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Salesforce Automation In NonProfits & Foundations

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Join us for a special webinar where Tiffany Eng, Director of HomeKeeper will share her experience on integrating their Grounded Solutions Network's Grant Management application and the U.S. Department of Housing and Urban Development.

Hear from SoPact's CEO, Unmesh Sheth, as he shares his vision on increasing the capacity of Nonprofits and Foundations' Salesforce.

WHAT YOU'LL LEARN
* The current trends and challenges in Integrating Legacy Systems into Salesforce
* How to better define Salesforce Integration Roadmap
* Integrate Grants Management Platforms into Salesforce
* Tips and tricks on Salesforce Implementation strategy

Published in: Software
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Salesforce Automation In NonProfits & Foundations

  1. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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
  15. 15. HomeKeeper Case Study with Tiffany Eng
  16. 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. 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. 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. 19. Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017 17
  20. 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. 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. 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. 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. 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. 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. 26. Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017 24
  27. 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. 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. 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. 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. 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. 32. 4. MEASURING IMPACT SECTOR-WIDE IMPACT REPORT Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017 30
  33. 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. 34. 5. EXTERNAL REPORTING FEDERAL REPORTING TO HUD HUD Connector Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017 36
  35. 35. 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
  36. 36. HUD Connector
  37. 37. 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
  38. 38. 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
  39. 39. LEARN MORE WWW.SOPACT.COM LEARN MORE MYHOMEKEEPER.ORG

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