Nonprofits are transforming the social sector and philanthropy by connecting their communities in powerful ways. Learn from two innovative nonprofits that are leveraging social, mobile and cloud strategies to disrupt the status quo and revolutionize how they connect employees, supporters, partners and programs to accelerate the pace of change. Join us to learn how the Student Conservation Association and Citizen Schools are using Salesforce to get a 360 degree view of their programs and constituents, understand the impact of their work, and be able to demonstrate that impact. Who Should Attend: Fundraising, volunteer, member, operations, program and case management professionals Anyone interested in connecting with their community and accelerating their mission Presenters: Sherry Aldrich, Process & Systems Manager, Student Conservation Association Julianne Diamond, Senior Salesforce.com Manager and Business Analyst, Citizen Schools Naomi Mandelstein, Nonprofit Marketing Director, Salesforce.com Foundation - Moderator

1. Connected Nonprofit
/salesforce.comfoundation
@SFDCFoundation
Connect Your Community. Prove Your Impact.

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3. Two Ways to Ask Questions
• Use question box on webinar
• Tweet questions with
#connectednonprofit
To be contacted by a nonprofit
specialist, email:
events@salesforcefoundation.org

4. Today’s Presenters
Julianne Diamond
Citizen Schools
@cschools
SherryAldrich
Student Conservation
Association
@the_sca
Naomi Mandelstein
Salesforce Foundation
@mandelstein

5. Products: Resources: Time
Our 1:1:1 Social Enterprise Model
Nonprofits
Higher Ed
Technology Innovation
Employee Giving /
Volunteering
Communities
Grants
Best-in-Class
Technology

6. 1%
Product
Time
Equity
588,000+
Hours
Service
$58M+
Grants
20,500+
Nonprofit
Organizations
1:1:1 Model
Adopted by
Our 1:1:1 Social Enterprise Model

7. Proven Success Across the Nonprofit Sector

8. The Mandate for Change

9. A Whole New Way to Engage Supporters
Social Mobile
Connected
Cloud
50B
Connected
Products
4.5B
Aggregate
Social Users
5B
Smartphones
by 2017
58%
Faster
Deployment
Image source: silabs.com/iot

10. Greater Competition
• 16% increase in registered
charities between 2010-2011
• 65% of millennials get
newsletters from up to 5
different nonprofits

11. Greater Accountability
“Measurement has quickly
evolved from a ‘nice to have’
to a ‘must have’ for
nonprofits.”
Chronicle of Philanthropy, 2013

12. Is Your Organization Built for the Connected Era?
Are you enabling 1:1
communications?
Can you deliver
programs & services
with just a few clicks
from anywhere?
Do you collaborate
with all your
supporters?
Are you raising all
the resources you
can?
? ? ?

13. Deliver better
programs &
services
Raise more
funds
Communicate
more effectively
Connect to Your Community in Whole New Ways
Nonprofit
Connected
Engage &
strengthen your
community

14. @cschools
Citizen Schools
Julianne Diamond

15. Our Network
Founded: 1995
■ 7 states ■
■ 32 schools ■
■ 14 communities ■
■ 5,300 students ■
■ 4,700 volunteers ■
■ 244 AmeriCorp Members
■

16. Our Use of Salesforce
Applications:
• Program Management and Evaluation
• Donor & Donation Management
• Staff Management and Support
• …and much more!
Users:
• 120 Salesforce & Platform Users, 400 Customer Portal Users
Administration and Development:
• 12 System Admins; Agile Scrum approach to Change Management
• Volunteer Management
• Event Management
• Mass Marketing

17. Meet Aimee
Managing Director of External Engagement, MA

18. Home Base

19. Dig Deeper: Donations

20. Dig Deeper: Volunteering

21. …and Deeper: Apprenticeship

22. …and Deeper: Student

24. @the_sca
Student Conservation Association
Sherry Aldrich

25. Telling Our Story
Just Got Easier!

26. Student Conservation Association
• Providing service learning
opportunities since 1957
• 31M Budget; 75% of our revenue
is fee for service
• Annually 4000+ members in life
changing opportunities.
• Members engage in conservation
service opportunities

27. Who Are Our Constituents?
• Board Members
• Funders (Corporate, Private, Fee, etc)
• Granters (AmeriCorps. etc)
• Land Management Partners
• Parents
• Potential Members / Candidates
• Recruiting Contacts
• Staff

28. SCA’s Situation:
• Stuck in an inflexible, expensive legacy
system
• Unable to meet the changing business
needs
• Data silos or data on paper
• Multiple program models
• Not able to tell our story

29. How Does SCA Use Salesforce?
• Basic CRM
• Pipeline Tracking
• Opportunities
• Estimates
• Business Development
• Public Grants Tracking
• Recruiting Efforts
• Recruiting Contacts
• Benefit Tracking
• Eligibility Tracking
• Program Management
• Customer Service
• Member Management
• Application Management
• Position Management
• Applicant to Position Matching
• Applicant Matching
• Interview and Selection
Management
• Medical Form Threshold and
Management
• Incident Reporting
• AmeriCorps Tracking
• Time Logs
• Output Logs
• Evaluations

30. SCA’s SF System Structure
• 125 Custom Objects
• 5 Full integrations
• 4 Partial integration
• 120 Internal users
• 142,500 Community Users

31. We Made 4 Really Good Decisions
• Salesforce (our organization was so
supportive of the adoption of Salesforce,
we named it … “MySCA”.)
• Work closely with Salesforce Foundation
Rep, Sandra Rowe.
• Create a great relationship with our
Development Partner, roundCorner.
• Use the expertise / knowledge of staff.

32. Our Solution for One Program Model
• Create an system where external
audiences are inputting reportable
data into our system.
• Get rid of paper trails where possible
• The Solution: Use SF Communities

33. Partners and Members go right to our website.
www.thesca.org is the front door to their community.

34. Partners and Members Log into their Community

35. Ranger Rick, a Partner, manages his
account, positions and members right
from his community log in.

36. Friar Tuck, a candidate,
creates and manages his
applications.

37. Friar Tuck can search, apply to and
manage positions he is interested in.
The system will automatically give him
fit and likelihood of position.
Ranger Rick can review and compare
candidates, request interview
information and ask for more
candidates.

38. Friar Tuck can accept positions, create or
update his medical form, access his
selection forms to sign, directly from his
home page.

39. Friar Tuck can also input his
hours and outcomes as well
as request reimbursement
for expenses incurred.

40. Ranger Rick can approve Friar
Tuck’s time logs and
reimbursement requests.

41. Both Friar Tuck and Ranger Rick will
get an email with their service
evaluation via a scheduled report. The
reportable results will live on their
records.

42. Highlight of Some of the System Automation
• Displays likelihood and fit for candidate
• Auto sending applications
• Med forms prompted and sent
• Med forms are cleared or auto
threshold
• Pay schedules for allowances
• Auto approving benefits
• Auto sends end of service survey

43. What Has Our Partnership with Salesforce, the
Foundation and roundCorner Done for Us?
• Removed silos
• Flexibility
• Ability to automate / streamline
• Little to none staff data entry
• Reportable data from all program models
• Not only can we start to really tell our
story, we have information not just data.

44. Now We Have Data:

45. Where Are We Now?
• Take a deep breath
• Stop and Study
• Is it perfect? No
• Was is painless? No
• Are we successful? YES

46. Q&A