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H O M E K E E P E R C A S E S T U D Y
W I T H T I F F A N Y E N G & U N M E S H S H E T H
S A L E S F O R C E I N T E G R A T I O N F O R  
N O N P R O F I T S & F O U N D A T I O N S  
T O D A Y ' S P R E S E N T E R S  
TiffanyEng
Director,HomeKeeper
GroundedSolutionsNetwork
UnmeshSheth
Founder,SoPact
01
02
03
3 Integration Strategies 
HomeKeeper Case Study
Question/Answer
T O D A Y ' S A G E N D A
Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017
1
I N T E G R A T I O N
The joining of different software
applications into one system
Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017
2
ACCOUNTING
MARKETING &
SOCIAL MEDIA
GRANT
MANAGEMENT
IMPACT
MANAGEMENT
CLIENT DATA
MANAGEMENT
DONOR
MANAGEMENT
I N T E G R A T I O N ...The joining part
Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017
3
C U S T O M I Z E D
3   I N T E G R A T I O N S T R A T E G I E S
Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017
4
SIMPLE
AVERAGE
COMPLEX
Single-Input, Single-app Interaction
Single-Input, Multi-apps Interaction
Data Integration with External System
This strategy solves the problem of repeated manual
data entry.
This strategy achieves the same objective as the first,
however, involves a greater number of apps.
This strategy, among other things, solves complex grant
management reporting requirements.
H O W S H O U L D Y O U I N T E G R A T E ?
5 K E Y C O N S I D E R A T I O N S
Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017
5
1. APPLICATIONS
Salesforce
Netsuite
Intacct
QuickBooks
Etc.
2. PATTERNS
Aggregation
Bi-direction
Broadcast
Migration
Etc.
3. DATA TYPES
Financials
Reporting
Contacts
Clients
Etc.
4. CAPACITY FOR INTEGRATION COMPLEXITY
Limited: Easy  |  Moderate: Average  |  Unlimited: Complex 
5. INTEGRATION LAYERS
Data  | Process  |  UI | Security
S I M P L E |   S I N G L E - I N P U T , S I N G L E A P P
I N T E R N A L I N T E G R A T I O N
Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017
6
DONOR
MANAGEMENT
EMAIL
MARKETING
ONLINE FORMS
OFFLINE
MOBILE DATA
S I M P L E |   S I N G L E - I N P U T , S I N G L E A P P
I N T E R N A L I N T E G R A T I O N
Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017
7
- or -
- or -
A V E R A G E   |   S I N G L E - I N P U T , M U L T I - A P P S
I N T E R N A L I N T E R A C T I O N
Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017
8
DONOR
MANAGEMENT
EMAIL
MARKETING
ONLINE FORMS
Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017
9
- or -
- or -
- or -
A V E R A G E   |   S I N G L E - I N P U T , M U L T I - A P P S
I N T E R N A L I N T E R A C T I O N
C O M P L E X |   D A T A I N T E G R A T I O N W I T H
E X T E R N A L S Y S T E M
Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017
10
PROGRAM
MANAGEMENT
HUD'S HOUSING
COUNSELING
SYSTEM (HCS)
Security Enhancement
User Interface
Data Transformation
System Integration
Custom
Application
Development
S A L E S F O R C E O P T I M I Z A T I O N
T A C T I C S R O A D M A P
Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017
11
I N T E G R A T E A N A L Y Z E R E P O R T
S A L E S F O R C E O P T I M I Z A T I O N
G R O U N D E D S O L U T I O N S N E T W O R K  
Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017
12
I N T E G R A T E A N A L Y Z E R E P O R T
HomeKeeper Case Study
with Tiffany Eng
Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017
14
Strong Communities from the Ground up
Grounded Solutions Network cultivates communities -
equitable, inclusive and rich in opportunity, by advancing
affordable housing solutions that last for generations.
Our funders
O U R C H A L L E N G E S
Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017
15
1. Program staff need better tools
to do their jobs
2. Organizations need a
centralized platform to track
clients, programs, and services
3. The sector needs improved
systems for reporting and impact
measurement
O U R V I S I O N
Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017
16
More empowered programs,
a more connected sector...
Better data collection
Better program management
Better impact measurement
Better reporting efficiency 
Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017
17
O U R S O L U T I O N : H O M E K E E P E R
Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017
18
Property information tracking
Grant, loan, and subsidy tracking
Intake and application management
Manage workshops
Owner monitor and compliance
R E C E N T E X P A N S I O N S :
H O U S I N G C O U N S E L I N G
Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017
19
 Manage 1-1 counseling activities
Collect standard counseling data
Track counselors and training
Centralize case notes
Send reports and data to HUD
Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017
20
T H E   H O M E K E E P E R   D A T A E C O S Y S T E M
O U R I N T E G R A T I O N J O U R N E Y
Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017
21
1. Selecting the Platform
2. Streamlining data collection process
3. Data Aggregation
4. Measuring Impact
5. External Reporting
2010
2017
1 . S E L E C T I N G T H E P L A T F O R M
W H Y S A L E S F O R C E ?
Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017
22
Marketing Community
Program
Management
Apps
Analytics
Fundraising
out-of-box solutions (NPSP)
streamlined reporting
open platform
donated licenses 
Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017
23
1 . S E L E C T I N G T H E P L A T F O R M
B E N E F I T S O F S A L E S F O R C E
Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017
24
REPORTING
2 . S T R E A M L I N I N G D A T A C O L L E C T I O N  
O N L I N E F O R M S
Apply now!
Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017
25
robust client data
reduce manual entry
track demand for
services
Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017
26
2 . S T R E A M L I N I N G D A T A C O L L E C T I O N
B E N E F I T S O F O N L I N E F O R M S
3 . D A T A A G G R E G A T I O N
H O M E K E E P E R N A T I O N A L D A T A H U B
Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017
27
3 . D A T A A G G R E G A T I O N
H O M E K E E P E R N A T I O N A L D A T A H U B
Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017
28
standardized sector-wide data
rich data sets 
influence policy
Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017
29
3 . D A T A A G G R E G A T I O N
B E N E F I T S O F N A T I O N A L D A T A H U B
4. MEASURING IMPACT
SECTOR-WIDE IMPACT REPORT
Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017
30
public dashboard
peer benchmark reports
quick insights
Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017
31
4 . M E A S U R I N G I M P A C T
B E N E F I T S O F S E C T O R - W I D E
I M P A C T R E P O R T
5. EXTERNAL REPORTING
FEDERAL REPORTING TO HUD
HUD
Connector
Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017
36
simplified quarterly reporting
improved counseling case
management
streamlined operations
Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017
37
5 . E X T E R N A L R E P O R T I N G
B E N E F I T S O F R E P O R T I N G T O H U D
HUD
Connector
HUD
Connector
I N T E G R A T I O N C H A L L E N G E S
Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017
39
Steep learning curves  
Tools are continuously evolving
Ongoing maintenance required  
Changing cost structures
T I P S F O R I N T E G R A T I O N
Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017
40
Clearly articulate what you need and why
Identify reporting requirements early on
Do not re-invent the wheel
Seek experienced development partners
Be realistic, flexible, patient
LEARN MORE
WWW.SOPACT.COM
LEARN MORE
MYHOMEKEEPER.ORG

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Salesforce Automation In NonProfits & Foundations

  • 1. H O M E K E E P E R C A S E S T U D Y W I T H T I F F A N Y E N G & U N M E S H S H E T H S A L E S F O R C E I N T E G R A T I O N F O R   N O N P R O F I T S & F O U N D A T I O N S  
  • 2. T O D A Y ' S P R E S E N T E R S   TiffanyEng Director,HomeKeeper GroundedSolutionsNetwork UnmeshSheth Founder,SoPact
  • 3. 01 02 03 3 Integration Strategies  HomeKeeper Case Study Question/Answer T O D A Y ' S A G E N D A Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017 1
  • 4. I N T E G R A T I O N The joining of different software applications into one system Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017 2 ACCOUNTING MARKETING & SOCIAL MEDIA GRANT MANAGEMENT IMPACT MANAGEMENT CLIENT DATA MANAGEMENT DONOR MANAGEMENT
  • 5. I N T E G R A T I O N ...The joining part Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017 3 C U S T O M I Z E D
  • 6. 3   I N T E G R A T I O N S T R A T E G I E S Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017 4 SIMPLE AVERAGE COMPLEX Single-Input, Single-app Interaction Single-Input, Multi-apps Interaction Data Integration with External System This strategy solves the problem of repeated manual data entry. This strategy achieves the same objective as the first, however, involves a greater number of apps. This strategy, among other things, solves complex grant management reporting requirements.
  • 7. H O W S H O U L D Y O U I N T E G R A T E ? 5 K E Y C O N S I D E R A T I O N S Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017 5 1. APPLICATIONS Salesforce Netsuite Intacct QuickBooks Etc. 2. PATTERNS Aggregation Bi-direction Broadcast Migration Etc. 3. DATA TYPES Financials Reporting Contacts Clients Etc. 4. CAPACITY FOR INTEGRATION COMPLEXITY Limited: Easy  |  Moderate: Average  |  Unlimited: Complex  5. INTEGRATION LAYERS Data  | Process  |  UI | Security
  • 8. S I M P L E |   S I N G L E - I N P U T , S I N G L E A P P I N T E R N A L I N T E G R A T I O N Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017 6 DONOR MANAGEMENT EMAIL MARKETING ONLINE FORMS OFFLINE MOBILE DATA
  • 9. S I M P L E |   S I N G L E - I N P U T , S I N G L E A P P I N T E R N A L I N T E G R A T I O N Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017 7 - or - - or -
  • 10. A V E R A G E   |   S I N G L E - I N P U T , M U L T I - A P P S I N T E R N A L I N T E R A C T I O N Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017 8 DONOR MANAGEMENT EMAIL MARKETING ONLINE FORMS
  • 11. Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017 9 - or - - or - - or - A V E R A G E   |   S I N G L E - I N P U T , M U L T I - A P P S I N T E R N A L I N T E R A C T I O N
  • 12. C O M P L E X |   D A T A I N T E G R A T I O N W I T H E X T E R N A L S Y S T E M Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017 10 PROGRAM MANAGEMENT HUD'S HOUSING COUNSELING SYSTEM (HCS) Security Enhancement User Interface Data Transformation System Integration Custom Application Development
  • 13. S A L E S F O R C E O P T I M I Z A T I O N T A C T I C S R O A D M A P Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017 11 I N T E G R A T E A N A L Y Z E R E P O R T
  • 14. S A L E S F O R C E O P T I M I Z A T I O N G R O U N D E D S O L U T I O N S N E T W O R K   Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017 12 I N T E G R A T E A N A L Y Z E R E P O R T
  • 16. Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017 14 Strong Communities from the Ground up Grounded Solutions Network cultivates communities - equitable, inclusive and rich in opportunity, by advancing affordable housing solutions that last for generations. Our funders
  • 17. O U R C H A L L E N G E S Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017 15 1. Program staff need better tools to do their jobs 2. Organizations need a centralized platform to track clients, programs, and services 3. The sector needs improved systems for reporting and impact measurement
  • 18. O U R V I S I O N Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017 16 More empowered programs, a more connected sector... Better data collection Better program management Better impact measurement Better reporting efficiency 
  • 19. Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017 17
  • 20. O U R S O L U T I O N : H O M E K E E P E R Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017 18 Property information tracking Grant, loan, and subsidy tracking Intake and application management Manage workshops Owner monitor and compliance
  • 21. R E C E N T E X P A N S I O N S : H O U S I N G C O U N S E L I N G Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017 19  Manage 1-1 counseling activities Collect standard counseling data Track counselors and training Centralize case notes Send reports and data to HUD
  • 22. Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017 20 T H E   H O M E K E E P E R   D A T A E C O S Y S T E M
  • 23. O U R I N T E G R A T I O N J O U R N E Y Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017 21 1. Selecting the Platform 2. Streamlining data collection process 3. Data Aggregation 4. Measuring Impact 5. External Reporting 2010 2017
  • 24. 1 . S E L E C T I N G T H E P L A T F O R M W H Y S A L E S F O R C E ? Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017 22 Marketing Community Program Management Apps Analytics Fundraising
  • 25. out-of-box solutions (NPSP) streamlined reporting open platform donated licenses  Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017 23 1 . S E L E C T I N G T H E P L A T F O R M B E N E F I T S O F S A L E S F O R C E
  • 26. Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017 24
  • 27. REPORTING 2 . S T R E A M L I N I N G D A T A C O L L E C T I O N   O N L I N E F O R M S Apply now! Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017 25
  • 28. robust client data reduce manual entry track demand for services Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017 26 2 . S T R E A M L I N I N G D A T A C O L L E C T I O N B E N E F I T S O F O N L I N E F O R M S
  • 29. 3 . D A T A A G G R E G A T I O N H O M E K E E P E R N A T I O N A L D A T A H U B Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017 27
  • 30. 3 . D A T A A G G R E G A T I O N H O M E K E E P E R N A T I O N A L D A T A H U B Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017 28
  • 31. standardized sector-wide data rich data sets  influence policy Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017 29 3 . D A T A A G G R E G A T I O N B E N E F I T S O F N A T I O N A L D A T A H U B
  • 32. 4. MEASURING IMPACT SECTOR-WIDE IMPACT REPORT Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017 30
  • 33. public dashboard peer benchmark reports quick insights Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017 31 4 . M E A S U R I N G I M P A C T B E N E F I T S O F S E C T O R - W I D E I M P A C T R E P O R T
  • 34.
  • 35.
  • 36.
  • 37.
  • 38. 5. EXTERNAL REPORTING FEDERAL REPORTING TO HUD HUD Connector Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017 36
  • 39. simplified quarterly reporting improved counseling case management streamlined operations Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017 37 5 . E X T E R N A L R E P O R T I N G B E N E F I T S O F R E P O R T I N G T O H U D HUD Connector
  • 41. I N T E G R A T I O N C H A L L E N G E S Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017 39 Steep learning curves   Tools are continuously evolving Ongoing maintenance required   Changing cost structures
  • 42. T I P S F O R I N T E G R A T I O N Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017 40 Clearly articulate what you need and why Identify reporting requirements early on Do not re-invent the wheel Seek experienced development partners Be realistic, flexible, patient