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Envision destination then create solution

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What’s Your Problem? …and will Salesforce solve it?

How big of a project does this need to be? Do we have the budget for this? Can this be handled in-house, or should we outsource? Will it take one week to plan and implement…or (gasp!) one year? None of these questions can be answered without first defining your CRM vision, then selecting the platform you wish to use in getting there, identifying your constraints, the opportunity you wish to create or the problem you wish to solve; and then you ready to choose and define your first destination on your journey.

This webinar is a part of The Experts Talk, a free 26-week webinar series covering features of Salesforce CRM, an integration partner of Click & Pledge.

Published in: Technology
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Envision destination then create solution

  1. 1. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofits What’s Your Problem? (And Will Salesforce Solve It?) October 3, 2012 Charlie Havens, PresenterBuilding powerful Salesforce solutions for Chicago’s nonprofits. www.501c3technologists.com
  2. 2. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofits About 501c3 Technologists• IT support to small nonprofits in the Chicago area region since 1999.• Our clients’ staffs tend to be small, but their data needs are critical.• Our focus is Salesforce solutions. www.501c3technologists.com
  3. 3. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofits What’s Your Problem?How big of a project does this need to be?Do we have the budget for this?Can this be handled in-house, oroutsourced?Will it take one week to plan andimplement…one month…one year? www.501c3technologists.com
  4. 4. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofits Pop Quiz!• Five poll questions.• As the poll questions appear select your answer and hit the submit button. www.501c3technologists.com
  5. 5. 501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits Today’s focus: • Given your vision for the future, what problem do you wish to solve or what opportunity do you wish to create (your business objectives)? • Does your chosen tool, the Salesforce platform, do that? www.501c3technologists.com
  6. 6. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofits Common Problems• Notenough money coming in, no coming in Not enough money communication between departments, no one knows what efforts produced our• funding and what those efforts cost, our staff don’t have the Departments act as silos time to document their work, we can’t keep track of who comes to our events and whether they volunteer or donate or• ROI – total cost of labor and effort vs. gains just eat our appetizers.• Staff don’t have time to document their work• Tracking www.501c3technologists.com
  7. 7. 501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits Opportunities • Track time • Acknowledge volunteers and donors • Client interfacing/sharing resources • Inter-organizational communication • Service coordination www.501c3technologists.com
  8. 8. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofitsOur boardchair wants to Opinions! Our Director of Developmentget a CRM! hates the current tracking Our CEO says system for donors and heard Salesforce is that we should get Salesforce. free! We should get it. Our Casework Manager can’t keep up with who is seeing seeing whom. Let’s get Salesforce! www.501c3technologists.com
  9. 9. 501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits Define Your Vision Salesforce www.501c3technologists.com
  10. 10. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofitsOur donors will feel more invested in our mission.Our case management clients feel known by usregardless of the location or site where they arereceiving service.Our constituents feel their advocacy effective andappreciated.Staff can locate each other quickly and easily. www.501c3technologists.com
  11. 11. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofits “Four Basics”for implementing major technology1. data2. *people3. processes4. technology www.501c3technologists.com
  12. 12. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofitsAny number of technology tools, orplatforms, can be used/adapted to accomplishthe technology task. www.501c3technologists.com
  13. 13. 501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits What is your vision? What do you wish to solve? What is your business plan for solving that problem? What are your constraints? What is your overall solution roadmap? What are your first steps, what is your first destination? www.501c3technologists.com
  14. 14. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofitsIt’s all aboutthe Journey… …not the www.501c3technologists.com Destination
  15. 15. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofitsROAD TRIP! YEAH! www.501c3technologists.com
  16. 16. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofits NTEN Report2011 Nonprofit Data EcoSystem SurveyReports on the evaluations ofsoftware options by nonprofitsusing those options.Message: there are options.One size does not fit all! www.501c3technologists.com
  17. 17. 501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits www.501c3technologists.com
  18. 18. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofitshttp://idealware.org/reports = great resource forreviewing reports on 70 different types of softwarefor nonprofits. www.501c3technologists.com
  19. 19. 501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofitsWhat do you do with thisfast changing landscape?In light of such change,how do you make decisions? www.501c3technologists.com
  20. 20. 501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits CRM: “vision of being connected to your constituents, that doesn’t wait for the new system, the perfection of the new system, or for the full integration www.501c3technologists.com of all your tools.”
  21. 21. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofits Goals of nonprofits’ CRM strategy• find, attract, and win new constituents• nurture and retain current constituents• entice former constituents back into the fold• reduce the costs (and/or in-crease the efficiency and efficacy) of communications and service www.501c3technologists.com
  22. 22. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofits Heller Consulting – 5 Apps Reviewed • Affinaquest by Affinaquest • Causeview by Breakeven • Luminate CRM by Blackbaud (formerly a product of Convio) • Nonprofit Starter Pack by the Salesforce Foundation • roundCause by roundCornerQuestions asked:What are their organizing data structures?How do they relate an individual to afamily, to an employer, to anotherorganization, where they serve on the www.501c3technologists.comboard?
  23. 23. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofitsWill Salesforce meet your needs?It isn’t a single thing, but rather a platform that allows youto choose various ways to organize your data. You can dothat through a custom develop from the ground up, or youcan do that with one or a number of apps. www.501c3technologists.com
  24. 24. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofits Create a Roadmap• begin with your vision• define the problem or opportunity• identifying constraints www.501c3technologists.com
  25. 25. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofits Answer the questions:What is your vision?What do you wish to solve?What is your business plan for solving thatproblem?What are your constraints?What is your overall solution roadmap?Make a CRM choice.What are your first steps, what is your firstdestination?Implement your first destination on yourroadmap. www.501c3technologists.com
  26. 26. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofits In Conclusion…You’re on a Journey The Destination? It is value. Value for your donors, your volunteers, your activists, your members, your clients, your staff, your cause. www.501c3technologists.com
  27. 27. 501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits Thank You! Charlie Havens www.501c3Technologists.com Cell: 773-848-0154 Email: Charlie@501c3t.com Wooded Isle Inc. 1507 E 53rd St., #135 Chicago, IL 60615 www.501c3technologists.com
  28. 28. 501c3 Technologists Building Powerful Salesforce Solutions for Chicago’s nonprofitsReferences you may find useful:• “2011 Nonprofit Data Ecosystem Survey”, An NTEN Report, Annaliese Hoehling, Dec. 2011• Agile Project Management: Creating Innovative Products, 2nd Edition, Jim Hightower, 2010• http://www.nten.org/ntenchange this months online journal focus: “How Your Organization Can Embrace Data”• http://idealware.org/reports is great resource for reviewing reports on 70 different types of software for nonprofits. It is the consumer reports of nonprofit software.• “Insights Into CRM for Nonprofits: How nonprofits are approaching Constituent Relationship Management (CRM) to overcome challenges and meet their goals”, Heller Consulting, 2012• The Idealware 2012 Field Guide to Software for Nonprofits, Laura Quinn, 2012 (covers 70 types of software products for performing various functions within the nonprofit.)• “The New World of Donor Management Apps for Nonprofits” Heller Consulting, 2012• Why New Systems Fail: An Insider’s Guide to Successful IT Projects, Revised Edition, Phil www.501c3technologists.com Simon, 2011

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