Using the Cloud for Social Impact

1. Using the Cloud for Social Impact

2. Who We Are • Mission-based social enterprise • Founded in 2003 • HQ in SF with DC & NY offices • Over 30 expert staff & growing rapidly • Salesforce.com Foundation partner since 2005

3. Nonprofit Expertise • Focused exclusively on the nonprofit sector • Exceptional business analysis skills • Unmatched Salesforce.com expertise • Deep understanding of the social sector’s needs, challenges, and constraints. • Implemented 200+ Salesforce projects for nonprofits & social enterprises across the globe

4. One topic:

5. Better service.

6. Evolution of Computing Cloud Computing Model Cloud Mission Management

7. Evolution of Computing 2010 Post PC Revolution Post PC Apps 2000s Mobile Cloud Computing Mobile/Social Apps 1990s Desktop Cloud Computing Web Apps 1980s Client/server Computing Process AutomationApps 1970s Mini Computing Business Logic Apps 1960s Mainframe Computing Data Management Apps

8. Cheaper. Timely-er. More relevant. Easier to access.

9. Social Network Surpasses Email

10. Cloud Computing Model

11. Traditional Data Center Model Congratulations! You now own a 1998 Toyota Corolla! Now: insurance, parking, maintenance, fixed monthly payments.If it breaks you pay for it. Oh, and you’ll own it for 10 years.

13. Cloud Computing Model

14. Cloud Computing Model Cheaper. Timely-er. More relevant. Easier to access.

15. Traditional IT Cost Model • Users/IT Costs • Time • Growth Scenario

16. Cloud Computing Cost Model • IT Costs are Variable • Users/IT Costs • Time • Growth Scenario

17. Traditional IT Cost Model • IT Costs are Semi-Fixed • Users/IT Costs • Time • Recession Scenario

18. Cloud Computing Cost Model • Users/IT Costs • Time • Recession Scenario

19. Interchangable Parts

22. Plug and Playis the new “Interchangable Parts”

23. HTML FTP XML SOAP WSDL POP SMTP IMAP UDP (and other acronyms)

24. Cloud Mission Management

25. The most important person in the world: the constituent.

26. What we’re good at (or should be by now): • Raising money • Telling our stories • Emailing lots of people • Tweetering (or whatever the kids call it) • Filling out lots of paper forms • Doing our jobs

27. Doing our jobs How do you know?

28. What we can improve: • Understand your constituents • Provide great service • Do more with what we have

29. Cloud CRMs

32. What Nonprofits can do with Salesforce.com CRM Contacts Orgs Inquiries / Requests Email Integration Development Programs & Participant Management Online Donations Donor Mgmt Grants Mgmt Client Intake Referral Tracking Marketing &Communication Email Marketing Websites Call Center Case Management Plan of Service Service Provided Assessments & Outputs ResourceManagement HR and Staff Mgmt Financial Mgmt Volunteer Mgmt Goals & Objectives Outcomes Management

33. The business of Salesforce • $1.5 billion revenue run-rate. • Salesforce Foundation: 1-1-1 Model. • 10 free enterprise licenses. • Advanced technology. • Free upgrades.

34. Flexibility and Accessibility • Any modern browser • Mobile devices (iPhone, Blackberry, Android) • Multiple operating systems • Major email clients • Fully Section 508 compliant with • Screen reader accessibility settings • Color-blindness graphic color correction • Accessible from anywhere with an Internet connection with no software to install or hardware to setup.

35. Security and Scalability • Secure (HTTPS, ISO 27001) • Always available (realtime mirroring to 3 data centers) • HIPAA compliant • Industry-leading system up-time and reliability. • Transparent: trust.salesforce.com. • Confidential: user security and permissions settings to silo sensitive data. • Scalable: virtually unlimited concurrent users.

36. User Interface and Ease of Use • Consistent user interface. • Modifiable through clickable user interface. • NPOs can modify and extend their instance without vendor involvement – drives down ongoing costs. • Many 3rd party apps adopt standard Salesforce UI for consistent interface – even across different applications. • Many interfaces are now fully drag-and-drop compatible, including page layouts, reports, and dashboards.

37. Managing Your Mission

38. CRM • First goal: know your constituents. • Track: • Demographics • Relationships • Activities • Communications • All staff have access to the same, complete information. • Information is accessible anywhere, anytime – even on the road or in the field. • Integrations: Google Apps, Outlook, Lotus

39. Get rid of the … paper Excel files shared drives any “duplicate of the Truth.”

40. Communications • Integrate all your communication methods in one system: • Phone • Email • Mass email • Twitter, SMS • Facebook • Private social networks • No more guessing who’s been in contact with whom, and what they said • Integrations: Vertical Response, Constant Contact, Exact Target

41. Development • Development can track all fundraising activities, including: • Individual donations • Pledges • Grants • Memberships • Events • Apps for online donations, event management • Fully customizable for high-touch, large value constituents • Integrations: Soapbox Engage, Linvio Payment Connect, Click and Pledge, EventBrite

42. Program Management • Track the specific information related to your programs: • K-12 Alumni tracking (KIPP, Beyond 12) • Sustainable business certification (B Lab) • School leader recruitment and development (New Leaders for New Schools) • Sustainably harvested wood certification (Forest Stewardship Council) • High school student mentoring (BUILD) • Grant making management (Give2Asia) • Veteran networking and support (Iraq and Afghanistan Veterans of America)

43. Special case: Case management • Cloud CRMs are great for multi-program, case management organizations: • Get a single, clear, 360° view of each constituent • Simplified intake and enrollment process • Track enrollments across various programs • Referrals to internal programs and external agencies • Client assessments and service plans • Outcomes tracking and measurement

44. Why program management in the cloud? • More time with clients. • Better information. • Coordination among multiple touch points. • Visibility from funding to service to outcomes. • Easier reporting to funders. • Sector benchmarking and measurement.

45. Resource Management • Volunteers • Human Resources • Financial • Advocacy

46. App Exchange • 100s of integrated applications • Easy installation • Competitive marketplace means constant innovation and favorable pricing. • Old apps can be swapped out for a new app with little to no downtime or interruption.

47. Reporting • Built-in analytics and reporting engine with: • Real-time reports and dashboards • Drag-and-drop creation and editing • Analytic snapshots for historical and trend reporting • Sharable dashboards through scheduled emails or web publishing. • Publically accessible and full-featured API for integrations with virtually any Internet-based application • Business Intelligence tools allow for mash-ups of multiple data sources (e.g. NPO data and a government public data source), for complex outcomes tracking and benchmarking.

48. How do you know your social impact?

49. Measurement.

50. Outcomes and Reporting • Outcomes measurement is a growing need for nonprofits. • Outcomes methodologies and metrics are not standardized across the sector. • As the sector develops outcomes tracking standards, metrics applications can be incorporated into Salesforce and made available to sector participants. • Examples: • IRIS Standards and PULSE • GIIRS and B Lab