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Constituent Tracking in Salesforce

Constituent Tracking in Salesforce. Kelly Hardebeck Director of Applications Development, Year Up Co-leader Boston Nonprofit Salesforce User Group. Three Steps to better tracking. Identify Constituent Types. What groups of people does your nonprofit interact with? Who do you serve?

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Constituent Tracking in Salesforce

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  1. Constituent Tracking in Salesforce Kelly Hardebeck Director of Applications Development, Year Up Co-leader Boston Nonprofit Salesforce User Group

  2. Three Steps to better tracking

  3. Identify Constituent Types • What groups of people does your nonprofit interact with? • Who do you serve? • Who supports your mission? • How do they support your mission? • Do you have an ongoing relationship with them?

  4. Constituent Types

  5. Identify Data Needs/Relationships • What information do you need about this constituent type? • Is it important to see all information? • Is there a lifecycle to the relationship?

  6. Student Lifecycle Tracking

  7. Applicant Lifecycle

  8. Lifecycle Relationships • Follow a natural progression • Prospect, applicant, student • Development lead, donor • Move between different levels of engagement • Ideally from less engaged to more engaged

  9. Complementary Relationships • Different types of engagement=different relationships • Volunteer • Supervisor • Newsletter subscriber • Board member • Capture each interaction/touch point • Scorecard

  10. Identify/Create the Process • Identify must-have and nice-to-have information • What’s required and optional? • How does a lead become a contact? • What additional information is needed to convert someone from a low-value state to a higher-value state? • What event triggers that conversion? • Which interactions are important to store? • Who’s managing the process?

  11. Want more? • Dreamforce ’11 Session • “Leveraging a 360 view of the constituent lifecycle” • Idealware • Understanding Constituents and Processes (Part 1) • Multiple Constituent Groups, One Database?

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