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Inside Pencils of Promise: 3 Ways Technology Turns Data into Action
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Jackie Roshan • Senior Data Operations Manager
Mike Spear • Director, Business Development
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Meet Your Host GET TO KNOW JACKIE –
! Oversees CRM and data analysis
! Develops technology solutions to business problems
! Makes PoP a more efficient and data-driven organization
Jackie Roshan • Senior Data Operations Manager
classy.org
Table of Contents PENCILS OF PROMISE + SALESFORCE
Driving day to day business by using data and automating processes
CLOSING THE LOOP
Linking donors to the programs they support
CENTRALIZING IMPACT
A custom application for tracking impact
SMART PROGRAM DECISIONS
Using data to influence program delivery and decision making
classy.org
Pencils of Promise believes every child should have access to quality education. We create schools, programs, and global communities around the
common goal of education for all. Tweet this!
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PoP’s Growth
$0
$2,000,000
$4,000,000
$6,000,000
$8,000,000
$10,000,000
2008 2009 2010 2011 2012 2013 2014
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Section Title 2 Sample Subhead Text How does the Pencils of Promise team rely on Salesforce?
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Technology Drives Business
PENCILS OF PROMISE NEEDED A CRM TO –
! Centralize all data and make it available instantly (via a cloud-based platform)
! Facilitate strategic communication with donors and fundraisers
! Analyze campaign ROI
! Monitor and evaluate programs and impact
! Communicate with team members both local and abroad
classy.org
A CRM for Development
USES SALESFORCE FOR -
! Pipeline management/segmentation
! Campaign ROI analysis
! Peer-to-peer fundraising
! Donor trips to the field
classy.org
A CRM for Marketing
USES SALESFORCE FOR -
! Email marketing
! Campaign ROI analysis
! Social media monitoring and listening
! Segmented lists for targeted messaging
classy.org
A CRM for Impact
USES SALESFORCE TO TRACK -
! Countries and communities
! Schools and programs
! Students, teachers, and staff
! Impact outcomes: Attendance metrics, progression rates, test scores
! Program operations data: Costs, materials, contact information, etc.
classy.org
A CRM for Operations
USES SALESFORCE FOR –
! Project management/task assignment
! Cross departmental process automation
! Internal collaboration
! Recruiting process management
! Website inquiries
! Mobile access to data
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Section Title 2 Sample Subhead Text “Technology makes cross team
collaboration possible. It not only informs, but it also drives action.”
Tweet this!
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CONNECTING DONORS TO OUR WORK
! Donors want to know where their dollars are going
! We dedicate schools to donors and provide them with regular progress reports
Donors and Development
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ENABLING FULL TRANSPARENCY INTO HOW PROGRAMS ARE DOING
! Constant updates from the field ensure Pencils of Promise is held accountable for every dollar spent
! We continuously monitor our communities and the programs we provide
Programs and Impact
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MATERIALS INCORPORATE ALL ASPECTS OF OUR BRAND
! Unified voice
! High quality design
! Consistent messaging
! Engaging content for supporters and fans
Branding and Marketing
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Section Title 2 Sample Subhead Text Why do nonprofits use technology for
fundraising and marketing, but not for programs?
Tweet this!
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Cross Team Communication
A FEW BENEFITS –
! Real time updates from teams on the ground
! Immediate access to impact data by development and marketing
! Website integration/push toward open source impact data
! Collaboration between different impact teams on the ground
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GEO-MAPPING –
! Where are programs working?
! What do those areas look like?
! Where should we expand?
Planning for the Future
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! Forecasting program scalability and capacity
! PoP’s focus on Teacher Support Programs
! Shift to more tech solutions tablets
Managing Growth
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Technology drives growth
! Centralizing data allows you to quickly measure results and compare programs
! Automating processes makes program delivery efficient
! Using technology means less data entry, more program delivery
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