Salesforce Implementation Service Grant Overview

8/10/2019 Salesforce Implementation Service Grant Overview

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SALESFORCE

IMPLEMENTATIONSERVICE GRANT OVERVIEW



SALESFORCE IMPLEMENTATION

GRANT

THE PURPOSE

!

Provide organizations with the tools to

think and act strategically with regard to

relationship management

!

Create a useable database system tosupport broader relationship

management strategies

! Use relationship management to

improve community impact andstrengthen partnerships



VALUE PROPOSITION

The Taproot Foundation pro bonoconsultant team delivers a user-friendly

Salesforce database that improves your

organization’s ability to manage

relationships. The work typicallyincludes:

!

Assessment of need

! Customized Salesforce database

!

Migration and testing of data! Training on your Salesforce database



OUR PHILOSOPHY

A Salesforce Implementation grant is mostsuccessful when all of the following criteria

are met:

! The project is completed and delivered ina timely manner.

! The database is useable and sustainable.

! The nonprofit’s and pro bono consultants’expectations are met or exceeded.

!

All parties involved report high satisfactionwith the group’s interactions.

!

The nonprofit reports the project made animpact.



NONPROFIT TEAM

EXECUTIVE SPONSOR Available for key decisions and intervention as needed.

DEVELOPMENT/PARTNERSHIP DIRECTOR*2-3 hours per week. Helps identify shortcomings of the current

database and define future needs. Can serve as day-to-day contact.

PRIMARY DATABASE USER2-5 hours per week. Works closely with the existing data and databasesystems. May also be the Development/Partnership Director, if thatperson is not serving as the day-to-day-contact.

DAY-TO-DAY CONTACT5 hours per week. Either the primary database user, DevelopmentDirector/Partnership Director, or another team member will serve thisrole.

*Additional time may be required to manage and perform thedata cleaning process in the beginning stages of the grant



PRO BONO CONSULTANT TEAM

ACCOUNT DIRECTORStaffs, supervises and leads the pro bono consultant team.

PROJECT MANAGERCoordinates the team on a day-to-day basis, plans and leads meetings,

connects with nonprofit team, and ensures the project runs on time.

DATA ANALYSTTechnical expert who works to assess database needs and works withthe Configuration Specialist to design the new Salesforce database.

They are also responsible for managing the data integrity, conversion,migration, and testing.

CONFIGURATION SPECIALISTIs an expert in Salesforce, responsible for designing and setting up a

database that meets the nonprofit’s established business needs.

BUSINESS ANALYST

Compiles results of discovery interviews, writesrequirements brief, and prepares customized training guide.



WHAT DOES THE TAPROOT TEAM

DO?

NEEDS ANALYSIS AND DISCOVERY! The pro bono consultant team works to understand your needs, your

partnership and fundraising goals, and key stakeholders within the

organization so that they deliver a database that works for you.

! Deliverables include discovery interview findings and a requirements

brief.

DATABASE BUILD!

Guided by the requirements brief, the team begins configuring a

sample database.

! The team presents the database at key points in the database

creation to receive nonprofit feedback.

DELIVERY AND TRAINING! The team migrates the draft database into its final format, imports

and tests the data, and incorporates nonprofit team feedback. The

deliverable is the finalized database.

!

The team provides training on Salesforce and a customized trainingguide as a deliverable.



WHAT DOES THE NONPROFIT TEAM

DO?

THE NONPROFIT TEAM! Articulates current relationship

management strategy and database

needs

!

Provides access to key stakeholdersfor discovery interviews

! Cleans data and turns data over to probono consultant team

!

Reviews database drafts and offersfeedback

! Helps test the database

! Participates in Salesforce training



OUT OF SCOPE

ACTIVITIES THAT ARE NOT IN SCOPE ! Improving an existing Salesforce

database

! Creating a Salesforce database

intended for use beyond constituent orfundraising tracking

! Cleanup of legacy data for the nonprofit

! Building interfaces from Salesforce to

other systems (e.g. accounting or HRsystems)

! Providing ongoing databasemaintenance and support following the

completion of the grant



GRANT CRITERIA

! A clearly articulated relationship management plan.

!

An Executive Director strongly committed to this project.

! Managing data consistently in an existing system.

! Ability to sign up for the Salesforce Nonprofit Starter Pack.

! A dedicated person to be the Salesforce Administrator.

!

Staff that can invest the necessary time to make the projectsucceed:

! Executive Director: Available as needed.

! Development/Partnership Director: 2-3 hours per week.

! Primary Database User: 2-5 hours per week.

!

Day-to-Day Contact (either the Development/Partnership Director or the Primary Database User): 5

hours each week.



OASES CASE STUDY

OAKLAND ASIAN STUDENTSEDUCATIONAL SERVICES

THE NEED

! Technology infrastructure trailed behind

the growing needs of the organization andstaff in tracking thousands of volunteers,students, and donors.

!

Data was fragmented across multiplesystems, which made it difficult to

generate financial reports.! The organization wanted to grow their

individual donor base, but needed asystem that would enable them to supportindividual donor cultivation in an efficient

way.



OASES CASE STUDY


THE WORK

! The pro bono consultant team met key

stakeholders within OASES to determinethe need and the scope of the project.

!

Taproot Foundation transformed threeseparate Filemaker Pro databases into aconsolidated information system in a

Salesforce database.! Once database design, data transfer, and

testing were completed, OASES staffmembers were trained in the key featuresof their new database.



OASES CASE STUDY


THE IMPACT

! The Salesforce database supports a new

individual giving strategy, helping todiversify revenue and further theorganization’s goal to expand to anotherprogram site.

!

A culture of collaboration, continuousimprovement and evaluation as staffmembers can easily track progress andproduce reports.

! Better data entry and maintenance due to

ease of use.



NEXT STEPS

IF YOU ARE SELECTED FOR

INTERVIEW, YOU WILL NEED TO:

! Register for the Salesforce Nonprofit

Starter Pack

WHY?

! This grant requires access to theNonprofit Starter Pack. Salesforce

provides 10 free licenses to nonprofit

organizations who register for the

program.



LITMUS TEST FOR A SUCCESSFUL

PROJECT

!

Have key stakeholders at the organization been

involved in the process?

!

Are all stakeholders committed to using andmaintaining the database?

!

Is the nonprofit prepared to make the Salesforcedatabase part of a long-term relationship

management strategy?

!

Is the nonprofit clear about what data will be used

for the database, where it exists and how they will

clean the data to prepare it for migration?!

Is the nonprofit prepared to undertake ongoing

education efforts to better understand how to use

Salesforce?

Documents

Salesforce Implementation Service Grant Overview