggie Patterson Customer Success Manager Meghan Lawrie Customer Success Manager Paulina Borrego Customer Success Manager
- 8. Customer Success Manager “Air Traffic Controller” of the EverTrue relationship and main point of contact Caroline Scott Customer Success Manager
- 9. How NIU Drives User Adoption
- 10. Going Way Beyond “The 10%”
- 11. Training Lunches
- 12. Training Lunches ● Brought users together ● Covered the basics of EverTrue ● Answered user questions
- 14. Team Scavenger Hunt ● Here’s what we looked for… ○ Who likes NIU the most on Facebook? ○ Per LinkedIn data in EverTrue, how many NIU alumni work in “Accounting” industry? ○ How many people have $1m+ capacity, graduated in the 1980s and live in Chicago? ○ Name a CEET alumnus with a million dollar capacity that has never given, lives in wealthy neighborhood and is unassigned. Note: EverTrue uses U.S. Census data who has defines wealthy neighborhoods as those with a median home value of $1m or more.
- 15. Team Scavenger Hunt ● Final Homework- Send a Husky GIF to Caroline via the in-App Chat
- 16. Weekly Email to Users ● Create shared lists in EverTrue ● Sends relevant email alerts from saved segments to team ● Training tips ● Forwards messages from EverTrue to all users
- 17. User Group / Task Force ● Meets monthly or quarterly ● Made up of “power users” in each department ● Share success stories ● Bring questions and feedback for discussion ● Plan ahead for key initiatives (giving days, reunions, wealth screening, etc.)
- 18. Internal Surveys ● Ask your users what they think!!
- 19. Yay! Goals & Measuring Success Let’s set expectations.
- 21. Why are you excited about this partnership? 1. Why did you buy EverTrue? What goals were you trying to achieve? 2. You know your organization best, what makes a successful technology partner for your organization? 3. How will you measure EverTrue? Who will be doing that measuring/ROI evaluation?
- 23. Adopting New Technology ● Leadership buy in from the top down ● Users need to be encouraged and supported ● Regular check-ins with users provide guardrails ● Create power-user success stories to encourage adoption from more hesitant users
- 24. Setting Clear Expectations ● 100% team logins to EverTrue ● 100% mobile downloads for quick access on-the-go ● Create time to load lists into EverTrue and build relevant segments ● EverTrue profile view before every meeting or conversation ● Collaborate with team within EverTrue via shared lists or in-app comments ● Review portfolios and upcoming travel in EverTrue at 1-on-1s
- 25. Use It!
- 26. Use It! ● Look at ALL the filters ○ LinkedIn location and industry for event planning ○ Facebook content engagement for segmented appeals ○ Lives in a wealthy neighborhood for screening ○ Donor status for giving inclination ● Collaborate with your teammates on projects ● Make EverTrue your go-to destination for list pulls, segmentation, trip planning, etc.
- 27. We’re here to help.
- 28. Other Resources EverTrue Support - genius@evertrue.com Technical support if you get stuck EverTrue Help - Knowledge Base Articles and videos all about EverTrue and our products. EverTrue University Monthly training webinars to ensure new user success In-App Chat Chat with us through the platform (either EverTrue or Console) at anytime! EverTrue Blog Advancement thought leadership from EverTrue customers and friends
- 29. Raise is an event that shakes up “conferences-as-usual” by connecting advancement visionaries with the best of the for-profit world. It’s two days of access to proven leaders and team builders sharing new lessons in fundraising and engagement tactics that deliver extraordinary results. Boston, MA | July 27 – 28 Get your ticket today at raisebyevertrue.com
- 30. Q&A