The document discusses integrating program data into Luminate CRM. Luminate CRM is built on the Salesforce platform, allowing flexibility to customize fields and reports. It recommends determining what data to collect based on reporting needs, and provides examples of using CRM for patient support, speakers' bureaus, grant management, and other nonprofit programs. By using Luminate CRM, organizations can leverage its tools to track constituents and programs across the organization.

1. #bbcon
Integrating Program Data with
Luminate CRM
PRESENTED BY TIM JOHNSON & MOLLY HEINSLER
OF CATHEXIS PARTNERS

2. #bbcon
CRM -- HOW CAN WE STORE PROGRAM DATA INTO A CRM?

3. #bbcon
TRADITIONAL CRM
Image via Blackbaud.com

4. #bbcon
CRM USAGE HIERARCHY

5. #bbcon
FLEXIBILITY OF LUMINATE CRM AND SALESFORCE
• Salesforce is widely known as the most flexible CRM on
the market
• Building on the Luminate CRM system allows for your
organization to maintain the one-contact/one-record
philosophy of a true CRM system
• Luminate CRM (built on Salesforce) is an ever-expanding
platform for CRM solutions via custom development and
the app-exchange
• Luminate CRM system has many “hidden” features that are
already available to your organization
• Luminate CRM system has advanced security settings to
allow for secure program data

6. #bbcon
PLANNING YOUR PROGRAM DATA

7. #bbcon
● What information do you need to record?
● Get complete information
● Don’t go overboard with information
● Is it quantifiable?
● Options for field choices
● Ability to add in other fields/choices
● How will you collect this information?
● Manual data entry
● Batch data entry
● Web forms
● Automatic data updates
● Try to avoid building ad hoc data tools
MAKING SALESFORCE AND LUMINATE WORK FOR
YOU - DETERMINING WHAT DATA TO COLLECT

8. #bbcon
● What information needs to be included in reports?
● How often do you need the reports to be run?
● How do you need information displayed?
MAKING SALESFORCE AND LUMINATE WORK FOR
YOU - REPORTING

9. #bbcon
REAL WORLD EXAMPLES

10. #bbcon
● Custom Lead and Contact Records
● Web-to-Lead feature gathers outside data
● Auto-responders allow for communication with patients
● Security limits access to patient data
USE CASE: PATIENT SUPPORT ORGANIZATION

11. #bbcon
USE CASE: PATIENT SUPPORT ORGANIZATION

12. #bbcon
USE CASE: PATIENT SUPPORT ORGANIZATION

13. #bbcon
● Collect information similar to web-to-lead
● Automated assignment rules and notifications
● Create escalation paths for responses
USE CASES: FOR NONPROFITS HAVE A
SPEAKERS’ BUREAU

14. #bbcon
USE CASES: FOR NONPROFITS THAT RECRUIT
VOLUNTEERS OR HAVE A SPEAKERS’ BUREAU

15. #bbcon
● Great for both grantors and grantees
● Schedule and track activities and deadlines across team members
● Track grant program success
● Track funds coming in and going out related to program
USE CASE: GRANT MANAGEMENT

16. #bbcon
USE CASE: GRANT MANAGEMENT

17. #bbcon
By using the Luminate CRM system to track your program data, you
are able to take advantage of:
● True 360 degree data collection and reporting of the constituents
related to your organization
● Advanced CRM functions already baked into your system
● Extensible tools to allow your organization to grow into the
Luminate CRM system and the Salesforce platform
BENEFITS OF LUMINATE CRM TO TRACK
PROGRAMS

18. #bbcon
TWEET ABOUT YOUR SESSION
#SESSION
#CRM
@CATHEXISPARTNER
@MHEINSLER