Nonprofits are transforming the social sector and philanthropy by connecting their communities in powerful ways. Learn from two innovative nonprofits that are leveraging social, mobile and cloud strategies to disrupt the status quo and revolutionize how they connect employees, supporters, partners and programs to accelerate the pace of change.
Join us to learn how the Student Conservation Association and Citizen Schools are using Salesforce to get a 360 degree view of their programs and constituents, understand the impact of their work, and be able to demonstrate that impact.
Who Should Attend:
Fundraising, volunteer, member, operations, program and case management professionals
Anyone interested in connecting with their community and accelerating their mission
Presenters:
Sherry Aldrich, Process & Systems Manager, Student Conservation Association
Julianne Diamond, Senior Salesforce.com Manager and Business Analyst, Citizen Schools
Naomi Mandelstein, Nonprofit Marketing Director, Salesforce.com Foundation - Moderator
Higher Ed Will Never Be The Same Again - Introducing Salesforce1 for Higher E...Salesforce.org
Higher Ed Will Never Be the Same Again - Introducing Salesforce1 for Higher Ed and Advancement Connect
The Salesforce.com Foundation is excited to announce Salesforce1 for Higher Ed and Advancement Connect. Never before have those seeking to transform the campus experience had as complete and powerful a set of solutions to help them innovate.
Salesforce1 for Higher Ed - a new set of end-to-end solutions built on the world’s leading Salesforce1 Platform, empowering colleges and universities to create Connected Campuses, connecting with students, faculty and alumni in entirely new ways.
Advancement Connect - a new app that enables universities of all sizes to manage fundraising, event management, volunteer management and more–all in one place and from any device. With Advancement Connect, universities are empowered to optimize alumni lifetime value and nurture donor relationships.
With Salesforce1 for Higher Ed and the Advancement Connect app, universities can become Connected Campuses–connecting with their prospects, students, alumni, faculty and staff through social, mobile and cloud technologies. Built for the social and mobile era, Salesforce1 for Higher Ed enables you to become a Connected Campus, place students at the center of everything you do, and achieve breakthrough performance across the entire student lifecycle. Leverage Salesforce for recruiting, student success, advancement, marketing, and community engagement.
Get a glimpse of what it truly means to Become a Connected Campus by attending our upcoming webinar.
Please join us to see a product demonstration for NGO Connect. We will review the product offering, and include time for Q&A during this information session. Join us to learn more about NGO Connect.
Presenters:
Lori Freeman, Director of Product Marketing - Nonprofit, Salesforce.com Foundation
Dario Mallerman, Sales Engineer, Salesforce.com Foundation
In terms of tech adoption and usage, the public sector is between 5-10 years behind the private sector. Here is an overview of the major factors affecting this tech lag.
Higher Ed Will Never Be The Same Again - Introducing Salesforce1 for Higher E...Salesforce.org
Higher Ed Will Never Be the Same Again - Introducing Salesforce1 for Higher Ed and Advancement Connect
The Salesforce.com Foundation is excited to announce Salesforce1 for Higher Ed and Advancement Connect. Never before have those seeking to transform the campus experience had as complete and powerful a set of solutions to help them innovate.
Salesforce1 for Higher Ed - a new set of end-to-end solutions built on the world’s leading Salesforce1 Platform, empowering colleges and universities to create Connected Campuses, connecting with students, faculty and alumni in entirely new ways.
Advancement Connect - a new app that enables universities of all sizes to manage fundraising, event management, volunteer management and more–all in one place and from any device. With Advancement Connect, universities are empowered to optimize alumni lifetime value and nurture donor relationships.
With Salesforce1 for Higher Ed and the Advancement Connect app, universities can become Connected Campuses–connecting with their prospects, students, alumni, faculty and staff through social, mobile and cloud technologies. Built for the social and mobile era, Salesforce1 for Higher Ed enables you to become a Connected Campus, place students at the center of everything you do, and achieve breakthrough performance across the entire student lifecycle. Leverage Salesforce for recruiting, student success, advancement, marketing, and community engagement.
Get a glimpse of what it truly means to Become a Connected Campus by attending our upcoming webinar.
Please join us to see a product demonstration for NGO Connect. We will review the product offering, and include time for Q&A during this information session. Join us to learn more about NGO Connect.
Presenters:
Lori Freeman, Director of Product Marketing - Nonprofit, Salesforce.com Foundation
Dario Mallerman, Sales Engineer, Salesforce.com Foundation
In terms of tech adoption and usage, the public sector is between 5-10 years behind the private sector. Here is an overview of the major factors affecting this tech lag.
Skoll Foundation's Next Generation Grantmaking with SalesforceSalesforce.org
Grant management processes can be complex, and foundations are often challenged by the task of fulfilling their organization’s mission while managing their grant lifecycle efficiently. Hear from the Skoll Foundation, one of the leading foundations supporting social entrepreneurship, on how they manage their philanthropic giving from pipeline and due diligence to approval and budgeting with Salesforce.
This webinar will also include a demo of foundationConnect, a grants management solution built on Salesforce.
Speakers:
Cristina Yoon, Grants Manager, Skoll Foundation
Swati Tyagi, Director, Product Management, roundCorner
Naomi Morenzoni, Director, Philanthropy Outreach & Engagement, Salesforce Foundation
Salesforce1 for Nonprofits Engage and Strengthen CommunitiesSalesforce.org
Today’s supporters want to be part of the solution. Nourish that desire through internal and external communities that tap the expertise of your entire ecosystem and amplify your impact. Learn how you can enable your supporters to collaborate in real time to create alignment, find and share information, and streamline resolutions. When you effectively engage your supporters you can build communities of interest, purpose and action, so your entire ecosystem can work together to drive social change.
Join us on to learn how the AARP Foundation is using Salesforce to engage their supporters through communities.
Who Should Attend:
Leaders in membership, marketing, engagement, program and volunteer management, outreach and event planning professionals
Anyone interested in connecting with their community and delivering more impact
Personalized email marketing engagement is central to getting results whether it be fundraising for your nonprofit or raising alumni funds for your university. Learn best practices from some of the top innovators in the social sector.
Helping Gamechangers Change the World - Introducing Salesforce1 for Nonprofits Salesforce.org
Each and every day, millions around the world work tirelessly to pickup where others have left off...
· Feeding and housing the poor
· Delivering care to those in need
· Conserving earth’s most precious resources
· Speaking up for those without a voice.
The Salesforce.com Foundation is honored that gamechangers at more than 22,000 nonprofits choose salesforce.com’s cloud, social and mobile technologies to help them deliver so many different solutions to improve communities around the world.
And that is why we are so excited to unveil Salesforce1 for Nonprofits – the most complete solution set in the nonprofit industry.
Salesforce1 for Nonprofits offers solutions for program management, community engagement, marketing communications and fundraising to empower nonprofits to run their organizations from their phones. It is built from the ground-up for the mobile and social era.
Learn more and register now for next week’s webinar to get a glimpse of the future of the nonprofit social change community.
Gamechangers, your time has come.
Using Community Cloud for Alumni Volunteer SolicitorsSalesforce.org
Presentation from Salesforce.org Higher Ed Summit 2017 by:
Mike Craven, University of California, Berkeley
Join this session to learn how, in less than two months from conception to deployment, Community Cloud allowed UC Berkeley to quickly and easily extend its fundraising CRM to its Class Campaign Volunteers Solicitors. Cal uses Community Cloud to assign reunion volunteers to their classmate prospects and to track their solicitation asks and outcomes. Community Cloud let UCB rapidly tailor a tool for our volunteer partners without the integration hassles of a standalone application.
Become a Connected Nonprofit with NGO Connect Salesforce.org
The mobile and social era has transformed the way nonprofits connect with their supporters, they want a direct and immediate connection with those who share their values and can help advance their mission. Successful nonprofits must now deliver the anytime, anywhere, collaborative experience that today’s donors and volunteers expect and we have a solution that will help you...
- Get a complete picture of funders, campaigns and supporters
- Streamline event planning and execution
- Recruit, track and manage all of your volunteers
- Manage a lifetime of changes to deliver highly personal experiences
- Measure impact and report in real-time on fundraising and program effectiveness
The Salesforce.com Foundation is excited to launch - NGO Connect, a new app that helps nonprofits connect every aspect of their work to transform how they build and retain lifetime relationships with their constituents and the communities they serve.
NGO Connect helps nonprofits deliver greater impact by enabling them to innovate faster and connect with their constituents in a whole new way. Today’s Connected Nonprofit can execute at scale to get the job done, it makes the world’s leading social, mobile and cloud Salesforce1 platform even more powerful to the nonprofit sector.
Nonprofits of all sizes can now benefit from the sector’s emerging best practices and accelerate their ability to manage their greatest asset – a lifetime relationship with their constituents.
Learn more on our website and register now for our upcoming webinar to get a glimpse of what it truly means to Become a Connected Nonprofit.
Nonprofits are transforming the social sector and philanthropy by connecting their communities in powerful ways. Hear how nonprofits are leveraging Salesforce for Nonprofits to disrupt the status quo and revolutionize how they connect employees, supporters, partners and programs to accelerate the pace of change.
1:1 Journeys Driving the Personalized Constituent ExperienceSalesforce.org
Whether it be driving change in civil society or the delivery of quality education, social change requires authentic engagement. 1:1 lifecycle and lead qualification marketing campaigns provide a great framework for building authentic relationships. Two leading innovators will share their real-world experiences and showcase how they’ve achieved phenomenal success.
Whether it be driving change in civil society or the delivery of quality education, social change requires authentic engagement. 1:1 lifecycle and lead qualification marketing campaigns provide a great framework for building authentic relationships. Two leading innovators will share their real-world experiences and showcase how they’ve achieved phenomenal success.
Learn how to simplify fundraising with Nonprofit Cloud. buildOn and TFA highlight how Nonprofit Cloud has made the lives of their fundraising teams easier. Learn about the power of engagement plans and how the Salesforce platform makes it easier than ever to manage donations and gift processes.
Email Marketing, Connecting the Dots at Dreamforce 2014Michael Helfin
Features:
Sr. Digital Marketing Director, Lydia Colaresi
And CEO of DEG Digital Advertising Agency
They cover engagement through email marketing best practices, growth tactics, and some email basics used by companies like Live Nation, TicketMaster, Levy's and more.
This slide was presented live at Dreamforce 2014 hosted by Salesforce.
Living Large: Enterprise Organizations on Nonprofit CloudSalesforce.org
Greenpeace UK and URJ share why Salesforce was the best choice to meet the challenging demands of their large organizations. Highlights include various fundraising use cases as well as add-ons and features within Nonprofit Cloud that help them to be successful.
Nonprofits are deepening their relationships with modern email marketing programs. This session will help you learn from leading practitioners in the social sector. Learn how to manage multi-channel campaigns, use data to create personalized, dynamic and predictive content, and more
Educational institutions are being challenged to become more flexible, responsive, efficient, and focused on serving students' needs. Join us to learn how Wayne State University developed a Student Service Center where phone calls, emails, and walk-in visits from prospective and current students are aggregated at a central location, enhancing recruitment and retention by providing service that is responsive and accountable. Delivering superior customer service every day also requires strong business processes and continuous improvement practices to be effective. Wayne State will share how they leverage ERP data while listening to students, provide prompt responses and solve problems to improve the student experience.
Who Should Attend:
Student Services
Student Affairs
Academic Affairs
IT
Speakers:
Ann Elinski, Assistant Director of the Student Service Center, Wayne State University
Ann received a Bachelor's Degree in English and Spanish language, and a Master's Degree in Business Administration, from Eastern Michigan University. Elinski has spent the past thirteen years in Higher Education specializing in student service. Ann currently acts as the Salesforce super user for the Division of Enrollment Management.
Nicole Brandenburg, Associate Director of Campaigns for Salesforce CRM, Wayne State University. Nicole previously worked in the undergraduate admissions office at WSU and transitioned to her current role when the university first brought a CRM solution to the campus in 2010. Nicole works closely with the university's Marketing office, Enrollment Management units and various departments to assist in the development of communication plans and implementation.
Adam Lincoln, Lead Systems Integrator, Wayne State University
Adam Lincoln is a developer for central IT at Wayne State University, working primarily on native salesforce.com development and integration with campus systems. He has been writing software for 10 years, ranging from web applications to terminal utilities. Previously, Adam taught physics and astronomy courses and analyzed experimental data.
Salesforce.org Higher Ed Summit 2016 KeynoteSalesforce.org
Presentation from the 2016 Salesforce.org Higher Education Summit at Tulane University. Become a Connected Campus with Salesforce. Learn more at www.salesforce.org/highered.
Are you a Salesforce expert interested in pro bono volunteering with nonprofits? Join us to learn about the needs of nonprofits, how you find them, what's different in nonprofit Salesforce orgs, and best practices for pro bono engagements. Stick around after the session to mix with nonprofit professionals at the DevZone Welcome Reception.
Skoll Foundation's Next Generation Grantmaking with SalesforceSalesforce.org
Grant management processes can be complex, and foundations are often challenged by the task of fulfilling their organization’s mission while managing their grant lifecycle efficiently. Hear from the Skoll Foundation, one of the leading foundations supporting social entrepreneurship, on how they manage their philanthropic giving from pipeline and due diligence to approval and budgeting with Salesforce.
This webinar will also include a demo of foundationConnect, a grants management solution built on Salesforce.
Speakers:
Cristina Yoon, Grants Manager, Skoll Foundation
Swati Tyagi, Director, Product Management, roundCorner
Naomi Morenzoni, Director, Philanthropy Outreach & Engagement, Salesforce Foundation
Salesforce1 for Nonprofits Engage and Strengthen CommunitiesSalesforce.org
Today’s supporters want to be part of the solution. Nourish that desire through internal and external communities that tap the expertise of your entire ecosystem and amplify your impact. Learn how you can enable your supporters to collaborate in real time to create alignment, find and share information, and streamline resolutions. When you effectively engage your supporters you can build communities of interest, purpose and action, so your entire ecosystem can work together to drive social change.
Join us on to learn how the AARP Foundation is using Salesforce to engage their supporters through communities.
Who Should Attend:
Leaders in membership, marketing, engagement, program and volunteer management, outreach and event planning professionals
Anyone interested in connecting with their community and delivering more impact
Personalized email marketing engagement is central to getting results whether it be fundraising for your nonprofit or raising alumni funds for your university. Learn best practices from some of the top innovators in the social sector.
Helping Gamechangers Change the World - Introducing Salesforce1 for Nonprofits Salesforce.org
Each and every day, millions around the world work tirelessly to pickup where others have left off...
· Feeding and housing the poor
· Delivering care to those in need
· Conserving earth’s most precious resources
· Speaking up for those without a voice.
The Salesforce.com Foundation is honored that gamechangers at more than 22,000 nonprofits choose salesforce.com’s cloud, social and mobile technologies to help them deliver so many different solutions to improve communities around the world.
And that is why we are so excited to unveil Salesforce1 for Nonprofits – the most complete solution set in the nonprofit industry.
Salesforce1 for Nonprofits offers solutions for program management, community engagement, marketing communications and fundraising to empower nonprofits to run their organizations from their phones. It is built from the ground-up for the mobile and social era.
Learn more and register now for next week’s webinar to get a glimpse of the future of the nonprofit social change community.
Gamechangers, your time has come.
Using Community Cloud for Alumni Volunteer SolicitorsSalesforce.org
Presentation from Salesforce.org Higher Ed Summit 2017 by:
Mike Craven, University of California, Berkeley
Join this session to learn how, in less than two months from conception to deployment, Community Cloud allowed UC Berkeley to quickly and easily extend its fundraising CRM to its Class Campaign Volunteers Solicitors. Cal uses Community Cloud to assign reunion volunteers to their classmate prospects and to track their solicitation asks and outcomes. Community Cloud let UCB rapidly tailor a tool for our volunteer partners without the integration hassles of a standalone application.
Become a Connected Nonprofit with NGO Connect Salesforce.org
The mobile and social era has transformed the way nonprofits connect with their supporters, they want a direct and immediate connection with those who share their values and can help advance their mission. Successful nonprofits must now deliver the anytime, anywhere, collaborative experience that today’s donors and volunteers expect and we have a solution that will help you...
- Get a complete picture of funders, campaigns and supporters
- Streamline event planning and execution
- Recruit, track and manage all of your volunteers
- Manage a lifetime of changes to deliver highly personal experiences
- Measure impact and report in real-time on fundraising and program effectiveness
The Salesforce.com Foundation is excited to launch - NGO Connect, a new app that helps nonprofits connect every aspect of their work to transform how they build and retain lifetime relationships with their constituents and the communities they serve.
NGO Connect helps nonprofits deliver greater impact by enabling them to innovate faster and connect with their constituents in a whole new way. Today’s Connected Nonprofit can execute at scale to get the job done, it makes the world’s leading social, mobile and cloud Salesforce1 platform even more powerful to the nonprofit sector.
Nonprofits of all sizes can now benefit from the sector’s emerging best practices and accelerate their ability to manage their greatest asset – a lifetime relationship with their constituents.
Learn more on our website and register now for our upcoming webinar to get a glimpse of what it truly means to Become a Connected Nonprofit.
Nonprofits are transforming the social sector and philanthropy by connecting their communities in powerful ways. Hear how nonprofits are leveraging Salesforce for Nonprofits to disrupt the status quo and revolutionize how they connect employees, supporters, partners and programs to accelerate the pace of change.
1:1 Journeys Driving the Personalized Constituent ExperienceSalesforce.org
Whether it be driving change in civil society or the delivery of quality education, social change requires authentic engagement. 1:1 lifecycle and lead qualification marketing campaigns provide a great framework for building authentic relationships. Two leading innovators will share their real-world experiences and showcase how they’ve achieved phenomenal success.
Whether it be driving change in civil society or the delivery of quality education, social change requires authentic engagement. 1:1 lifecycle and lead qualification marketing campaigns provide a great framework for building authentic relationships. Two leading innovators will share their real-world experiences and showcase how they’ve achieved phenomenal success.
Learn how to simplify fundraising with Nonprofit Cloud. buildOn and TFA highlight how Nonprofit Cloud has made the lives of their fundraising teams easier. Learn about the power of engagement plans and how the Salesforce platform makes it easier than ever to manage donations and gift processes.
Email Marketing, Connecting the Dots at Dreamforce 2014Michael Helfin
Features:
Sr. Digital Marketing Director, Lydia Colaresi
And CEO of DEG Digital Advertising Agency
They cover engagement through email marketing best practices, growth tactics, and some email basics used by companies like Live Nation, TicketMaster, Levy's and more.
This slide was presented live at Dreamforce 2014 hosted by Salesforce.
Living Large: Enterprise Organizations on Nonprofit CloudSalesforce.org
Greenpeace UK and URJ share why Salesforce was the best choice to meet the challenging demands of their large organizations. Highlights include various fundraising use cases as well as add-ons and features within Nonprofit Cloud that help them to be successful.
Nonprofits are deepening their relationships with modern email marketing programs. This session will help you learn from leading practitioners in the social sector. Learn how to manage multi-channel campaigns, use data to create personalized, dynamic and predictive content, and more
Educational institutions are being challenged to become more flexible, responsive, efficient, and focused on serving students' needs. Join us to learn how Wayne State University developed a Student Service Center where phone calls, emails, and walk-in visits from prospective and current students are aggregated at a central location, enhancing recruitment and retention by providing service that is responsive and accountable. Delivering superior customer service every day also requires strong business processes and continuous improvement practices to be effective. Wayne State will share how they leverage ERP data while listening to students, provide prompt responses and solve problems to improve the student experience.
Who Should Attend:
Student Services
Student Affairs
Academic Affairs
IT
Speakers:
Ann Elinski, Assistant Director of the Student Service Center, Wayne State University
Ann received a Bachelor's Degree in English and Spanish language, and a Master's Degree in Business Administration, from Eastern Michigan University. Elinski has spent the past thirteen years in Higher Education specializing in student service. Ann currently acts as the Salesforce super user for the Division of Enrollment Management.
Nicole Brandenburg, Associate Director of Campaigns for Salesforce CRM, Wayne State University. Nicole previously worked in the undergraduate admissions office at WSU and transitioned to her current role when the university first brought a CRM solution to the campus in 2010. Nicole works closely with the university's Marketing office, Enrollment Management units and various departments to assist in the development of communication plans and implementation.
Adam Lincoln, Lead Systems Integrator, Wayne State University
Adam Lincoln is a developer for central IT at Wayne State University, working primarily on native salesforce.com development and integration with campus systems. He has been writing software for 10 years, ranging from web applications to terminal utilities. Previously, Adam taught physics and astronomy courses and analyzed experimental data.
Salesforce.org Higher Ed Summit 2016 KeynoteSalesforce.org
Presentation from the 2016 Salesforce.org Higher Education Summit at Tulane University. Become a Connected Campus with Salesforce. Learn more at www.salesforce.org/highered.
Are you a Salesforce expert interested in pro bono volunteering with nonprofits? Join us to learn about the needs of nonprofits, how you find them, what's different in nonprofit Salesforce orgs, and best practices for pro bono engagements. Stick around after the session to mix with nonprofit professionals at the DevZone Welcome Reception.
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2. Salesforce.com Safe Harbor
Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking
statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves
incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking
statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections
of subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for
future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and
customer contracts or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new
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Any unreleased services or features referenced in this or other press releases or public statements are not currently available and may
not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that
are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
3. Two Ways to Ask Questions
• Use question box on webinar
• Tweet questions with
#connectednonprofit
To be contacted by a nonprofit
specialist, email:
events@salesforcefoundation.org
9. A Whole New Way to Engage Supporters
Social Mobile
Connected
Cloud
50B
Connected
Products
4.5B
Aggregate
Social Users
5B
Smartphones
by 2017
58%
Faster
Deployment
Image source: silabs.com/iot
10. Greater Competition
• 16% increase in registered
charities between 2010-2011
• 65% of millennials get
newsletters from up to 5
different nonprofits
12. Is Your Organization Built for the Connected Era?
Are you enabling 1:1
communications?
Can you deliver
programs & services
with just a few clicks
from anywhere?
Do you collaborate
with all your
supporters?
Are you raising all
the resources you
can?
? ? ?
13. Deliver better
programs &
services
Raise more
funds
Communicate
more effectively
Connect to Your Community in Whole New Ways
Nonprofit
Connected
Engage &
strengthen your
community
26. Student Conservation Association
• Providing service learning
opportunities since 1957
• 31M Budget; 75% of our revenue
is fee for service
• Annually 4000+ members in life
changing opportunities.
• Members engage in conservation
service opportunities
27. Who Are Our Constituents?
• Board Members
• Funders (Corporate, Private, Fee, etc)
• Granters (AmeriCorps. etc)
• Land Management Partners
• Parents
• Potential Members / Candidates
• Recruiting Contacts
• Staff
28. SCA’s Situation:
• Stuck in an inflexible, expensive legacy
system
• Unable to meet the changing business
needs
• Data silos or data on paper
• Multiple program models
• Not able to tell our story
29. How Does SCA Use Salesforce?
• Basic CRM
• Pipeline Tracking
• Opportunities
• Estimates
• Business Development
• Public Grants Tracking
• Recruiting Efforts
• Recruiting Contacts
• Benefit Tracking
• Eligibility Tracking
• Program Management
• Customer Service
• Member Management
• Application Management
• Position Management
• Applicant to Position Matching
• Applicant Matching
• Interview and Selection
Management
• Medical Form Threshold and
Management
• Incident Reporting
• AmeriCorps Tracking
• Time Logs
• Output Logs
• Evaluations
30. SCA’s SF System Structure
• 125 Custom Objects
• 5 Full integrations
• 4 Partial integration
• 120 Internal users
• 142,500 Community Users
31. We Made 4 Really Good Decisions
• Salesforce (our organization was so
supportive of the adoption of Salesforce,
we named it … “MySCA”.)
• Work closely with Salesforce Foundation
Rep, Sandra Rowe.
• Create a great relationship with our
Development Partner, roundCorner.
• Use the expertise / knowledge of staff.
32. Our Solution for One Program Model
• Create an system where external
audiences are inputting reportable
data into our system.
• Get rid of paper trails where possible
• The Solution: Use SF Communities
33. Partners and Members go right to our website.
www.thesca.org is the front door to their community.
35. Ranger Rick, a Partner, manages his
account, positions and members right
from his community log in.
36. Friar Tuck, a candidate,
creates and manages his
applications.
37. Friar Tuck can search, apply to and
manage positions he is interested in.
The system will automatically give him
fit and likelihood of position.
Ranger Rick can review and compare
candidates, request interview
information and ask for more
candidates.
38. Friar Tuck can accept positions, create or
update his medical form, access his
selection forms to sign, directly from his
home page.
39. Friar Tuck can also input his
hours and outcomes as well
as request reimbursement
for expenses incurred.
40. Ranger Rick can approve Friar
Tuck’s time logs and
reimbursement requests.
41. Both Friar Tuck and Ranger Rick will
get an email with their service
evaluation via a scheduled report. The
reportable results will live on their
records.
42. Highlight of Some of the System Automation
• Displays likelihood and fit for candidate
• Auto sending applications
• Med forms prompted and sent
• Med forms are cleared or auto
threshold
• Pay schedules for allowances
• Auto approving benefits
• Auto sends end of service survey
43. What Has Our Partnership with Salesforce, the
Foundation and roundCorner Done for Us?
• Removed silos
• Flexibility
• Ability to automate / streamline
• Little to none staff data entry
• Reportable data from all program models
• Not only can we start to really tell our
story, we have information not just data.