Coaching Corps Salesforce Implementation: Case Study

Tal FrankfurtFounder/CEOTal@cloud4good.com@cloud4good

Gladys GarciaResearch & Evaluation ManagerGladysg@coachingcorps.org

Bay Area User Group

• Introductions

• Coaching Corps Case Study

• Cloud for Good's Apps: o Nonprofit 101o Donation Split

Agenda

Case study

Read the full case study here:

http://cloud4good.com/clients/case-studies/case-study-coaching-corps/

Gladys Garcia

• Manager of Research & Evaluation o Salesforce.com Administrator o Volunteer Management Systemso Program Evaluation Systems

OUR MISSIONWe improve the health,

educational and social outcomes for kids living in struggling

communities through the power of service and sports.

CoachingCorps.org

Tal Frankfurt• Previously a director of

Resource Development for a NPO

• Founder/CEO • Salesforce MVP• Certified Consultant• User Group Leader

Kalman Sweetwine• Previous NPO work;

o Vol. Mgmto Fundraising /Grantso At Risk Youth / Familieso Int'l Development

• Sr. Cloud Consultant • Certified Consultant• User Group Co-Leader

Working with organizations to create and implement strategic solutions based on cloud technology.

• Salesforce.com• Google Apps

Cloud for Good

Existing Clients

The SituationCoaching Corps'

Volunteer Management 2005-2012

No Real Time Datao Coach and Partner data was held in 10+ spreadsheets a seasono Program wide coach placement numbers were not readily available

to anyone in the organization

12 Step Coach Placement Process o The majority of all coach placement activities landed on staff o Maintaining coach placement activities was very staff dependant

Data Nightmareo Staff were focused on data entry instead of coach recruitment o Data could not be easily checked for inconsistencies

Challenges

Step 1: Explore Volunteer Management Systemso Existing systems were not ideal for coaching specific volunteer managemento Limited field customization ... we could not collect data we needed for

existing evaluation or grant reporting purposes

Step 2: Explore CRM Systemso Experience working with nonprofitso Customizable o Able to integrate with other systemso Accessible to our coaches and partners

Step 3: Find Developers o Experience working with nonprofitso Responsive

RFP Process/ Why Did We Go With Salesforce

Implementation Process

Technology Assessment

Cloud Implementation

Discovery . Design . Customization . Integration . Testing Data Migration . Training . Support

• Extensive discovery process

• Coacheso Update their informationo Search for a team to coacho Approval process

• Partnerso Partners can view and manage organizationso Update their profileo Receive automatic notifications about matches

The idea was to include Coaches and Partners in the Coach search, selection, and decision process. This not only frees staff time, it allows for personal information to be up to date, accurate, and easily updated by the coach/partner contact themselves.

Solution and a Demo

Results For the 1st time ever...Real Time Data! •Data are easily pulled and shared via reports and/or dashboards

•Staff can:o Accept applications, track open positions, manage partner requests

o See the entire coaching history of a volunteer and the total number of coaches any partner has ever had

Interactive Coach Placement Process •Partners add coaching opportunities, review prospective volunteers and update their status throughout the season

•Coaches can initiate the coach placement process and request teams that interest them

Decentralized Data Entry •Coach/Partner applications are automatically added into SDFC via a web-to-lead

The Learnings• Limit the scope of your project!

• Depending on the scope of your project... it may take over your life. :)

• Allow ample time to complete (and test) what you build

• Select your partners carefully

• How do you know if your system is working? o Listen to the users.

• Broader access to SFDCo Additional staffo Chapter Leaders

• LMS/SFDC Bridgeo Integration between Absorb LMS and Salesforce

• Turning Portals into Communities o Incorporating social elements into our customer interface (e.g.

Chatter, Voting Up)

• Integrationo Adding survey functionality into our systemo Exploring FULL organization wide integration into SFDC

What's Next

The first and only salesforce manual for nonprofit organizations: https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B39t7EAB

Nonprofit 101

Donation Split

The Donation Split module allows organizations to record

how donations should be spent based on a donor’s request.

https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B39t7EAB