Become a Connected Nonprofit
•Download as PPTX, PDF•
2 likes•1,083 views
Nonprofits are transforming the social sector and philanthropy by connecting their communities in powerful ways. Hear how nonprofits are leveraging Salesforce for Nonprofits to disrupt the status quo and revolutionize how they connect employees, supporters, partners and programs to accelerate the pace of change.
Recommended
Recommended
More Related Content
What's hot
What's hot (20)
Viewers also liked
Viewers also liked (16)
Similar to Become a Connected Nonprofit
Similar to Become a Connected Nonprofit (20)
More from Salesforce.org
More from Salesforce.org (20)
Recently uploaded
Recently uploaded (20)
Become a Connected Nonprofit
- 1. Become A Connected Nonprofit Connect with your constituents in a whole new way
- 3. Rob Acker President & CEO, Salesforce.org
- 4. Safe Harbor Safe harbor statement under the Private Securities Litigation ReformAct of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make.All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
- 5. Celebrating 16 Years of Giving Back 1-1-1 Model Adopted by $85M+ Grants 1% Equity Sharethemodel.org 25K+ Nonprofits & Higher Ed 1% Product 920K+ Service Hours 1% Time
- 6. Who we are. What we do. How we do it. A Global Force for Good One Model1% Product 1% Equity 1% Time Pledge 1% 10 Free Licenses Deep Discounts Two Product Discounts Three Areas of Reinvestment Innovation Community Grants Six Nonprofit Solutions Fundraising Programs Engagement Marketing Big Data Platform Two Social Sectors Nonprofit Higher Ed $85M+ Grants 920K+ Hours 25K+ Customers $350M+ Yearly Product Donations One Percent Product
- 7. #1 #1 Enterprise Cloud Computing Market Share World’s Most Innovative Company: 2011, 2012, 2013, 2014 #1 World’s Best CRM Enterprise, Mid-market, SMB & Salesforce Automation #1 #1 Best Enterprise Platform Salesforce is the Cloud Computing Leader
- 8. Connected World 5B smart phones by 2017 4.5B social users “You can achieve amazing progress if you set a clear goal and find a measure that will drive progress toward that goal. “ Bill & Melinda Gates Foundation Annual Letter, 2013 Every organization reinvents the wheel Fragmented systems create silos Not designed for mobile & social world The Challenge: Changing Landscape Accountability & Big Data Legacy Systems
- 9. Marketing Donors Partners Advocates Community Employees Board Community Clients Volunteers HR ERP Payroll Analytics System of Record System of Intelligence System of Engagement Program Management Fundraising THE CONNECTED NONPROFIT PLATFORM
- 10. Donors Partners Employees Advocates Board Constituents Community Volunteers Legacy & External Systems Multi-channel Campaigns – Email Marketing – Automation – Social Engagement Member Community – Chapter Community – Partner Community – Social Intranet Marketing Community Fundraising Donor Management Events Management Volunteer Management Grants Management Analytics Program Management Case Management Call Centers & Hotlines Advocacy & Policy Tracking Grant Portfolios THE CONNECTED NONPROFIT PLATFORM
- 11. #1 Fundraising Application Built on Salesforce End-to-end set of complex fundraising tools Manage donors, volunteers, events, constituent relationships & data Extend apps with Marketing Cloud, Community Cloud & the Platform
- 12. Donation Management Donor Management Relationship Management Volunteer Management Sponsorship Advanced Query Tool Gift Entry Optimization New Gift Types Account & Contact Teams Pledge Entry Wizard Payment Grouping Constituent Profiles Constituent Types Communication Methods Volunteer Community Application Forms Now Available! SOQL Query Builder Save and Action Query Data 401 Function Upgrades 242 New Features
- 13. Leading Customers Are Driving Innovation
- 14. 100% Salesforce1 Mobile Enabled Automated Health Check New HouseholdAccount Model New Credit Rollup Fields Translation Workbench Enabled EnhancedAffiliations &Addresses Thriving NPSP Community in HUB Tips & Tricks by Topic FreeAdd-onApps Local User Groups NPSP Workbook & Documentation GitHub Code Repository New in NPSP 3.0 The Power of Community360° Constituent Management Manage Donors & Volunteers Donations & Memberships Relationships &Affiliations Households & Household Giving Recurring Gifts & Payments Extend with the Salesforce1 Platform
- 17. Welles Hatch Chief Information Officer
- 18. WHAT IS CITY YEAR? City Year is an education-focused nonprofit organization that partners with public schools to keep students in school and on track to succeed.
- 19. Full time 1-on-1 Small groups After school
- 20. 170,000 260 2,900 26 Students served daily Schools Corps members Cities City Year Today
- 21. 900,000 1,200 14,000 38 Students served daily Schools Corps members Cities At LTI Plan Scale, Every Day
- 22. Just how are we going to do that? • Transparent service standards • Well-placed investment capital • Diversified funding base • Coordination of local and national initiatives • Strong constituent engagement, insight-driven lead management • Deploy tools to enable scale operations New ways to work are enabled by our platforms, with the goal of improving impact and giving time back.
- 24. 26 What “connected” means to City Year Understanding the relationship that our constituents have with CY and each other Managing the diversity of how our constituents engage with us Supporting how our constituents want to collaborate with CY and with each other Greg Duran is an individual first; he is also a board member of Bayes Impact, a VP at Cisco and the brother of a teacher at Clinton Middle School Tina Sanders is accepted for the FY16 corps in January, starts service in August. She has a login to a community where she can access the Idealist Handbook and dialogue with future team members Phil Howard is a major gift donor, volunteers to tutor students after school in Sacramento, served in the corps in 1992 and is being cultivated as a local CY advisory board member
- 25. 27 How City Year “connects” Some of our constituencies • Corps members/staff • Alumni • Donors • Foundations, grants • Employee engagement • Government support • School & district partners • Community leadership • Thought leaders • Technology partners • Event speakers Methods for engagement • Conversations • Nurture campaigns • Calls to action • Solicitation • Prospect sourcing • Referrals • Inquiry capture • System integrations • Enterprise analytics
- 26. Q&A
Editor's Notes
- Key Takeaway: SFDC is a publicly traded company. Please make your buying decisions only on the products commercially available from Salesforce.com. Talk Track: Before I begin, just a word from our lawyers. While the Foundation is a separate entity from salesforce.com as we are a nonprofit organization, we will be talking about salesforce.com’s products. Salesforce.com is a publicly held company and this is our safe harbor statement which if you cannot read, you can find on our website. Any purchasing decisions you make, should be made based on currently available technology.
- Key Takeaway: Salesforce has also been a pioneer with our innovative Philanthropy to go along with our technology model. Our 1-1-1 (equity, time and product) has been successful and adopted by Google, Workday, etc. ACTION: Provide personal philanthropy activity Talk Track: Salesforce has always been about a new technology model with the cloud; a new pay-as-you-go business model; but we've also created a new philanthropic model. This model is a 1-1-1 model where we give 1% of our equity, employees time, and product to non-profits. Our 1-1-1 model has been so successful that companies like Google, Dropbox, Workday and Yelp have also adopted it. We’ve given over 680,000 hours of community service, $68 million in grants have come out of the foundation, and 23,000 nonprofits use our products. Personally, I am involved in… [Insert personal story here]
- Over the past 15 Years SFDC has become the #1 Enterprise Cloud Company in the world in the commercial sector. Most innovative Company 4 yrs by Forbes Ranked #1 By both Gartner and IDC This is exciting, but more exciting to us at the foundation is putting the best technology into the hands of non-profits/NGO’s to accelerate their Missions. We are working to democratize the sector. We offer the first and only cloud-based end-to-end solution set for nonprofit. We know that by making these tools accessible to all of the1.6 millions of NPOs out there that you will deliver more impact than ever before. --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- Additional Context on accolades: Forbes “Most Innovative Companies in the World” is awarded to the company offering the most “Innovation Premium” - The Innovation Premium is a measure of how much investors have bid up the stock price of a company above the value of its existing business based on expectations of future innovative results (new products, services and markets) . Members of the list must have $10 billion in market capitalization, spend at least 1% of their asset base on R&D and have seven years of public data. The FORTUNE World’s Most Admired Companies study surveys top executives and directors from eligible companies, along with financial analysts, to identify the companies that enjoy the strongest reputations within their industries and across industries. In Dec 2012, the Economist awarded salesforce.com and Marc Benioff the award for innovation in the process and service category Forbes “Best Companies to Work For” – salesforce.com was awarded #7 for 2013. The ranking of the top companies was determined by taking cumulative average ratings from the half-million employees who responded to the 18-question survey between Nov. 24, 2012 and Nov. 13, 2013. CRM Market Leader Awards: The Market Leader Awards rate the top five vendors in categories based on a composite score that includes revenue, revenue growth, market share, customer wins, reputation for customer satisfaction, depth of product functionality, and company direction.
- Let’s talk about the changing landscape and new challenges we have heard about from the more than 23k Nonprofits and foundations in 125 countries that we have worked with in the last 15 years: #1 It is an Increasingly Connected World Today, 4.5 billion social users – foundations can listen in and engage in the conversations both about their foundation but about the issues they fund to understand movements and trends and the impact of their work. 5B smartphones by 2017 – most of us have a smart phone in our pocket. Your staff and partners now expects an anytime anywhere collaborative experience. #2 Second challenge is the increase in nonprofits and attention. According to a 2011 study, on a typical day, we take in the equivalent of about 174 newspapers’ worth of information, five times as much as we did in 1986. http://www.nytimes.com/2014/08/10/opinion/sunday/hit-the-reset-button-in-your-brain.html?_r=0 Let’s talk about the challenges we have heard about from the more than 22k Nonprofits in 115 countries that we have worked with in the last 15 years: #1 It is an Increasingly Connected World Today, 4.5 billion social users 5B smartphones by 2017 Many nonpofits serve constituents who do not have and never will have access to computers, electricity, but have mobile phones. Organizations like the Grameen Foundation. According to the Urban institute there a was a 25% growth in registered charities between 2001 and 2011. During this same time for profit businesses rose by only .5%. Bottom line there are more charities competing for the same dollars. Nonprofits are competing for attention span and they are competing for dollars #2 Second challenge they face is greater competition. Today, there is great competition for philanthropic dollars than ever before. #3 -- Third big challenge is Accountability. • In the face of competition, donors expect results. • From government funders, to foundations, to one-time givers, donors want to see the results of the support. You must measure and prove your impact. #4 -- The simple truth is that legacy systems can’t deliver • They can’t break down silos • They can’t provide a 360 view of your organization • They can’t report on performance real-time
- Who are We: 3 min: Introduction (collateral passed out, info packets, etc) Today we work in some of our nation’s highest need schools. Our corps members are an extra set of caring adults in schools that can be the difference in whether or not a child graduates from high school.
- Academic Support: Math and English Language Self-management and decision skill development Homework support Report card conferencing College and Career readiness Student Engagement Social and emotional skill development behavior coaching Teacher orientation School Based Training Student retreats focused on CY environment, leadership and learning Culture: Attendance Family communication Enrichment initiatives during & after school Community service opportunities Morning greetings Our Corps Members: 78% college graduates; 58% young people of color; 1/3 serve in the area where they are from
- http://www.salesforcefoundation.org/stories/girl-scouts-usa/ Problem: The American Red Cross found that nearly a third of the online population uses social media to let loved ones know they’re safe in an emergency. They also found people use social during disasters to get updates, seek help and connect with others – and they wanted to help facilitate this. Solution: The American Red Cross teamed up with Salesforce Marketing Cloud to launch the first-ever digital operations center devoted to humanitarian efforts. They’ve since made social media part of their operational DNA. They’re now able to communicate with people in distress in real-time, and have a way to measure the effectiveness of their community outreach, and determine where to position workers on the ground. Salesforce1 for Nonprofits helps organizations communicate more effectively. "Our goal is to be a social liaison for people to support one another before, during, and after disasters.“ John Crary, American Red Cross CIO Sources: http://www.salesforce.com/customers/stories/redcross.jsp About the Organization/Mission The American Red Cross is a humanitarian organization led by volunteers. It provides relief to victims of disasters and helps people prevent, prepare for and respond to emergencies. 5 key business units: disaster, military support, blood collection, public health and safety (training), international relief 33,000 employees with $3.3 B in revenue ($1B in donations) $.91/dollar goes to humanitarian efforts Challenges 1,400 individuals in fundraising across 150 national partners and 500 local field offices, which made donor management and relationship building challenging. They have a wide range of donors from individual/episodic givers to monthly donors to mid-level and major gifts but no single way to track and cultivate the relationships Solutions Donor Management: They consolidated information from the national partners field units in Sales Cloud to make it easier to build relationships with supporters and volunteers, thank them for their efforts, and get the word out during a crisis. Fundraisers a complete picture of their donors, including contact information, preferences, affiliations, and activity history. Event management: Salesforce also supports key areas of fundraising, including planning activities, solicitation strategies, and tracking asks and gifts. Mobile: Because operations are now in the cloud, volunteers can get up and running quickly during a crisis. Volunteers can bring and use their own smart phones and iPads to coordinate disaster relief efforts. Results Front-line fundraisers and leadership use the real-time data to understand fundraising performance. The 360-degree view of the donors and constituents has reduced cost and created a more engaging and consistent supporter experience. Allowing volunteers to use their own smartphones and iPads save the organization money and lets them to onboard new volunteers with minimal IT involvement. Published Case Study: http://www.salesforcefoundation.org/redcross Published Video: http://www.youtube.com/watch?v=NcqqKbOTxJ4 INTERNAL ONLY Additional details: https://docs.google.com/a/salesforce.com/document/d/14zjC5RLsumhxLiH_FytaY3m3HH7EcALFPbDFpepUO68/edit
- Customer film: https://www.youtube.com/watch?v=URyPiUDz6z0 External story: http://www.salesforcefoundation.org/stories/city-year/ Organization: City Year is an education-focused nonprofit that partners with urban schools to provide full-time, targeted student intervention to keep on track and in school. City Year has chosen to focus on the 10% of schools that contribute to 50% of the nations dropouts. Problem: Before they started using SF, they were running on Excel spreadsheets and several other legacy data management systems. They like so many other organizations had a hard time capturing accurate, real-time information. Solution: With Salesforce1 for Nonprofits they can track whether a donor came to more than one event, whether they hosted something, or whether they served as a mentor to a corps member. They have complete visibility of every donor interaction across multiple sites to track not only how much money was given but what it went towards. With all student data logged into Salesforce, corps members in San Jose can see what teams in Boston and Miami are doing differently to help students. Now using roundCause, City Year has a 360-view of every donor interaction. Salesforce1 for Nonprofits helps organizations raise more resources About the Organization City Year is an education-focused nonprofit that partners with urban schools to provide full-time, targeted student intervention. They serve in the 10% of schools that contribute to 50% of the nation’s dropouts. By recruiting corps members, ages 17 to 24, City Year provides mentors and tutors in the areas of math and English to at-risk students. Challenges Running on Excel spreadsheets and several other legacy data management systems, City Year had a hard time capturing accurate, real-time information. Duplicate contact records made it difficult to capture accurate donor lists. Knowing how students were doing at any given moment was also a challenge for City Year management. “None of the applications were integrated, so we didn't have a sense of a data warehouse or even the ability to move data from one platform to another.” --Welles Hatch, CIO and Senior Vice President at City Year. Solutions Bi-monthly progress reports and benchmarking data for all students across all sites are logged in Salesforce to maintain a clear, real-time view of how students are doing. Using roundCause, City Year has a 360-view of every donor interaction. They can track whether a donor came to more than one event, whether they hosted something, or whether they served as a mentor to a corps member. Results Complete visibility of every donor interaction across multiple sites to track not only how much money was given but what it went towards. With all student data logged into Salesforce, corps members in San Jose can see what teams in Boston and Miami are doing differently to help students. Salesforce gives time back to the corps members. It eliminates the administrative burden involved with manual methods of recording intervention time. “I can train a corps member on how to use Salesforce in less than 10 minutes” --D.R. Taylor, Program Manager at City Year San Jose. “Salesforce is going to change the way nonprofits do business. It’s been an incredible asset for us, and it’s going to allow us to scale from 25 cities to 38 cities as we look to 2023.” --Toni Burke, Executive Director City Year San Jose/Silicon Valley. Products Used: Platform, sales cloud, services cloud, and roundcause
- http://www.salesforcefoundation.org/stories/kaboom/ With NGO Connect, KaBOOM! Brings Balanced and Active Play to Kids while Maximizing Donor Relationships Only 1 in 4 children gets 60 minutes of physical activity every day, yet research shows that kids who play as part of their day do better in school and develop into more creative thinkers. KaBOOM! is the national nonprofit dedicated to bringing balanced and active play into the daily lives of all kids, particularly those growing up in poverty in America. Since 1996, KaBOOM! has collaborated with partners to build, open or improve nearly 16,000 playgrounds, engaged more than 1 million volunteers, and served 7.4 million children. But there was nothing playful about the state of data at KaBOOM! a few years ago. “Most departments had their own systems and way too many of them were dependent on spreadsheets,” remembers Jeff Govert, Director of Information Technology at KaBOOM!. With Salesforce, KaBOOM! has said goodbye to their reliance on information silos and achieved a new level of visibility into their donor data. “NGO Connect allows us to get a better picture of who our donors are and why they support our mission, which has really helped us build better relationships with our donors,” says Govert, “and with the Relationship Visualizer, we can see how current and prospective donors are connected to each other and to our different programs.” Now every “Boomer” (KaBOOM! employee) is looking at the same fundraising data. They spend more time connecting with donors and partners and less time pulling reports together manually. “When we were doing end of the year reporting for our board, we had to go through every spreadsheet. It took weeks, or even a month, just to get these numbers to line up. Now with Salesforce, the reports are generated in real time,” says Govert. But this rich data doesn’t just sit in board reports. With Marketing Cloud, KaBOOM! harnesses the power of their donor data to send personalized appeals based on preferences and donation history. These targeted communications have paid off: “The year after we implemented Salesforce, KaBOOM! had the best year in fundraising and philanthropy,” says Govert. In fact, the number of children served annually by KaBOOM! programs has more than doubled since their Salesforce implementation: 303,000 in 2013 compared to 748,696 in 2014. One Mobile Platform for Fundraising and Programs Fundraising is a vital piece of the KaBOOM! operations, but like any nonprofit, the true impact comes from their programs. Each year, the organization leads over 150 playground builds and provides grants to hundreds of communities to construct and renovate even more public playspaces. Salesforce helps KaBOOM! streamline these programs. Govert says, “Thanks to Salesforce, we are able to do fundraising, application management, grants management, and program management on the same platform.” The Boomers running these programs spend most of their time in the field, often traveling three weeks out of the month. With the Salesforce1 Mobile App, remote staff stay connected and get work done faster than ever, from anywhere. When employees would purchase supplies for a playground build, for example, they used to have to collect all of their paper receipts, bring them into the office and enter them manually, just to start the reimbursement process. Now they simply snap a picture of a receipt with their phone and upload it to the Salesforce1 Mobile App. The rest is handled by workflows and financial database integration powered by the Salesforce1 Platform. “One employee told me recently that before he was done unloading his cart in the Home Depot parking lot, he’d gotten an email saying his budget projections had already been updated based on the purchase,” Govert says, “Processes like this that used to take months now happen in minutes.” KaBOOM! is building much more than playgrounds with the help of Salesforce—they’re building playful communities, city-level change, and organizational efficiency, too. KaBOOM! worked with ACF Solutions, a Salesforce Foundation Strategic Partner, to build and customize this solution.
- Customer Film: https://www.youtube.com/watch?v=09um0Ucc7GY Public Story: http://www.salesforcefoundation.org/stories/project-open-hand/ With Salesforce, Project Open Hand Empowers Donors & Volunteers To Nourish Their Community For Project Open Hand, food isn’t just one of life’s necessities — it’s medicine. The iconic San Francisco nonprofit is dedicated to feeding the city’s most vulnerable citizens. Every single day Project Open Hand prepares more than 2,500 nutritious meals and provides over 200 bags of healthy groceries to help sustain members of the community battling serious illnesses, isolation, or health challenges associated with old age. These meals can be picked up or delivered to individuals who are homebound. Last year Project Open Hand provided 1,040,000 meals for residents in San Francisco and the surrounding area. “When you’re talking about 2,500 meals that are going out, that’s a lot of food and a lot of labor,” said Sean Rosas, Director of Volunteer Services at Project Open Hand. On an average day 125 volunteers help out in the kitchen and the grocery center. And every year 16,000 donors contribute financially. These two types of constituents – donors and volunteers – are the lifeblood of Project Open Hand, but the organization wasn’t always able to track and engage them effectively. “We didn’t have a clear picture, other than checking manually, of who was giving and who was volunteering,” said Maria Stokes, Communications Director. But today, with the power of the Salesforce1 Platform and NGO Connect, Project Open Hand has achieved a 360-degree view of their supporter network. Now both the volunteer services and the development team run their operations end-to-end on the same platform, creating unprecedented visibility. “All of the sudden we saw that 50% of our volunteers were also donors. That was paradigm-shifting for us,” says Rosas. This was just the first of many insights that have empowered Project Open Hand to engage constituents on a deeper level. “Instead of trying to go and find and hunt and pull out spreadsheets, it’s there every day. It’s updated. It’s seamless,” says Rosas. “Now we know the answers to questions like, ‘How many volunteers are gonna be coming in next week? Where could we use one more volunteer group and which partner should we reach out to for that?’ It really helps me, as a director, to be able to plan for the future of my volunteer program.” Proving Impact Through Transparent Analytics NGO Connect gives Project Open Hand’s staff powerful tools for managing volunteers and donor relationships. And with robust analytics and reporting built into the Salesforce1 Platform, the organization is able to prove their impact like never before. “Here in the heart of Silicon Valley, businesses and donors are really savvy. They expect a lot when they’re getting involved with a nonprofit,” says Stokes, “and we welcome that.” Now the organization can show volunteers the impact of their time and donors the impact of their dollars in terms of real metrics and outcomes. “Salesforce gives us the ability to show supporters not just how much they gave, but how it relates back to the mission,” Rosas says. Since it was started in 1985 during the AIDS epidemic to help those suffering from the disease, Project Open Hand has been a mainstay in the community, and it maintains that warm and compassionate image. But on top of delivering “meals with love,” they’ve added a new driving force: innovation powered by cutting-edge technology. Project Open Hand might have been started by a woman who was a grandmother, but with Salesforce technology on its side, Rosas is certain, “We’re no longer your grandmother’s nonprofit.”
- Brandon