Become a Connected Nonprofit

Introducing:

Today’s Presenters

Maggie MillerChief Information Officer

Lori FreemanDir of Product Marketing

Jessica HoodSolutions Engineer

Susan SwansonChief Volunteer Officer

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#1 in Enterprise Cloud Computing & CRM

#1

#1

Enterprise Cloud Computing Market

Share

World’s Most Innovative Company

2011, 2012, 2013, 2014

#1Salesforce:

World’s Most #1 CRM

Market Leader: Enterprise, MidMarket,

SMB & Salesforce Automation

#1

1%

ProductEquityTime

680,000+Hours

Service

$68M+Grants

23,000+Nonprofit +

Higher EducationOrganizations

1-1-1 Model

Adopted by

Nonprofits

Higher Ed

Technology Innovation

Employee Giving / Volunteering

Communities

Grants

Our Social Enterprise ModelProduct : Resources : Time

Best-in-Class Technology

Proven Success Across the Nonprofit Sector

%84

Improved Ability to Achieve Mission

%

%86

Improved Overall Efficiency

%

Benefits of Multi-Tenant Cloud Computing:

EnterpriseCloud Computing

Fast Easy Open Flexible Trusted

No Hardware

No Software

Automatic Upgrades

Scalable

Any Device

Data Portability

Transparency

Real-time Status

App Marketplace

Extensible

Salesforce NGO Connect

Donor ManagementEvents ManagementVolunteer ManagementNonprofit Relationship

ManagementProgram ManagementReportingMobile, Social and Cloud

Capture volunteer interest sourced from telephone, email, website, events, and social media in a single place

Shortened volunteer application process from weeks to days

Consolidated all onboarding processes online, creating one paperless process

Targeted recruiting and marketing efforts with dynamic reporting

Salesforce Helps the Girl Scouts Engage 900,000 Volunteers

“With Salesforce we have the best technology so we can offer the best possible volunteer experience.”- Marianne Thompson, Director of Membership Recruitment

Engaging Our Diverse Constituent Base

“This groundwork that we are laying will transform recruitment efforts forever, and for the better, further helping position our movement for a new century and to create a brighter future for girls.”

Our Future: In the Hands of Our Volunteers

+=Tech-savvy adults are entering the

volunteer force bringing great promise and a desire to leverage the emerging technology they’re used to as consumers.

K5 Customer Engagement Initiative Operating Model

We Need to Solve for Pain Points The following movement-wide IT pain points were commonly identified during interviews conducted with GSUSA and Council

representatives.

Girl and Volunteer Recruitment

Relationship Management

Program Creation and Execution

Fund Development

Merchandise Sales

Operational Support

• Registration process is cumbersome

• Training and resources provided to onboard volunteers is limited

• Participating as a volunteer is time consuming, resulting in a declining volunteer base

• Girls are largely not engaged or able to communicate and collaborate digitally

• Volunteers cannot share leading practices and programs easily across the movement

• The methods for delivering programs and engaging girls is largely paper-based, making it inconvenient to access and share program materials

• Little guidance on program execution is provided to volunteers

• Cookie sales and delivery are currently very manually intensive and the program does not enable maximum girl participation

• It is difficult to identify, track information and communicate with alumni as potential donors

• Information is not integrated across systems, making it difficult to perform data analytics

• Collaboration tools to support communication with GSUSA and across councils are lacking

• Security standards are not defined or consistently utilized

• Movement-wide solutions have not been readily adopted due to a historical lack of timeliness, quality, communication around delivery and inconsistency of support

IT Strategy Building Blocks

The priority opportunities were grouped into blocks based on a secure, robust foundational architecture

It’s About Building a Closer Relationship with Our Customers

The K5 Customer Engagement Initiative

It’s About So Much More Than Technology

Nonprofits face tough realities

Current Challenges Faced by NonprofitsGreater

AccountabilityLegacy

SystemsGreater

CompetitionConnected

World

5BSmart

PhonesBy

2017

Mobile

2001 2011

25%

0.5%

%Growth

“You can achieve amazing progress if you set a clear goal and find a measure that will drive progress toward that goal. This may seem pretty basic, but it is amazing to me how often it is not done and how hard it is to get right.”

• Fragmented systems create silos

• Expensive and difficult to use

• Lack mobile and social

Social

Connected

50BConnected Products

4.5BAggregate

Social Users

Image source: silabs.com/iot

58%Faster

Deployment

4.5BAggregate

Social Users

Social

Cloud Nonprofit

Commercial

• Increased number of non-profits vs. commercial sector

• Increased competition requires innovative technology leveraging the connected world

• Increased competition requires accountability

• Donor’s want to see impact before they donate

• Must be able to measure and report on impact in real time

Bill & Melinda Gates FoundationAnnual Letter, 2013

What if your organization could be fully connected anytime, anywhere?

Marketing Communications

Fundraising

• Multi-Channel Marketing• Email Marketing• Marketing Automation• Social Engagement

• Donor Management• Events Management• Volunteer Management• Grants Management

Community Engagement

• Social Intranet• Member Community• Affiliate/Chapter

Community• Partner Community

Program Management

• Case Management• Call Centers/Hotlines• Advocacy/Policy

Tracking• Grant Portfolios

Marketing Communications

Fundraising

Program Management

Community Engagement

A System Built Around Your Constituents:

No More Silo’s: 360° View of all Constituent Interactions

It’s Open: You can integrate anything

It’s Mobile: You can access from any device

Be a Connected Nonprofit with

The Connected Nonprofit

Fundraising

Donor

Partners Advocate CommunityEmployee

Board

ERP

Program Management

•Social Intranet •Member Community •Chapter Community •Partner Community •Volunteer Community

Staff

PAYROLLHR

Volunteer

• Peer to Peer• Crowdfunding

• Donor Research• Donor Management

• Segmentation

• Online Donations

• Gift Processing• Batch Entry & Upload

• Corp & Foundation Giving• Matching Gifts • Board Management

• Event Management• Ticketing / Seating

• Volunteer Management

• Auction Management

• Payment Processing

• eCommerce

• Inventory Management

• Case Management

• In-take / Application

• Referral Management• Advocacy

• Outcomes Measurement

• Chapter/Affiliate Management

• Intervention Tracking

• Project Management

• Surveys

• Call Center / Hotline

• Policy Tracking • Grants Management

• Member Management

• Portfolio Management• Online Mentoring

Marketing Communications•Email Marketing •Direct Mail •Social Monitoring •Social Marketing •Digital Campaigns • Media Outreach • Website Publishing

TICKETING

Community Engagement

PAYMENTS

Salesforce1 for Nonprofits Solves 21st Century Challenges

Greater Accountability

Legacy Systems

Greater Competition

Connected World

5BSmart

phonesby 2017

• No more silos

• One platform and architecture provides a single system of record for all constituent interaction throughout constituent lifecycle

• Open, flexible, integrates with any back office system

• Social listening and social engagement from any device anywhere, anytime (e.g. mobile phone)

• Solutions built for advocates, donors, volunteers, partners, etc. NOT ONLY for staff & employees

• Real time ability to measure and report against performance standards & KPIs

• Solves the challenge of demonstrating impact to donors and supporters

• Present and track impact in real time from any device (mobile, tablet, desktop)

• One solution that streamlines ability to market and engage new demographics of donors and supporters leveraging open, social, mobile paradigm.

• Improves ability to attract, retain and engage

5BSmart phones

by 2017

Connected

50BConnected Products

58%Faster

Deployment

4.5BAggregate

Social Users

Social

Cloud

Mobile

Where can I learn more?

 Get help from the Power of Us HUB online community powerofus.force.com

Join your local User Group at usergroups.salesforce.com

Find more help at www.salesforcefoundation.org/help/

Find out more from your Partner Contact your Account Executive

Salesforce NGO Connect

Donor ManagementEvents ManagementVolunteer ManagementNonprofit Relationship

ManagementProgram ManagementReportingMobile, Social and Cloud

How Do I Become a Connected Nonprofit?

The Connected NonprofitRoadmap

Implementation PartnersPartner Solutions Built on Salesforce1 Platform

Be a Connected Nonprofit with

Raise More Resources

Communicate More Effectively

Engage and Strengthen Your

CommunityDeliver Better Programs and

Services

Connected

Partners

Connected

Programs

Connected

Staff

Connected

Supporters