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Getting Nonprofits on the Map

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dreamforce2006
dreamforce2006
Wirtschaft & FinanzenTechnologie
1 von 24
Getting Nonprofits on the Map Joseph Mouzon, Network for Good/Groundspring Jim Yu, United Way Rem Hoffmann, Exponent Partners Track: Nonprofits
Safe Harbor Statement ,[object Object],[object Object],[object Object],[object Object]
Joseph Mouzon Executive Director Nonprofit Services Network for Good Historical challenges in technology adoption within the nonprofit sector [email_address]
Network for Good Introduction ,[object Object],[object Object],[object Object],INDUSTRY: Nonprofit technology service provider EMPLOYEES: 22 GEOGRAPHY: East & West Coast PRODUCT(S) USED: SFA, Service & Support, 4 downloaded AppExchange applications # USERS: 10
Challenges ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The Solution ,[object Object],[object Object],[object Object],[object Object],[object Object]
Jim Yu VP of Relationship Management [email_address] From Transactions to Relationships: How Your Nonprofit Can Harness People, Processes, & Technology to Manage Key Relationships
United Way of America ,[object Object],[object Object],[object Object],INDUSTRY: Nonprofit Health & Human Services EMPLOYEES: 12,000 GEOGRAPHY: National PRODUCT USED: SFA, Service & Support, DonationForce, EventForce, Functional Documentation # USERS: 260
Challenges ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The Solution ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],DEPLOYMENT DETAILS
Results ,[object Object],[object Object],[object Object],[object Object],[object Object]
Why United Way Needs Change? Decreasing Market Share Changing Workplace New Donor Expectations Increasing Competition Decreasing Donor Base CALL TO ACTION
Solution: Customer Relationship Management ,[object Object],[object Object],[object Object],NOTE: Customer vs. Constituent Relationship Management
Why We Chose Salesforce.com Performance Reports On Demand Performance Reports And Dashboards Within Seconds Internet-based Anytime, Anywhere Access Microsoft Outlook & PDA Contact, Task And Email Integration Excellent User Interface Intuitive User Interface – Easy Information Search ASP Hosted Involves No Infrastructure Maintenance Or System Management Scalable Easily Expandable To A Large User Base Secure Strong Information Confidentiality & Security Integration API API To Enable Integration With Internal Applications Salesforce
Lessons Learned in Salesforce Implementation ,[object Object],[object Object],[object Object]
Recommendations for Successful Technology Adoption ,[object Object],[object Object],[object Object],People 50% Process 30% Technology 20%
Rem Hoffmann President Exponent Partners, Inc. [email_address]
Exponent Partners, Inc. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],INDUSTRY: Nonprofit IT Services STAFF: 6 Contract, 10 Assoc. MARKET: US, International NPOs PRODUCT(S) USED: Nonprofit Template, SFA, Service & Support, DemandTools, ClickTools, etc.
Plan…but NO “big bang” projects! ,[object Object],[object Object],[object Object],[object Object],[object Object],Plan Prototype Rollout Use, Improve, Extend
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],ALL constituents - ALL business processes Client Tracking Program Mgmt Marketing Financial Mgmt Member Mgmt Human Resources Online Collaboration Case Mgmt Program Mgmt Contact Mgmt Fundraising
Plan for 100% staff adoption ,[object Object],[object Object],[object Object],[object Object],[object Object]
Invest in building Constituent Relationships ,[object Object],[object Object],[object Object],[object Object],[object Object]
Joseph Mouzon Executive Director, Nonprofit Services Jim Yu Vice President, Relationship Management Rem Hoffmann President QUESTION & ANSWER SESSION
Session Feedback Let us know how we’re doing! ,[object Object],[object Object],[object Object],[object Object],[object Object],Save time! Use your cell phone or mobile device to send Feedback via SMS/Text Messaging! Send a message to 26335 In the message body: Session 205, #### For example, “ Session 205, 5555 ” Session ID: 205 Session ID # Scores for 4 categories SMS Voting powered by:

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Getting Nonprofits on the Map

  • 1. Getting Nonprofits on the Map Joseph Mouzon, Network for Good/Groundspring Jim Yu, United Way Rem Hoffmann, Exponent Partners Track: Nonprofits
  • 2.
  • 3. Joseph Mouzon Executive Director Nonprofit Services Network for Good Historical challenges in technology adoption within the nonprofit sector [email_address]
  • 4.
  • 5.
  • 6.
  • 7. Jim Yu VP of Relationship Management [email_address] From Transactions to Relationships: How Your Nonprofit Can Harness People, Processes, & Technology to Manage Key Relationships
  • 8.
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  • 10.
  • 11.
  • 12. Why United Way Needs Change? Decreasing Market Share Changing Workplace New Donor Expectations Increasing Competition Decreasing Donor Base CALL TO ACTION
  • 13.
  • 14. Why We Chose Salesforce.com Performance Reports On Demand Performance Reports And Dashboards Within Seconds Internet-based Anytime, Anywhere Access Microsoft Outlook & PDA Contact, Task And Email Integration Excellent User Interface Intuitive User Interface – Easy Information Search ASP Hosted Involves No Infrastructure Maintenance Or System Management Scalable Easily Expandable To A Large User Base Secure Strong Information Confidentiality & Security Integration API API To Enable Integration With Internal Applications Salesforce
  • 15.
  • 16.
  • 17. Rem Hoffmann President Exponent Partners, Inc. [email_address]
  • 18.
  • 19.
  • 20.
  • 21.
  • 22.
  • 23. Joseph Mouzon Executive Director, Nonprofit Services Jim Yu Vice President, Relationship Management Rem Hoffmann President QUESTION & ANSWER SESSION
  • 24.