Date post: | 02-Jul-2015 |
Category: |
Government & Nonprofit |
Upload: | morphate |
View: | 1,304 times |
Download: | 2 times |
We are Morphate
Delivering Technology for Good
Morphate was formed to
focus specifically on
delivering best of breed
solutions to Not For Profit
organisations
We are the only Salesforce
Consulting Partner focused
solely on Not For Profit
organisations in Australia
and New Zealand
We deliver solutions in a
cost effective and timely
manner ensuring you
obtain the best benefit
from your investment
We leverage the leading
apps on the Salesforce
AppExchange which we
adapt to meet your needs
We are not simply
focused on
implementing
technology.
We are with you from
the start of your journey
to the end so that we
can ensure you achieve
the maximum benefit
from your investment.
We deliver functionality in
stages and focus on getting
you live as soon as
possible.
We support you throughout
each stage of the project to
ensure you and your team
are achieving the maximum
benefits from your solution.
What products are available
for Not For Profits?
Non for Profit—Major Focus Areas
Knowledge Sharing
Donation Management
Volunteer Management
Peer to Peer Fundraising
Event Management
Document Generation
Online Donations
Social Media Management
ReportingPeople Management
Grant Management
Membership Management
Marketing
Non Profit Starter Pack—Overview
A pre-configured package designed to simplify not for profit’s daily
activities, focusing on:
• Robust Data model utilising the standard Salesforce model
• Straightforward view of relationships and company affiliations
• Unify management of Households and household giving
• Main focus on Donor/Donation Management allowing creation and
management of recurring gifts and payments Contacts & Organisations
• Includes tools such as batch donation tools
• Easily implement AppExchange apps to extend the functionality
Causeview—Overview
Built on the foundation of the Non Profit Starter Pack. Allows you to expand
Salesforce.com usage beyond fundraising with:
• Online donation page with a fully integrated payment processing
system.
• Integrated campaigns or online event registration with guest check-in
and manages with the Causeview mobile application.
• Volunteer management and portals allowing volunteers to take
ownership of their involvement, automatically schedules year-round
engagement to attract participation when needed
roundCause—Overview
Designed for enterprise level non-profits. roundCause offers the essential
fundraising, event, membership and volunteer management tools that
enable your organisation to manage all of your efforts in one place.
• Online fundraising with integrated email, donation forms and landing
pages. Process payments directly into Roundcause
• Viewing Facebook, Twitter and LinkedIn profiles directly from donors
records and communicate directly with donors via social channels..
• Plan, execute and measure results from events of all kinds complete
event management solution.
Board Engagement tool to connect with and engage your board with the
cause
MemberNation—Overview
Comprises over 22 modules including member management, event
management, communication management, order processing and finance,
and a member portal. Tailored to the Professional Membership Bodies and
associations in particular
• Easily mine member data to better understand and address member
drops.
• Maintain event participation history in one place
• Improve how you collaborate and engage with members and key
stakeholders with Private Social Community.
• Create compelling fundraising campaigns & manage all types of
donations and transactions including an online store.
• Capture all member, event, eCommerce and donation revenue in a
single environment.
• Awards - Easily recognize and reward individuals and organizations.
m|ployee—Overview
m|ployee is built on the Salesforce1 platform is an agile, flexible and lower-
cost approach to Employee Life Cycle Management. Incorporates
everything you need for HR management, Performance Management and
Recruitment and Onboarding.
• Online recruitment and Social Media integration
• Easy People management for Full time, part time, Temp and Contract
staff
• Online performance and talent management
• Project resourcing and Timesheet management
• Track all organisational assests per staff member
• Mobile ready expense mangagment with photo receipt upload &
approvals
• Training management allowing for staff to register for approved training
courses
Donation Management
Online Donations
Donation History
Payment Process
Recurring Donations
Donations Management
Donations Management
• Allows to track donation history, households and relationship mapping
• Basic manage recurring donations and payments
• Provides donation rollups for individuals
• Enables forecasting for pledge donations
• Automatically manages your recurring gifts and reminders
• Flexible receipt model with the ability to send, cancel and re-issue
• Enables to split gifts between both Campaigns and Funds
• Reserves the use of Opportunities to manage major gift and grant prospects through the opportunity pipeline
• Offers its own solution to process donations
• Allows organisation to select its payment processing from several options
• Integrated Inventory Management for Thank You Gifts
• Provides a batch gift entry feature-set that includes the ability to upload a file of donations to be imported
Online Donations
• Donation process can be easily customized to match the specific needs of the organisation
• Depending on your online donation requirements there are several free options that have Salesforceintegration
• Provides ActionPages for online donations with a fully integrated payment processing system.
• Provides a wizard-based tool for creating new donation pages for non-technical staff, enabling anybody to create an online donation page
• Easy to design and deploy online donation forms
• Offers its own solution to process payments and accept online donations
• Viewing Facebook, Twitter and LinkedIn profiles directly from donors records and communicate directly with donors via social channels
• Online fundraising with automated email, donation forms and landing pages
Event Management
Volunteers
RegistrationInvitations
Event Management
• Does not have a dedicated Events
Management Solution
• Customise campaigns to meet your
organization’s specific needs
• There are a number of AppExchange
partners who offer event
management solutions to cover
everything from the most basic
registration needs to more robust
gala planning which will work with
the NPSP.
• Enables to create events easily
• Allow discounts for early registrants
or elite members
• Swiftly process payments
• Keep track of sponsors, speakers
and all event tasks
• Create customised, multi-page
registration forms featuring sponsors,
vendors and more
• Social media and calendar exports
• Includes landing pages for event
registrations
• Now available as a standalone App
(no need to install MemberNation)
Event Management
• Allows to send out and track responses to event invitations
• Includes a smartphone app that can support mobile event check-in and registration
• Automatically generate email invitations to contacts once they are added to a Campaign
• The custom Transactions object, handles event registrations, and purchases.
• Provides sophisticated event management, including ticketing, through functionality specifically built into roundCause
• Provides additional options for gala-style events including seating maps
• Plan, execute and measure results from events of all kinds
• Provides a Board Engagement tool to connect with and engage your board with the cause
Event Management
Volunteer Management
Skills
ShiftsRegistration
Volunteer Management
Volunteer Management
• Volunteer process can be easily customised to match the specific needs
• Can be coupled with “Volunteers For Salesforce”, a free application that manages volunteers skills and hours, allows you to track and report on all of the data as well as allow public signups on your website
• It does not include a portal
• Define volunteer opportunities and related shifts, search for volunteers based on interests and skills, manage assignments, and track hours
• Online volunteer portal that allows volunteers to manage their profiles and take ownership of their involvement
• Volunteer portal due
Q1 2015
Peer to Peer Fundraising—Overview
Peer-to-peer fundraising is a method of fundraising that leverages your
supporters to fundraise on your behalf. It’s also known as social fundraising,
personal and/or team fundraising, or p2p fundraising.
• Builds Upon Existing Relationships Peer-to-peer fundraising helps scale
relationship-building by tapping into your current supporters’ respective
networks—their friends, family, and colleagues.
• Multiplies Impact of Limited Resources: Advocates are the organization’s
booster squad; they’ll build up your ongoing fundraising efforts by raising
funds on your behalf – and in some really creative ways.
• Grows Awareness Organically: The tribe of advocates champions align
with the cause and raise funds, they word spreads and share the story
starting with their family, friends, and colleagues. One of the most effective
forms of marketing—Word of Mouth.
Peer to Peer Fundraising—Solutions
Classy allows for non for profit to connect with community by personal and team fundraising pages, user-generated media, leader-boards, and corporate matching.
• Integrate donation and fundraising experience directly any website
• Facebook login for supporter community.
• Real Time Syncing with Salesforce
Supported payment gateways
• PayPal, WePay, Authorize.Net
Cause I Can allows not-for-profit
organisations to set up multiple Peer
to Peer fundraising pages all hosted
on the Salesforce platform.
• Custom Designed Pages, 100%
Mobile responsive
• Peer to Peer Fundraising native
on the Salesforce platform.
• Fixed price, annual fee and one
off set up cost.
Supported payment gateways
• PayPal , Payway or Eway
Grant Management—Overview
The ability to secure grants is one of the most important tasks of any successful
nonprofit, charity or NGO. Hundreds of thousands of nonprofits all compete for
the same monies, implementing a grant management system for nonprofits can
help increase chances of securing additional funding for a cause.
• Tracking of the full life cycle of a grant process including research, proposal
generation, transitioning proposals into grant, tracking the grant stage. This
allow an Increase efficiencies and regulatory compliance in order to
successfully compete for grant awards.
• Improved processes —streamlined processes in a single system for more
efficiently updating and managing grant-related data.
• Better reporting —Accurate, detailed reports in place to help development
team and executive director track both specific grants and the overall grant
pipeline to inform strategic cultivation decisions and grow their grant income
portfolio.
Grant Management—Solutions
• Uses Opportunities to
track grant prospects
through the
opportunity pipeline
• Uses Opportunities to
track grant prospects
through the opportunity
pipeline
• Uses Opportunities
to track grant
prospects through
the opportunity
pipeline
Membership Management
Membership Management allows the tracking of members, newsletter
subscriptions, special gifts, invitations to events and workshops, discounts on
products and services.
• Membership Benefits and Structure Control membership pricing to
membership levels and to the array of gifts, discounts, access and services
they receive.
• Event Management. If events are a critical part of Membership
Management with multiple days events or workshops the track attendance,
with the option for members to register and pay
• Member Communication Sending targeted information to members.
• Members community Allowing members to communication with each other
and the organisation. Help you deliver improved training and education to
your members.
• Ecommerce allow organisation have a store for members for events or to
sell items.
Membership Management—Solution
MemberNation is the 1st Association Management Software (AMS) built 100% on the Salesforce1 platform. Engages and delivers value to your members while providing an exceptional User Experience.
• A wizard guides, from welcome gifts to renewal grace periods. Enhance member retention with our automated renewal feature
• handles credits, debits and refunds and automatically
• Automate Awards process of recognizing top contributing members
• Restrict content in part or in whole to members-only. Approve new members, organize group events or add a mission statement.
• Create collaborative member communities to enable members to easily collaborate and better engage with your organization. Publish customized forms, micro sites.
• Events are easy and allow discounts for early registrants or elite members
Other Apps to
consider to extend the
power of Salesforce
for your organisation
Document Generation—Overview
Salesforce doesn’t generate data in common document form for reports and board
reviews. Popular document generation are available to do the merge documents,
export to common formats and automatic report delivery to anyone.
Word
PowerPoint
Excel
Document Generation—Solutions
• Minimal training required for
document creation
• Easy drop and drag & picklists
User Interface to create multiple
documents from Salesforce data
• Integration with electronic
document signing
• Drawloop offers LOOP Storage
Services, an alternative solution to
storing documents on Salesforce
Utlising Amazon S3 with increased
Doc Security, Folder hierarchies
and unlimited document file size
• Newly designed interview with
Version 8
• Requires some knowledge of
SOQL for complex merging
• Conga offers storing of documents
on Google Drive
• Integration with electronic
document signing
People Management
People management, also known as human resource management (HRM),
encompasses the tasks of recruitment, management, and providing ongoing
support and direction for the employees of an organisation.
• Recruiting & Employment management with Professional recruiting,
enrollment & orientation process
• Health & Safety management tracking Training and Injury Recording and
Reporting
• Compensation management including Payroll Administration,
Performance Appraisals Rewards & Recognition, incentive Pay Policies and
Job Descriptions
• Benefits Management with tracking of all benfits an employee recieves
• Employee / Employer Relations Strict Privacy Policy on Employee
Records, Exit Interviews
• Record Keeping of key employee information like Anniversary Tracking,
asset tracking and timesheets
People Management—Solution
m|ployee is build on the Salesforce1 platform is an agile, flexible and lower-cost approach to Employee Life Cycle Management. Incorporates everything you need for HR management, Performance Management and Recruitment and Onboarding.
• Online recruitment and Social Media integration
• Easy People management for Full time, part time, Temp and Contract staff
• Online performance and talent management
• Project resourcing and Timesheet management
• Track all organisational assests per staff member
• Mobile ready expense mangagment with photo receipt upload & approvals
• Training management allowing for staff to register for approved training courses
Knowledge Sharing
Knowledge management is fundamentally about making the right knowledge or
the right knowledge sources (including people) available to people at the right
time.
• Knowledge pull is when the knowledge worker actively seeks out knowledge
sources e.g. guide, seeking out an expert, collaborating with a coworker
• Knowledge push is when knowledge is "pushed onto" to staff (e.g.
newsletters, unsolicited publications or chatter
Knowledge Sharing—Solutions
Improved Apps allows a better way to train your Salesforce users, create application documentation, provide access to policy, procedure help with interactive user guides. Minimal effort and no technical or developer skills.
• Guide Create interactive Help Guides to step your users through your processes, procedures and methods
• Authoring and Publishing for Any Audience Easily create a cohesive help, training and documentation environment for all your Salesforce users.
• Help Provide locally defined, rich-media content help topics and easily embed these nuggets of Help within your applications – place help right at the user’s point of need.
• Track which users have clicked on which steps in your help guides.
• Build your own Custom Help Portal provide information geared towards how you use Salesforce and not the standard Salesforce help
Marketing—Overview
Effective non-profit marketing can motivate people to donate, take action and
spread the word about your cause. With the below key areas
• Blogging Easily create remarkable content that will help spread the word
about the cause
• Email Marketing Personalise emails with any field from Salesforce
• Landing Pages Creates tailored pages that improve donations rates
Marketing Automation Using marketing automation to trigger timed follow
up emails to your donors and supports
• Marketing Analytics See which traffic sources are generating the most
visitors, donors and supports
• Donor Segment Target donors based on their activity across your website
and other channels
• Calls to Action Build beautiful calls-to-action and callouts to convert traffic
to leads
• Social Media Publish & social analytics across Facebook, LinkedIn, Twitter
Marketing—Solutions
• Easily create beautiful emails in
minutes with the email builder,
Canvas Any template designed
are Mobile-Ready
• Personalise multiple emails with
dynamic content Using dynamic
content to conditionally display
text, images
• Social sharing feature makes it
easy for subscribers to share
email on Twitter and Facebook
• Autoresponders make it easy to
stay in touch with subscribers
• CMS and Landing pages to
customise content
• Easily build custom, dynamic calls-
to-action inside HubSpot
• Workflow to nurture your donors and
supporter
• HubSpot’s social media inbox
• Email scheduling and Marketing
Automation
• SEO Blog helping with ranking
• Easy to use Marketing Analytics
• A/B Testing of Calls-to-Action
• Certified training on Hubspot
product
Questions?
If you need help
transforming your
organisation call us on
02 8090 1478
Or visit
www.morphate.com
for more details