SALESFORCE DATABASE GRANT

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Elwin Atkinson
8 years ago
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1 SALESFORCE DATABASE SERVICE GRANT OVERVIEW SALESFORCE DATABASE GRANT THE PURPOSE!Provide organizations with the tools to think and act strategically with regard to relationship management!integrate database system into broader relationship management strategies!use relationship management to improve service delivery and strengthen partnerships

2 VALUE PROPOSITION The Taproot Foundation pro bono consultant team delivers a user-friendly database that improves your organization s ability to manage relationships. The work typically includes:!assessment of need!customized Salesforce database!migration of data!training on your Salesforce database OUR PHILOSOPHY A Salesforce database grant is most successful when all of the following criteria are met:!the project is completed and delivered in a timely manner.!the deliverable is implementable and sustainable.!the nonprofit s and pro bono consultants expectations are met or exceeded.!all parties involved report high satisfaction with the group s interactions.!the nonprofit reports the project made an impact.

training on your Salesforce database OUR PHILOSOPHY A Salesforce database grant is most successful when all of the following criteria are met:!

3 NONPROFIT TEAM EXECUTIVE SPONSOR Available for key decisions and intervention as needed. DEVELOPMENT/PARTNERSHIP DIRECTOR 2-3 hours per week. Helps identify shortcomings of the current database and define future needs. Can serve as day-to-day contact. PRIMARY DATABASE USER 2-5 hours per week. Works closely with the existing data and database systems. May also be the Development/Partnership Director. DAY-TO-DAY CONTACT 5 hours per week. Either the primary database user, Development Director/Partnership Director, or another team member will serve this role. PRO BONO CONSULTANT TEAM ACCOUNT DIRECTOR Staffs, supervises and leads the pro bono consultant team. PROJECT MANAGER Coordinates the team on a day-to-day basis, plans and leads meetings, connects with nonprofit team, and ensures the project runs on time. DATA ANALYST Technical expert who works to assess existing database and design the new Salesforce database. Identifies key stakeholders for discovery interviews, creates training plan, and delivers Salesforce training. CONFIGURATION SPECIALIST Works to configure database and build custom items within the scope of the project. BUSINESS ANALYST Compiles results of discovery interviews, writes requirements brief, and prepares customized training guide.

Works closely with the existing data and database systems. May also be the Development/Partnership Director. DAY-TO-DAY CONTACT 5 hours per week.

4 WHAT DOES THE TAPROOT TEAM DO? NEEDS ANALYSIS AND DISCOVERY!The pro bono consultant team works to understand your needs, your partnership and fundraising goals, and key stakeholders within the organization so that they deliver a database that works for you.!deliverables include discovery interview findings and a requirements brief. DRAFTING!Guided by the requirements brief, the team configures a draft database presented in Salesforce.!The primary deliverable is a draft database for the team s approval. DELIVERY AND TRAINING!The team migrates the draft database into its final format, imports the data, undertakes testing and incorporates nonprofit team feedback. The deliverable is the finalized database.!the team provides training on Salesforce and a customized training guide as a deliverable. WHAT DOES THE NONPROFIT TEAM DO? THE NONPROFIT TEAM!Articulates current relationship management strategy and database needs!provides access to key stakeholders for discovery interviews!undertakes clean up of legacy data and turns data over to pro bono consultant team!reviews draft deliverables and offers feedback!helps test the database!participates in Salesforce training

!deliverables include discovery interview findings and a requirements brief. DRAFTING!Guided by the requirements brief, the team configures a draft database presented in Salesforce.

5 OUT OF SCOPE ACTIVITIES THAT ARE NOT IN SCOPE!Delivering a non-salesforce database!undertaking cleanup of legacy data for the nonprofit!building interfaces from Salesforce to other systems (e.g. accounting or HR systems)!providing ongoing database maintenance and support following the completion of the grant GRANT CRITERIA! A clearly articulated relationship management plan.! An Executive Director strongly committed to this project.! Either already using Salesforce, or otherwise tracking and managing data consistently in an existing system.! Ability to complete a self-assessment on database needs and nonprofit capacity if invited for an interview.! At least 1 staff member who has some familiarity with databases.! Staff that can invest the necessary time to make the project succeed:! Executive Director: Available as needed.! Development/Partnership Director: 2-3 hours per week.! Primary Database User: 2-5 hours per week.! Day-to-Day Contact (either the Development/Partnership Director or the Primary Database User): 5 hours each week.

! An Executive Director strongly committed to this project.! Either already using Salesforce, or otherwise tracking and managing data consistently in an existing system.

6 OASES CASE STUDY OAKLAND ASIAN STUDENTS EDUCATIONAL SERVICES THE NEED!Technology infrastructure trailed behind the growing needs of the organization and staff in tracking thousands of volunteers, students, and donors.!data was fragmented across multiple systems, which made it difficult to generate financial reports.!the organization wanted to grow their individual donor base, but needed a system that would enable them to support individual donor cultivation in an efficient way. OASES CASE STUDY OAKLAND ASIAN STUDENTS EDUCATIONAL SERVICES THE WORK!The pro bono consultant team met key stakeholders within OASES to determine the need and the scope of the project.!taproot Foundation transformed three separate Filemaker Pro databases into a consolidated information system in a Salesforce database.!once database design, data transfer, and testing were completed, OASES staff members were trained in the key features of their new database.

!data was fragmented across multiple systems, which made it difficult to generate financial reports.

7 OASES CASE STUDY OAKLAND ASIAN STUDENTS EDUCATIONAL SERVICES THE IMPACT!The Salesforce database supports a new individual giving strategy, helping to diversify revenue and further the organization s goal to expand to another program site.!a culture of collaboration, continuous improvement and evaluation as staff members can easily track progress and produce reports.!better data entry and maintenance due to ease of use. NEXT STEPS IF YOU ARE SELECTED FOR INTERVIEW, YOU WILL NEED TO:!Complete the self-assessment on database needs and nonprofit capacity and submit it to us. WHY?!Our most successful and satisfied nonprofits take the initiative to talk to their organization about what they want and need out of their new database before the project begins.

!a culture of collaboration, continuous improvement and evaluation as staff members can easily track progress and produce reports.!better data entry and maintenance due to ease of use.

8 LITMUS TEST FOR A SUCCESSFUL PROJECT! Have key stakeholders at the organization been involved in the process?! Are all stakeholders committed to using and maintaining the database?! Is the nonprofit prepared to make the Salesforce database part of a long-term relationship management strategy?! Is the nonprofit prepared to undertake ongoing education efforts to better understand how to use Salesforce?

! Are all stakeholders committed to using and maintaining the database?

SALESFORCE IMPLEMENTATION SERVICE GRANT OVERVIEW

SALESFORCE IMPLEMENTATION SERVICE GRANT OVERVIEW SALESFORCE IMPLEMENTATION GRANT THE PURPOSE Provide organizations with the tools to think and act strategically with regard to relationship management Create