Instant Impact - tools to transform your office. Purple Vision with client UBS

transcript

Instant impact - Supercharge your impact! Liberate your office by balancing innovation with pragmatism

Hello!

Hamish Bruce

– Digital Development Manager, United Bible Societies

– @hamish72

Steve Thomas

– Managing Director, Purple Vision

– @stevethomas393

http://www.purple-vision.com/clients-csv.html

http://www.purple-vision.com/clients-christ.html

http://www.purple-vision.com/clients-brendon.html

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What’s coming up

1. Productivity – Google – Mail, docs, apps, drive, calendar, forms

2. CRM - Salesforce – Contact management

– Email integration

– Online marketing

3. Multi-nation Fundraising – Salesforce – Multi-language and multi-currency

– Social media

– Public pages and portals

4. Web – Wordpress – Professional communities

– Online training

Themes

• Working in the cloud – Business benefits

– Progressive steps

– Engagement and adoption

• Integration – Rationalise

– Options

– Managing change

• Skills and competencies – Audit

– Development

– Structured planning

146

Bible Societies

Faroe islands

South Sudan

Global Mission Team

About United Bible Societies

1 Productivity – Google Apps

www.damsoncloud.com

Staff training

Webinars

Training videos

IT policies

Google

environment

2 CRM - Salesforce

• Project context and aims

• Key Considerations for each national Bible Society

– Scale

– Fundraising mix

– Data scope

– Multi-channel

3 Multi-nation Fundraising - Salesforce

A Donor management

• Data structure to include: Individuals, households and organisations (incl churches, other organisations and companies)

• Relationship tracking, with links between people and organisations

• Personal communication preferences including channel(s) and frequency

• Major donor management features, including prospect research

• Church relationship management features

• Features for managing regular giving

• Payment mechanisms – credit card, cheque, banker’s order (or equivalent)

• Event structure and attendance management

B Marketing & Communications

• Marketing hierarchy/structure for Campaigns, Appeals and Segments

• Direct marketing list selection and delivery tools (letters and newsletters)

• Multiple channels – mail, email, social, face to face

• Social media monitoring

C Web Integration

• Online donation/regular gift subscription forms

• Newsletter/prayer letter subscription form(s)

• Online portal (user self-serve)

• Online Event registration

• E-commerce (online shop)

• Basic web content management system

Key features considered

1. Multi language and multi-currency

2. Events

3. Social media

4. Payment processes

5. Online pages and member portal

Outcomes & next steps

4 Web - Wordpress

Discovering and developing skills and know-how

• Technology is not enough – people and process

• Digital audit

– Aims

– Process

– Outcomes

• Global Digital Project

G O S P E L

Gather knowledge

Set-up Objectives Write the Strategy Operational Plans Evaluation criteria

Launch

G

O S P E

L

UBS 6 steps Digital Framework

Strategic Planning Framework

Summary – recommendations

1. Test email solutions that integrate with your CRM

2. Look out for social media add-ins

3. Don’t assume that your colleagues understand everything - share

4. Don’t assume that you understand everything – learn

5. Seek out business value rather than lowest cost

6. Be prepared to invest time and get expert help

List of resources

www.wordpress.org

www.buddypress.org - for building online communities

www.learndash.com - developing learning courses

http://foundation.zurb.com/ - responsive framework for mobile devices

Useful plugins we have used:

Easy Foundation shortcodes – adds editing shortcuts for Zurb Foundation

Gravity Forms – create forms quickly

Q and A FAQ – to create a simple FAQ system

S2member – created different level access for users

Slideshow – for photo slideshows on web pages

Tablepress – creating table layouts within Wordpress

uSquares – attractive grid based design layouts

User import – mass import of users from CSV sheet

Wordpress Social stream – embedding social media feeds

www.salesforce.com

http://www.salesforce.com/uk/foundation/ - discover more about the non-

profit free licences

https://appexchange.salesforce.com/ - free and premium apps

http://www.cirrusinsight.com/ - integrates Google Apps and Salesforce

http://www.wordpress.org

http://www.buddypress.org

http://www.learndash.com

http://foundation.zurb.com/

http://www.salesforce.com

http://www.salesforce.com/uk/foundation/

https://appexchange.salesforce.com/

http://www.cirrusinsight.com/

UBS Strategic Framework

March 2014

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Questions?

purple-vision.com

Instant Impact - tools to transform your office. Purple Vision with client UBS

Government & Nonprofit