The document discusses a case study of Coaching Corps' implementation of Salesforce to manage their volunteer data and coaching placement process. It describes the challenges they faced with managing volunteer data across spreadsheets and the benefits of using Salesforce, including giving coaches and partners real-time access to update their own data and track the coaching process. The case study outlines the implementation process and results, including freeing up staff time and providing interactive coaching placement.

1. Tal Frankfurt
Founder/CEO
Tal@cloud4good.com
@cloud4good
Gladys Garcia
Research & Evaluation Manager
Gladysg@coachingcorps.org
Bay Area User Group

2. • Introductions
• Coaching Corps Case Study
• Cloud for Good's Apps:
o
Nonprofit 101
o
Donation Split
Agenda

3. Case study
Read the full case study here:
http://cloud4good.com/clients/case
-studies/case-study-coaching-corps/

4. Gladys Garcia
• Manager of Research & Evaluation
o
Salesforce.com Administrator
o
Volunteer Management Systems
o
Program Evaluation Systems

5. OUR MISSION
We improve the health, educational
and social outcomes for kids living in
struggling communities through the
power of service and sports.
CoachingCorps.org

6. Tal Frankfurt
• Previously a director of
Resource Development
for a NPO
• Founder/CEO
• Salesforce MVP
• Certified Consultant
• User Group Leader

7. Kalman Sweetwine
• Previous NPO work;
o
Vol. Mgmt
o
Fundraising /Grants
o
At Risk Youth / Families
o
Int'l Development
• Sr. Cloud Consultant
• Certified Consultant
• User Group Co-Leader

8. Working with organizations to create and
implement strategic solutions based on cloud
technology.
• Salesforce.com
• Google Apps
Cloud for Good

9. Existing Clients

10. The Situation
Coaching Corps'
Volunteer Management
2005-2012

11. No Real Time Data
o Coach and Partner data was held in 10+ spreadsheets a season
o Program wide coach placement numbers were not readily
available to anyone in the organization
12 Step Coach Placement Process
o The majority of all coach placement activities landed on staff
o Maintaining coach placement activities was very staff dependant
Data Nightmare
o Staff were focused on data entry instead of coach recruitment
o Data could not be easily checked for inconsistencies
Challenges

12. Step 1: Explore Volunteer Management Systems
o Existing systems were not ideal for coaching specific volunteer
management
o Limited field customization ... we could not collect data we needed for
existing evaluation or grant reporting purposes
Step 2: Explore CRM Systems
o Experience working with nonprofits
o Customizable
o Able to integrate with other systems
o Accessible to our coaches and partners
Step 3: Find Developers
o Experience working with nonprofits
o Responsive
RFP Process/ Why Did We Go
With Salesforce

13. Implementation Process
Technology
Assessment
Cloud
Implementation
Discovery .
Design .
Customization .
Integration .
Testing
Data Migration .
Training .
Support

14. • Extensive discovery process
• Coaches
o Update their information
o Search for a team to coach
o Approval process
• Partners
o Partners can view and manage organizations
o Update their profile
o Receive automatic notifications about matches
The idea was to include Coaches and Partners in the Coach search,
selection, and decision process. This not only frees staff time, it allows
for personal information to be up to date, accurate, and easily updated
by the coach/partner contact themselves.
Solution and a Demo

15. Results
For the 1st time ever...Real Time Data!
•Data are easily pulled and shared via reports and/or dashboards
•Staff can:
o Accept applications, track open positions, manage partner requests
o See the entire coaching history of a volunteer and the total number of coaches any
partner has ever had
Interactive Coach Placement Process
•Partners add coaching opportunities, review prospective volunteers and
update their status throughout the season
•Coaches can initiate the coach placement process and request teams
that interest them
Decentralized Data Entry
•Coach/Partner applications are automatically added into SDFC via a
web-to-lead

16. The Learnings
• Limit the scope of your project!
• Depending on the scope of your project... it may
take over your life. :)
• Allow ample time to complete (and test) what you
build
• Select your partners carefully
• How do you know if your system is working?
o Listen to the users.

17. • Broader access to SFDC
o Additional staff
o Chapter Leaders
• LMS/SFDC Bridge
o Integration between Absorb LMS and Salesforce
• Turning Portals into Communities
o Incorporating social elements into our customer
interface (e.g. Chatter, Voting Up)
• Integration
What's Next

18. The first and only salesforce manual for nonprofit
organizations:
https://appexchange.salesforce.com/listingDetail?
listingId=a0N3000000B39t7EAB
Nonprofit 101
Donation Split
The Donation Split module allows organizations to record
how donations should be spent based on a donor’s request.
https://appexchange.salesforce.com/listingDetail?
listingId=a0N3000000B39t7EAB