Build or Borrow? That is the Question with Salesforce NonProfit Edition NPSP

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

501c3 Technologists

About 501c3 Technologists
• IT support to small nonprofits in the Chicago
area region since 1999.
• Our focus is Salesforce solutions.


501c3 Technologists

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?

501c3 Technologists

Pop Quiz!
• Five poll questions.
• As the poll questions appear select your
answer and hit the submit button.


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Three key areas of
consideration:
• Better Fit
• Cost
• Speed

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Finding Balance
Requirements <–>

Constraints <–>
Better Fit <–>
Less Money <–>
Faster Implementation

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Decision Time

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Nonprofit Starter Pack
1) will it work
2) can I use it as the
foundation for our
solution?

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Options
• Salesforce.com data model
• Nonprofit Starter Pack
benefits
• Other packages
• Circumstances where you
might build your own

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Salesforce.com CRM data model

Salesforce.com is about selling.
• business to business
• not business to consumer


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B2B
Campaign –> Leads –> Contacts at Accounts –>
represented Opportunities –> which we sell…or we don’t…

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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.

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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.

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Ensure a good fit.
Without customization,
the default Salesforce.com
CRM model doesn’t work
well in managing
relationships with
individuals.

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Often, in our nonprofit world, it is the
many relationships with and between
individuals that we track and manage.

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Build-Your-Own (BYO)
Advantages

Disadvantages

It works the way you designed it.
It works as well as you tested it.
You can involve your entire organization.
It is focused on your processes.
Someone in your organization understands it.
It may fit better.
It may include specific niche functionality.

It works the way you designed it.
It works as well as you tested it.
You can involve your entire organization.
It costs money to become so focused.
Tough customization when they leave.
It takes longer to plan and deploy
It will cost more.


501c3 Technologists

Add-on packages cost less and take less time

•
•
•
•
•
•
•

Affinaquest
Causeview
Luminate CRM
roundCause
Soapbox Engage
Click and Pledge


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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.


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Heller Consulting White Paper
Considerations:
What is your organizing data
structure?
How does your structure need to
relate an individual to a family, to an
employer, to another second
organization?

•
•
•
•

Affinaquest
Causeview
Luminate CRM
Nonprofit Starter
Pack
• roundCause


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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.

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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)


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Why wouldn’t
you use the
Nonprofit
Starter Pack?

• No on-demand support.
• 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.

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In Conclusion…
And the Winner is…
Nonprofit Starter Pack!
Most often, it will fit the bill.


501c3 Technologists

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

501c3 Technologists

References you may find useful:

White paper. Search for “The New World of Donor Management Apps
for Nonprofits”, Heller Consulting, 2012.

Questions

Build or Borrow? That is the Question with Salesforce NonProfit Edition NPSP

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