Engage and Strengthen Communities Become a Connected Nonprofit
Apr 21, 2017
Today’s Presenters
Dave Austin Salesforce Foundation
Eddie Nino AARP Foundation
Lori Freeman Salesforce Foundation
Tompkins Spann KELL Partners
Emily Allen AARP Foundation
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1%
Product Equity Time
620K+ Hours
Service
$65M+ Grants
22K+ Nonprofit + Education
Organizations
1-1-1 Model
Adopted by
Proven Success Across the Nonprofit Sector
% 84
Improved Ability to Achieve Mission
%
% 86
Improved Overall Efficiency
%
Marketing Communications
Fundraising
• Multi-Channel Marketing • Email Marketing • Marketing Automation • Social Engagement
• Donor Management • Events Management • Volunteer Management • Grants Management
Become a Connected Nonprofit with
Community Engagement
• Social Intranet • Member Community • Affiliate/Chapter
Community • Partner Community
Program Management
• Case Management • Call Centers/Hotlines • Advocacy/Policy
Tracking • Grant Portfolios
56% of nonprofits will partner with others in 2014 to meet increased demand—up from 49% in 2013.
—Nonprofit Finance Fund Survey
In Need of Answers—Not Emails
Are You Unleashing Mass Collaboration?
• Surface the best ideas
• Deepen member engagement through branded, private communities
• Build alignment, share information, and elevate best practices
• Connect with your partners and volunteers
Supporter –Pencils of Promise
CHRISTINE HAGAN
“My family helped build school #76. I
would love to share my experiences to
help fuel the movement to educate more
children. We're all in this together!"
Eddie Nino Technology Project Manager, AARP Foundation
Emily Allen
Vice President, Impact Programs-Income AARP Foundation
Our Mission
Tackling hunger Proactively
Paving the way to stable income
Improving access to safe housing
Rebuilding connections
Strengthening laws and policies
Working with Local Communities
• AARP Foundation is also working side-by-side with hardworking, trusted organizations in communities across the nation.
• These organizations are doing a heroic job of helping struggling Americans, but with the numbers of people in crisis growing every day, it’s a challenge to reach everyone and ensure that those who need support know where to find it.
Before
• There was no before – each program ran independently and keep track of basic participant data on their own with traditional non-CRM tools.
• Same for Community Partners
Needs
• Track all participants and be able see all Foundation interactions • Run our social programs and provide specific access to our community partners that helps us run these programs
• Easily expandable and flexible • Easy to use - multiple users (volunteers, staff, call centers, partners, self-service) across multiple programs and geographies
• Long-term solution
Platform for Semi-Custom Solution
• Capture participant data as leads and only when they enrolled in a program we create a contact and program record
• Use work!ow to streamline programs process and generate noti"cations • Integrate Google maps to determine distance between participants and our
programs and services
• Provide Community Partners role based access to speci"c programs and participant records they are assisting with, and update these records as they move through the program
• Built an application that can be used by our volunteers, partners and non-program staff to easily assess client needs, provide immediate assistance and streamline the program enrollment process
Low Development Con!guration
High Development Con!guration
Solution – Community Focus
Foundation Headquarters
Local Community Partners
Foundation Local Of!ces
John Smith
Solution - Geographic FOUNDATION IMPACT
SYSTEM • Single data collec-on point for all programs
• Opportunity for cross-‐service • Centralized real-‐-me repor-ng
• Program Managers have visibility on the programs across geographical loca-ons
• HQ have visibility and repor-ng across all programs.
Impact
• Ability to quantify programs’ social impact with tangible client success • Ability to cross-service participants with two or more programs in different impact areas • Able to be increasingly predictive of interventions that have the most impact on individuals and communities
Opportunities • Data analysis provides insight on programs and helps determine what is proving most successfully and what doesn’t work as well as we thought
• Data helps Programs Managers make programs adjustments before moving into a new market
• Real time program feedback from community Partners • Targeted marketing – ability to see which marketing efforts are reaching the most audience in our demographics
Takeaways
• Community Partners now have a tool – the same tool
• The platform now supports 7 unique focus areas of the Foundation
• First deployment – December 2012 and made 6 more deployments of new programs in 12 months
• Speak the same language
• Establishes data platform for greater analytics and predictive modeling in the future
Before You Get Technical
Create persona profiles of your community members
– Who is this community for?
– Who should NOT be included?
– What are their needs? – What are their goals?
Volunteers Board Members Donors
Before You Get Technical
Document the experience(s) you want them to have within the Community
– What specifically do you want them to do within the Community?
Modify Profile
Register for Shifts
Engage Peers
Before You Get Technical
Determine Your Internal Community Champions
– Who from your team will be monitoring, encouraging, coaching and engaging the Community members?
The Technical “To Do’s”
Architect Salesforce to capture and deliver the information you need • Objects, fields, data relationships, page layouts
The Technical “To Do’s”
Develop the Community pages to match the profiles • Community page
layouts • Custom visualforce (if
needed)
The Technical “To Do’s”
Create the Reports and Dashboards to Monitor Progress • Monitor logins,
interactions, topics, chatter posts and engagement
Your salesforce.com Success Resources
• Webinar Tuesday August 12th “Launching Salesforce Communities: Flipping the switch and making them work”
• Get help from the Power of Us HUB online community powerofus.force.com
• Join your local User Group at usergroups.salesforce.com • Contact your Account Executive • Find more help at www.salesforcefoundation.org/help/