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Using Community Cloud for Alumni Volunteer Solicitors
The document outlines the development and implementation of a volunteer management tool integrated with Salesforce for alumni volunteer solicitors at UC Berkeley. It details the project's objectives, potential risks associated with future developments, and the tool's features, including real-time data for volunteers and fundraisers. The system aims to enhance fundraising efficiency and collaboration through its various components and user-friendly interfaces.
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Using Community Cloud for Alumni Volunteer Solicitors
- 1. Volunteer Management Tool ChristaSchnur, Senior Business Analyst, UC Berkeley cschnur@berkeley.edu Mike Craven, Senior Business Analyst, UC Berkeley mcraven@berkeley.edu Pradosh Pradhan, Salesforce Developer, UC Berkeley pradosh_pradhan@berkeley.edu Kalpa Barman, Associate Director, Advancement Operation IT, UC Berkeley kbarman@berkeley.edu Extending Sales Cloud with Community Cloud for Cal’s Alumni Volunteer Solicitors
- 2. Forward-Looking Statements Statement underthe 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 product or service availability, 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, new products and services, 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, the outcome of any litigation, risks associated with completed and any 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 year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures 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 presentations, 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. CADScrm’s Volunteer Community ExtendingSales Cloud with Community Cloud for Cal’s Alumni Volunteer Solicitors Quick tour of our Sales Cloud, CADScrm, and our Integration Strategy • Mike Craven, Senior Business Analyst Alumni Volunteer Solicitor Needs and our Community Cloud Solution • Christa Schnur, Senior Business Analyst • Pradosh Pradhan, Salesforce Developer Future Community Cloud Projects • Kalpa Barman, Associate Director, IT
- 4. CADScrm’s Volunteer Community AdvancementOperations, University Development and Alumni Relations We support • 45 academic and community fundraising operations • 150 Major Gift Fundraisers $479 million in private support for 2016 Currently in the quiet phase of next campaign • Last campaign raised $3.1 billion
- 5. CADSbase • Ellucian Advance2015 • Oracle transactional database • 1.5 million constituent records • 800 campus advancement and alumni relations users • Integrated with campus enterprise systems (Student Information System, Berkeley Financial System); unit-based systems (Tessitura; Paciolan); and other third-party systems (CampusCall, Bank of America, etc.) CADSmart • Oracle Data Warehouse (CADS DW) • SAP Business Objects Reporting Solutions CADS Portal • Single Sign On • Other UDAR Systems • CADShelp (Servicewise) • Eureka (Sharepoint)
- 6. Salesforce Sales CloudCRM Part of Cal’s Fundraising 2.0 Initiative • Improve collaboration and effectiveness • Increase Fundraiser accountability Platform that will support • Metrics • A curated view of constituents • Self-service portfolio management • Mobile access • Initial prototyping: November 2015 • Built integration with Advance: January – March 2016 • Launched: June 2016 • One major enhancement release
- 7. Advance Entity Bio Details ContactReport Prospects (Accounts) Proposals (Opportunities) Contact Report (Cust Object) Entity Bio Details (Contacts & Bio Child Objects) Salesforce Sales Cloud Web Services & Bulk Processes Gift Transactions CADS DW Prospects Proposals Gift Summary & List (Display Only) Integration Strategy
- 8. CADScrm Salesforce Classic Home page Dashboards •Open Asks • Commitments Easy access to Portfolio through Visualforce Component Home
- 9. CADScrm Curated Constituent View •Biographic and prospecting data • Entity alert boxes • Eleven related lists Quick Action Buttons • Contact Report • Instantly run a Prospect Briefing report from our SAP reporting platform • Email all assigned managers Sales Cloud tailored for Berkeley
- 10. CADScrm • Includes thePrimary Manager and Fundraisers assigned to Proposals • Can add CCs and BCCs • Rich text editor • Four attachments Email Managers Quick Action
- 11. CADScrm Householding Custom Visualforce components showboth spouses • Proposals (Opportunities) • Contact Reports Account Model • Spouses are in same Account • Household maintenance scripts • Multiple Accounts allowed
- 12. CADScrm Giving details without usingup our Sales Cloud storage • 6 million Gifts and Pledges in Advance • Displayed from our Data Warehouse with a web service • Consistent summaries across platforms
- 13. CADScrm Updates Simplified • Tightvalidation rules • Visualforce pages allow Child Object updates in same edit
- 14. CADScrm Unit Adoption andUsage • Onboarded users with online training • Incorporated training with “How to Make an Ask” workshops and coaching • Salesforce1 setup clinics • Adoption dashboards and ongoing outreach 87% of Major Gift Fundraisers are active in the tool
- 15. Prospects (Accounts) Proposals (Opportunities) ContactReport (Cust Object) Entity Bio Details (Contacts & Bio Child Objects) Sales Cloud Gift Summary & List (Display Only) Sales Cloud & New Applications Alumni Volunteer Assignments & Asks Alumni Volunteer Campaigns Partner Community 200 Alumni Volunteers for Class Campaigns Marketing Cloud Email Preferences SC & MC Sync Employee Cloud
- 16. UC Berkeley ClassCampaigns • Raises over $5 million in Annual Giving & $20 million across campus • Nine Staff Fundraisers • 200 Alumni Reunion Volunteers • Over 60K Alumni Reunion Prospects Overview
- 17. Class Campaigns Old VolunteerManagement System Old Process • Ran reports • Loaded data into Google docs • Shared Google docs via email Problem • Limited security • Static data
- 18. Class Campaigns Seeking NewSolution Proposed Solution • Required nightly transfer of 6 million gift records and 1.5 million entity records • High cost • Long implementation time Salesforce Partner Community Solution • Plugs into CADScrm • Data is already there – eliminates nightly sync • Quick implementation
- 19. Berkeley Volunteer Community VolunteersDashboard Performance Dashboard • Real-time data refreshes every 10 minutes • Can manually refresh Messaging • Volunteers can send messages to other volunteers and fundraising staff Reference Documents • Fundraising staff can share documents such as call scripts or email templates
- 20. Berkeley Volunteer Community AssignedProspects • Volunteers see Prospects assigned to them by staff Fundraisers All Campaign Prospects • Volunteers see all Prospects in the campaign they are assigned to Volunteer Prospect List
- 21. Berkeley Volunteer Community AssignedAsk Amount • Volunteers see ask amount assigned to them by staff Fundraiser Edit Prospect Details • Volunteers can add a verbal Pledge amount • Volunteer can assign and un-assign themselves from the Prospect Contact Report • Volunteers can enter Contact Reports that feed directly into CADScrm Volunteer Prospect Overview
- 22. Berkeley Volunteer Community SameDashboards as Desktop Streamlined Communication • From the Prospect record, Volunteers can easily email, text, or call their Prospect Responsive Web Page • Simplifies set-up • Eases the Volunteer experience Volunteer Mobile Experience
- 23. Berkeley Volunteer Community BroaderData View • Fundraisers see all campaigns, not just the ones they manage • Fundraisers see all Volunteers and Prospects • Fundraisers can view Contact Reports entered by Volunteers Campaign Management • Fundraisers can monitor the performance of their campaigns, Volunteers, and Prospects Fundraiser Dashboard
- 24. Berkeley Volunteer Community FundraiserCampaign Management • Fundraisers can add and remove Volunteers and Prospects • One-off • Search functionality • Import functionality Snapshot view of campaign performance • Number of Contact Reports • Total Pledge Amount • Total Campaign Giving Campaign Overview
- 25. Berkeley Volunteer Community Searchby Multiple Parameters • School • Degree Year • And other parameters Select Results • Select multiple entities • Add as Volunteer or Prospect Runs based on Multiple Dynamic Queries Custom Search Utility
- 26. Berkeley Volunteer Community AdditionalCampaign Performance Dashboard • Allows Fundraisers to compare their campaign’s performance against their colleagues’ campaigns Campaign Performance Overview
- 27. Berkeley Volunteer Community •Piloted tool with Class Campaigns • Fundraisers and Volunteers are very happy with the product • Exceeded their expectations, pleased with quick turn around • Beginning to expand to campus communities Summary
- 28.
- 29. Salesforce Community Cloud– Best Fit Community Builder / Responsive Templates Fast/Easy Development, Device aware Knowledge Articles / Data Groups Content Management System Chatter / Messaging Collaboration / Team Work Lightning Components Fulfill Custom Requirements Login Controls / Security Single Sign-On, Access Permissions Navigation and Search Easy Accessibility
- 30. Implementation Configuration Development Integration ApexScheduler Batch Processing Bulk Rest Metadata Profiles, Permissions, Sharing Settings Web Services Workflow Processes DB Triggers Reports
- 31.
- 32. Questions? Advancement Operations, UniversityDevelopment and Alumni Relations • Christa Schnur, Senior Business Analyst, UC Berkeley cschnur@berkeley.edu • Mike Craven, Senior Business Analyst, UC Berkeley mcraven@berkeley.edu • Pradosh Pradhan, Salesforce Developer, UC Berkeley pradosh_pradhan@berkeley.edu • Kalpa Barman, Associate Director, IT, UC Berkeley kbarman@berkeley.edu