managing your mission more effectively
DESCRIPTION
Managing and tracking information, communications and processes for your nonprofit’s donors, volunteers, and other supporters can be time-consuming and overwhelming — especially if you’re juggling multiple systems and spreadsheets. But, it doesn't have to be. Slides from our complimentary luncheon with the Salesforce.com Foundation, Austin Partners in Education and Austin Habitat for Humanity about how nonprofits are more efficiently managing various aspects of their mission — from fundraising and programs to volunteers.TRANSCRIPT
Managing Your Mission More Efficiently
KELL Partners
• Technology Solutions for Nonprofits and Higher Education
• Salesforce Consulting Partner
• Engaged over 300 organizations
12,000 non-profit organizations 270,000+ hours service $24 million+ grants Salesforce.org
time Product equity
1 %
Salesforce Foundation
Why we chose Salesforce
Tracking Donations with Salesforce
Tracking Volunteers
AHFH – Why we chose Salesforce • Web – based • Customizable • Opportunity for Growth • Integration with website • Central storage for all constituent information
Contact Record:
Tracking donations with Salesforce • Campaign Management • Online donation pages • Personal Fundraising Pages
• Event Management • Workflow Rules
Campaign List View:
Donation Record
Volunteer tracking Why does Austin Habitat need a system for tracking our volunteers? • Volume • Integrity • Compliance • Retention What type of data does Austin Habitat collect on volunteers? • Contact info • Demographic info • Volunteer roles • Contributed hours How Salesforce has equipped Austin Habitat to manage volunteer tracking? • Software • Support • Apps
Austin Partners in Education (APIE)
Why did APIE chose Salesforce? What are short-term and long-term benefits of moving to Salesforce? How do we specifically use Salesforce for Volunteer Management? Where does APIE go next with Salesforce?
Transition and Benefits Why switch to Salesforce? • Pre-Salesforce system lacked flexibility • Cloud-based • Generosity of SF foundation
Short-term benefits • Centralized and accessible • Flexibility of online presence
Long-term benefits • Volunteer Management Process Improvement • Changed the nature of our office • Partner access
Volunteer Management (General)
Our Salesfore instance is involved at every step of our process • Automation • Logic Controls (Workflow rules, Validation rules, triggers) • Monitoring and Separation of “Human Steps”
•Program Coordinators: Embracing the black box
Volunteer Management (Search Portal)
Flexibility of Programs • Classroom Coaching and Step-Up (130 Classrooms) • Mentoring in about 100 schools • School-based programs (400+)
Flexibility of Process •Each program group has it’s own process
Volunteer Management (Search Portal)
• Search then filter • Fully functioning • Combination of visualforce and web-to-lead pages
Volunteer Management (Registration)
• Registration • Direct entry into Salesforce
• Workflow for registration confirmation emails
Dashboards Salesforce monitors and alerts when it’s time to act
Volunteer Management
• Background Check • Training Registration • Mentor Profile • Direct entry into Salesforce • Direct access from Salesforce
Volunteer Management (Weekly Recurrence)
• Absences and Substitutes • Job-Sharing • Weekly Reminders • Special Event Registration • Surveys • Newsletters • Apps…Free Apps
Volunteer Management (Partner Engagement) • School-based and Mentoring programs
• Up-to-the-Moment Reporting • Update Statuses directly in Salesforce
•…with logic controls •…only see what we want them to see
APIE – What’s Next? (Partner Engagement) More Enthusiasm! • Partner Tools for recruitment help
APIE – What’s Next? (Partner Engagement) More Enthusiasm! Partner Tools for School Partners • Public side:
• Search and meet school needs • Offer donations • Connect for ongoing partnerships
• School side: • Search offered donations • Post specific needs • Enter and track received donations
What would you like to know?