Contacts, donors, prospects, organizations, businesses, households, affiliates...nonprofits maintain relationships with many individuals and entities. Discover the advantages and/or disadvantages to using the Nonprofit Starter Pack versus building your own from-scratch solution within Salesforce.
Aidnography: Development blogging, disseminating research and building your e...tobiasdenskus
I was invited to talk about development blogging, social media and research at an event in Manchester that the Royal Geographical Society (with the Institute of British Geographers) Postgraduate Forum organized. The topic was 'Publishing and disseminating your research' and I shared some reflections on development blogging
Outline of the presentation:
- Development communication: New digital possibilities & old academic rituals
- Understanding contradictions & managing expectations
- ‘Almost everyone will miss almost everything you do on social media’
- Blogging as communication ‘enabler’
- Building your e-reputation
- Approaching the ‘perfect space’ for academic blogging
More information:
http://aidnography.blogspot.com/2013/04/development-blogging-disseminating-research-ereputation.html
Transforming Education through Technological Innovation Sebokatobiasdenskus
Brief presentation on 'The ComDev – Interaction Design nexus' as part of a longer team presentation on 'Convergence pedagogy – key to the Glocal Classroom' at Stellenbosch University, South Africa
Aidnography: Development blogging, disseminating research and building your e...tobiasdenskus
I was invited to talk about development blogging, social media and research at an event in Manchester that the Royal Geographical Society (with the Institute of British Geographers) Postgraduate Forum organized. The topic was 'Publishing and disseminating your research' and I shared some reflections on development blogging
Outline of the presentation:
- Development communication: New digital possibilities & old academic rituals
- Understanding contradictions & managing expectations
- ‘Almost everyone will miss almost everything you do on social media’
- Blogging as communication ‘enabler’
- Building your e-reputation
- Approaching the ‘perfect space’ for academic blogging
More information:
http://aidnography.blogspot.com/2013/04/development-blogging-disseminating-research-ereputation.html
Transforming Education through Technological Innovation Sebokatobiasdenskus
Brief presentation on 'The ComDev – Interaction Design nexus' as part of a longer team presentation on 'Convergence pedagogy – key to the Glocal Classroom' at Stellenbosch University, South Africa
Build or Borrow? That is the Question with Salesforce NonProfit Edition NPSPGlobal Tech & Resources
Contacts, donors, prospects, organizations, businesses, households, affiliates...nonprofits maintain relationships with many individuals and entities. Discover the advantages and/or disadvantages to using the Nonprofit Starter Pack versus building your own from-scratch solution within Salesforce.
What’s Your Problem? …and will Salesforce solve it?
How big of a project does this need to be? Do we have the budget for this? Can this be handled in-house, or should we outsource? Will it take one week to plan and implement…or (gasp!) one year? None of these questions can be answered without first defining your CRM vision, then selecting the platform you wish to use in getting there, identifying your constraints, the opportunity you wish to create or the problem you wish to solve; and then you ready to choose and define your first destination on your journey.
This webinar is a part of The Experts Talk, a free 26-week webinar series covering features of Salesforce CRM, an integration partner of Click & Pledge.
What’s Your Problem? …and will Salesforce solve it?
How big of a project does this need to be? Do we have the budget for this? Can this be handled in-house, or should we outsource? Will it take one week to plan and implement…or (gasp!) one year? None of these questions can be answered without first defining your CRM vision, then selecting the platform you wish to use in getting there, identifying your constraints, the opportunity you wish to create or the problem you wish to solve; and then you ready to choose and define your first destination on your journey.
This webinar is a part of The Experts Talk, a free 26-week webinar series covering features of Salesforce CRM, an integration partner of Click & Pledge.
One source of truth: From Spreadsheets to a Data Eco-SystemCharlie Havens
When an organization moves from having its staff organize their individual data in spreadsheets, to an organizational culture that gives data a more central role in its environment, there are cultural, process, budget, and staffing considerations. This webinar takes a high level look at those required organizational changes, when moving to having one center of data truth with shared and controlled access, owned by the organization, rather than by individuals, and where over-time the data silos are reduced, until the organization possesses a growing data eco-system.
Here are a few questions that were asked and addressed during this webinar:
Q: For a small nonprofit, who should take ownership of the data?
Q: Can you talk about the pros and cons of the two tools you mentioned, Apsona and DemandTools. Are there any low cost tools for our data related needs?
Q: How can we estimate the time and expense to build a good CRM system?
This webinar is a part of The Experts Talk, a free 26-week webinar series covering features of Salesforce CRM, an integration partner of Click & Pledge.
One Source-of-Truth! From Spreadsheets-to-a-Data-EcoSystem with Salesforce fo...Global Tech & Resources
When an organization moves from having its staff organize their individual data in spreadsheets, to an organizational culture that gives data a more central role in its environment, there are cultural, process, budget, and staffing considerations. This webinar takes a high level look at those required organizational changes, when moving to having one center of data truth with shared and controlled access, owned by the organization, rather than by individuals, and where over-time the data silos are reduced, until the organization possesses a growing data eco-system.
Here are a few questions that were asked and addressed during this webinar:
Q: For a small nonprofit, who should take ownership of the data?
Q: Can you talk about the pros and cons of the two tools you mentioned, Apsona and DemandTools. Are there any low cost tools for our data related needs?
Q: How can we estimate the time and expense to build a good CRM system?
This webinar is a part of The Experts Talk, a free 26-week webinar series covering features of Salesforce CRM, an integration partner of Click & Pledge.
5 Words You Never Want to Hear "You didn't have a back-up?!"Charlie Havens
"Didn't you tell us that Salesforce was a safe harbor for my data?" "Weren't we told that the Cloud is reliable?" Yes…and yes! Still, nonprofits need to adhere to the motto of another great nonprofit when it comes to this matter: Be prepared! In this webinar, we will discuss the “why” and “how” of backing up Salesforce, explore various back-up options, and review Salesforce’ practice regarding your access to recovering deleted records.
Questions asked and addresses during the webinar:
Q: Clarification on if fields are stored by Salesforce.
Q: You said we can look up the status of a server running our Salesforce instance...How do we know which is our server?
Q: Do you have a back up favorite?
Q: Which of the 3rd party options are straight-up, full backup systems, not replication to another database?
Q: What is Amazon S3 storage?
This webinar is a part of The Experts Talk, a free 26-week webinar series covering features of Salesforce CRM, an integration partner of Click & Pledge.
"Didn't you tell us that Salesforce was a safe harbor for my data?" "Weren't we told that the Cloud is reliable?" Yes…and yes! Still, nonprofits need to adhere to the motto of another great nonprofit when it comes to this matter: Be prepared! In this webinar, we will discuss the “why” and “how” of backing up Salesforce, explore various back-up options, and review Salesforce’ practice regarding your access to recovering deleted records.
Questions asked and addresses during the webinar:
Q: Clarification on if fields are stored by Salesforce.
Q: You said we can look up the status of a server running our Salesforce instance...How do we know which is our server?
Q: Do you have a back up favorite?
Q: Which of the 3rd party options are straight-up, full backup systems, not replication to another database?
Q: What is Amazon S3 storage?
This webinar is a part of The Experts Talk, a free 26-week webinar series covering features of Salesforce CRM, an integration partner of Click & Pledge.
Salesforce.com for NonProfits, an IntroductionCharlie Havens
Does your organization rely on antiquated methods for tracking contacts, clients, and donors? Do you use several different databases that aren't cohesive?
If you are considering moving to a unified database system, view this intro to Salesforce.com, as presented at the HandsOn Tech's workshop April 10, 2013 at the Arlington Heights Public Library.
Salesforce.com is a leading cloud-based CRM. Their sister foundation, Salesforce.com Foundation, offers discounts on licenses for nonprofits with the first 10 being discounted 100%. This workshop provided an introduction to Salesforce and described how it could be used by nonprofits to organize data, view their data, and manage their business processes in useful ways.
Make Customers Fall in Love with Your Salesforce Self-service CommunityPerficient, Inc.
Many companies face the same challenges with their community: an abundance of great content but no easy way for users to access all that knowledge. In the end, self-service all comes down to the experience and how your users interact with your community in order to find what they need.
Making content discoverable wherever it resides can feel like a Herculean task, but it doesn’t have to be. Our best practices driven webinar, with real life examples from GoPro, demonstrated proven ways to:
-Design an engaging, value-driven community
-Drive self-service success by delivering relevant and proactive answers
-Leverage insights from your member interactions to continuously improve your content
-Create intuitive community experiences that connect your members with answers, faster
No data scientist (or pocket protector) needed!
The Very Best of the Digital Workplace & Intranet Global Forum 2018Toby Ward
Webinar deck from The Very Best Intranets and Digital Workplace showcasing the best intranets, tools, case studies and presentations from the 2018 conference. www.IntranetGlobalForum.com
Jay Lyman 451 ResearchBrent Beer GitHubSteven Anderson Sendachi talk about these topics:
Cloud, DevOps, agile development capability and adoption of containers are all important in both perception and reality.
Enterprise adoption of cloud computing, DevOps, agile development and containers are all growing, including production use.
Modernizing applications to SaaS & migrating them to the cloud are equally important as net-new, so-called ‘cloud-native’ applications.
Advantages and benefits of these technologies and methodologies center on: flexibility and speed, cost reduction, improvements in resiliency and reliability and fitness for new/emerging applications.
Barriers center on: lack of internal skills, immaturity, lack of familiarity, satisfaction with current technology, cost and security.
Knowledge Management and the Evolution of the WorkplaceSilicon Halton
Silicon Halton Meetup#16 featured a keynote by Reema Duggal from the Sitaran Group and Chris Willard from Igloo Software on the topic of Knowledge Management and the Social Workplace.
Elevating Tactical DDD Patterns Through Object CalisthenicsDorra BARTAGUIZ
After immersing yourself in the blue book and its red counterpart, attending DDD-focused conferences, and applying tactical patterns, you're left with a crucial question: How do I ensure my design is effective? Tactical patterns within Domain-Driven Design (DDD) serve as guiding principles for creating clear and manageable domain models. However, achieving success with these patterns requires additional guidance. Interestingly, we've observed that a set of constraints initially designed for training purposes remarkably aligns with effective pattern implementation, offering a more ‘mechanical’ approach. Let's explore together how Object Calisthenics can elevate the design of your tactical DDD patterns, offering concrete help for those venturing into DDD for the first time!
In his public lecture, Christian Timmerer provides insights into the fascinating history of video streaming, starting from its humble beginnings before YouTube to the groundbreaking technologies that now dominate platforms like Netflix and ORF ON. Timmerer also presents provocative contributions of his own that have significantly influenced the industry. He concludes by looking at future challenges and invites the audience to join in a discussion.
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Contacts, donors, prospects, organizations, businesses, households, affiliates...nonprofits maintain relationships with many individuals and entities. Discover the advantages and/or disadvantages to using the Nonprofit Starter Pack versus building your own from-scratch solution within Salesforce.
What’s Your Problem? …and will Salesforce solve it?
How big of a project does this need to be? Do we have the budget for this? Can this be handled in-house, or should we outsource? Will it take one week to plan and implement…or (gasp!) one year? None of these questions can be answered without first defining your CRM vision, then selecting the platform you wish to use in getting there, identifying your constraints, the opportunity you wish to create or the problem you wish to solve; and then you ready to choose and define your first destination on your journey.
This webinar is a part of The Experts Talk, a free 26-week webinar series covering features of Salesforce CRM, an integration partner of Click & Pledge.
What’s Your Problem? …and will Salesforce solve it?
How big of a project does this need to be? Do we have the budget for this? Can this be handled in-house, or should we outsource? Will it take one week to plan and implement…or (gasp!) one year? None of these questions can be answered without first defining your CRM vision, then selecting the platform you wish to use in getting there, identifying your constraints, the opportunity you wish to create or the problem you wish to solve; and then you ready to choose and define your first destination on your journey.
This webinar is a part of The Experts Talk, a free 26-week webinar series covering features of Salesforce CRM, an integration partner of Click & Pledge.
One source of truth: From Spreadsheets to a Data Eco-SystemCharlie Havens
When an organization moves from having its staff organize their individual data in spreadsheets, to an organizational culture that gives data a more central role in its environment, there are cultural, process, budget, and staffing considerations. This webinar takes a high level look at those required organizational changes, when moving to having one center of data truth with shared and controlled access, owned by the organization, rather than by individuals, and where over-time the data silos are reduced, until the organization possesses a growing data eco-system.
Here are a few questions that were asked and addressed during this webinar:
Q: For a small nonprofit, who should take ownership of the data?
Q: Can you talk about the pros and cons of the two tools you mentioned, Apsona and DemandTools. Are there any low cost tools for our data related needs?
Q: How can we estimate the time and expense to build a good CRM system?
This webinar is a part of The Experts Talk, a free 26-week webinar series covering features of Salesforce CRM, an integration partner of Click & Pledge.
One Source-of-Truth! From Spreadsheets-to-a-Data-EcoSystem with Salesforce fo...Global Tech & Resources
When an organization moves from having its staff organize their individual data in spreadsheets, to an organizational culture that gives data a more central role in its environment, there are cultural, process, budget, and staffing considerations. This webinar takes a high level look at those required organizational changes, when moving to having one center of data truth with shared and controlled access, owned by the organization, rather than by individuals, and where over-time the data silos are reduced, until the organization possesses a growing data eco-system.
Here are a few questions that were asked and addressed during this webinar:
Q: For a small nonprofit, who should take ownership of the data?
Q: Can you talk about the pros and cons of the two tools you mentioned, Apsona and DemandTools. Are there any low cost tools for our data related needs?
Q: How can we estimate the time and expense to build a good CRM system?
This webinar is a part of The Experts Talk, a free 26-week webinar series covering features of Salesforce CRM, an integration partner of Click & Pledge.
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"Didn't you tell us that Salesforce was a safe harbor for my data?" "Weren't we told that the Cloud is reliable?" Yes…and yes! Still, nonprofits need to adhere to the motto of another great nonprofit when it comes to this matter: Be prepared! In this webinar, we will discuss the “why” and “how” of backing up Salesforce, explore various back-up options, and review Salesforce’ practice regarding your access to recovering deleted records.
Questions asked and addresses during the webinar:
Q: Clarification on if fields are stored by Salesforce.
Q: You said we can look up the status of a server running our Salesforce instance...How do we know which is our server?
Q: Do you have a back up favorite?
Q: Which of the 3rd party options are straight-up, full backup systems, not replication to another database?
Q: What is Amazon S3 storage?
This webinar is a part of The Experts Talk, a free 26-week webinar series covering features of Salesforce CRM, an integration partner of Click & Pledge.
"Didn't you tell us that Salesforce was a safe harbor for my data?" "Weren't we told that the Cloud is reliable?" Yes…and yes! Still, nonprofits need to adhere to the motto of another great nonprofit when it comes to this matter: Be prepared! In this webinar, we will discuss the “why” and “how” of backing up Salesforce, explore various back-up options, and review Salesforce’ practice regarding your access to recovering deleted records.
Questions asked and addresses during the webinar:
Q: Clarification on if fields are stored by Salesforce.
Q: You said we can look up the status of a server running our Salesforce instance...How do we know which is our server?
Q: Do you have a back up favorite?
Q: Which of the 3rd party options are straight-up, full backup systems, not replication to another database?
Q: What is Amazon S3 storage?
This webinar is a part of The Experts Talk, a free 26-week webinar series covering features of Salesforce CRM, an integration partner of Click & Pledge.
Salesforce.com for NonProfits, an IntroductionCharlie Havens
Does your organization rely on antiquated methods for tracking contacts, clients, and donors? Do you use several different databases that aren't cohesive?
If you are considering moving to a unified database system, view this intro to Salesforce.com, as presented at the HandsOn Tech's workshop April 10, 2013 at the Arlington Heights Public Library.
Salesforce.com is a leading cloud-based CRM. Their sister foundation, Salesforce.com Foundation, offers discounts on licenses for nonprofits with the first 10 being discounted 100%. This workshop provided an introduction to Salesforce and described how it could be used by nonprofits to organize data, view their data, and manage their business processes in useful ways.
Make Customers Fall in Love with Your Salesforce Self-service CommunityPerficient, Inc.
Many companies face the same challenges with their community: an abundance of great content but no easy way for users to access all that knowledge. In the end, self-service all comes down to the experience and how your users interact with your community in order to find what they need.
Making content discoverable wherever it resides can feel like a Herculean task, but it doesn’t have to be. Our best practices driven webinar, with real life examples from GoPro, demonstrated proven ways to:
-Design an engaging, value-driven community
-Drive self-service success by delivering relevant and proactive answers
-Leverage insights from your member interactions to continuously improve your content
-Create intuitive community experiences that connect your members with answers, faster
No data scientist (or pocket protector) needed!
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Webinar deck from The Very Best Intranets and Digital Workplace showcasing the best intranets, tools, case studies and presentations from the 2018 conference. www.IntranetGlobalForum.com
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Enterprise adoption of cloud computing, DevOps, agile development and containers are all growing, including production use.
Modernizing applications to SaaS & migrating them to the cloud are equally important as net-new, so-called ‘cloud-native’ applications.
Advantages and benefits of these technologies and methodologies center on: flexibility and speed, cost reduction, improvements in resiliency and reliability and fitness for new/emerging applications.
Barriers center on: lack of internal skills, immaturity, lack of familiarity, satisfaction with current technology, cost and security.
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After immersing yourself in the blue book and its red counterpart, attending DDD-focused conferences, and applying tactical patterns, you're left with a crucial question: How do I ensure my design is effective? Tactical patterns within Domain-Driven Design (DDD) serve as guiding principles for creating clear and manageable domain models. However, achieving success with these patterns requires additional guidance. Interestingly, we've observed that a set of constraints initially designed for training purposes remarkably aligns with effective pattern implementation, offering a more ‘mechanical’ approach. Let's explore together how Object Calisthenics can elevate the design of your tactical DDD patterns, offering concrete help for those venturing into DDD for the first time!
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Bob Boule
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The modern software delivery process (or the CI/CD process) includes many tools, distributed teams, open-source code, and cloud platforms. Constant focus on speed to release software to market, along with the traditional slow and manual security checks has caused gaps in continuous security as an important piece in the software supply chain. Today organizations feel more susceptible to external and internal cyber threats due to the vast attack surface in their applications supply chain and the lack of end-to-end governance and risk management.
The software team must secure its software delivery process to avoid vulnerability and security breaches. This needs to be achieved with existing tool chains and without extensive rework of the delivery processes. This talk will present strategies and techniques for providing visibility into the true risk of the existing vulnerabilities, preventing the introduction of security issues in the software, resolving vulnerabilities in production environments quickly, and capturing the deployment bill of materials (DBOM).
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Robert Boule is a technology enthusiast with PASSION for technology and making things work along with a knack for helping others understand how things work. He comes with around 20 years of solution engineering experience in application security, software continuous delivery, and SaaS platforms. He is known for his dynamic presentations in CI/CD and application security integrated in software delivery lifecycle.
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Presented by BookNet Canada on May 28, 2024, with support from the Department of Canadian Heritage.
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Build Your Own Or Borrow Non Profit Starter Pack
1. 501c3 Technologists
Building Powerful Salesforce Solutions for Chicago’s nonprofits
Build Your Own… vs. Borrow Nonprofit
Starter Pack (NPSP)
To Build or To Borrow?
November 14, 2012
Charlie Havens, Presenter
Building powerful Salesforce solutions for Chicago’s nonprofits.
www.501c3technologists.com
2. 501c3 Technologists
Building Powerful Salesforce Solutions for Chicago’s nonprofits
About 501c3 Technologists
• IT support to small nonprofits in the Chicago
area region since 1999.
• Our focus is Salesforce solutions.
www.501c3technologists.com
3. 501c3 Technologists
Building Powerful Salesforce Solutions for Chicago’s nonprofits
Build Your Own? Nonprofit Starter Pack?
Build or Borrow…
Today’s webinar addresses these questions:
What are the advantages of using
Salesforce Nonprofit Starter Pack?
Would I benefit from building
my organization’s own solution
within Salesforce?
www.501c3technologists.com
4. 501c3 Technologists
Building Powerful Salesforce Solutions for Chicago’s nonprofits
Pop Quiz!
• Five poll questions.
• As the poll questions appear select your
answer and hit the submit button.
www.501c3technologists.com
5. 501c3 Technologists
Building Powerful Salesforce Solutions for Chicago’s nonprofits
Three key areas of
consideration:
• Better Fit
• Cost
• Speed
www.501c3technologists.com
6. 501c3 Technologists
Building Powerful Salesforce Solutions for Chicago’s nonprofits
Finding Balance
Requirements <–>
Constraints <–>
Better Fit <–>
Less Money <–>
Faster Implementation
www.501c3technologists.com
8. 501c3 Technologists
Building Powerful Salesforce Solutions for Chicago’s nonprofits
Nonprofit Starter Pack
1) will it work
2) can I use it as the
foundation for our
solution?
www.501c3technologists.com
9. 501c3 Technologists
Building Powerful Salesforce Solutions for Chicago’s nonprofits
Options
• Salesforce.com data model
• Nonprofit Starter Pack
benefits
• Other packages
• Circumstances where you
might build your own
www.501c3technologists.com
10. 501c3 Technologists
Building Powerful Salesforce Solutions for Chicago’s nonprofits
Salesforce.com CRM data model
Salesforce.com is about selling.
• business to business
• not business to consumer
www.501c3technologists.com
11. 501c3 Technologists
Building Powerful Salesforce Solutions for Chicago’s nonprofits
B2B
Campaign –> Leads –> Contacts at Accounts –>
represented Opportunities –> which we sell…or we don’t…
www.501c3technologists.com
12. 501c3 Technologists
Building Powerful Salesforce Solutions for Chicago’s nonprofits
Customized
Salesforce.com data model
used for many purposes.
For-Profit Tracking/Reporting Examples:
• Japanese mail delivery system, each piece of mail a record.
• Get-out-the vote activity.
• Coke can inventory at a vending machine.
• Customer services requested and delivered by a television cable company.
• Inventory product being sold from a web site.
• Toyota car performance & maintenance needs reported to customer.
www.501c3technologists.com
13. 501c3 Technologists
Building Powerful Salesforce Solutions for Chicago’s nonprofits
NP O2O
• Track your organization’s grant proposals and receipts from/to other
organizations.
• Track coalition/partnership building campaigns between
organizations.
• Manage member organizations in an association of organizations.
If all your relationships are between organizations
via contacts at each, then the Salesforce base data
model will be a great starting point.
www.501c3technologists.com
14. 501c3 Technologists
Building Powerful Salesforce Solutions for Chicago’s nonprofits
Ensure a good fit.
Without customization,
the default Salesforce.com
CRM model doesn’t work
well in managing
relationships with
individuals.
www.501c3technologists.com
15. 501c3 Technologists
Building Powerful Salesforce Solutions for Chicago’s nonprofits
Often, in our nonprofit world, it is the
many relationships with and between
individuals that we track and manage.
www.501c3technologists.com
16. 501c3 Technologists
Building Powerful Salesforce Solutions for Chicago’s nonprofits
Build-Your-Own (BYO)
Advantages Disadvantages
It works the way you designed it. It works the way you designed it.
It works as well as you tested it. It works as well as you tested it.
You can involve your entire organization. You can involve your entire organization.
It is focused on your processes. It costs money to become so focused.
Someone in your organization understands it. Tough customization when they leave.
It may fit better. It takes longer to plan and deploy
It may include specific niche functionality. It will cost more.
www.501c3technologists.com
17. 501c3 Technologists
Building Powerful Salesforce Solutions for Chicago’s nonprofits
Add-on packages cost less and take less time
• Nonprofit Starter Pack
• Affinaquest
• Causeview
• Luminate CRM
• roundCause
• Soapbox Engage
• Click and Pledge
www.501c3technologists.com
18. 501c3 Technologists
Building Powerful Salesforce Solutions for Chicago’s nonprofits
Nonprofit Starter Pack = no cost to use
• You pay staff or consultant to configure, document, and train.
• Other packages involve a financial transaction beyond staff or
consultant time.
www.501c3technologists.com
19. 501c3 Technologists
Building Powerful Salesforce Solutions for Chicago’s nonprofits
Heller Consulting White Paper
Considerations: • Affinaquest
What is your organizing data • Causeview
structure? • Luminate CRM
How does your structure need to • Nonprofit Starter
relate an individual to a family, to an Pack
employer, to another second • roundCause
organization?
www.501c3technologists.com
20. 501c3 Technologists
Building Powerful Salesforce Solutions for Chicago’s nonprofits
Nonprofit Starter Pack
What you get under one umbrella:
• Free!
• Continual testing and validating of the model functionality.
5,000+ organizations using it.
• Improvements based user feedback
Active user community daily engaging with Salesforce Foundation technical staff.
Twice a year development sprints by Salesforce.com developers.
• Model for managing relationships with and between individuals, and between
individuals and secondary organizations.
Six Apps comprise this package. Some may be used without using all.
Many third-party apps have been built to be compatible with this package.
• Large base of consultants and third-party apps committed to this product.
• Choice between two data models.
www.501c3technologists.com
21. 501c3 Technologists
Building Powerful Salesforce Solutions for Chicago’s nonprofits
The Six Apps that
Comprise the Nonprofit
Starter Pack:
Contacts and Organizations (customization to allow Contacts to be primary, rather than
requiring that every Contact be associated with a company Account)
Households (Allows tracking of information and communication by household)
Recurring Donations (Tracking of recurring pledged donations)
Relationships (Allows creation of relationship between non-household Contacts)
Affiliations (Allows Contacts to be affiliated with an organization besides employer)
Batch Data Entry (Batch entry of data into this package’s apps)
www.501c3technologists.com
22. 501c3 Technologists
Building Powerful Salesforce Solutions for Chicago’s nonprofits
Why wouldn’t
you use the
Nonprofit • No on-demand support.
Starter Pack?
• No volunteer, service, or event
management.
• End-user documentation is limited.
• Larger organizations with detailed
tracking and complex reporting need
to spend time figuring out how best
to use, or customize it.
www.501c3technologists.com
23. 501c3 Technologists
Building Powerful Salesforce Solutions for Chicago’s nonprofits
In Conclusion…
And the Winner is…
Nonprofit Starter Pack!
Most often, it will fit the bill.
www.501c3technologists.com
24. 501c3 Technologists
Building Powerful Salesforce Solutions for Chicago’s nonprofits
Thank You!
Charlie Havens
www.501c3Technologists.com
Cell: 773-848-0154
Email: Charlie@501c3t.com
Wooded Isle Inc.
1507 E 53rd St., #135
Chicago, IL 60615
www.501c3technologists.com
25. 501c3 Technologists
Building Powerful Salesforce Solutions for Chicago’s nonprofits
References you may find useful:
White paper. Search for “The New World of Donor Management Apps
for Nonprofits”, Heller Consulting, 2012.
Questions
www.501c3technologists.com