Enabling Fundraising Success in the Cloud
-
Upload
salesforce-foundation -
Category
Education
-
view
274 -
download
1
description
Transcript of Enabling Fundraising Success in the Cloud
Enabling Fundraising Success in the Cloud
Karen Stevens Salesforce.com Administrator Northeastern University
Marc Benioff Chairman & CEO
Enabling Fund Raising Success in the Cloud
• Northeastern University, Boston, MA
First Last Name Title
Foundation Pres – PowerPoint Template – 16x9 FY14.pptx
History of Northeastern University
• Founded in 1898 in Boston, Massachusetts • Global / Experiential / Research University • 9 Colleges and Schools • 16,000 Undergraduate Day Students / 8,000 Graduate
Students • Cooperative Education Program
eCollegeFinder (May 2014)
Overview of Advancement at NU
• 2006 moved to decentralized model – Development teams residing in colleges
• From 60 users to over 200 in 6 years • Decentralized move necessitated the following:
– Reporting capabilities for mailings, etc. – Need for mobile access
– Customizable to suit unique business needs
Key NU Business Needs
• Gift Processing in Banner – Gifts integrate nightly, not real time
• User Friendly • Track Engagement of Accounts
– NU Events attended/Involvement/Affiliations/Referrals, etc. • Easily Customizable • Activities
– Call reports/personal visits/emails/stewardship, etc.
Our Journey to Today!
• Many hours / staff / years • Rome was not built in a day, neither was Prospect
Management at NU • SFDC Administrator hired in 2007 • Senior Developer hired in 2008 • There is more to come!
Role of our Salesforce.com Administrator
• Daily Support • Training & Development • Changes and Enhancements • Project Management • ADV Technologies Steering Committee
Role of our Senior Developer
• Brought us to the next level and beyond – Triggers – Coding – Visual Force – Dynamic Dashboards
Capital Campaign - Empower
• $1 Billion by 2017 – $500 million philanthropic support – $500 million industry and government partnerships
Prospect Management
• Activities – Standard SF Functionality with customization – Tasks & Events – Tracked weekly / monthly – Report Templates to ensure on track
Prospect Management (continued)
• Tools that we have provided – View My Prospects
• Visual Force Dashboard • Each DO can see their portfolio • Management can see those that report to them • Senior Management can see all
View My Prospects
Prospect Management Dashboard
Visual Indicators
Useful Links
Bio Report
Our 360 Degree View
• Sharing information across teams at NU – Boston and Graduate Campuses in Charlotte & Seattle
• Parents linked to students linked to siblings, etc. – What happens to the parent if the kid withdraws?
• Org Sync Integration – Better pipeline for affinity groups for alumni
Wrap Up
• Reminder ~ this did not happen overnight – Many years/hours/resources – Small changes made over time to continuously drive adoption
• User adoption is TREMENDOUS!
– More changes to come……..