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Student Conservation Association and Citizen Schools Succeed with Salesforce
The document discusses Salesforce's commitment to supporting nonprofits through its 1:1:1 social enterprise model, which integrates product, time, and equity contributions to drive engagement and impact in the community. It highlights the experiences of various nonprofits, showcasing how they effectively utilize Salesforce applications to manage operations, improve communication, and enhance fundraising efforts. Additionally, risks associated with forward-looking statements and the evolving necessity for nonprofits to adapt to a connected environment are noted.
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Student Conservation Association and Citizen Schools Succeed with Salesforce
- 1. Connected Nonprofit /salesforce.comfoundation @SFDCFoundation Connect YourCommunity. Prove Your Impact.
- 2. Salesforce.com Safe Harbor Safeharbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, risks associated with possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal quarter. This document and others are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
- 3. Two Ways toAsk Questions • Use question box on webinar • Tweet questions with #connectednonprofit To be contacted by a nonprofit specialist, email: events@salesforcefoundation.org
- 4. Today’s Presenters Julianne Diamond CitizenSchools @cschools SherryAldrich Student Conservation Association @the_sca Naomi Mandelstein Salesforce Foundation @mandelstein
- 5. Products: Resources: Time Our1:1:1 Social Enterprise Model Nonprofits Higher Ed Technology Innovation Employee Giving / Volunteering Communities Grants Best-in-Class Technology
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- 7. Proven Success Acrossthe Nonprofit Sector
- 8. The Mandate forChange
- 9. A Whole NewWay to Engage Supporters Social Mobile Connected Cloud 50B Connected Products 4.5B Aggregate Social Users 5B Smartphones by 2017 58% Faster Deployment Image source: silabs.com/iot
- 10. Greater Competition • 16%increase in registered charities between 2010-2011 • 65% of millennials get newsletters from up to 5 different nonprofits
- 11. Greater Accountability “Measurement hasquickly evolved from a ‘nice to have’ to a ‘must have’ for nonprofits.” Chronicle of Philanthropy, 2013
- 12. Is Your OrganizationBuilt for the Connected Era? Are you enabling 1:1 communications? Can you deliver programs & services with just a few clicks from anywhere? Do you collaborate with all your supporters? Are you raising all the resources you can? ? ? ?
- 13. Deliver better programs & services Raisemore funds Communicate more effectively Connect to Your Community in Whole New Ways Nonprofit Connected Engage & strengthen your community
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- 15. Our Network Founded: 1995 ■7 states ■ ■ 32 schools ■ ■ 14 communities ■ ■ 5,300 students ■ ■ 4,700 volunteers ■ ■ 244 AmeriCorp Members ■
- 16. Our Use ofSalesforce Applications: • Program Management and Evaluation • Donor & Donation Management • Staff Management and Support • …and much more! Users: • 120 Salesforce & Platform Users, 400 Customer Portal Users Administration and Development: • 12 System Admins; Agile Scrum approach to Change Management • Volunteer Management • Event Management • Mass Marketing
- 17. Meet Aimee Managing Directorof External Engagement, MA
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- 25. Telling Our Story JustGot Easier!
- 26. Student Conservation Association • Providing service learning opportunities since 1957 • 31M Budget; 75% of our revenue is fee for service • Annually 4000+ members in life changing opportunities. • Members engage in conservation service opportunities
- 27. Who Are OurConstituents? • Board Members • Funders (Corporate, Private, Fee, etc) • Granters (AmeriCorps. etc) • Land Management Partners • Parents • Potential Members / Candidates • Recruiting Contacts • Staff
- 28. SCA’s Situation: • Stuckin an inflexible, expensive legacy system • Unable to meet the changing business needs • Data silos or data on paper • Multiple program models • Not able to tell our story
- 29. How Does SCAUse Salesforce? • Basic CRM • Pipeline Tracking • Opportunities • Estimates • Business Development • Public Grants Tracking • Recruiting Efforts • Recruiting Contacts • Benefit Tracking • Eligibility Tracking • Program Management • Customer Service • Member Management • Application Management • Position Management • Applicant to Position Matching • Applicant Matching • Interview and Selection Management • Medical Form Threshold and Management • Incident Reporting • AmeriCorps Tracking • Time Logs • Output Logs • Evaluations
- 30. SCA’s SF SystemStructure • 125 Custom Objects • 5 Full integrations • 4 Partial integration • 120 Internal users • 142,500 Community Users
- 31. We Made 4Really Good Decisions • Salesforce (our organization was so supportive of the adoption of Salesforce, we named it … “MySCA”.) • Work closely with Salesforce Foundation Rep, Sandra Rowe. • Create a great relationship with our Development Partner, roundCorner. • Use the expertise / knowledge of staff.
- 32. Our Solution forOne Program Model • Create an system where external audiences are inputting reportable data into our system. • Get rid of paper trails where possible • The Solution: Use SF Communities
- 33. Partners and Membersgo right to our website. www.thesca.org is the front door to their community.
- 34. Partners and MembersLog into their Community
- 35. Ranger Rick, aPartner, manages his account, positions and members right from his community log in.
- 36. Friar Tuck, acandidate, creates and manages his applications.
- 37. Friar Tuck cansearch, apply to and manage positions he is interested in. The system will automatically give him fit and likelihood of position. Ranger Rick can review and compare candidates, request interview information and ask for more candidates.
- 38. Friar Tuck canaccept positions, create or update his medical form, access his selection forms to sign, directly from his home page.
- 39. Friar Tuck canalso input his hours and outcomes as well as request reimbursement for expenses incurred.
- 40. Ranger Rick canapprove Friar Tuck’s time logs and reimbursement requests.
- 41. Both Friar Tuckand Ranger Rick will get an email with their service evaluation via a scheduled report. The reportable results will live on their records.
- 42. Highlight of Someof the System Automation • Displays likelihood and fit for candidate • Auto sending applications • Med forms prompted and sent • Med forms are cleared or auto threshold • Pay schedules for allowances • Auto approving benefits • Auto sends end of service survey
- 43. What Has OurPartnership with Salesforce, the Foundation and roundCorner Done for Us? • Removed silos • Flexibility • Ability to automate / streamline • Little to none staff data entry • Reportable data from all program models • Not only can we start to really tell our story, we have information not just data.
- 44. Now We HaveData:
- 45. Where Are WeNow? • Take a deep breath • Stop and Study • Is it perfect? No • Was is painless? No • Are we successful? YES
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