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Salesforce for
Nonprofits
Andrew Hill & Davinder Mann
Salesforce Foundation
Cloud computing pioneer and evangelist
The Salesforce Mission
Mainframe
New
Technology
Model (Cloud)
New
Business
Model (Customers)
New
Philanthropic
Model (1:1:1)
Client/Server
Cloud
TODAY1980s1960s
MOST INNOVATIVE
COMPANY IN
THE WORLD
Salesforce, Inc.
2013 • 2014 • 2015 2008 • 2009 • 2010
2011 • 2012 • 2013
2014 • 2015
2011 • 2012
2013 • 2014 $1.51B
FY16 Q1 Revenue
16K
Employees
The Power Of Us:
1% Product
Accelerate their mission and
work smarter with the
technology needed to drive
success
Place students at the center of
everything they do, and achieve
breakthrough performance across
the student lifecycle
HIGHER EDUCATIONNONPROFITS
Provide NGO & HED access to
Salesforce products and resources to
further their mission
TECHNOLOGY
Match up to
$5,000
The Power Of Us:
1% Equity
Jobs and
internship
training
WORKFORCE
DEVELOPMENT
Force for Change
program
TECHNOLOGY
INNOVATION
EMPLOYEE-
INSPIRED
Science, Technology,
Engineering & Math
STEM
EDUCATION
Helping our customers To further their missions
LEVERAGE
TECHNOLOGY
Participate in a
Pro Bono Project
Volunteer
Abroad
The Power Of Us:
1% Time
Support team
volunteer activities
with Team Grants
Earn a $1,000
Champion Grant
6 DAYS
Of Volunteer
Time Off
Share the Model:
Pledge 1%
$95M+
Grants
1% Equity
27K+
Nonprofits & Higher Ed
1% Product
1.1M+
Service Hours
1% Time
1-1-1 Model
Adopted by
How does Salesforce technology help Nonprofits?
Legacy Systems Connected Platform
Marketing &
Communications
CRM &
Fundraising
Program
Management
The Customer Success Platform
2,700+ Partner Apps
Open Ecosystem
Workflow
Data &
Objects Identity
Fast App Dev & Customization
AnalyticsCollaborationMobile UI
Scalable Metadata Platform
Complete CRM
Trusted Multitenant Cloud
AnalyticsCommunityMarketingProgramsFundraising Apps
Have delivered more than 50,000 computers to children in Australia, New Zealand, Fiji, and the Philippines
Salesforce underpins it’s logistics, customer service, accounts and management
Moved from complex systems to a highly manageable, scalable model of efficiency
Registrations and eligibility verification can all be done through the Salesforce, via the website
Saving costs on training by bringing teacher training into Salesforce
"Salesforce is not only helping us
to deliver on our goals but
improve on them."
Charity Laptops Reach the Schools where they’re Most Needed
- Rangan Srikhanta, CEO, One Education
"The operating efficiencies of a
single Salesforce platform were
instantaneous"
Integrating data on fundraisers, payroll and donors – all in one place
New streamlined recruitment process and mobile integration means more signs ups and less attrition
Future planning has been transformed through improved Reporting and Dashboards
Community of fundraisers connect through Chatter – “It’s how we motivate each other to celebrate success”
Clipboards to iPads: Revolutionized Fundraising with Salesforce
- Matthew Brine, Director, The Fundraising People
"We now have a 360° view of an
important part of our organisation –
our members and support base.“
Represents over 235,000 people affected by diabetes and those at risk
Centralized data from 17 databases on Salesforce
Cases can now be tracked from 1st call to closure, giving a 360 degree view of all interactions
Improved reporting using Salesforce led to revenue increases of 25%
Diabetes Australia-VIC Ramps Up Support for Sufferers in Victoria
— Lalith Abeysena, CFO
1 Donated & discounted licenses
2 Ability to adapt to future needs
3 Trust in Salesforce service
4 Product features
5 Ease of customization
Top Five Reasons Nonprofits Choose Salesforce
Nonprofit Starter Pack: Connect Your Team & Supporters
Connect fundraising, programs, volunteers &
grants on one solution
Track all relationships, donations, households,
affiliations & other constituent data
Grow & scale to any size & impact
Fundraising
3 Steps to Getting Started!
http://salesforcefoundation.org
Thank you
Thank you
Inbound Marketing for non-profits
Sam Shoolman
APAC Sales Manager, HubSpot
@shoolmaniam
Audience Analytics
Calibration
Raise your hand if you like any of
these things
Raise your hand if
you have
an iPhone..
Raise your hand if
you have
an Android.
For the next 14
minutes, I have to
compete with every
piece of content ever
created by anyone
anywhere.
When you leave this
room, so do you.
86%
skip TV ads
91%
unsubscribe
from email
10M+
on the
Do Not Call Register
44%
of direct mail is
never opened
BROKEN.
THE OLD
MARKETING PLAYBOOK
IS
acma.gov.au
But there is hope.
So, what is inbound
marketing?
Market unto others as you would have
them market unto you.
Prospective
Donors
Donors
Engaged
Donors
Major
Advocate
s
Inbound updates the playbook based on how
people find & support causes today
Your
Content
Get Found Online:
• Website pages
• Blog articles
• Social media
messages
• All optimized to drive a
qualified audience to
your site.
Understand Your
Audience:
• Personalize your
marketing
• Identify donation
triggers
• Understand what
content motivates the
conversions you’re
looking for
Inbound updates the playbook based on how
people find & support causes today
Get Found Online:
• Website pages
• Blog articles
• Social media
messages
• All optimized to drive a
qualified audience to
your site.
Inbound
Marketing creates
an extendable
core that
insulates you
from disruption.
Inbound
marketing is a
one-two punch
of disruptive
innovation -
especially for
early adopters in
the NFP sector.
Inbound Marketing is
hard.
An inbound marketing software platform with
all the tools you need in one place.
Strangers
Visitors
Leads
Customers
Promoters
Social Media
Forms
Email Optimization
BlogSEO Sites Mobile Optimization
Calls-to-Action Landing Page Optimization
CRM Synch #
Lead Scoring
Sales Alerts
Personalized
Email + Web +
Social
Nurturing
Feedback Forms Email + Web + Social
Engagement
ATTRACT
CONVERT
CLOSE
DELIGHT
Personalized, multi-channel marketing
Your donors & members...
• Indicate their interests
and beliefs
• Read blogs
• Click on your tweets
ContentContext
Social Media
Website &
Landing
Pages
Blog
Email
Forms
Your donors & members
Get...
• Content specific to their
interests & beliefs
• Suggested content based
on what they’ve read
• Targeted messaging on
social media
Tools to Attract Visitors & Grow Audience
& More...
Blogging
Easily create remarkable content that
will help your organization get found.
Social Inbox
Publish and see Social Analytics
across Facebook, LinkedIn, Twitter
and other networks.
SEO
Improve your search rankings
and get found by quality
prospects.
SEO
Discover which keywords will bring the best organic traffic to your site, and analyze your paid
search campaigns.
• Track which keywords
drive the best visitors &
donors/members
• View difficulty, current
rank and search volume
• Get recommendations for
low-hanging fruit and
long-tail keywords
• Compare your rankings to
similar organizations
*SEO Tip:
Put a target keyword for
each page title (i.e. About
Us, Ways to Give,
Volunteer Opportunities
etc.)
Keep it short!
The maximum page title
length is 70 characters.
Social Media Publishing
Publish and track messages across multiple platforms and accounts with suggested times
for increasing reach.
• Publish across multiple
accounts and social media
sites
• Bulk upload social
messages in advance
• Schedule multiple posts at
a time
• See suggested times for
increasing engagement
• Shorten and track links
automatically
• View click and engagement
data for your leads
*Social media tip:
Don’t constantly ask for
donations.
No one likes a never-
ending sales pitch, even
for a cause they believe in.
Use the 80-20 rule for
fundraising drives vs.
content/connection posts.
Website Management (CMS)
Take control of your website and personalize content to your donors with HubSpot's
integrated website management solution. Easily create sites that look great on any device.
• Spin up pages without IT or developers
• Easy-to-use WYSIWYG editor
• Personalize entire blocks of content based on who is viewing your site
• Automatically optimized for all mobile devices with responsive design
*Website Design tip:
Get your eyes off yourself and focus on the donors.
The biggest mistakes many nonprofits make is they design from the inside out. In other words,
they create a site that resonates with those inside the organization, not the people they want to
reach.
Tools to Convert Donors
& More...
Calls-to-Action
Build beautiful buttons
and callouts to convert
traffic to prospects in a
snap
Landing Pages
Create more pages that
improve conversion
rates and generate
donors.
Forms
Ask the right questions at
the right time to optimize
conversions.
Contact Management
Segment people based on their
activity across your site and
other channels.
Calls-to-Action
Build professional CTAs in minutes to convert your visitors into leads, complete with A/B
testing and personalized Smart CTAs.
• A/B test CTAs and track results
• Display Smart CTAs based on
contact properties
• Analyze clicks and conversions
on CTAs for increased
conversion opportunities
*CTA Tip:
Use Design to Capture Attention
Landing Pages
Capture inbound contacts through your website with landing pages that are easy to
customize, A/B test, personalize, and track.
• Build optimized landing pages in minutes without a developer
• Choose from multiple, already-optimized templates, created by HubSpot match the look &
feel of your existing site.
*Landing page tip:
Create Targeted Donation Pages
Landing pages let you craft targeted donation pages with segmented messages, and abandon
the “one-size-fits-all” donation page.
Smart Content
Change the content of your website to reflect the needs and interests of your audience,
personalizing the message you send to help guide your people through the funnel.
• Adapt content to anonymous
visitors, lifecycle stages or any
characteristic in the contact
database
• Use personalization across email,
webpages, and landing pages.
• Easily edit Smart Content in a
WYSIWYG editor – no coding or
embedding required.
*Personalization Tip:
Consider that each donor may
have separate interests -- even
emotional connections with
particular programs, causes, or
efforts at your organization.
Channeling a donor’s passion
toward a particular interest area
can keep the donor focused and
engaged.
Tools to Engage Donors & Members
& More...
Email
Personalize your emails
with any field from your
marketing database.
Marketing Automation
Use marketing automation to
trigger timed follow up emails to
your contacts.
Analytics
See which traffic sources
are generating the most
leads, plus other insights.
CRM Sync
Use CRMdata to segment
contacts, personalize email,
and more.
List Management and Segmentation
Target your prospects and donors by segmenting based on information they’ve given you and
how they’ve engaged with you for truly personalized marketing.
• Segment on social behaviors,
site analytics, and more
• Score contacts off of the
same criteria
• Create static and dynamic
Smart Lists
• Choose which leads get
synced to CRM/Membership
database
• Segment your contacts based on a contact’s demographic information from forms
or behavioral data from all of your marketing channels.
*Segmentation data:
Findings:
• 64% of nonprofits are segmenting
their communications.
• From this group, donation amount and
action history are the most common
segments.
Research indicates that not all donors are
created equal.
Marketing Automation
Trigger email messages and activities within your contact records, CRM or other 3rd party
software to personalize and automate your marketing strategies.
• Base your automation
campaigns on goals, such as
becoming an opportunity or
customer
• Move donors easily in and out of
campaigns as they achieve the
goals you’ve set.
• View detailed engagement data
for each Workflow step
• Create conditional checks
against every workflow step for
optimization (commonly known
as branching)
*Automated ‘Thank You’ Emails:
After an initial and immediate
acknowledgement, don’t forget to
keep the graciousness coming.
Be creative in this regard. A
memorable thank you is typically a
personalized thank you.
Thank you emails need to address
how much someone gave & the
difference the donation made -
something you can’t do without the
right data.
Sources
Analyze which of your marketing activities are driving the highest ROI in terms of visits,
prospects, and donors.
• Track how your
marketing is
performing in terms of
visitors, prospects &
donors
• Measure the ROI of
your marketing
campaigns
• Drill into detailed
reports on your
performance
• Compare the
*Marketing analytics
tip:
Data is great, but don’t
let it be your decision
maker!
Your data should
support assumptions
and hypotheses, which
requires critical, human
interpretation.
Customer Spotlight:
First step to improve your inbound marketing:
1 Run a report with
Stay in touch!
Eoin MacWhite Sam Shoolman
emacwhite@hubspot.com
sshoolman@hubspot.com
THANK YOU.
400M
people
4M
businesses
300K
apps
There’s no standard way to work
10B
apps in Apple’s
app store
connected
devices
1.2M
30GB
Internet traffic
per person /
month
Collaboration tools impose boundaries
Size limits Internal-onlyIn-person Adoption
Organic growth Simply secureUniversal
Collaboration today
Collaboration with Dropbox
• Enterprise-grade
• Admin controls
• Usable security
• Any device and OS
• Works with legacy
• Best-in-class sync
• Easy to use
• Adopted and loved
• Encourages sharing
UniversalOrganic growth Simply secure
Connect to the largest
collaboration network in the world.
High adoption
More control
• Admin console for
streamlined team
management
• Visibility into user
& account activity
• Dropbox for Business API
• No training required
• Works with any device,
OS & file type
• Integrations with your
tools like Microsoft
Office & Salesforce
• Encryption in
transit & at rest
• Meets requirements
for industry-standard
compliances
• Active Directory integration
Productivity Security Governance
• Allows internal & external
sharing
• Simple cross-team
collaboration
• Choose between view-
only or editable access
Sharing
single sign-on
two-step verification
directory integration
admin console
audit log
sharing controls
work/personal
remote wipe
account transfer
compliance
ONBOARD MANAGE OFFBOARD
CONFIDENCE OF MANAGEMENT & CONTROL
ACROSS THE USER LIFECYCLE
Earth Hour Requirement: Ample
space to accommodate high-res
videos and files
Solution: Dropbox for Business:
Faster collection of event
photos and videos
Earth Hour Requirement: Easy
deployment to volunteers
around the world
Solution: Dropbox for Business:
Simplified sharing of important
files and information
Earth Hour Requirement:
Control over how files are
organised and protected from
deletion
Solution: Dropbox for Business:
Security in knowing files can be
tracked from day one
Get your team signed up to Dropbox
Build a team utilising free Dropbox – a place where everyone
can collaborate
Reach out Dropbox to learn more about Dropbox for Business
can help non for profits
Reach
Three things you can do today..
Telecommunications, the Internet
and Wireless Technology
The Digital Revolution
What we will cover today?
o Identify the principal components of new telecommunications networks and
networking technologies.
o Explain how the Internet and Internet technology work and how they
support communication.
o Identify how ‘Office in a Box’ is set to support the not-for-profit sector.
Current Worldwide Trends
Networking and communication trends
Convergence:
 Telephone networks and computer networks are rapidly converging into a single digital
network using Internet standards
 IP providers are now aiming at providing both internet and voice services
Broadband:
 More than 60% of Internet users have broadband access
Broadband wireless:
 Voice and data communication as well as Internet access are increasingly taking place
over broadband wireless platforms
A Simple Computer Network
• Two or more connected computers
• Major components in simple network
• Client computer
• Server computer
• Network interfaces (NICs)
• Connection medium
• Network operating system
• Hub or switch
• Router
Networks in Larger Organisations
• Components can include:
 Hundreds of local area networks (LANs) linked
to a business wide corporate network
 Various powerful servers
• Web site
• Corporate intranet, extranet
• Backend systems
 Mobile wireless LAN’s and (Wi-Fi networks)
 Videoconferencing system
 Telephone network
 Wireless cell phones
Note the difference between the wireless LAN, which allows wireless access within the
office, and the mobile Wi-Fi network, which allows Internet access to employees
outside of offices.
How does VOIP work?
A VoIP phone call digitizes and breaks up a voice message into data packets that travel along
different internet routes before being reassembled at the final destination. A processor
nearest the call’s destination, called a gateway, arranges the packets in the proper order and
directs them to the telephone number of the receiver or the IP address of the receiving
computer.
Wireless & Cellular Products
• Wireless devices
• Smart Phones, Tablets, Laptops, Desktops
• Cellular systems
• Competing standards for cellular service
 United States: CDMA
 Most of rest of world: GSM
• Fourth-generation (4G+) networks
 Higher transmission speeds suitable for broadband Internet access and
high-speed mobile data transfer
What is a Wide Area Network? (WAN)
• WANs are used to connect LANs and other types of
networks together, so that users and computers in one
location can communicate with users and computers in
other locations.
• Many technologies are available for wide area network links.
Examples include circuit switched telephone lines, radio
wave transmission, and fibre optics (NBN).
• Business, education, Government and Not-For-Profits use
wide area networks to relay data among staff, students,
clients, buyers, and suppliers across small and vast
geographical locations. In essence, this mode of
telecommunication allows a business to effectively carry out
its daily function regardless of location.
So how does all of this help you?
• For over 16 years, Church Resources has been a
Telecommunications expert supplying over $90million in Fixed-
Line and Mobile Telephone services to the Church sector.
• Over the last five years, we have seen that many not-for-profits
are still using out-of-date PSTN (Copper) Line services arranged
through Telstra.
• In 2014 Church Resources established CR Voice & Data to help
our sector more fully understand Big Data, Video Conferencing,
higher requirements for data-transfer, Unified Communications
and NFP’s own growth across a larger geographical footprint
and how data will effect this growth
Sometimes to think outside the box…
...you need to think
inside it first
Introducing OFFICE IN A BOX
OFFICE IN A BOX
OFFICE IN A BOX
OFFICE IN A BOX
• Extremely flexible. 4 main bundles which can be further tailored to your
needs with:
- Number of handsets
- Type and model of handsets
- Combine your mobile fleet, hardware and software
• 1 bill, 1 point of contact
• CR is an expert in both the NFP sector and telecommunications
• CR is a NFP like you, and we want to help you
• CR has your best interest at heart.
OFFICE IN A BOX
What are the main tangible benefits of OIAB?
• Free calls to all sites on network – Complete Phone Directory
• NFP workers and volunteers work from any location, including home to a phone or
a PC.
• BUILD A PRIVATE NETWORK ONE SITE AT A TIME
• Unlimited Internet access
• Future Proof: NBN ready equipment, and Cloud enabled
• VoIP, Video Conferencing, Voice conferences
Built by a not-
for-profit for
other not-for-
profits
CR Voice & Data – Who are we?
• CR Voice & Data is a partnership
between Church Resources,
Optus and Ethan Group.
• The partners have a total
combined experience of over 55
years in telecommunications,
data and major IT Infrastructure
works.
Questions? More
Information?
Mark Hopcroft
General Manager, Brand & Product Development
mhopcroft@cr.org.au
Non-Profit Power Hour – October 16th 2015
LinkedIn Sydney
Connect the world’s professionals to make them
more productive and successful
Our Mission
Brazil
Europe & Middle East
South Africa
Asia
Australia
New Zealand
21M+
112M+
4M+
60M+
7M+
1M+
126M+
North America
380M+
Members
Worldwide +2 New members
per second
stay informedstay connected get hired
with your professional world through professional news
and knowledge
and build your career
For LinkedIn Members
Create a professional brand
Professional Photo
Summary
Rich Media
Headline
Engage with insights
1MPosts
10KPosts/day
The definitive professional
publishing platform
2BN
Status updates a week
Non Profit Case Study:
AIME – The Australian Indigenous Mentoring Experience
Volunteer
Marketplace
Premium
Upgrades
Other
Ways
to Advance
Their
Missions
Advanced
Search
Donated &
Discounted
Product
Inspiring our 8500+ employees to drive social impact in their
communities.
LIFG for Employees: Inspiring our 8700+ employees to make
a difference in their communities
“We think of employee
volunteerism not as an
end but instead as a
means for scaling
impact”
Major programs:
● Engage In
● Grants
● Recruiting for Good
Inspiring our 8500+ employees to drive social impact in their
communities.
Volunteer Marketplace: connecting our members with
opportunities to impact the world
Salesforce for Nonprofits: An Introduction

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Salesforce for Nonprofits: An Introduction

  • 1.
  • 2. Salesforce for Nonprofits Andrew Hill & Davinder Mann Salesforce Foundation
  • 3. Cloud computing pioneer and evangelist The Salesforce Mission Mainframe New Technology Model (Cloud) New Business Model (Customers) New Philanthropic Model (1:1:1) Client/Server Cloud TODAY1980s1960s
  • 4. MOST INNOVATIVE COMPANY IN THE WORLD Salesforce, Inc. 2013 • 2014 • 2015 2008 • 2009 • 2010 2011 • 2012 • 2013 2014 • 2015 2011 • 2012 2013 • 2014 $1.51B FY16 Q1 Revenue 16K Employees
  • 5. The Power Of Us: 1% Product Accelerate their mission and work smarter with the technology needed to drive success Place students at the center of everything they do, and achieve breakthrough performance across the student lifecycle HIGHER EDUCATIONNONPROFITS Provide NGO & HED access to Salesforce products and resources to further their mission TECHNOLOGY
  • 6. Match up to $5,000 The Power Of Us: 1% Equity Jobs and internship training WORKFORCE DEVELOPMENT Force for Change program TECHNOLOGY INNOVATION EMPLOYEE- INSPIRED Science, Technology, Engineering & Math STEM EDUCATION Helping our customers To further their missions LEVERAGE TECHNOLOGY
  • 7. Participate in a Pro Bono Project Volunteer Abroad The Power Of Us: 1% Time Support team volunteer activities with Team Grants Earn a $1,000 Champion Grant 6 DAYS Of Volunteer Time Off
  • 8. Share the Model: Pledge 1% $95M+ Grants 1% Equity 27K+ Nonprofits & Higher Ed 1% Product 1.1M+ Service Hours 1% Time 1-1-1 Model Adopted by
  • 9. How does Salesforce technology help Nonprofits? Legacy Systems Connected Platform Marketing & Communications CRM & Fundraising Program Management
  • 10. The Customer Success Platform 2,700+ Partner Apps Open Ecosystem Workflow Data & Objects Identity Fast App Dev & Customization AnalyticsCollaborationMobile UI Scalable Metadata Platform Complete CRM Trusted Multitenant Cloud AnalyticsCommunityMarketingProgramsFundraising Apps
  • 11. Have delivered more than 50,000 computers to children in Australia, New Zealand, Fiji, and the Philippines Salesforce underpins it’s logistics, customer service, accounts and management Moved from complex systems to a highly manageable, scalable model of efficiency Registrations and eligibility verification can all be done through the Salesforce, via the website Saving costs on training by bringing teacher training into Salesforce "Salesforce is not only helping us to deliver on our goals but improve on them." Charity Laptops Reach the Schools where they’re Most Needed - Rangan Srikhanta, CEO, One Education
  • 12. "The operating efficiencies of a single Salesforce platform were instantaneous" Integrating data on fundraisers, payroll and donors – all in one place New streamlined recruitment process and mobile integration means more signs ups and less attrition Future planning has been transformed through improved Reporting and Dashboards Community of fundraisers connect through Chatter – “It’s how we motivate each other to celebrate success” Clipboards to iPads: Revolutionized Fundraising with Salesforce - Matthew Brine, Director, The Fundraising People
  • 13. "We now have a 360° view of an important part of our organisation – our members and support base.“ Represents over 235,000 people affected by diabetes and those at risk Centralized data from 17 databases on Salesforce Cases can now be tracked from 1st call to closure, giving a 360 degree view of all interactions Improved reporting using Salesforce led to revenue increases of 25% Diabetes Australia-VIC Ramps Up Support for Sufferers in Victoria — Lalith Abeysena, CFO
  • 14. 1 Donated & discounted licenses 2 Ability to adapt to future needs 3 Trust in Salesforce service 4 Product features 5 Ease of customization Top Five Reasons Nonprofits Choose Salesforce
  • 15. Nonprofit Starter Pack: Connect Your Team & Supporters Connect fundraising, programs, volunteers & grants on one solution Track all relationships, donations, households, affiliations & other constituent data Grow & scale to any size & impact Fundraising
  • 16. 3 Steps to Getting Started! http://salesforcefoundation.org
  • 19. Inbound Marketing for non-profits
  • 20. Sam Shoolman APAC Sales Manager, HubSpot @shoolmaniam
  • 21. Audience Analytics Calibration Raise your hand if you like any of these things
  • 22. Raise your hand if you have an iPhone..
  • 23. Raise your hand if you have an Android.
  • 24. For the next 14 minutes, I have to compete with every piece of content ever created by anyone anywhere.
  • 25. When you leave this room, so do you.
  • 26.
  • 27. 86% skip TV ads 91% unsubscribe from email 10M+ on the Do Not Call Register 44% of direct mail is never opened BROKEN. THE OLD MARKETING PLAYBOOK IS acma.gov.au
  • 28.
  • 29. But there is hope.
  • 30. So, what is inbound marketing?
  • 31.
  • 32. Market unto others as you would have them market unto you.
  • 34. Inbound updates the playbook based on how people find & support causes today Your Content Get Found Online: • Website pages • Blog articles • Social media messages • All optimized to drive a qualified audience to your site.
  • 35. Understand Your Audience: • Personalize your marketing • Identify donation triggers • Understand what content motivates the conversions you’re looking for Inbound updates the playbook based on how people find & support causes today Get Found Online: • Website pages • Blog articles • Social media messages • All optimized to drive a qualified audience to your site.
  • 36. Inbound Marketing creates an extendable core that insulates you from disruption.
  • 37. Inbound marketing is a one-two punch of disruptive innovation - especially for early adopters in the NFP sector.
  • 39. An inbound marketing software platform with all the tools you need in one place. Strangers Visitors Leads Customers Promoters Social Media Forms Email Optimization BlogSEO Sites Mobile Optimization Calls-to-Action Landing Page Optimization CRM Synch # Lead Scoring Sales Alerts Personalized Email + Web + Social Nurturing Feedback Forms Email + Web + Social Engagement ATTRACT CONVERT CLOSE DELIGHT
  • 40. Personalized, multi-channel marketing Your donors & members... • Indicate their interests and beliefs • Read blogs • Click on your tweets ContentContext Social Media Website & Landing Pages Blog Email Forms Your donors & members Get... • Content specific to their interests & beliefs • Suggested content based on what they’ve read • Targeted messaging on social media
  • 41. Tools to Attract Visitors & Grow Audience & More... Blogging Easily create remarkable content that will help your organization get found. Social Inbox Publish and see Social Analytics across Facebook, LinkedIn, Twitter and other networks. SEO Improve your search rankings and get found by quality prospects.
  • 42. SEO Discover which keywords will bring the best organic traffic to your site, and analyze your paid search campaigns. • Track which keywords drive the best visitors & donors/members • View difficulty, current rank and search volume • Get recommendations for low-hanging fruit and long-tail keywords • Compare your rankings to similar organizations *SEO Tip: Put a target keyword for each page title (i.e. About Us, Ways to Give, Volunteer Opportunities etc.) Keep it short! The maximum page title length is 70 characters.
  • 43. Social Media Publishing Publish and track messages across multiple platforms and accounts with suggested times for increasing reach. • Publish across multiple accounts and social media sites • Bulk upload social messages in advance • Schedule multiple posts at a time • See suggested times for increasing engagement • Shorten and track links automatically • View click and engagement data for your leads *Social media tip: Don’t constantly ask for donations. No one likes a never- ending sales pitch, even for a cause they believe in. Use the 80-20 rule for fundraising drives vs. content/connection posts.
  • 44. Website Management (CMS) Take control of your website and personalize content to your donors with HubSpot's integrated website management solution. Easily create sites that look great on any device. • Spin up pages without IT or developers • Easy-to-use WYSIWYG editor • Personalize entire blocks of content based on who is viewing your site • Automatically optimized for all mobile devices with responsive design *Website Design tip: Get your eyes off yourself and focus on the donors. The biggest mistakes many nonprofits make is they design from the inside out. In other words, they create a site that resonates with those inside the organization, not the people they want to reach.
  • 45. Tools to Convert Donors & More... Calls-to-Action Build beautiful buttons and callouts to convert traffic to prospects in a snap Landing Pages Create more pages that improve conversion rates and generate donors. Forms Ask the right questions at the right time to optimize conversions. Contact Management Segment people based on their activity across your site and other channels.
  • 46. Calls-to-Action Build professional CTAs in minutes to convert your visitors into leads, complete with A/B testing and personalized Smart CTAs. • A/B test CTAs and track results • Display Smart CTAs based on contact properties • Analyze clicks and conversions on CTAs for increased conversion opportunities *CTA Tip: Use Design to Capture Attention
  • 47. Landing Pages Capture inbound contacts through your website with landing pages that are easy to customize, A/B test, personalize, and track. • Build optimized landing pages in minutes without a developer • Choose from multiple, already-optimized templates, created by HubSpot match the look & feel of your existing site. *Landing page tip: Create Targeted Donation Pages Landing pages let you craft targeted donation pages with segmented messages, and abandon the “one-size-fits-all” donation page.
  • 48. Smart Content Change the content of your website to reflect the needs and interests of your audience, personalizing the message you send to help guide your people through the funnel. • Adapt content to anonymous visitors, lifecycle stages or any characteristic in the contact database • Use personalization across email, webpages, and landing pages. • Easily edit Smart Content in a WYSIWYG editor – no coding or embedding required. *Personalization Tip: Consider that each donor may have separate interests -- even emotional connections with particular programs, causes, or efforts at your organization. Channeling a donor’s passion toward a particular interest area can keep the donor focused and engaged.
  • 49. Tools to Engage Donors & Members & More... Email Personalize your emails with any field from your marketing database. Marketing Automation Use marketing automation to trigger timed follow up emails to your contacts. Analytics See which traffic sources are generating the most leads, plus other insights. CRM Sync Use CRMdata to segment contacts, personalize email, and more.
  • 50. List Management and Segmentation Target your prospects and donors by segmenting based on information they’ve given you and how they’ve engaged with you for truly personalized marketing. • Segment on social behaviors, site analytics, and more • Score contacts off of the same criteria • Create static and dynamic Smart Lists • Choose which leads get synced to CRM/Membership database • Segment your contacts based on a contact’s demographic information from forms or behavioral data from all of your marketing channels. *Segmentation data: Findings: • 64% of nonprofits are segmenting their communications. • From this group, donation amount and action history are the most common segments. Research indicates that not all donors are created equal.
  • 51. Marketing Automation Trigger email messages and activities within your contact records, CRM or other 3rd party software to personalize and automate your marketing strategies. • Base your automation campaigns on goals, such as becoming an opportunity or customer • Move donors easily in and out of campaigns as they achieve the goals you’ve set. • View detailed engagement data for each Workflow step • Create conditional checks against every workflow step for optimization (commonly known as branching) *Automated ‘Thank You’ Emails: After an initial and immediate acknowledgement, don’t forget to keep the graciousness coming. Be creative in this regard. A memorable thank you is typically a personalized thank you. Thank you emails need to address how much someone gave & the difference the donation made - something you can’t do without the right data.
  • 52. Sources Analyze which of your marketing activities are driving the highest ROI in terms of visits, prospects, and donors. • Track how your marketing is performing in terms of visitors, prospects & donors • Measure the ROI of your marketing campaigns • Drill into detailed reports on your performance • Compare the *Marketing analytics tip: Data is great, but don’t let it be your decision maker! Your data should support assumptions and hypotheses, which requires critical, human interpretation.
  • 54. First step to improve your inbound marketing: 1 Run a report with
  • 55. Stay in touch! Eoin MacWhite Sam Shoolman emacwhite@hubspot.com sshoolman@hubspot.com
  • 57.
  • 58.
  • 60. There’s no standard way to work 10B apps in Apple’s app store connected devices 1.2M 30GB Internet traffic per person / month
  • 61. Collaboration tools impose boundaries Size limits Internal-onlyIn-person Adoption
  • 62. Organic growth Simply secureUniversal Collaboration today
  • 63. Collaboration with Dropbox • Enterprise-grade • Admin controls • Usable security • Any device and OS • Works with legacy • Best-in-class sync • Easy to use • Adopted and loved • Encourages sharing UniversalOrganic growth Simply secure
  • 64. Connect to the largest collaboration network in the world.
  • 66. • Admin console for streamlined team management • Visibility into user & account activity • Dropbox for Business API • No training required • Works with any device, OS & file type • Integrations with your tools like Microsoft Office & Salesforce • Encryption in transit & at rest • Meets requirements for industry-standard compliances • Active Directory integration Productivity Security Governance • Allows internal & external sharing • Simple cross-team collaboration • Choose between view- only or editable access Sharing
  • 67. single sign-on two-step verification directory integration admin console audit log sharing controls work/personal remote wipe account transfer compliance ONBOARD MANAGE OFFBOARD CONFIDENCE OF MANAGEMENT & CONTROL ACROSS THE USER LIFECYCLE
  • 68.
  • 69. Earth Hour Requirement: Ample space to accommodate high-res videos and files Solution: Dropbox for Business: Faster collection of event photos and videos
  • 70. Earth Hour Requirement: Easy deployment to volunteers around the world Solution: Dropbox for Business: Simplified sharing of important files and information
  • 71. Earth Hour Requirement: Control over how files are organised and protected from deletion Solution: Dropbox for Business: Security in knowing files can be tracked from day one
  • 72. Get your team signed up to Dropbox Build a team utilising free Dropbox – a place where everyone can collaborate Reach out Dropbox to learn more about Dropbox for Business can help non for profits Reach Three things you can do today..
  • 73.
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  • 75. Telecommunications, the Internet and Wireless Technology The Digital Revolution
  • 76. What we will cover today? o Identify the principal components of new telecommunications networks and networking technologies. o Explain how the Internet and Internet technology work and how they support communication. o Identify how ‘Office in a Box’ is set to support the not-for-profit sector.
  • 77. Current Worldwide Trends Networking and communication trends Convergence:  Telephone networks and computer networks are rapidly converging into a single digital network using Internet standards  IP providers are now aiming at providing both internet and voice services Broadband:  More than 60% of Internet users have broadband access Broadband wireless:  Voice and data communication as well as Internet access are increasingly taking place over broadband wireless platforms
  • 78. A Simple Computer Network • Two or more connected computers • Major components in simple network • Client computer • Server computer • Network interfaces (NICs) • Connection medium • Network operating system • Hub or switch • Router
  • 79. Networks in Larger Organisations • Components can include:  Hundreds of local area networks (LANs) linked to a business wide corporate network  Various powerful servers • Web site • Corporate intranet, extranet • Backend systems  Mobile wireless LAN’s and (Wi-Fi networks)  Videoconferencing system  Telephone network  Wireless cell phones Note the difference between the wireless LAN, which allows wireless access within the office, and the mobile Wi-Fi network, which allows Internet access to employees outside of offices.
  • 80. How does VOIP work? A VoIP phone call digitizes and breaks up a voice message into data packets that travel along different internet routes before being reassembled at the final destination. A processor nearest the call’s destination, called a gateway, arranges the packets in the proper order and directs them to the telephone number of the receiver or the IP address of the receiving computer.
  • 81. Wireless & Cellular Products • Wireless devices • Smart Phones, Tablets, Laptops, Desktops • Cellular systems • Competing standards for cellular service  United States: CDMA  Most of rest of world: GSM • Fourth-generation (4G+) networks  Higher transmission speeds suitable for broadband Internet access and high-speed mobile data transfer
  • 82. What is a Wide Area Network? (WAN) • WANs are used to connect LANs and other types of networks together, so that users and computers in one location can communicate with users and computers in other locations. • Many technologies are available for wide area network links. Examples include circuit switched telephone lines, radio wave transmission, and fibre optics (NBN). • Business, education, Government and Not-For-Profits use wide area networks to relay data among staff, students, clients, buyers, and suppliers across small and vast geographical locations. In essence, this mode of telecommunication allows a business to effectively carry out its daily function regardless of location.
  • 83. So how does all of this help you? • For over 16 years, Church Resources has been a Telecommunications expert supplying over $90million in Fixed- Line and Mobile Telephone services to the Church sector. • Over the last five years, we have seen that many not-for-profits are still using out-of-date PSTN (Copper) Line services arranged through Telstra. • In 2014 Church Resources established CR Voice & Data to help our sector more fully understand Big Data, Video Conferencing, higher requirements for data-transfer, Unified Communications and NFP’s own growth across a larger geographical footprint and how data will effect this growth
  • 84. Sometimes to think outside the box… ...you need to think inside it first Introducing OFFICE IN A BOX
  • 85. OFFICE IN A BOX
  • 86. OFFICE IN A BOX
  • 87. OFFICE IN A BOX • Extremely flexible. 4 main bundles which can be further tailored to your needs with: - Number of handsets - Type and model of handsets - Combine your mobile fleet, hardware and software • 1 bill, 1 point of contact • CR is an expert in both the NFP sector and telecommunications • CR is a NFP like you, and we want to help you • CR has your best interest at heart.
  • 88. OFFICE IN A BOX What are the main tangible benefits of OIAB? • Free calls to all sites on network – Complete Phone Directory • NFP workers and volunteers work from any location, including home to a phone or a PC. • BUILD A PRIVATE NETWORK ONE SITE AT A TIME • Unlimited Internet access • Future Proof: NBN ready equipment, and Cloud enabled • VoIP, Video Conferencing, Voice conferences
  • 89. Built by a not- for-profit for other not-for- profits
  • 90. CR Voice & Data – Who are we? • CR Voice & Data is a partnership between Church Resources, Optus and Ethan Group. • The partners have a total combined experience of over 55 years in telecommunications, data and major IT Infrastructure works.
  • 91. Questions? More Information? Mark Hopcroft General Manager, Brand & Product Development mhopcroft@cr.org.au
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  • 93. Non-Profit Power Hour – October 16th 2015 LinkedIn Sydney
  • 94. Connect the world’s professionals to make them more productive and successful Our Mission
  • 95. Brazil Europe & Middle East South Africa Asia Australia New Zealand 21M+ 112M+ 4M+ 60M+ 7M+ 1M+ 126M+ North America 380M+ Members Worldwide +2 New members per second
  • 96. stay informedstay connected get hired with your professional world through professional news and knowledge and build your career For LinkedIn Members
  • 97. Create a professional brand Professional Photo Summary Rich Media Headline
  • 98. Engage with insights 1MPosts 10KPosts/day The definitive professional publishing platform 2BN Status updates a week
  • 99. Non Profit Case Study: AIME – The Australian Indigenous Mentoring Experience
  • 101. Inspiring our 8500+ employees to drive social impact in their communities. LIFG for Employees: Inspiring our 8700+ employees to make a difference in their communities “We think of employee volunteerism not as an end but instead as a means for scaling impact” Major programs: ● Engage In ● Grants ● Recruiting for Good
  • 102. Inspiring our 8500+ employees to drive social impact in their communities. Volunteer Marketplace: connecting our members with opportunities to impact the world