Alliance to Save Energy (ASE) is one of the earliest organizations to be up and running on NGO Connect on the Salesforce1 for Nonprofits platform. Join Joseph Jagassar from ASE, Keith Heller and roundCorner founder Nick Ward to discuss why they chose NGO Connect and how they are using it to develop and execute strategic fundraising campaigns.

1. The Connected Nonprofit:
Fundraising with NGO Connect
November 20, 2014

2. The full recording of the webinar
is available at:
http://teamheller.com/webinar-fundraising-ngo-connect/

3. Today’s Presenters
Stuart Longley
roundCorner
Keith Heller
Heller Consulting
Nick Ward
roundCorner
Joe Jagassar
Alliance to
Save Energy

4. Let’s start with a question
Which most closely describes
your organizational and
constituent relationship
management (CRM) tools? ?
A single
coordinated
system that
brings data
from different
departments.
A few connected
systems with
some additional
docs and
spreadsheets that
we coordinate
together.
We pull the data
out of various
databases and
manually
recombine to
create reports.
Marbles in a
clothes dryer.

7. Online
Engagement
Donor
Mission

8. The
Connected
Nonprofit
Connected
Programs
Connected
Partners
Connected
Staff
Connected
Supporters

9. Think about your systems
Which systems do use
to execute your
fundraising strategy? ?
Fundraising
Management
System
Marketing and
Communications
(email,
newsletters)
Online
Engagement
Tools (website,
peer to peer)
Social
Engagement
(Facebook,
Twitter,
Instagram)
All of
these

10. Marketing
Communications
Fundraising
• Multi-Channel Marketing
• Email Marketing
• Marketing Automation
• Social Engagement
• Donor Management
• Events Management
• Volunteer Management
• Grants Management
Introducing…
Community
Engagement
• Social Intranet
• Member Community
• Affiliate/Chapter
Community
• Partner Community
Program
Management
• Case Management
• Call Centers/Hotlines
• Advocacy/Policy Tracking
• Grant Portfolios

11. • Switched from different
CRM system
• Reviewed options, but
selected NGO Connect
• What was most
appealing?
• What are important
things to consider since
you’ve been through
this?

12. NGO Connect accelerates your path to
and adoption of Salesforce CRM.
• Constituent 360
• Gift Creation
• Online Forms
• Events and
Event Management
• Reporting

13. Volunteers
Community Projects
Matching & Scheduling Signup
Inventory Shipments
Fulfillment
Packages
Items
Sub items
Products
ShiftsS kills
Role
Memberships
Third Party Payments
Reports
Moves Management
roundScope
Flexible
Online Forms Mapping
rC Labs
Page Layouts
Giving Impact
Campaign Costs
Validation Rules
Auto Acknowledgements
One Payments
Giving Tree
Giving
Prospect
Research Reports
Biographical Accounts
Giving Wizard
Installments
Matching Gifts
Giving Summary
Transaction Processing Sustainers
Batch Gift Entry Tributes
Batch Upload
Soft Credits
General Accounts Units Special Allocations
Planned Giving
Lifetime Giving
Financial CRM
Gift Memberships
Grant Management Corporate Underwriting
Split Gifts
Refunds In Kind Giving
Campaigns
Campaign Asks
Web Forms Programs
Leads foundationConnect
Purchases
Donations
Badges
Events
Registration
Meal Selection
Conference
Fundraiser
Gala
Venue Planning
Ticketing
Seat Selection
Social Sharing
Web Signup Group Sales
Grantee Portal
Milestone Tracking Contact Roles
Grantee Success
Reporting
Grant Making
Collaborator Portal
Contacts
Relationship Web
Preferences
Households Addresses
Organizations
Account Wizard Case Management
Salutations
Activities
Chatter
Action Plans
Easy to make
Dashbaords
Query Tool Sharing Rules
Source Codes
Timeslots
Campaign Products
Waitlists
Communities Online RSVP

14. Let’s take a look…

15. Q & A
Please use the Questions box
in the GoToWebinar window
to ask your questions.
Stuart
Longley
roundCorner
Keith Heller
Heller
Consulting
Nick Ward
roundCorner
Joe Jagassar
Alliance to
Save Energy

16. Insights
Into CRM for
Nonprofits
Donor
Management
Apps for
Salesforce.com
NGO Connect: Maximizing
Its Potential
Making Your CRM Aspiration
a Reality
CMS Platforms Guide
Business Intelligence for
Nonprofits
Integrated Suites for
Nonprofits
NGO Connect Standard
Reports
Resources
For years, Heller
Consulting has
been publishing
papers to provide
the nonprofit
community with
information they
need to make
important
technology and
strategic decisions.
Please take a look
at the following
resources more on
our site, and let us
know if you have
any questions.
TeamHeller.com

17. When do you apply your strategy?
Which best describes
your strategy for interacting
with your constituents
all year? ?
A clear strategy
planned
throughout the
year.
A good plan for
the first part of
the year and a
looser plan the
rest
We know the
highpoints and
deadlines, with
ideas for what to
do between
We tend to
plan in the
shorter term
Fire then
aim

18. What should be part of your strategy?
Clear Goals Specific Tasks Focused Reporting

19. How much time do you have?
How long before your
organization can no longer
be effective using
your current tools? ?
1 year 2 years 3 years
or more
Not even
1 year
We have all we need
for the long term