Date post: | 15-May-2015 |
Category: |
Technology |
Upload: | kell-partners |
View: | 834 times |
Download: | 0 times |
Managing Your Mission More Efficiently
KELL Partners
• Technology Solutions for Nonprofits and Higher Education
• Salesforce Consulting Partner
• Engaged over 300 organizations
12,000 non-profit organizations 270,000+ hours service $24 million+ grants Salesforce.org
time Product equity
1 %
Salesforce Foundation
Why we chose Salesforce
Tracking Donations with Salesforce
Tracking Volunteers
AHFH – Why we chose Salesforce • Web – based • Customizable • Opportunity for Growth • Integration with website • Central storage for all constituent information
Contact Record:
Tracking donations with Salesforce • Campaign Management • Online donation pages • Personal Fundraising Pages
• Event Management • Workflow Rules
Campaign List View:
Donation Record
Volunteer tracking Why does Austin Habitat need a system for tracking our volunteers? • Volume • Integrity • Compliance • Retention What type of data does Austin Habitat collect on volunteers? • Contact info • Demographic info • Volunteer roles • Contributed hours How Salesforce has equipped Austin Habitat to manage volunteer tracking? • Software • Support • Apps
Austin Partners in Education (APIE)
Why did APIE chose Salesforce? What are short-term and long-term benefits of moving to Salesforce? How do we specifically use Salesforce for Volunteer Management? Where does APIE go next with Salesforce?
Transition and Benefits Why switch to Salesforce? • Pre-Salesforce system lacked flexibility • Cloud-based • Generosity of SF foundation
Short-term benefits • Centralized and accessible • Flexibility of online presence
Long-term benefits • Volunteer Management Process Improvement • Changed the nature of our office • Partner access
Volunteer Management (General)
Our Salesfore instance is involved at every step of our process • Automation • Logic Controls (Workflow rules, Validation rules, triggers) • Monitoring and Separation of “Human Steps”
•Program Coordinators: Embracing the black box
Volunteer Management (Search Portal)
Flexibility of Programs • Classroom Coaching and Step-Up (130 Classrooms) • Mentoring in about 100 schools • School-based programs (400+)
Flexibility of Process •Each program group has it’s own process
Volunteer Management (Search Portal)
• Search then filter • Fully functioning • Combination of visualforce and web-to-lead pages
Volunteer Management (Registration)
• Registration • Direct entry into Salesforce
• Workflow for registration confirmation emails
Dashboards Salesforce monitors and alerts when it’s time to act
Volunteer Management
• Background Check • Training Registration • Mentor Profile • Direct entry into Salesforce • Direct access from Salesforce
Volunteer Management (Weekly Recurrence)
• Absences and Substitutes • Job-Sharing • Weekly Reminders • Special Event Registration • Surveys • Newsletters • Apps…Free Apps
Volunteer Management (Partner Engagement) • School-based and Mentoring programs
• Up-to-the-Moment Reporting • Update Statuses directly in Salesforce
•…with logic controls •…only see what we want them to see
APIE – What’s Next? (Partner Engagement) More Enthusiasm! • Partner Tools for recruitment help
APIE – What’s Next? (Partner Engagement) More Enthusiasm! Partner Tools for School Partners • Public side:
• Search and meet school needs • Offer donations • Connect for ongoing partnerships
• School side: • Search offered donations • Post specific needs • Enter and track received donations
What would you like to know?