Contacts, donors, prospects, organizations, businesses, households, affiliates...nonprofits maintain relationships with many individuals and entities. Discover the advantages and/or disadvantages to using the Nonprofit Starter Pack versus building your own from-scratch solution within Salesforce.
1. 501c3 Technologists
Building Powerful Salesforce Solutions for Chicago’s nonprofits
Build Your Own… vs. Borrow Nonprofit
Starter Pack (NPSP)
To Build or To Borrow?
November 14, 2012
Charlie Havens, Presenter
Building powerful Salesforce solutions for Chicago’s nonprofits.
www.501c3technologists.com
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 focus is Salesforce solutions.
www.501c3technologists.com
3. 501c3 Technologists
Building Powerful Salesforce Solutions for Chicago’s nonprofits
Build Your Own? Nonprofit Starter Pack?
Build or Borrow…
Today’s webinar addresses these questions:
What are the advantages of using
Salesforce Nonprofit Starter Pack?
Would I benefit from building
my organization’s own solution
within Salesforce?
www.501c3technologists.com
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. 501c3 Technologists
Building Powerful Salesforce Solutions for Chicago’s nonprofits
Three key areas of
consideration:
• Better Fit
• Cost
• Speed
www.501c3technologists.com
6. 501c3 Technologists
Building Powerful Salesforce Solutions for Chicago’s nonprofits
Finding Balance
Requirements <–>
Constraints <–>
Better Fit <–>
Less Money <–>
Faster Implementation
www.501c3technologists.com
8. 501c3 Technologists
Building Powerful Salesforce Solutions for Chicago’s nonprofits
Nonprofit Starter Pack
1) will it work
2) can I use it as the
foundation for our
solution?
www.501c3technologists.com
9. 501c3 Technologists
Building Powerful Salesforce Solutions for Chicago’s nonprofits
Options
• Salesforce.com data model
• Nonprofit Starter Pack
benefits
• Other packages
• Circumstances where you
might build your own
www.501c3technologists.com
10. 501c3 Technologists
Building Powerful Salesforce Solutions for Chicago’s nonprofits
Salesforce.com CRM data model
Salesforce.com is about selling.
• business to business
• not business to consumer
www.501c3technologists.com
11. 501c3 Technologists
Building Powerful Salesforce Solutions for Chicago’s nonprofits
B2B
Campaign –> Leads –> Contacts at Accounts –>
represented Opportunities –> which we sell…or we don’t…
www.501c3technologists.com
12. 501c3 Technologists
Building Powerful Salesforce Solutions for Chicago’s nonprofits
Customized
Salesforce.com data model
used for many purposes.
For-Profit Tracking/Reporting Examples:
• Japanese mail delivery system, each piece of mail a record.
• Get-out-the vote activity.
• Coke can inventory at a vending machine.
• Customer services requested and delivered by a television cable company.
• Inventory product being sold from a web site.
• Toyota car performance & maintenance needs reported to customer.
www.501c3technologists.com
13. 501c3 Technologists
Building Powerful Salesforce Solutions for Chicago’s nonprofits
NP O2O
• Track your organization’s grant proposals and receipts from/to other
organizations.
• Track coalition/partnership building campaigns between
organizations.
• Manage member organizations in an association of organizations.
If all your relationships are between organizations
via contacts at each, then the Salesforce base data
model will be a great starting point.
www.501c3technologists.com
14. 501c3 Technologists
Building Powerful Salesforce Solutions for Chicago’s nonprofits
Ensure a good fit.
Without customization,
the default Salesforce.com
CRM model doesn’t work
well in managing
relationships with
individuals.
www.501c3technologists.com
15. 501c3 Technologists
Building Powerful Salesforce Solutions for Chicago’s nonprofits
Often, in our nonprofit world, it is the
many relationships with and between
individuals that we track and manage.
www.501c3technologists.com
16. 501c3 Technologists
Building Powerful Salesforce Solutions for Chicago’s nonprofits
Build-Your-Own (BYO)
Advantages Disadvantages
It works the way you designed it. It works the way you designed it.
It works as well as you tested it. It works as well as you tested it.
You can involve your entire organization. You can involve your entire organization.
It is focused on your processes. It costs money to become so focused.
Someone in your organization understands it. Tough customization when they leave.
It may fit better. It takes longer to plan and deploy
It may include specific niche functionality. It will cost more.
www.501c3technologists.com
17. 501c3 Technologists
Building Powerful Salesforce Solutions for Chicago’s nonprofits
Add-on packages cost less and take less time
• Nonprofit Starter Pack
• Affinaquest
• Causeview
• Luminate CRM
• roundCause
• Soapbox Engage
• Click and Pledge
www.501c3technologists.com
18. 501c3 Technologists
Building Powerful Salesforce Solutions for Chicago’s nonprofits
Nonprofit Starter Pack = no cost to use
• You pay staff or consultant to configure, document, and train.
• Other packages involve a financial transaction beyond staff or
consultant time.
www.501c3technologists.com
19. 501c3 Technologists
Building Powerful Salesforce Solutions for Chicago’s nonprofits
Heller Consulting White Paper
Considerations: • Affinaquest
What is your organizing data • Causeview
structure? • Luminate CRM
How does your structure need to • Nonprofit Starter
relate an individual to a family, to an Pack
employer, to another second • roundCause
organization?
www.501c3technologists.com
20. 501c3 Technologists
Building Powerful Salesforce Solutions for Chicago’s nonprofits
Nonprofit Starter Pack
What you get under one umbrella:
• Free!
• Continual testing and validating of the model functionality.
5,000+ organizations using it.
• Improvements based user feedback
Active user community daily engaging with Salesforce Foundation technical staff.
Twice a year development sprints by Salesforce.com developers.
• Model for managing relationships with and between individuals, and between
individuals and secondary organizations.
Six Apps comprise this package. Some may be used without using all.
Many third-party apps have been built to be compatible with this package.
• Large base of consultants and third-party apps committed to this product.
• Choice between two data models.
www.501c3technologists.com
21. 501c3 Technologists
Building Powerful Salesforce Solutions for Chicago’s nonprofits
The Six Apps that
Comprise the Nonprofit
Starter Pack:
Contacts and Organizations (customization to allow Contacts to be primary, rather than
requiring that every Contact be associated with a company Account)
Households (Allows tracking of information and communication by household)
Recurring Donations (Tracking of recurring pledged donations)
Relationships (Allows creation of relationship between non-household Contacts)
Affiliations (Allows Contacts to be affiliated with an organization besides employer)
Batch Data Entry (Batch entry of data into this package’s apps)
www.501c3technologists.com
22. 501c3 Technologists
Building Powerful Salesforce Solutions for Chicago’s nonprofits
Why wouldn’t
you use the
Nonprofit • No on-demand support.
Starter Pack?
• No volunteer, service, or event
management.
• End-user documentation is limited.
• Larger organizations with detailed
tracking and complex reporting need
to spend time figuring out how best
to use, or customize it.
www.501c3technologists.com
23. 501c3 Technologists
Building Powerful Salesforce Solutions for Chicago’s nonprofits
In Conclusion…
And the Winner is…
Nonprofit Starter Pack!
Most often, it will fit the bill.
www.501c3technologists.com
24. 501c3 Technologists
Building 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
25. 501c3 Technologists
Building Powerful Salesforce Solutions for Chicago’s nonprofits
References you may find useful:
White paper. Search for “The New World of Donor Management Apps
for Nonprofits”, Heller Consulting, 2012.
Questions
www.501c3technologists.com