Salesforce Automation In NonProfits & Foundations

H O M E K E E P E R C A S E S T U D Y
W I T H T I F F A N Y E N G & U N M E S H S H E T H
S A L E S F O R C E I N T E G R A T I O N F O R
N O N P R O F I T S & F O U N D A T I O N S

T O D A Y ' S P R E S E N T E R S
TiffanyEng
Director,HomeKeeper
GroundedSolutionsNetwork
UnmeshSheth
Founder,SoPact

01
02
03
3 Integration Strategies
HomeKeeper Case Study
Question/Answer
T O D A Y ' S A G E N D A
Salesforce Integration Webinar | SoPact Inc. & HomeKeeper | April 2017
1

I N T E G R A T I O N
The joining of different software
applications into one system
2
ACCOUNTING
MARKETING &
SOCIAL MEDIA
GRANT
MANAGEMENT
IMPACT
MANAGEMENT
CLIENT DATA
MANAGEMENT
DONOR
MANAGEMENT

I N T E G R A T I O N ...The joining part
3
C U S T O M I Z E D

3 I N T E G R A T I O N S T R A T E G I E S
4
SIMPLE
AVERAGE
COMPLEX
Single-Input, Single-app Interaction
Single-Input, Multi-apps Interaction
Data Integration with External System
This strategy solves the problem of repeated manual
data entry.
This strategy achieves the same objective as the first,
however, involves a greater number of apps.
This strategy, among other things, solves complex grant
management reporting requirements.

H O W S H O U L D Y O U I N T E G R A T E ?
5 K E Y C O N S I D E R A T I O N S
5
1. APPLICATIONS
Salesforce
Netsuite
Intacct
QuickBooks
Etc.
2. PATTERNS
Aggregation
Bi-direction
Broadcast
Migration
Etc.
3. DATA TYPES
Financials
Reporting
Contacts
Clients
Etc.
4. CAPACITY FOR INTEGRATION COMPLEXITY
Limited: Easy | Moderate: Average | Unlimited: Complex
5. INTEGRATION LAYERS
Data | Process | UI | Security

S I M P L E | S I N G L E - I N P U T , S I N G L E A P P
I N T E R N A L I N T E G R A T I O N
6
DONOR
MANAGEMENT
EMAIL
MARKETING
ONLINE FORMS
OFFLINE
MOBILE DATA

S I M P L E | S I N G L E - I N P U T , S I N G L E A P P
I N T E R N A L I N T E G R A T I O N
7
- or -
- or -

A V E R A G E | S I N G L E - I N P U T , M U L T I - A P P S
I N T E R N A L I N T E R A C T I O N
8
DONOR
MANAGEMENT
EMAIL
MARKETING
ONLINE FORMS

9
- or -
- or -
- or -
A V E R A G E | S I N G L E - I N P U T , M U L T I - A P P S
I N T E R N A L I N T E R A C T I O N

C O M P L E X | D A T A I N T E G R A T I O N W I T H
E X T E R N A L S Y S T E M
10
PROGRAM
MANAGEMENT
HUD'S HOUSING
COUNSELING
SYSTEM (HCS)
Security Enhancement
User Interface
Data Transformation
System Integration
Custom
Application
Development

S A L E S F O R C E O P T I M I Z A T I O N
T A C T I C S R O A D M A P
11
I N T E G R A T E A N A L Y Z E R E P O R T

S A L E S F O R C E O P T I M I Z A T I O N
G R O U N D E D S O L U T I O N S N E T W O R K
12
I N T E G R A T E A N A L Y Z E R E P O R T

HomeKeeper Case Study
with Tiffany Eng

14
Strong Communities from the Ground up
Grounded Solutions Network cultivates communities -
equitable, inclusive and rich in opportunity, by advancing
affordable housing solutions that last for generations.
Our funders

O U R C H A L L E N G E S
15
1. Program staff need better tools
to do their jobs
2. Organizations need a
centralized platform to track
clients, programs, and services
3. The sector needs improved
systems for reporting and impact
measurement

O U R V I S I O N
16
More empowered programs,
a more connected sector...
Better data collection
Better program management
Better impact measurement
Better reporting efficiency

17

O U R S O L U T I O N : H O M E K E E P E R
18
Property information tracking
Grant, loan, and subsidy tracking
Intake and application management
Manage workshops
Owner monitor and compliance

R E C E N T E X P A N S I O N S :
H O U S I N G C O U N S E L I N G
19
Manage 1-1 counseling activities
Collect standard counseling data
Track counselors and training
Centralize case notes
Send reports and data to HUD

20
T H E H O M E K E E P E R D A T A E C O S Y S T E M

O U R I N T E G R A T I O N J O U R N E Y
21
1. Selecting the Platform
2. Streamlining data collection process
3. Data Aggregation
4. Measuring Impact
5. External Reporting
2010
2017

1 . S E L E C T I N G T H E P L A T F O R M
W H Y S A L E S F O R C E ?
22
Marketing Community
Program
Management
Apps
Analytics
Fundraising

out-of-box solutions (NPSP)
streamlined reporting
open platform
donated licenses
23
1 . S E L E C T I N G T H E P L A T F O R M
B E N E F I T S O F S A L E S F O R C E

24

REPORTING
2 . S T R E A M L I N I N G D A T A C O L L E C T I O N
O N L I N E F O R M S
Apply now!
25

robust client data
reduce manual entry
track demand for
services
26
2 . S T R E A M L I N I N G D A T A C O L L E C T I O N
B E N E F I T S O F O N L I N E F O R M S

3 . D A T A A G G R E G A T I O N
H O M E K E E P E R N A T I O N A L D A T A H U B
27

H O M E K E E P E R N A T I O N A L D A T A H U B
28

standardized sector-wide data
rich data sets
influence policy
29
B E N E F I T S O F N A T I O N A L D A T A H U B

4. MEASURING IMPACT
SECTOR-WIDE IMPACT REPORT
30

public dashboard
peer benchmark reports
quick insights
31
4 . M E A S U R I N G I M P A C T
B E N E F I T S O F S E C T O R - W I D E
I M P A C T R E P O R T

5. EXTERNAL REPORTING
FEDERAL REPORTING TO HUD
HUD
Connector
36

simplified quarterly reporting
improved counseling case
management
streamlined operations
37
5 . E X T E R N A L R E P O R T I N G
B E N E F I T S O F R E P O R T I N G T O H U D
HUD
Connector

I N T E G R A T I O N C H A L L E N G E S
39
Steep learning curves
Tools are continuously evolving
Ongoing maintenance required
Changing cost structures

T I P S F O R I N T E G R A T I O N
40
Clearly articulate what you need and why
Identify reporting requirements early on
Do not re-invent the wheel
Seek experienced development partners
Be realistic, flexible, patient

LEARN MORE
WWW.SOPACT.COM
LEARN MORE
MYHOMEKEEPER.ORG

Salesforce Automation In NonProfits & Foundations

Empfohlen

Empfohlen

Weitere ähnliche Inhalte

Ähnlich wie Salesforce Automation In NonProfits & Foundations

Ähnlich wie Salesforce Automation In NonProfits & Foundations (20)

Mehr von SoPact

Mehr von SoPact (6)

Kürzlich hochgeladen

Kürzlich hochgeladen (20)

Salesforce Automation In NonProfits & Foundations