Enabling Fundraising Success in the Cloud

Karen Stevens Salesforce.com Administrator Northeastern University

Marc Benioff Chairman & CEO

Enabling Fund Raising Success in the Cloud

• Northeastern University, Boston, MA

First Last Name Title

Foundation Pres – PowerPoint Template – 16x9 FY14.pptx

History of Northeastern University

•  Founded in 1898 in Boston, Massachusetts •  Global / Experiential / Research University •  9 Colleges and Schools •  16,000 Undergraduate Day Students / 8,000 Graduate

Students •  Cooperative Education Program

eCollegeFinder (May 2014)

Overview of Advancement at NU

•  2006 moved to decentralized model –  Development teams residing in colleges

•  From 60 users to over 200 in 6 years •  Decentralized move necessitated the following:

–  Reporting capabilities for mailings, etc. –  Need for mobile access

–  Customizable to suit unique business needs

Key NU Business Needs

•  Gift Processing in Banner –  Gifts integrate nightly, not real time

•  User Friendly •  Track Engagement of Accounts

–  NU Events attended/Involvement/Affiliations/Referrals, etc. •  Easily Customizable •  Activities

–  Call reports/personal visits/emails/stewardship, etc.

Our Journey to Today!

•  Many hours / staff / years •  Rome was not built in a day, neither was Prospect

Management at NU •  SFDC Administrator hired in 2007 •  Senior Developer hired in 2008 •  There is more to come!

Role of our Salesforce.com Administrator

•  Daily Support •  Training & Development •  Changes and Enhancements •  Project Management •  ADV Technologies Steering Committee

Role of our Senior Developer

•  Brought us to the next level and beyond –  Triggers –  Coding –  Visual Force –  Dynamic Dashboards

Capital Campaign - Empower

•  $1 Billion by 2017 –  $500 million philanthropic support –  $500 million industry and government partnerships

Prospect Management

•  Activities – Standard SF Functionality with customization –  Tasks & Events –  Tracked weekly / monthly –  Report Templates to ensure on track

Prospect Management (continued)

•  Tools that we have provided –  View My Prospects

•  Visual Force Dashboard •  Each DO can see their portfolio •  Management can see those that report to them •  Senior Management can see all

View My Prospects

Prospect Management Dashboard

Visual Indicators

Useful Links

Bio Report

Our 360 Degree View

•  Sharing information across teams at NU –  Boston and Graduate Campuses in Charlotte & Seattle

•  Parents linked to students linked to siblings, etc. –  What happens to the parent if the kid withdraws?

•  Org Sync Integration –  Better pipeline for affinity groups for alumni

Wrap Up

•  Reminder ~ this did not happen overnight –  Many years/hours/resources –  Small changes made over time to continuously drive adoption

•  User adoption is TREMENDOUS!

–  More changes to come……..