Purple Vision explains how Salesforce CRM can help transform your student recruitment, external relations and alumni management processes.
This whitepaper explains what Salesforce is, and how it's features can bring significant benefit to your organisation.
How nonprofit organizations can effectively use search engines (SEO/PPC), Facebook and other social networks to attract more volunteers, donors and publicity for their causes.
Evolution not Revolution - Simplify Your Digital Strategy For Closer Relation...ClearPeople
Organisations now recognise the importance of digital in their communications strategy, seeing it not as just another tool in the marketing mix, but a fundamental channel from which all their communications should stem from.
More and more companies are therefore seeking to revolutionise their digital marketing strategy, investing heavily in new systems and whole teams to help their marketing efforts move forward into the future.
This presentation seeks to educate the audience that digital is an inherent extension of the traditional communications we have been using for many years and it is not necessary to reinvent the wheel when it comes to your digital strategy. You simply have to take a step back, identify you’re your customers need and understand that you can use technology to solve your customer’s problems.
Evolution not Revolution - Simplify Your Digital Strategy for Closer Relation...marketingfinder.co.uk
Organisations now recognise the importance of digital in their communications strategy, seeing it not as just another tool in the marketing mix, but a fundamental channel from which all their communications should stem. More and more companies are therefore seeking to revolutionise their digital marketing strategy, investing heavily in new systems and whole teams to help their marketing efforts move forward into the future.
This webinar explores why it isn’t necessary to reinvent the wheel when it comes to digital. By simply taking a step back and incorporating key elements into your marketing, you can easily gain valuable insight into your customers, transforming your business into a digital powerhouse.
How nonprofit organizations can effectively use search engines (SEO/PPC), Facebook and other social networks to attract more volunteers, donors and publicity for their causes.
Evolution not Revolution - Simplify Your Digital Strategy For Closer Relation...ClearPeople
Organisations now recognise the importance of digital in their communications strategy, seeing it not as just another tool in the marketing mix, but a fundamental channel from which all their communications should stem from.
More and more companies are therefore seeking to revolutionise their digital marketing strategy, investing heavily in new systems and whole teams to help their marketing efforts move forward into the future.
This presentation seeks to educate the audience that digital is an inherent extension of the traditional communications we have been using for many years and it is not necessary to reinvent the wheel when it comes to your digital strategy. You simply have to take a step back, identify you’re your customers need and understand that you can use technology to solve your customer’s problems.
Evolution not Revolution - Simplify Your Digital Strategy for Closer Relation...marketingfinder.co.uk
Organisations now recognise the importance of digital in their communications strategy, seeing it not as just another tool in the marketing mix, but a fundamental channel from which all their communications should stem. More and more companies are therefore seeking to revolutionise their digital marketing strategy, investing heavily in new systems and whole teams to help their marketing efforts move forward into the future.
This webinar explores why it isn’t necessary to reinvent the wheel when it comes to digital. By simply taking a step back and incorporating key elements into your marketing, you can easily gain valuable insight into your customers, transforming your business into a digital powerhouse.
Building a list is important for every business because the list is an asset that the business owns to give it special access to a customer’s personal space. Besides, it is a cheap and authentic technique of building leads, delivering valuable content, and building trust and rapport with the customers. The following are some of the strategies people can use to grow their list of subscribers as fast as possible. In practice, multiple strategies can be used at the same time since one alone cannot effectively achieve the intended goal. Here we go… 1. Creating a Landing Page A landing page refers to the web page that the visitor arrives at or “lands” on when they visit a website. It is a standalone web page that is distinct from the main website. The land page should have no global navigation to tie it to the primary website so that it can limit the options available to visitors. The main purpose is to guide the visitors to the intended conversion goal. 2. Installing SumoMe
Build Your Brand: Make A Name For Yourself Through Effective CommunicationJoe Barnes
Learn the basics of personal brand building through this easy to follow presentation modified for the web. While this presentation was aimed at graduating college seniors, anyone looking to take control of their image, reputation, and success will find useful tips on building a strong brand that will resonate with their audience.
Presented by Nathan Young and Joe Barnes.
How to Reinvigorate Your Donor Base Using Peer to Peer FundraisingArrevaSoftware
Could your donor base use a pick me up? Are you searching for a renewed and rejuvenated set of fundraisers? Then look no further than the fundraising fountain of youth: peer to peer fundraising.
In a world where crowdfunding sites are just a click away, peer to peer fundraising has the ability to engage younger generations more easily than other, more traditional forms of fundraising.
During this webinar we will outline how peer to peer fundraising:
-Engages Gen Z and Millennial volunteers.
-Yields more gifts from Baby Boomer and Mature donors.
-Increases your organization's reach across social media.
-Helps to spread mission awareness to newer audiences.
Building Personal Online Journeys - #HTWEB15 - from Purple VisionPurple Vision
At Harnessing the Web 2015, the annual MemberWise conference, Purple Vision colleagues Mags Rivett & Dawn Varley presented online journeys for members.
This presentation identifies what they are, why you need them and how to get started - as well as some of the pitfalls to consider when setting this up.
The session was interactive and invited attendees to draw a journey each and hand it in. Purple Vision have created a playbook of example journeys for event delegates based on this.
Building a list is important for every business because the list is an asset that the business owns to give it special access to a customer’s personal space. Besides, it is a cheap and authentic technique of building leads, delivering valuable content, and building trust and rapport with the customers. The following are some of the strategies people can use to grow their list of subscribers as fast as possible. In practice, multiple strategies can be used at the same time since one alone cannot effectively achieve the intended goal. Here we go… 1. Creating a Landing Page A landing page refers to the web page that the visitor arrives at or “lands” on when they visit a website. It is a standalone web page that is distinct from the main website. The land page should have no global navigation to tie it to the primary website so that it can limit the options available to visitors. The main purpose is to guide the visitors to the intended conversion goal. 2. Installing SumoMe
Build Your Brand: Make A Name For Yourself Through Effective CommunicationJoe Barnes
Learn the basics of personal brand building through this easy to follow presentation modified for the web. While this presentation was aimed at graduating college seniors, anyone looking to take control of their image, reputation, and success will find useful tips on building a strong brand that will resonate with their audience.
Presented by Nathan Young and Joe Barnes.
How to Reinvigorate Your Donor Base Using Peer to Peer FundraisingArrevaSoftware
Could your donor base use a pick me up? Are you searching for a renewed and rejuvenated set of fundraisers? Then look no further than the fundraising fountain of youth: peer to peer fundraising.
In a world where crowdfunding sites are just a click away, peer to peer fundraising has the ability to engage younger generations more easily than other, more traditional forms of fundraising.
During this webinar we will outline how peer to peer fundraising:
-Engages Gen Z and Millennial volunteers.
-Yields more gifts from Baby Boomer and Mature donors.
-Increases your organization's reach across social media.
-Helps to spread mission awareness to newer audiences.
Building Personal Online Journeys - #HTWEB15 - from Purple VisionPurple Vision
At Harnessing the Web 2015, the annual MemberWise conference, Purple Vision colleagues Mags Rivett & Dawn Varley presented online journeys for members.
This presentation identifies what they are, why you need them and how to get started - as well as some of the pitfalls to consider when setting this up.
The session was interactive and invited attendees to draw a journey each and hand it in. Purple Vision have created a playbook of example journeys for event delegates based on this.
Trends in Payment Technology for Fundraisers - Purple Vision & iATS PaymentsPurple Vision
At a breakfast briefing on 5 February 2015, Tom Epplett from iATS Payments (Canada) and Steve Thomas from Purple Vision, shared trends in payment technology for fundraisers. From banks and merchant services, through to different options like Pingit, Wallets, and mobile.
Causeview is a Salesforce-based app for non profits involved with Fundraising, Volunteering and Events. These slides are used during the Causeview briefing breakfasts, alongside a detailed demo (seeing is believing with all these things!).
Purple Vision run periodic briefings on Causeview - book out these via www.purple-vision.com/events
Enhancing the brand: does online marketing ever workPurple Vision
Enhancing the brand: does online marketing ever work? A presentation from Travel Technology Europe Show (TTE17) 22 February 2017.
Mags Rivett, Marketing Director of Purple Vision - the technology consultancy behind Sugati for tour operators and travel agents.
Ins and Outs of Event Apps - Purple Vision & Resource AlliancePurple Vision
Consummate events pro James has been using an event app for a couple of years for the world renowned global fundraising congress - IFC, run by Resource Alliance. In this session, James and Steve (Purple Vision) share the considerations in adopting an event app and the helpful 'ins and outs' / 'do's and dont's' of using event apps.
#Skillshare2015 - Digital Tech 101 for FundraisersPurple Vision
Purple Vision presented Digital Tech 101 for Fundraisers at the annual Skillshare for fundraisers working for Red Cross and Red Crescent Societies around the world.
Purple vision salesforce 1 for non profits (slideshare vid)Purple Vision
See how Salesforce CRM can help your non-profit do more for less, using Salesforce 1.
From simple digital integrations to the latest innovations including app integrations and more, this presentation (given at Institute of Fundraising Technology Special Interest Group in May 2015), shares more.
Purple Vision are a Salesforce Cloud Alliance partner and specialise in working with charities, associations and non profits, supporting them to use technology to build and develop fundraising, stakeholder engagement and more.
Digital Transformation - Institute of Fundraising National Convention (06/07/...Purple Vision
Steve Thomas and Bertie Bosredon share their vision for Digital Transformation in this session at the 2015 IoF Fundraising Convention. Covering everything from what to how, this presentation offers insights into how your charity or non profit can develop and transform itself digitally.
Instant Impact - tools to transform your team Purple Vision
Purple Vision presented with client UBS (United Bible Societies) at IoFTech14 on 19 May 2014.
The presentation called - Instant Impact offered insight into some of the tools tips and tricks which can be used to make you more efficient, and effective at work.
At Purple Vision, we believe Salesforce offers the biggest single opportunity for every nonprofit organisation and we have produced a paper to explain why. Written by fundraisers for fundraisers who want to understand more about this opportunity, we share our experience and insights into:
1. Why Salesforce is so powerful and potentially game changing
2. What the benefits are for fundraising
3. How you can access these opportunities
Invigorate your data insights - banish data dreariness Purple Vision
Data is the heart - if not the soul - of fundraising. Innovations make data visualisation more accessible and easier to use to build real-time, personal donor experiences that drive results.
How can enterprise social technologies help your company? What tools will enable you to connect employees to each other and to information to address key challenges?
New Technologies for Mobile Salesforce Managementijtsrd
We are living in a world where technology advances day by day and modern salesforce continue to evolve. We can apply modern CRM system to increase the ability to manage selling relationships. By referring this document, you will learn recent technologies to build goodwill with customer. Suraj C. Patil ""New Technologies for Mobile Salesforce Management"" Published in International Journal of Trend in Scientific Research and Development (ijtsrd), ISSN: 2456-6470, Volume-3 | Issue-4 , June 2019, URL: https://www.ijtsrd.com/papers/ijtsrd23663.pdf
Paper URL: https://www.ijtsrd.com/computer-science/world-wide-web/23663/new-technologies-for-mobile-salesforce-management/suraj-c-patil
Salesforce is one of the popular CRM Platform which is used to manage customers and their relationships with an organization. It helps businesses to connect with customers by using cloud technology. It also provides flexible functionality for large inventory systems. The application which we would be developed on a software as a service based platform for various enterprises and organizations to manage a large number of products.CRM model used in different organizations to manage interactions with customers by using phone calls, Emails, Meetings, and Social media, etc. It provides a personalized customer experience and also provides “ON DEMAND SERVICESâ€.In this paper, we are discussing Salesforce, Salesforce CRM, Architecture of Salesforce, Benefits, Applications, and its latest Trends. Harshada J. Visave | Prof. Pratibha Adkar "Salesforce – The Future of CRM" Published in International Journal of Trend in Scientific Research and Development (ijtsrd), ISSN: 2456-6470, Volume-5 | Issue-4 , June 2021, URL: https://www.ijtsrd.compapers/ijtsrd42559.pdf Paper URL: https://www.ijtsrd.comengineering/computer-engineering/42559/salesforce-–-the-future-of-crm/harshada-j-visave
Salesforce, the world's leading customer relationship management (CRM) platform, has revolutionized the way businesses engage with their customers. With its cloud-based solutions and extensive capabilities, Salesforce has become a game-changer in the industry.
Acquisiton with permission - Community Fundraising stream, 2017 IoF Fundraisi...Purple Vision
Presenting on Weds 5 July at IoF Fundraising Convention 2017 - in the community events and volunteering stream - Steve Thomas and Colin Kemp discuss the need to engage peer to peer or community networks to succeed and suggest a tried and tested approach for charities to trial. All without mentioning GDPR or the Fundraising Regulator!
Digital Thinking - Human Decisions (IoFTech 2017)Purple Vision
Digital Thinking - Human Decisions, presented by Purple Vision and Disasters Emergency Committee at the Institute of Fundraising Technology Speciali Interest Group Conference in May 2017. This presentation looks at how DEC reviewed their major technology decisions and considered the human factors of the change alongside these.
Responding at the Speed of Now (April 4, 2017)Purple Vision
Responding at the Speed of Now, delivered by Mike Aubrey from Purple Vision, creators of the travel CRM tool Sugati - and end-to-end platform for tour operators and travel agents.
Responding at the Speed of Now unpicks what the disruptors to the sector - the AirBnB and Googles of this world have achieved and identified a few of the things that have helped them achieve this. We look at tech from the point of view of customer experience and what the customer wants - and how even 'the small players' in the market can benefit in the same way.
sugati@purple-vision.com
www.sugatitravel.com
@sugatitravel
Soundcloud recording available via:
https://soundcloud.com/user-887729777/2017-04-04-0930-responding-at-the-speed-of-now
You Tube Video of slides & audio: https://www.youtube.com/edit?o=U&video_id=JmjlD2Fbtyg
3 steps to tech success for small charities (Purple Vision)Purple Vision
3 steps to tech success for small charities addresses the tipping points for charities in addressing their technology needs -as part of the solution to compliance as well as plans for growth and development.
The paper outlines a way forward for charities using Salesforce as a scalable tool of choice. Addressing that this is a giant solution for potentially small charities, Purple Vision outlines an approach that will typically give charities what they need at this point, for a fixed low fee - and outlines how that is achieved.
Published March 2017.
Responding at the speed of now is a presentation by Mike Aubrey and Tin Aung from Purple Vision, the technology consultancy behind travel product, Sugati (for tour operators and travel agents). Their presentation focuses on where tour operators and travel agents need to focus their attention to complete in the age of the customer and in the face of significant online competition.
Deutsche Fundraising Kongress - SegmentationPurple Vision
How segmentation can improve response, retention and reputation. Steve Thomas from Purple Vision shares case studies in building segmentation to support fundraising activities. Delivered 29 April 2016 at Deutsche Fundraising Kongress, Berlin.
Trends and Insights in non-profit technology from Great Britain and the US (#...Purple Vision
Keith Collins and Alexander Kopetzky from Purple Vision share trends and insights in non-profit technology from the UK (Great Britain) and USA.
Speaking on 20 May at the Deutscher Fundraising Kongress 2015 (DFK15), with Salesforce Foundation, Keith, Alex and Vicky share the potential for a number of simple tools and integrations to have a high impact on the performance of your fundraising and non-profit operations.
MEMX15 - Optimise your CRM for personalised events management Purple Vision
At MEMX15, the MemberWise Annual Conference, Purple Vision and client Intaward - the Duke of Edinburgh International Award - presented 'Optimise your CRM for personalised Event Management'. The presentation reviewed the current possibilities of personalisation and the technical reality for many membership organisations and non-profits. Mike Heath presented a case study of how the Intaward team created a personal journey experience for their members attending an annual event, and the benefits for customer, member and back office functionality. Steve shared how this was possible with the Salesforce platform.
Avoid email meltdown through segementation (web edit)Purple Vision
At #CHASE15, Steve Thomas from Purple Vision spoke to the title Avoid Email Meltdown - how segmentation can improve response, retention and reputation.
The session covered the segmentation variables that charities and non profits can adopt with their email list to both grow their audience and communicate more meaningfully with their supporters, potential supporters and other stakeholders.
Get Digital - an introduction to digital integrationPurple Vision
Get Digital - how to integrate digital tools and channels to deliver stronger communications and deeper customer relationships.
This guide is for charities and non profits who are looking at how to integrate digital tools and tech to deliver better customer service and improved engagement.
Get Digital is an introduction to digital integration from Purple Vision - a consultancy for non-profits specialising in CRM, digital, analytics and all things data .
The guide is intended as a starting point to hep non profits consider what might be holding them back from making a start and look at ways of making small steps towards a digital future.
June 3, 2024 Anti-Semitism Letter Sent to MIT President Kornbluth and MIT Cor...Levi Shapiro
Letter from the Congress of the United States regarding Anti-Semitism sent June 3rd to MIT President Sally Kornbluth, MIT Corp Chair, Mark Gorenberg
Dear Dr. Kornbluth and Mr. Gorenberg,
The US House of Representatives is deeply concerned by ongoing and pervasive acts of antisemitic
harassment and intimidation at the Massachusetts Institute of Technology (MIT). Failing to act decisively to ensure a safe learning environment for all students would be a grave dereliction of your responsibilities as President of MIT and Chair of the MIT Corporation.
This Congress will not stand idly by and allow an environment hostile to Jewish students to persist. The House believes that your institution is in violation of Title VI of the Civil Rights Act, and the inability or
unwillingness to rectify this violation through action requires accountability.
Postsecondary education is a unique opportunity for students to learn and have their ideas and beliefs challenged. However, universities receiving hundreds of millions of federal funds annually have denied
students that opportunity and have been hijacked to become venues for the promotion of terrorism, antisemitic harassment and intimidation, unlawful encampments, and in some cases, assaults and riots.
The House of Representatives will not countenance the use of federal funds to indoctrinate students into hateful, antisemitic, anti-American supporters of terrorism. Investigations into campus antisemitism by the Committee on Education and the Workforce and the Committee on Ways and Means have been expanded into a Congress-wide probe across all relevant jurisdictions to address this national crisis. The undersigned Committees will conduct oversight into the use of federal funds at MIT and its learning environment under authorities granted to each Committee.
• The Committee on Education and the Workforce has been investigating your institution since December 7, 2023. The Committee has broad jurisdiction over postsecondary education, including its compliance with Title VI of the Civil Rights Act, campus safety concerns over disruptions to the learning environment, and the awarding of federal student aid under the Higher Education Act.
• The Committee on Oversight and Accountability is investigating the sources of funding and other support flowing to groups espousing pro-Hamas propaganda and engaged in antisemitic harassment and intimidation of students. The Committee on Oversight and Accountability is the principal oversight committee of the US House of Representatives and has broad authority to investigate “any matter” at “any time” under House Rule X.
• The Committee on Ways and Means has been investigating several universities since November 15, 2023, when the Committee held a hearing entitled From Ivory Towers to Dark Corners: Investigating the Nexus Between Antisemitism, Tax-Exempt Universities, and Terror Financing. The Committee followed the hearing with letters to those institutions on January 10, 202
Biological screening of herbal drugs: Introduction and Need for
Phyto-Pharmacological Screening, New Strategies for evaluating
Natural Products, In vitro evaluation techniques for Antioxidants, Antimicrobial and Anticancer drugs. In vivo evaluation techniques
for Anti-inflammatory, Antiulcer, Anticancer, Wound healing, Antidiabetic, Hepatoprotective, Cardio protective, Diuretics and
Antifertility, Toxicity studies as per OECD guidelines
Synthetic Fiber Construction in lab .pptxPavel ( NSTU)
Synthetic fiber production is a fascinating and complex field that blends chemistry, engineering, and environmental science. By understanding these aspects, students can gain a comprehensive view of synthetic fiber production, its impact on society and the environment, and the potential for future innovations. Synthetic fibers play a crucial role in modern society, impacting various aspects of daily life, industry, and the environment. ynthetic fibers are integral to modern life, offering a range of benefits from cost-effectiveness and versatility to innovative applications and performance characteristics. While they pose environmental challenges, ongoing research and development aim to create more sustainable and eco-friendly alternatives. Understanding the importance of synthetic fibers helps in appreciating their role in the economy, industry, and daily life, while also emphasizing the need for sustainable practices and innovation.
Honest Reviews of Tim Han LMA Course Program.pptxtimhan337
Personal development courses are widely available today, with each one promising life-changing outcomes. Tim Han’s Life Mastery Achievers (LMA) Course has drawn a lot of interest. In addition to offering my frank assessment of Success Insider’s LMA Course, this piece examines the course’s effects via a variety of Tim Han LMA course reviews and Success Insider comments.
A Strategic Approach: GenAI in EducationPeter Windle
Artificial Intelligence (AI) technologies such as Generative AI, Image Generators and Large Language Models have had a dramatic impact on teaching, learning and assessment over the past 18 months. The most immediate threat AI posed was to Academic Integrity with Higher Education Institutes (HEIs) focusing their efforts on combating the use of GenAI in assessment. Guidelines were developed for staff and students, policies put in place too. Innovative educators have forged paths in the use of Generative AI for teaching, learning and assessments leading to pockets of transformation springing up across HEIs, often with little or no top-down guidance, support or direction.
This Gasta posits a strategic approach to integrating AI into HEIs to prepare staff, students and the curriculum for an evolving world and workplace. We will highlight the advantages of working with these technologies beyond the realm of teaching, learning and assessment by considering prompt engineering skills, industry impact, curriculum changes, and the need for staff upskilling. In contrast, not engaging strategically with Generative AI poses risks, including falling behind peers, missed opportunities and failing to ensure our graduates remain employable. The rapid evolution of AI technologies necessitates a proactive and strategic approach if we are to remain relevant.
Instructions for Submissions thorugh G- Classroom.pptxJheel Barad
This presentation provides a briefing on how to upload submissions and documents in Google Classroom. It was prepared as part of an orientation for new Sainik School in-service teacher trainees. As a training officer, my goal is to ensure that you are comfortable and proficient with this essential tool for managing assignments and fostering student engagement.
Francesca Gottschalk - How can education support child empowerment.pptxEduSkills OECD
Francesca Gottschalk from the OECD’s Centre for Educational Research and Innovation presents at the Ask an Expert Webinar: How can education support child empowerment?
How to Make a Field invisible in Odoo 17Celine George
It is possible to hide or invisible some fields in odoo. Commonly using “invisible” attribute in the field definition to invisible the fields. This slide will show how to make a field invisible in odoo 17.
Welcome to TechSoup New Member Orientation and Q&A (May 2024).pdfTechSoup
In this webinar you will learn how your organization can access TechSoup's wide variety of product discount and donation programs. From hardware to software, we'll give you a tour of the tools available to help your nonprofit with productivity, collaboration, financial management, donor tracking, security, and more.
2. If you only read one page, make it this one!
1.Salesforce is the world-class CRM solution that powers thousands of successful organisations including Facebook, and Virgin. It was used to power the Obama 2012 election campaign, too.
2.It is suitable for all types of organisation (education, non profit, charity) large and small, across all functions
3.The Salesforce Foundation provides massive discounts and special configurations to suit non-profits
4.Salesforce is built on an open technology platform so it is easier, cheaper and less risky to build and deploy
5.People love using Salesforce because it is user-friendly and intuitive
6.The AppExchange enables you to build in different tools and apps at the touch of a button
7.Salesforce is designed and built for online, social and mobile relationships
8.A range of specialised tools are available that are more effective and less expensive than those from traditional non- profit CRM vendors
Purple Vision | Next Generation CRM
2
3. About this paper
This paper is about Salesforce and why we believe it offers opportunities for education providers to transform the way they engage with prospective students and alumni.
Written for managers who want to understand what Salesforce is all about, we share our experience and insights into:
1.Why Salesforce is so powerful and potentially game changing
2.What the benefits are for education organisations
3.How you can access these opportunities and make the right choices
Technology convergence is happening now, connecting people and information through mobile and social channels never before possible. Just as supermarkets, insurance companies and governments are reaching out to their constituents, so too can non-profits. And with the same results – increased loyalty, reduced cost and managed risk.
We are excited about digital integration – and we think you will be too.
3
Purple Vision | Next Generation CRM
4. Old systems just aren’t up to scratch anymore
4
“We get lots of student enquiries via social media – my current CRM is older than Twitter so has no way of handling them”
“I want routine things to be automated so that I don’t have to always do them myself”
“Whether I am in Hull or Hong Kong I need to be able to access the system there and then to record prospective student information. Ideally straight into my phone…”
“I can only tell how many enquiries we have had via a complex monthly reporting process”
“Our research and business development managers are all working with the same funders, but they each use different systems and reports. It is hard to get a complete picture of what is going on across the institution”
5. Contents About Salesforce 6 Eight game-changing facts 7 Are you ready for the brave new world? 14 What Salesforce offers for education 17 Find out more today! 25
5
6. About Salesforce
If you are reading this, it probably means you have heard something about Salesforce. You may be wondering if it’s a serious opportunity or just a fad?
Having watched the development of various technologies over recent years, we believe that Salesforce offers compelling advantages for non-profit organisations.
Salesforce is many things, including:
a global technology platform
software as a service
in the cloud
a multi-billion-dollar corporation
a business ecosystem
a philosophy for engagement
But what are the key factors that make a difference to colleges, universities and schools, and how can these help you to engage better with prospective students and alumni? Read on …
Purple Vision | Next Generation CRM
6
“The world’s most innovative company”
Forbes
7. Eight game-changing facts
1.A platform, not a point solution
2.Non-profit pricing and discounts
3.It brings people together
4.Plug in best of breed tools with the AppExchange
5.The cloud is not the same as hosting
6.Social through and through
7.One place for data and intelligence
8.Simple, flexible reporting
7
8. Eight game-changing facts
Fact 1
A platform, not a point solution
Most of us are familiar with the old approach to IT – on-premises servers, closed data architectures, set features and lock-in relationships with software vendors.
Salesforce is different. It is an open platform, not a “black box”. It incorporates powerful foundations of data, social, mobile and web – all deeply integrated, so avoiding the menace of duplication.
On this platform, Salesforce has encouraged an active community of independent partners and developers. This has led to a wide range of services and applications becoming available for all business needs, including student recruitment and alumni relations.
Fact 2
Non profit pricing
Salesforce’s CEO Marc Benioff has committed to give 1% of his company’s product, equity and time to charity.
Any recognised non-profit organisation is eligible to receive 10 free licences with full access to the company’s top-of-the-range CRM solution.
This donation has been accepted by more than 20,000 non-profits globally.
Some development partners have followed suit and offer their services with significant charity discounts.
Purple Vision | Next Generation CRM
8
9. Eight game-changing facts
Fact 3
It brings people together
Anyone who has struggled to encourage their team to adopt new software knows that an unfriendly interface with poor usability is the curse of a technology project. Salesforce deals with the data and empowers people to do their jobs.
Perhaps the best thing about Salesforce is that everyone likes it. Back-office techies and front-line users alike all love the way it works, from search and data entry through to self- service dashboard reports and “chatter” private social networking, all optimised for your desktop, mobile phone or tablet.
Fact 4
Plug in ‘best of breed’ tools with the AppExchange
Just like Apple’s App Store or Google Play, the Salesforce AppExchange contains thousands of business applications from approved partners including Eventbrite, Google, Just Giving, and Mailchimp.
In fact, most of the tools you already use are there. The difference with Salesforce is that they are already integrated so, just like your mobile phone, all you have to do is download the app and it works straight away.
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Purple Vision | Next Generation CRM
10. Salesforce platform architecture
10
Users experience the interface(s) of apps using a web browser – on PC, mobile phone or tablet
Choose a combination of apps to suit your business needs
Third party developers publish their services as apps on the AppExchange
Salesforce manages underlying services – servers, upgrades, security, backup
Force.com is the developer toolkit for building custom applications
Optimised across platforms – data, mobile and web, and in multiple languages and currencies
Purple Vision | Next Generation CRM
11. 11
This leading University in the South West of England needed a technology platform to help them manage enquires from prospective students - enquires received via multiple channels, from multiple global locations, and involving a number of staff, agents and university partners.
With Purple Vision’s help to identify the right mix of apps, configure the system and provide training, the team now use their Salesforce system to handle:
● Enquiry Management – managing correspondence, mainly by email , from prospective students enquiring about courses at this institution.
● Outreach – helping the department record and manage details of meetings and connections with prospective students – often from
face-to-face discussions at events and exhibitions.
● Segmented email marketing – communicating with prospective students, school counsellors, agents and other contacts with rich segmentation,
in-built analytics and trail bounce-backs and click-throughs.
● Lead management – taking leads from external web portals and agents, and managing subsequent communication .
● Social media monitoring and engagement – identifying, engaging and nurturing contacts via social media as prospective students.
● School Liaison – managing the processes and data related to school contacts and counsellors – including communications.
The team have also discovered additional benefits too – they now have total control over data visibility with partners and agents, and as a result have a higher degree of transparency in their processes with them.
.
“This institution needed their Salesforce system
up-and-running urgently to help support the busiest time of the year.”
Case Study: managing international student enquiries
12. Eight game-changing facts
Fact 5
The cloud is not the same as hosting
Salesforce pioneered the concept of SaaS (Software as a Service), also known as Cloud Computing. Their systems are secure and reliable.
SaaS means that you pay to rent the services you need and log on with a web browser. It feels a lot like using Gmail or Facebook, but it’s your contact database.
It’s easy to think of this as the same thing as hosting of traditional apps in a data centre but true SaaS is different:
Multi Tenancy: Just like a serviced office, thousands of customers share the same software so the cost for maintaining and updating the system is reduced.
No IT: With SaaS, the provider takes responsibility for upgrades, backups, failovers, and lots of other stuff that you don’t need to think about!
Scalable: SaaS means you can adjust your usage, both up and down, to cope with short-term needs and business changes. You pay for what you use.
Fact 6
Social through and through
Salesforce is a new technology for a new generation – an online socially-connected generation. Everything the company does is based on this guiding philosophy.
In the past 18 months, Salesforce has invested over $1bn in new technologies for social media monitoring, customer engagement, collaboration, performance management, social marketing and content automation.
Social tools and connections are hard-wired into Salesforce, extending its capability way beyond sales. Think fundraising, recruitment, staff and community collaboration, market research, alumni relations, partnerships …
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13. Eight game-changing facts
Fact 7
One place for data and intelligence
Salesforce is attractive because it provides a low-risk way to progressively integrate data across the whole organisation.
A growing number of non-profit organisations are adopting Salesforce, with combinations of applications from HR and finance through to recruitment and events. They realise the benefits in economies of standardisation, reduced complexity, universal information and lower risk.
This means the long-held ambition of a 360- degree or “single customer” view has finally evolved from a dream to practical reality. No other solution can deliver this in such a comprehensive, flexible and affordable way.
Fact 8
Simple, flexible reporting
Perhaps the single biggest complaint about most CRM systems is the difficulty in tracking and using your own data. You take care to follow procedure, loading, coding and cleaning. But when you need the information there is no easy way to analyse or report.
Some people say users need to be more tech savvy but, with Salesforce, you don’t need to be. It’s easy to build your own reports, create personal graphical dashboards, and even schedule them for regular delivery to colleagues by email.
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15. Talking about you – but not to you.
Prospective students, alumni, staff and even your competitors and partners are all talking about you. They’re doing it online using social media, in private and in public. They’re using mobiles and tablets: blogging, commenting, reviewing and sharing. And, as they do, they’re shaping the future of your organisation and determining your success
The explosion of social media, together with the growth of mobile internet access, has amplified the voice of every stakeholder. We are empowered to take greater control of the relationships with the organisations and movements we choose to support.
Despite these changes, the model of relationship management in use by most schools, colleges and universities remains focused on the organisation rather than the prospect. Who decides what the key messages are? Which people might be interested? When to send communications?
In the past, if a potential student wanted to find out about the course you offer, they visited your website. If they wanted to chat about the course or visit, they called. If they wanted to complain, they wrote you a letter.
Now they do all these things, without you even knowing!
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“90% of online consumers trust recommendations from people they know; 70% trust unknown users, 27% trust experts, 14% trust advertising”
Erik Qualman – Socialnomics
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16. What’s changed?
The old-fashioned, one-way approach is evolving to become a dialogue. A democratic and social activity.
Education establishments that understand this seek to respond with openness and integrity. They build on the best of what has been achieved in the past to create enhanced relationships that are interactive, personal and responsive.
Recruiters and alumni professionals now face the real and exciting prospect of breaking through to a whole new level of success.
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If the nature of relationships has changed, it follows that the tools and techniques to manage them need to change as well.
Salesforce is a unique and exciting set of technologies specifically designed to help organisations become “customer companies”. In plain language, that means actively participating in an online networked world.
If that matters to you and your organisation, Salesforce can help. If that doesn’t matter to your organisation, perhaps you should be asking why?
“We need to stop interrupting what people are interested in and be what people are interested in.”
Craig Davis - J Walter Thompson
Traditional Relationships
•Monologue
•Broadcast
•Control
•Owning
•Segregated
•Single channel
•My ideas
Social Relationships
•Dialogue
•Interact
•Collaborate
•Sharing
•Integrated
•Multiple channel
•Our ideas
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18. Student Enquiry Management
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Enquiry
Correspond- ence
Outreach
Segmented Email Marketing
Web to lead forms for online enquiries
Agent or Partner Network Leads
Prospect Enquiry Forms
School Liaison
Social Media Monitoring & Integrations
Managing student enquiries might best be described as harnessing a complex network of relationships, tasks and processes.
Salesforce offers you a chance to achieve this, and engage all your audiences in a way you never have before.
Data is easy to access and mange. Look up and report on your partnerships and leads with ease.
Target prospects with bespoke messaging and campaigns.
Add automation into the mix, and you can genuinely achieve more – more engagement, more results, more customer satisfaction.
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19. Alumni Management
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Alumni
Relationship Manage- ment
Regular Giving
Events
Networks & Communities
Mentoring
Bursaries
Integration with other systems
Social Media Monitoring & Integration
Alumni managers are a pretty amazing bunch - who else do you know that can juggle fundraising, event management, communications, finance, administration and relationship management?
Salesforce offers you a way to track, manage, engage, and automate many of the key tasks associated with your role.
Allowing you to focus on the areas which most need your time – not the areas which take the most time to data input, or have the longest processes.
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20. External Relations & Operations
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External Relations & Operations
Stakeholder Engagement
Business Development
Research & Knowledge Management
Internal Collaboration
Reporting for Projects, Boards and VCs
Volunteer and Ambassador Engagement
Campaign & Project Management
Website integration & e-commerce
It’s a truth universally acknowledged that it’s not just what you know, it’s who you know.
And it’s how – and when – you leverage those relationships that makes those contacts so valuable.
Salesforce gives you the tools to manage your networks effectively – internally and externally.
Collaborate, engage and communicate on long-running or discrete projects or campaigns.
Then with one simple log-in, Salesforce will show you reports, KPI’s and results quickly and easily, all in the same place.
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21. Scale-up with Salesforce Achieve results today that it has taken others decades to achieve using traditional methods!
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Internationally focused universities and colleges ● ●Manage overseas enquiries and partner relationships ●Real-time recording and reporting ●Social flow and integration ●Automation and communication
Loyal alumni networks
●Power-up networking with apps and integrations
●Build stronger relationships
●Smoother fundraising processes
●Manage events and communities
Schools and further education teams
●Manage domestic and international prospect processes
●Support alumni network development
●Integrate parent/guardian communication and response
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22. Scale-up with Salesforce
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Collegiate structures and satellite operations ●Manage multi-site processes and workflows ●Integrate systems, processes and tools ●Improve inter-departmental communications ●Simplify student record management approaches
Private colleges and short-course providers
●Build strong networks and relationships
●Track course up-take
●Promote personalised learning pathways
●Integrate promotion and enquiry handling
Placements – local and overseas
●Manage contacts with placement providers
●Provide ongoing student communication and support
●Collate vital paperwork and permissions processes
●Simplify feedback and reference processes with web forms
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23. Early adopters Someone has to be first!
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We are often asked who is using Salesforce.
Small organisations or single departments of a larger institution find it relatively easy to adopt Salesforce because they are agile and have limited business processes.
International organisations are recognising the enterprise-wide benefits of rationalising their IT strategies.
Pan-organisational introductions of Salesforce are allowing whole-organisation information and standard processes to be ‘business as usual’.
Some organisations are taking their time and migrating team by team, or department by department. Progressive migration is a longer project. It suits those who want to take time to learn and adapt between roll- out stages. Some even want to use the time to radically overhaul or rationalise processes, and refocus on strategy goals. How quickly you benefit is down to you!
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24. Good Question! If Salesforce is so good, why aren’t more people I know using it?
1.The name - “sales” is misleading for some, especially in situations where selling is less important than building relationships and serving needs.
2.Specialisms - specialist functionality takes time to develop – tools developed for the US market take a while longer to be adapted for the UK and European markets as development needs to account for key differences in the way we operate core business processes such as financial processing.
3.Size - the Salesforce Foundation is relatively small compared to other established software and database vendors on the market. And the foundation is a non profit too, so there’s less ‘hard sell’ than with other systems or providers.
4.Collaboration - lots of colleges and universities have different functions for communications, recruitment, alumni etc. The tools that support these (web and CRM) evolve separately and collaboration can be difficult.
5.Time – a new CRM is a big decision. It can take time to build a business case and make the decision to change systems. It takes a while longer to go through a robust procurement and selection process and then a little more time still to fully configure and implement a new system into ‘business as usual’.
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25. Find out more today! Visit www.salesforce.com Google Salesforce to see what other people say Review your current technology tools Revisit your strategies – fundraising, recruitment, alumni Speak to someone who uses Salesforce Browse the AppExchange Explore the education apps available Book a demonstration Call Purple Vision for independent advice
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26. Get started with Salesforce Your work doesn’t stand still – neither should your CRM.
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For many, the non-profit Starter Pack provides a cost effective and flexible base to start with Salesforce – offering basic relationship tracking, financial processing and enquiry management.
What differentiates Salesforce is its seamless integration with thousands of best-of-breed tools on the AppExchange - and even your website.
By combining these on the Salesforce platform you can assemble a joined-up business system that is effective, easy to use and inexpensive.
Apps are available for specialist requirements across higher and further education. Simply plug in the ones you need!
Custom configuration and development is also possible – naturally it is more costly as it is developed just for you.
Either way, you’ll still benefit from regular system updates, new apps and products which are being developed all the time.
Purple Vision | Next Generation CRM
27. Purple Vision has been working with CRM for more than ten years. Our core team has extensive experience advising and supporting hundreds of charities, associations and education establishments with technology including CRM, databases, digital services including CMS, websites and associated business processes.
We share our clients’ frustrations when their ambitions for relationship building and efficient enquiry management are not matched by effective, joined-up tools. We also share the energy, commitment and enthusiasm for getting it right for the people that matter - your customers and beneficiaries.
With the technology that is now available to empower you, many of the familiar barriers are already becoming a thing of the past. No more fragmented systems, data silos, manual workarounds and inadequate reporting!
With tools like Salesforce you can achieve the long-awaited vision of ‘joined up’ relationship management. Everything you know about each enquirer, student and alumnus in one place. And the ability to build your relationship with them using multiple simultaneous channels.
We want to help you to be able to access this opportunity. If you want to discover more, find us at:
www.purple-vision.com
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Purple Vision | Next Generation CRM
28. Find out more about how Purple Vision can help you with Salesforce today.
T: +44 (0)845 458 0250
E: info@purple-vision.com
W: www.purple-vision.com
3.06 Canterbury Court
Kennington Park
1-3 Brixton Road
London
SW9 6DE
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