CRM Options for Enterprise Nonprofits - Nonprofit Success Pack

•

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View the video to learn about Salesforce.org’s Nonprofit Success Pack (NPSP), a solution currently used by thousands of nonprofits of all shapes and sizes. Built on the flexible and customizable Salesforce Platform, NPSP provides the foundation for organizations to engage their constituents, streamline their programs, take their fundraising to the next level and ultimately, achieve their mission. Salesforce.org is committed to helping nonprofits drive greater impact by connecting everything they do. In this second installment in our CRM Options for Enterprise Nonprofits series, Salesforce.org highlights the features and benefits of NPSP and demonstrates how this advanced solution can serve the complex needs of enterprise nonprofit organizations. Heller Consulting’s founder and Chief Strategist Keith Heller also shares insights on CRM best practices for enterprise nonprofits based on his 20 years of advising and leading organizations on their CRM journey.

Technology

CRM Options for
Enterprise Nonprofits
6/27/2017

Second in a 7 part series
Revolution Online
Webinar 1:
CRM Options Overview
Coming Soon!

CRM Strategy &
Design
• CRM vision planning
• System design and software
selection
• Analyzing and optimizing
existing systems, and building a
roadmap forward
CRM Implementation
• Advanced CRM development
and integration
• Change management
solutions
• Team configuration and
training
Fundraising &
Engagement
• Aligning strategy, team,
and mission goals
• Planning effective
engagement strategy
• Developing and
integrating effective
fundraising tools
Heller’s Skills with Nonprofit & Higher Ed

Market Trends
• The Bad News - For many nonprofits, systems are 10+ years old
• The Good News – Contemporary choices are SO much better
• Emergence of true CRM platforms & powerful BI / Analytics
• Moving along the Adoption Curve
• It’s a great time to be choosing new technology

What’s a Platform vs a Fundraising System?
Mission
Donor
Engagement
Guided by
engagement
strategy…
…Systems aligned,
one record per
constituent

CRM Vision
Answers key questions for staff, management, board, stakeholders:
WHAT are we doing?
HOW are we doing this?
WHO is doing each
piece?
WHEN will
each piece happen?
WHY are we doing this?

For more information
• Learn about developing a CRM Vision
– CRM Vision: An Essential Part of a CRM Roadmap
– Webinar Recording: Turning a CRM Vision into Reality
– What is a Successful CRM?
• Read our CRM papers. We’ve published many papers that go into detail on
how to strategically plan for new systems. Please download these
resources and have your team review them.
– Making Your CRM Aspirations a Reality
– Insights into CRM for Nonprofits
– Managing Technology Change at Enterprise Nonprofit Organizations
– Getting Started with CRM Webinar Series
• Contact Heller Consulting

Andrea Schiller
Product Marketing Manager,
Salesforce.org
Dario Mallerman
Senior Solution Engineer

External Systems
THE CONNECTED NONPROFIT
Staff
Volunteers
Partners
Community
Constituents
Donors
Board
#1 Cloud Platform
Sales Service Marketing AnalyticsCommunity Apps Commerce Quip
Hub & Events
Trailhead
Partner Ecosystem
COMMUNITY
Best Practices
#1 CRM & Apps
#1 CRM for
Nonprofits
Program
Management
Engagement Fundraising

Source: Salesforce.org Customer Relationship Survey conducted March 2016 on 500+ customers randomly selected. Response sizes per question vary.
Average Percentage Improvements Reported by Salesforce.org Customers

Turns the world’s #1 CRM into the #1 CRM for Nonprofits
OPEN, FLEXIBLE
DATA ARCHITECTURE
CONSTITUENT
& DONOR MANAGEMENT
Implement faster
Grow & scale easily
Extend with apps
Align fundraising & programs
Streamline engagement
Simplify reporting
COMMUNITY-POWERED
MOVEMENT
Learn from best practices
Access resources
Connect with experts & partners
Zakk Tapp
The Foundation of the Connected Nonprofit

Nonprofit Success Pack
Partial Soft
Credits,
In-Kind Gifts
Lightning
Experience-
Ready
Matching Gifts,
Honor/
Memorial
NEW FEATURES
Foundational,
Flexible
Architecture
Complex
Constituent
Management
Donation &
Grants
Management
Pre-Built,
Customizable
Reporting &
Analytics
Program &
Volunteer
Management
Social &
Mobile-Ready
+
Engagement
Plans
Levels Spanish,
German,
Japanese

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CRM Options for Enterprise Nonprofits - Nonprofit Success Pack

1. CRM Options for Enterprise Nonprofits 6/27/2017

2. Second in a 7 part series Revolution Online Webinar 1: CRM Options Overview Coming Soon!

3. CRM Strategy & Design • CRM vision planning • System design and software selection • Analyzing and optimizing existing systems, and building a roadmap forward CRM Implementation • Advanced CRM development and integration • Change management solutions • Team configuration and training Fundraising & Engagement • Aligning strategy, team, and mission goals • Planning effective engagement strategy • Developing and integrating effective fundraising tools Heller’s Skills with Nonprofit & Higher Ed

4. Market Trends • The Bad News - For many nonprofits, systems are 10+ years old • The Good News – Contemporary choices are SO much better • Emergence of true CRM platforms & powerful BI / Analytics • Moving along the Adoption Curve • It’s a great time to be choosing new technology

5. What’s a Platform vs a Fundraising System? Mission Donor Engagement Guided by engagement strategy… …Systems aligned, one record per constituent

6. CRM Vision Answers key questions for staff, management, board, stakeholders: WHAT are we doing? HOW are we doing this? WHO is doing each piece? WHEN will each piece happen? WHY are we doing this?

7. For more information • Learn about developing a CRM Vision – CRM Vision: An Essential Part of a CRM Roadmap – Webinar Recording: Turning a CRM Vision into Reality – What is a Successful CRM? • Read our CRM papers. We’ve published many papers that go into detail on how to strategically plan for new systems. Please download these resources and have your team review them. – Making Your CRM Aspirations a Reality – Insights into CRM for Nonprofits – Managing Technology Change at Enterprise Nonprofit Organizations – Getting Started with CRM Webinar Series • Contact Heller Consulting

10. Andrea Schiller Product Marketing Manager, Salesforce.org Dario Mallerman Senior Solution Engineer

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14. Source: Salesforce.org Customer Relationship Survey conducted March 2016 on 500+ customers randomly selected. Response sizes per question vary. Average Percentage Improvements Reported by Salesforce.org Customers

15. Turns the world’s #1 CRM into the #1 CRM for Nonprofits OPEN, FLEXIBLE DATA ARCHITECTURE CONSTITUENT & DONOR MANAGEMENT Implement faster Grow & scale easily Extend with apps Align fundraising & programs Streamline engagement Simplify reporting COMMUNITY-POWERED MOVEMENT Learn from best practices Access resources Connect with experts & partners Zakk Tapp The Foundation of the Connected Nonprofit

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23. Nonprofit Success Pack Partial Soft Credits, In-Kind Gifts Lightning Experience- Ready Matching Gifts, Honor/ Memorial NEW FEATURES Foundational, Flexible Architecture Complex Constituent Management Donation & Grants Management Pre-Built, Customizable Reporting & Analytics Program & Volunteer Management Social & Mobile-Ready + Engagement Plans Levels Spanish, German, Japanese

CRM Options for Enterprise Nonprofits - Nonprofit Success Pack

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