build your own or borrow non profit starter pack

501c3 TechnologistsBuilding Powerful Salesforce Solutions for Chicago’s nonprofits

www.501c3technologists.com

Build Your Own… vs. Borrow Nonprofit Starter Pack (NPSP)

To Build or To Borrow?November 14, 2012

Charlie Havens, PresenterBuilding 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.




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?



Pop Quiz!• Five poll questions.

• As the poll questions appear select your answer and hit the submit button.



Three key areas of consideration:

• Better Fit• Cost• Speed



Finding Balance

Requirements <–>

Constraints <–>

Better Fit <–>

Less Money <–>

Faster Implementation



Decision Time



Nonprofit Starter Pack

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

Nonprofit Starter



Options

• Salesforce.com data model• Nonprofit Starter Pack

benefits• Other packages• Circumstances where you

might build your own



Salesforce.com CRM data model

Salesforce.com is about selling.

• business to business • not business to consumer



B2BCampaign –> Leads –> Contacts at Accounts –> represented Opportunities –> which we sell…or we don’t…



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.

CustomizedSalesforce.com data model used for many purposes.



• 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.

NP O2O



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

Ensure a good fit.



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



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 deployIt may include specific niche functionality. It will cost more.

Build-Your-Own (BYO)



Add-on packages cost less and take less time

• Nonprofit Starter Pack• Affinaquest• Causeview• Luminate CRM• roundCause• Soapbox Engage• Click and Pledge



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.



• Affinaquest • Causeview • Luminate CRM • Nonprofit Starter

Pack• roundCause

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?



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.

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)

The Six Apps that Comprise 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.

Why wouldn’t you use the Nonprofit Starter Pack?



In Conclusion…And the Winner is…

Nonprofit Starter Pack!Most often, it will fit the bill.



Thank You!Charlie Havenswww.501c3Technologists.comCell: 773-848-0154Email: [email protected] Isle Inc.1507 E 53rd St., #135Chicago, IL 60615



References you may find useful:

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

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