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An integrated volunteer and partner management system including a volunteer portal to collect online application, track open positions, manage partner requests, and easily pull reports to know where their efforts would be best spent.
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Tal FrankfurtFounder/[email protected]@cloud4good
Gladys GarciaResearch & Evaluation [email protected]
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
