Tag Archives: Salesforce

Salesforce events in May

This May brings a Salesforce bounty for event attendees.   If you are immediately thinking these events don’t apply to you as you are not a Salesforce user (or not yet a Salesforce user), think again.

Salesforce World Tour – 18 May (Excel)

Registration link via: https://www.salesforce.com/uk/campaign/london/

The Salesforce World Tour brings the full power of what is usually a 5 day tech conference (Dreamforce for Salesforce, F8 for this year’s Facebook) to a town near you.  It’s a lot of marketing – but you’d expect that really.  But it’s also a chance to see for yourself some of the tech that is on the market now and hear about (and see) some of the innovations on the horizon.

If you’re already a Salesforce user, it is a great chance to see what’s happening with your tool and see for yourself what’s coming next.

If you are not a Salesforce user, it’s a chance to see what other tools are up to, get some new ideas about the future, new ideas about how you can handle or solve data problems and gain some fresh insights on problems and opportunities.

Added bonus for 2017

Steve Thomas (our CEO) will be speaking in the Non-Profit Theatre with our client, RAFCTE – the Royal Air Force Charitable Trust Enterprises – who will share how the Royal International Air Tattoo manages thousands of people, planes and plans using Salesforce to deliver their world-famous air show.

NPSP Day – 19 May

Registration link: http://www.npspday.org/events/london?utm_campaign=power-of-us-post-ryan

It is important to note that NPSP Day is not organised by Salesforce.org, it’s the brainchild of the team that work hard behind the scenes to keep NPSP – the non-profit success pack – on track.  For those that don’t know, NPSP is essentially an open source development or collection of features on the Salesforce platform. It’s free for non-profts to access (for the first ten users).  To keep it up to date, users, developers, partners and Salesforce.org all chip into a development process and regularly release new features and updates.

NPSP day is about a range of things – it’s about how people use NPSP, why people use NPSP, what needs looking at – how to do certain things, how not to do other things (best practice), and really a chance to get together and share in what it is all about.

It’s a no fixed agenda ‘unconference’ format – so the attendees lead the way the day progresses.

There’s a charge to attend of $40, which basically covers lunch and refreshments.  And it’s in dollars because the team who organise these all across the US are heading to London to host this day and bring the style and format to life in the UK.

The astute among us will notice it’s the day after World Tour London so don’t get too frazzled at the drinks reception!

Our notes: 

We’ve never been to one of these – they’re  new to the UK – but they sound interesting.  Our view is that existing NPSP users would probably get the most out of these, rather than those of you still at the stage of considering NPSP.

 

 

 

 

 

5 things we have learned from our ‘more to fundraising CRM’ breakfasts.

Since September, we’ve been running a provocatively titled breakfast series:

There’s more to fundraising CRM than Raiser’s Edge. Honest. 

Let’s be clear about one thing.  We’re not RE haters.  Far from it – many of the team here have used Raisers Edge for years, in fact, we started life consulting about it when Purple Vision was founded in 2003.  It is a stalwart of the fundraising world.

For every RE lover, we also know that there several more who are frustrated with where things are with the database – years of little investment and development. They’re stuck trying to adapt a dinosaur to the 21st century, and we hear the frustration of users feeling like they are stuck with this as there’s nothing else on the market that even compares for heavy duty, heavy lifting fundraising work.

Organisation and tech are intertwined

There are two parts to that issue obviously – just one is technology related, and the other is the organisational impetus, but both issues inform each other.

Often, one of the challenges that charities are facing in looking at Raisers Edge and whether to consider RE NXT or other tools is that other tech has been adopted to plug a gap.  The result is a  disconnected proliferation of tools that has only served to feed the frustration as data is not where it needs to be to run successful campaigns.

Hopes were high a few years ago when Raiser’s Edge announced NXT.

Hopes were dashed as charities realised it wasn’t all they’d dreamed of, and the price was as aspirational as they’d feared it might be.

Of course, options exist to upgrade to other Blackbaud products – let us not forget their full range (overview here) and the fact that there are many for whom these tools are just what they need.

Here’s what we learned from the breakfast series

Having delivered several More to… breakfasts where we outline the shared frustration (that’s news to some – they think they are alone in thinking RE is a beast!) and look at where technology is today, we’ve learned a few key insights about how fundraisers feel about their tech.

1          Everyone is REconsidering whether to move to NXT

2          Very few organisations are automatically upgrading

When RE NEXT was announced, it felt like a foregone conclusion that RE users would upgrade.  As time passes since its release, fewer charities are inclined to tick the box to update. Still more are waiting for insight into what the leading charities are going to do with their tech.

Aside from a few early adopters, there seems to be little talk about who is making the move to NXT and a lot of talk about who is looking at alternatives or looking at CRM projects.   Meanwhile, information about pricing and the like for NXT is still quite esoteric for those looking to eye up the marketplace – real costs are only really available if you speak directly to Blackbaud (which to be fair is the case with many tech providers, but we appreciate it does make it hard to get a full picture and there seems to be more “out there” on the net about other tools than RE).

3          We’re meeting Generation Y – and they don’t like it.

For a generation born with the steep uptake in tech and who are used to adopting tech and digital trends as they emerge, Raiser’s Edge is probably best described with some of the more colourful hashtags and emoji’s that form part of our modern parlance, with multiple exclamation points after each one.

It is a real dinosaur for this generation – our fundraising directors in the making – to get their heads around.  Where’s the flexibility? Integration? Why can’t I manipulate my data like I want to? On my phone?

Generation Z is about to enter the workforce – this is the generation born with a phone nearly surgically attached to them – just imagine what they are going to make of it.  How are you even going to get them to use it?! What will that mean for fundraising records?

4      Mid-sized charities are now looking to moving away from Raiser’s Edge

5      There are still question marks over whether Salesforce is a proven fundraising platform.

Of course, the alternative to RE is a platform based fundraising solution – recognising that there are multiple other fundraising database products around, there are two key players in the CRM market at this level – Microsoft and Salesforce.

Back in 2010, Purple Vision nailed its colours to the Salesforce mask and we’re a registered Salesforce partner.  We’re also still independent – we don’t work exclusively with Salesforce and so are perhaps more receptive to any criticism that is levelled at the platform than some others.

Right now, a host of charities aren’t convinced that Salesforce has fundraising crm all sewn up.  Much has changed in the past year about this, though, and we recognise that a lot of information isn’t yet fully appreciated by fundraisers.

How many know that the NPSP – the Non-Profit Success Pack – was fully relaunched last year (it was first known as the starter pack) and the content significantly ‘beefed up’?

More content for grants management and programme management was added and a comprehensive product roadmap outlined – it’s just an all-around better product for charities.  Meanwhile, non-profit discounts now extend to all the array of cloud services (from Marketing Cloud to Pardot, service cloud to communities).

Despite all this, we’re not seeing a lot of new non-profit adoption case studies that resonate with the mid-size charity audience.

None of these tools for Salesforce look like Raiser’s Edge though which is also part of the adoption problem.  The tech is current and so is quite a leap for some users to take to move to a completely new and unfamiliar interface with such a mix of users within their teams.

5 Causeview looks good – but can it ‘cut the mustard’?

The one tool for Salesforce that does ‘look’ like Raiser’s Edge (and by the look we mean that fundraisers review and see how they can immediately replicate essential fundraising processes with ease) is Causeview.

It is a managed package of fundraising functionality that sits on top of Salesforce and makes the most of the power of the behemoth CRM.  It brings together essential functionality for fundraisers, volunteer management and a bit of event management.

It’s already in use in more than 150 charities in North America, Australia and Europe – but only a handful in the UK.

The market response to Causeview is good when it’s demoed and the price is fair for the functionality – but a few more case studies will help those who are wavering between NXT upgrades and a platform shift to make their move.

The good news – a whole new crop of users will be going live shortly which will help build even more confidence.  Just watch this space.

Sign up for our next breakfast and join the debate: 

10 May 2017 – 09.30 (Purple Vision) 

Get in touch

3 steps to tech success for small charities

Why we’ve launched Salesforce NPSP QuickStart for small charities

We’ve got a campaign running right now for small charities.  Called three steps to tech success, it’s aimed at helping the smaller nfps to take the first step with tech.

3 steps to tech success for small charities - click for the guide. bit.ly/3stepstech

But what’s it all about?

There comes a tipping point for most small charities where they need to do something more than using a list in Excel and calling that a ‘database’.

It’s at that point that the questions start…  Should you dare to ask about CRM or any questions around CRM on a public forum lots of folks will respond with well-meaning advice and other folks trying to sell you their favoured solution.

We’re in both camps, but hear us out.

What are the favoured solutions?

The responses that come back include a list of some typical solutions, the option to build your own solution (usually with comments about how much cheaper it is to do this), Salesforce (who will give you it all for free – more on this later)  and Donorfy.  There may be a few other random suggestions in there like Zoho or other favoured small solutions.   So, now we have a  list of CRM options, which is kind of what we asked. But for one thing.

We asked the wrong question. 

The question that would get a better list of real options to look at is one which narrows down what you want to do with your CRM.  How can I better manage my fundraising? What kind of fundraising do I do and how does that map to tech options? Do I need to use a ‘database’ to manage programmes and keep track of grant applications?

Ask the question again and the list that comes back may be different, or it may not.  But your approach to evaluating the responses certainly will be as you have a considered set of criteria.

So, what of the names on our list?  Nothing wrong with some of the tools on the list.  But what say time and time again in response to questions like this – and articles like the top 10 best CRMs for non-profits (UK Fundraising)  is a simple truth – what’s right for one, may not be right for another.

With one exception.  And I’ll come onto that.

Ignore the advice to build your own CRM – you’ll be tying yourself to an expensive tool that you need to replace in a few years and one person who knows how it is structured and built, making it hard to shop around for talent to help you develop.  Zoho and some of the other tools aren’t really designed for charities, so making the user experience much harder. Stick to things designed for charities at least if you want user adoption to succeed.

Think about whether you need a database or CRM (links to a Purple Vision blog on just that subject).  Look at the age of the tech for some of the other options. Are they really fit for purpose?  What are the up front, hidden and ongoing costs?

What’s the exception?

Salesforce is the exception to the rule that one size doesn’t fit all.  The world’s biggest CRM may not seem an obvious choice for a small charity with hardly any staff, but it has a compelling narrative for non-profits.

We don’t just mean ten free enterprise licenses (worth £££) although that itself is fairly compelling.  We mean the Non-Profit Success Pack (NPSP).  In its latest iteration, NPSP offers the vast complexity of a huge tech platform for business, packed up for non-profit functionality and rooted in charity language and processes.

What NPSP brings to the party is that you have an extendable platform that will grow with you.  In 3-5 years’ time when your strategy has changed, you’ve upped to the next level and need additional functionality, it’s all there waiting for you.  No need to change systems again, go through the procurement process again, get everyone in the team on the same page and teach everyone a new way to do things.  Or even start the process of looking for systems you can ‘glue together’. Nope.  Choose a platform solution like Salesforce, do all that once – and then just keep growing it as you need to.

Getting started with Salesforce

If you ask questions on public boards – like you did with the wrong question –  you’ll probably hear that Salesforce is hard to use out of the box and therefore not suitable for small charities.  That’s a bit like saying electricity isn’t suitable for a small charity because you need an electrician to add a new plug socket.

You might even hear that it’s free because Salesforce staffers donate time to get charities set up.  This is honestly a huge triumph of hope for budget stretched small charities.  What *is* true is that some staff time is donated by Salesforce to some charities – read about the 1:1:1 model to learn more and some folks who are learning Salesforce coding and set-up offer pro bono time while they’re learning so they can practice on you.  Just like everywhere in life, it’s hard to find genuine and real meaningful help for free.  Hope over experience that it’s free, I am afraid.

But we can understand why both these things are said, it’s a shame that they’re wrong and are oft repeated.

It’s true you can’t plug n play Salesforce unless you have a great tech resource on your staff team.  The reality is though that you can’t really plug n play any system that’s worth you using.  There are degrees of set-up required.  We’re the first in line to say that while Salesforce is a super-system, it does need a bit of know-how to sort out.  And in the same way you call an electrician for your plug socket, you’d call a partner to help.

Salesforce partners (hint: Purple Vision are a Salesforce partner)  have very clever tech experts on their teams who can make Salesforce do just about anything.  To achieve this, they ask multiple questions, review business process, talk strategy and future plans, and then create awesome things that meet your specification.  What’s helpful is the common language they use to create Salesforce, which means anyone who ‘speaks’ the language will be able to look at your system in the future and pick up where someone else has left off.

Which brings us onto QuickStart

We’ll be honest, it’s not always cheap to work with a partner – the skills behind Salesforce are complex and technical, and in the manner of other professional services like a lawyer or accountant, time is billed by days or hours.  Time is money.

Which is why we have come up with our NPSP QuickStart offer.

In reality, while many charities have quite a unique approach to their work, many have very similar functionality requirements from a system when they’re getting started.  We know this because we’ve worked with lots of them across a range of systems – and across Salesforce.  Plus, many of our NFP team have also worked charity-side, in the hot seats that our clients sit in – so understand the requirements and what needs to get done.

Our QuickStart offer, therefore, is set up to save the time involved in the detailed discovery sessions and get straight on with delivering Salesforce NPSP in a way your charity can use it.

By doing this and offering this service, what could be a complex and costly process becomes quite simple.   Our focus with QuickStart is in both the quick element – we can deliver this quickly for you, and in our start bit – and the focus on providing you with the start you need to get using a tool.

Choosing QuickStart

NPSP is suitable for all charities to use – but QuickStart has been designed with quite specific functionality in mind and the needs of smaller charities for fundraising.  We’re not offering complex processes here – if you really need that our QuickStart service might not be for you (but NPSP is still suitable – it just needs more of those hours to get it how you want it).

QuickStart brings to life a manageable set of the full-technical and functional force of the Salesforce behemoth. It is suitable for small charities looking for their first fundraising CRM, looking to upgrade from a spreadsheet and MailChimp. It’s suitable for charities with plans to grow.

When said charity is ready to grow – in fundraising, programmes, comms, finance, HR and all the key functional areas, it’s just a case of identifying what you need and working with a partner you trust to build out the system for you to take you to the next steps.  SThere is so much rich functionality in Salesforce Non-Profit Success Pack – and more is being added all the time – that it’s a shame to overlook it all in favour of a short -stop solution.

Find out more: 

Sign up to the paper – 3 steps to tech success for small charities






Get in touch

CRM Project methodology – which one is ‘right’?

Dan Lockeretz, Purple Vision Project Delivery Director shares his experience of delivering CRM implementation projects – something he’s done quite a lot of in the years he’s been a Purple Vision, and even before that in his previous life charity-side.  This is the first in a series from Dan looking at project delivery issues.

When talking to organisations about implementing a new CRM, one of the most common questions we’re asked is  ‘what implementation methodology do you use?’.

Sometimes, the question is very open as an organisation may never have delivered a technology implementation before, or previously experienced projects in the days before cloud technology when things were quite different.

More frequently, the organisations we work with have done some research or have more experience and will be expecting us to say that we use one of the two best-known methodologies for system development – agile or waterfall.

Waterfall

Waterfall is described as a sequential (non-iterative) design process, used in software development processes, in which progress is seen as flowing steadily downwards (like a waterfall) through the phases of conception, initiation, analysis, design, construction, testing, production/implementation and maintenance.

Agile

Agile is described as an iterative, incremental method of managing the design and build activities of information technology that aim to provide new product development in a highly flexible and interactive manner.

The Purple Vision approach

Over many years and hundreds of project, we have learned that the best process to adopt for a technology project is not necessarily one approach or the other, but a blend of both.

If your organisation has significant legacy systems, then there is often a need for a specific ‘go-live’ point – a moment at which the legacy system(s) should end and the new one starts.  A project like this will benefit from a waterfall approach.

The alternative to this is to manage multiple systems for a period of time, which can be complex, costly and risky.

Agile development takes a more phased approach to delivering implementations, and so is ideal for those who have little in the way of legacy systems and therefore no need to make a switch-over at a single moment.  There are lots of advantages including:

  • It engages the system users in the project at an early point and throughout the project. This means by the point of go-live those users have a good understanding of the system and have gained knowledge of the build and use of the system
  • It reduces the risk of the end product being the ‘wrong’ solution. Experience tells us it easier to manage lots of small adjustments on a frequent basis, than it is to manage large infrequent adjustments.
  • Progress is more tangible to the Project Team and engagement in the project may remain higher as a result

The disadvantage of an agile development methodology as we have experienced it, is that is requires a high-level input from process experts on the client side and can therefore impact heavily on business as usual.  If this is planned for in advance however, we believe this is the most effective way of engaging staff in the project and building a successful system with successful user adoption.

Best of both

Our best of both approach gives us flexibility to manage a project in line with an organisations requirements and needs, staff availability and other factors.

An example is a project where an organisation is planning to replace a system it has used for a number of years with something completely different – such as an out-of-date server-based system with a move to a cloud-based solution.

As the server based system may be out of date the team using it may not be able to deliver all of their key functions via this tool and may be using other tools or managing complex work-arounds.  In this situation, we would spend time looking at initiation, analysis and design of the new system (waterfall approaches) to make sure we’re developing and delivering what is needed today and not just copying what has gone before.

We would then be ready to construct and test using a more agile approach.

Which takes longer?

Neither approach is longer or shorter than the other necessarily – the critical factor is not time to deliver, but the project which is being delivered.  To identify a project timescale, we need to consider issues like the technology you’ll be using, how much work needs to be done to tailor the tool to your unique situation, how prepared you are (see another blog for more about this) and availability of key resources (like developers, trainers etc).

Other project terms you’ll hear

  • Iterative – iterative is a fancy word for repetition or frequency. Essentially, for agile developments which are iterative, the project is broken down into set blocks or sprints where work is completed.
  • Sprints – rather alarmingly for non-runners, sprints area often talked about as part of a technology implementation project. Don’t panic!  This term refers to the blocks of time in which work is developed and delivered.  It’s more common to have sprints in Agile development but it is possible to have sprints in waterfall but for different phases. It’s as much a way of everyone planning their time properly as anything else.
  • Legacy systems – this isn’t about giving money in your will. This refers to systems that you have already that may be in use that you are replacing as part of your technology project – be that an old CRM, a series of spreadsheets or anything in between.
  • Scrum – a scrum is a process used by a project delivery team to allocate work out to deliver the project – eg technical work such as things that need building, information needed from project management team, user testing, etc. Scrums cover a set period of time (eg a week, two weeks or sometimes longer).
  • User stories – this is simply a process of mapping out what the users need to be able to do in a system or with a set of functions. Mapping out and agreeing a user story means we all know what we’re working to achieve.

Can we help?

If you would like help and advice from Purple Vision regarding your CRM project, please call us via 0203 127 1249 or email us at [email protected] or via our online contact form.

Connected Non Profit Conference – what you missed.

Last week, Salesforce.org organised an event called the Connected Non Profit Conference.  It was a small, sell-out event.  In the spirit of it all being about connected non-profits, we find some C words to describe what we found at the event

Concept

Every year, Salesforce organises Dreamforce, a beastie of a conference in San Francisco where basically a whole city-load of people all turn up and hear what’s happening with the Salesforce platform.  It sounds like a lot of fun but it is a long way away and pretty expensive to get to, especially for those on a non-profit budget.

A Mini-Dreamforce, 1-day World Tour event happens every year in London (May 18th 2017 – mark your diaries) that takes some of the content and positions it for just a day.  Other stuff happens that is brand specific.

These are all lovely.  They’re useful.  They’re exciting.  They’re a great place to meet really interesting and inspiring people. But they’re not focused on non-profit, they are focused on the entirety of the Salesforce world.  True, all the learning and new products and innovations are relevant as they are available to non-profits.  But the language is just, well, not us.

So kudos to the team at Salesforce.org in London for recognising this and putting something on just for us.  I think the size was just right for a first one – small, about 300 or so.  We can only grow from here!

Content

The stories at the event focused on – as you would entirely expect – how Salesforce has driven non-profit success.  From hearing about the new Non Profit Success Pack (Salesforce, distilled down for non-profits) and its roadmap (the new features that Salesforce will add, alongside the other features that may be unlocked via the Salesforce releases 3 x per year or the fortnightly (yes fortnightly) pushes to the NPSP), through to compelling stories and case studies.

We talked data (of course) and saw how Wave Analytics brings data to life and helps charities like RED to tell their story.  How with the help of partners, charities have created new functionality to deliver things like Gift Aid or bespoke programme management, how UNHCR use Salesforce to manage their fundraising programmes and more about email marketing and the connectivity.

This is the story of RED – their goals and how Salesforce is supporting them to deliver their goal.

This video makes me cry but fills me with so much hope.

Of course, it’s money that makes a difference but you can’t mobile, measure and deliver – or start to raise those funds – without the right tech.  Message clearly received there!

Connections

The measure of success of any event has to be two things – the quality of the content you hear and learn about, and the quality of the conversation you have with other people who are there.

One of the great things about this being a small and focused event was the ability to get to speak to so many of the people who were at the event.

Some were already Salesforce customers, some people looking at options on the market and there were a few of us partners around – and while the reality is we are ‘competitors’, we’re actually quite nice people and feel that we’re more part of a ‘community’ too if you see what I mean.

So there was lots of buzz and conversation, some free advice being bandied backwards and forwards and a lot of entente-cordiale.

And then there’s Cody

Cody is the name of the bear that features across all of the new visual identity Salesforce are adopting.  It relates to trailhead – the free learning paths offered by Salesforce to get users to adopt the system.  If I am honest, I am not convinced about Cody and campgrounds, but he keeps good company with other mascots so at least it keeps things interesting wondering who might show up next!

If you see another Connected Non Profit event pop up in our social feed, or via Salesforce.org, I urge you to act quickly to register.  This one was well worth attending.

Related Services from Purple Vision

To coincide with CNPC_16, Purple Vision launched two new services

Other Purple Vision blogs about NPSP

Steps to success with Purple Vision non profit success pack partner, Purple Visiom

Steps to success with Salesforce

This blog by Purple Vision CEO, Steve Thomas, is about the new Non Profit Success Pack.  Purple Vision has been supporting charities to adopt NPSP since we became Salesforce partners in 2010.

NPSP. 

Same acronym, slightly changed name – from non-profit starter pack to non-profit success pack.

A casual observer would be forgiven for suggesting that this change, announced recently by Salesforce.org with much fanfare, is little more than a minor makeover.

The technical enhancements that accompany the name change are comparatively light additions to the established core of the product which remains unchanged. But the change is significant – we believe that this shift  recognises the maturity of (arguably) the most successful software solution ever written for non-profit organisations.

In this way, we regard the Non-profit Success Pack more as a ‘coming of age’ than an ‘upgrade.

What makes NPSP unique and valuable?

Even in the world of charities it is unusual to get something for nothing. But NPSP really is a free gift. Salesforce.org, the philanthropic arm of Salesforce.com, launched the Nonprofit Starter Pack back in 2008 as an enhancement to its previous Nonprofit Template.

Since that time they have supported the solution through substantial upgrades as well as continuous enhancement releases. NPSP can be provided pre-installed with the Power of Us donated licence programme, as well as in open source code from Github.

Perhaps more significantly, by consolidating NPSP as the de facto framework for all non-profits that use the world’s best CRM system, Salesforce.org is paving the way for a whole new phase of development that will leverage its ever-evolving technology platform.

Salesforce today is almost unrecognisable from its origins as (unsurprisingly) a sales management tool. It has become a comprehensive customer-facing technology platform with

The Non-Profit Success Pack continues to provide the essential baseline that enables all non-profits to take advantage of these features with a structured but flexible framework that models their unique needs.

connected-np

This unique approach to donated licences with an open source overlay has helped build a substantial and active community of tens of thousands of organisations that benefit from Salesforce.

With the latest facility for developers, partners, and even customers to build and customise their own apps and features, NPSP will encourage and support a future with even greater diversity, innovation and collaboration.

What does NPSP actually do?

In a nutshell – it’s a special layer on top of the core Salesforce system – a data architecture designed to meet the special needs of non-profit organisations.

The key effect of NPSP is to adapt the Salesforce focus on business-to business (B2B) activities so as to more closely resemble a business-to-consumer (B2C) model that is common to charities.

NPSP sets up structures to manage

  • the relationships between individual donors,
  • their households,
  • the organisations they are associated with.

It also establishes a standard model for

  • creating and managing pledges,
  • donations,
  • recurring gifts,
  • volunteers.

Where next?

NPSP as the standard for quality, reliability and innovation

NPSP was originally intended to provide an entry point for smaller organisations to get started with Salesforce – hence the former name Starter Pack.

Those with additional requirements take advantage of the 3000+ pre-integrated third-party applications in the Salesforce AppExchange, together with bespoke development by a growing cadre of certified developers and partners (like Purple Vision).

Crucially, the success of NPSP means that it is increasingly accepted as the standard model, providing an industry-wide benchmark for organisations of all types, sizes and geographies.

The development focus for Salesforce.org in future is to constantly reinforce the central role of NPSP whilst actively encouraging customers, partners and developers to innovate on this platform.

Examples of this in the Success Pack include new features such as:

  • personal profiling,
  • in-memoriam donations
  • in-kind donations,
  • campaign tools
  • upgrading the user interface to the latest Lightning standard,
  • enabling NPSP for more languages, starting with Spanish, German and French.

Innovating with the security of a solid platform

The flexibility of the Salesforce platform means that customisation is safe and straightforward to undertake, especially with the extensive frameworks for formal accreditation and informal learning and support. With such a large community, developments evolve in all sorts of new directions. This leads to innovative and successful outcomes but also, in some cases, organisations find themselves with a system so heavily customised that they lose some of the flexibility of a common standard architecture.

At Purple Vision we believe passionately in future-proofing solutions so that our clients retain maximum flexibility around their long-term strategic objectives. We strongly support the development of universal standards such as NPSP, which mitigate the danger of over-customisation and we have been accredited by Salesforce.org as one of just four International Impact Partners formally supporting NPSP.

Wherever possible we advocate well-built, proven apps over DIY customisation.

We have tested, installed and supported scores of AppExchange solutions and we know where they work well (and where they don’t), and whether they offer value for money. As the saying goes, we prefer “clicks not code”.

Our solutions almost always involve NPSP, and we have delivered scores of successful solutions that work very effectively within this standard.

For example:

Be a non profit success with NPSP and Salesforce.org.  

Find out more about being a Salesforce success:

Take action – get started with Salesforce NPSP and Purple Vision

Purple Vision NPSP Resources

 

 

The truth about NPSP free licenses

Salesforce is free! Yippee!

Let’s talk about free licenses. NPSP – that’s Non Profit Success Pack to you and I.  NPSP is having a bit of a bask in the sunlight at the moment as it’s been relaunched by Salesforce.org the non profit arm of Salesforce.com.

The distinction between the two companies is important and is key to how you get to the free (technically, donated) licenses bit.

Every year, Salesforce.com – the big commercial organisation that services millions of users and the biggest corporations in the world – donates 1% of its time, product and profit to good causes.  This is called pledge 1%. Salesforce is very vocal about it and the role it plays in their culture.  1% of a billion dollar corporation is not something to sniff at and, let’s be honest, creates quite a lot of admin to manage all that lovely 1%-ness.

Administering the pledge

Enter Salesforce.org, the good folks to administer the pledge (this does sound a bit like you’re signing up for the temperance movement or something you do to your sideboard but do bear with the language!).

There are four key things they do:

  1. Administer the time aspect of Salesforce.com’s pledge – finding and setting up the opportunities around the donated time (with things like pro bono week, and regular staff volunteering).
  2. Make grants to deserving organisations of the 1% of profits pledged.  The grant process is pretty transparent and any organisation that qualifies can apply.  The team keep track of the projects and report on their success and help where it’s necessary
  3. Distribute the 1% of product licenses that are available as part of the pledge
  4. Manage the sales of Salesforce.com products to charities and non profits so that they get a good deal and great support

Lets wind back to point 3

NPSP is the focus of the key free product distribution.  The package is  built with the needs of non profits in mind, on a structured framework, that uses the best knowledge and experience from Salesforce.com’s R&D team (but in an open source structure).  It is a great product for charities to use for their CRM, donation management and volunteer/programme management. It’s simple, but effective. Covers the basics.

And the first ten licenses of this product are free.  The Power of Us license offer donates  10 user licenses to any organisation that has the required charitable status. You log on and download.

So, are you looking for the catch?  On the face of it there is no catch.  This is a genuinely free offer.  A really and truly free lunch, so to speak. And a posh lunch at that – that’s about £10,000 worth of license costs.

Purple Vision take on this is that this presents a challenge to an organisation, but also a massive opportunity, too.

Challenge

Salesforce is quite a system.  So, someone in your organisation has to know how it hangs together to make sure it works for you. You can take NPSP ‘out of the box’ so to speak, and can make it work  – if you have the time and that kind of mind.  But we know that not many organisations necessarily do.   When you’re faced with something new it can feel like a beast to get something set up like you want it to.  So yes, the truth is that these licenses are free for 10 users.

The challenge comes in using them.  The reality is that you will likely need the support from a Salesforce partner to help you get up and running unless you can invest the time and cash into a staff member taking the Salesforce certifications you’ll need.  For some organisations who need or want a huge amount of customisation or have specific functionality requirements, this will carry some costs – though there are options that build on the NPSP framework and offer managed packages of functionality that may prove more cost effective.  For example Causeview for fundraising, or SageLive for accounting. These are typically great for medium sized, more established charities.

For smaller charities or new starters to CRM, cost is a major factor.  Limited time and budgets often place a limit on ambition.  This is why we offer our NPSP QuickStart package, to get charities up and running with the basics (no frills, no fuss and all that) for a fixed fee.  As budget is freed up you can add other features if you want to.

In all honesty though any other system – CRM or otherwise – that you might consider for your non profit would typically also come with similar kind of challenge.  In that circumstance, you typically wouldn’t be getting the license for free, and set up and management more complex.  All systems carry some kind of cost, it’s one of the facts of life.

The Opportunity

The Salesforce.org offer brings you access to more than just 10 free licenses.  It lays open all the other tools and options that Salesforce has to offer, too.  Beyond more licenses – which, yes, you do have to pay for (at a discount of around 76% on ‘big company’ fees) – there is a whole world of Salesforce.  There are specialist tools that integrate with Salesforce that cover every aspect of non profit management and cover everything from marketing (email, social, mobile and web in one integrated package), through to service delivery, business intelligence and analytics with more added all the time as Salesforce.com grows and grows.

All of these are available to non profits at a discount rate too.  Not free, but at significantly lower rates than the ‘big companies’ pay.  No two ways about it, making the world a better place becomes easier with the right technology. And with the same technology that major corporations have, your challenge instead becomes ability to deploy these tools to accelerate your mission.  Which is a much nicer problem to have than the one about stagnating performance and doing the same thing over and over again because it’s all you have the tools, time and resource for.

Complete circle

By this point, most of us have got to the point where we’re saying ‘hey, aren’t we paying Salesforce.org for our extra licenses and tools but they are a charitable organisation?’  Well, they are and yes, you are.  When you pay for your extra licenses, you pay for the infrastructure that supports non profits to be able to take advantage of this fantastic opportunity – it needs a team who know what they’re doing to make it happen, just as any other organisation does.  The advantage with the Salesforce.org model is that anything they turn over beyond overhead goes straight into the grant making pot and becomes funding for other non profits who are also trying to change the world.   Point four and two of the list above refers.

Win-win

I think we can call this whole thing a bit of a win-win really.  If you’re thinking that this isn’t actually a free lunch, maybe you’re right – it might be more of a two for one deal. But the truth is, non profits deserve world-class products to help them succeed.  Salesforce is offering a genuine leg-up  here for organisations looking at CRM for the first time, as well as those looking to switch systems from messy and outdated donor databases. And the NPSP is just perfect for anyone looking to make that leap forward.

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Purple Vision have been Salesforce partners since 2010 and are Salesforce.org International Impact Partner, Registered Consulting Partner, AppExchange partner and Independent Software Vendors (meaning we can create and sell our own products on Salesforce).  We’re also one of only 4 UK partners to be approved NPSP partners.

If you’ve got questions about Salesforce, how to get started or want to chat through NPSP QuickStart or our other Salesforce services, please just give us a ring on 0203 176 1249.

 

Fundraising Tag

No, not a new game,  but maybe it could be?  Antonina Romanova, our german-speaking lead consultant headed to Germany for Purple Vision recently… 

Fundraising Tag

Over 300 representatives of non-profit organisations gathered in Potsdam and Dresden in September for Fundraising Tag. Fundraising Tag PotsdamOrganised by fundraisingmagazine.de, and supported by sponsors including Purple Vision, the days offer a mix of sessions, workshops and networking time.

A fairly standard format, but for us the exciting element was that it was in German and would give us an
opportunity to learn more about our fast-expanding customer base in Germany.

We saw these events as not just an opportunity to share our knowledge and experience but also to learn the needs and and requirements of German organisations and get a deeper  understanding of the technology and tools they use and problems they face in their day-to-day activities.

We’ve all got something in common … 

All non-profits, regardless of where they are in the world share some common factors, but it’s the specific requirements that determine best practices, internal processes, applications and solutions.  These will always be different as they depend on range of factors including market, political and economic situations as well as regulations at a market and government level too.

Of course the other major factor influencing the people, processes and technologies in non-profits around the world is the vision, mission and strategy of the organisation – which will vary widely.

In the exhibitor area of the event we were interacting with Fundraising Day attendees. We shared our experience in non-profit industry, explaining how a proper strategy and a vision in combination with modern technology solutions can lead them to a more successful fundraising and brand recognition. Together with Account Managers from Salesforce.org Christiane  and Lisa, we showed a number of people the power that Salesforce offers non-profit organisations.

Some of the common questions about Salesforce were related to various functionality modules, such as  donation management, contact management, digital marketing, event management, grants, volunteers, data protection and, of course, costs.

A number of people were excited to hear that Salesforce.org grants 10 free licenses. However, a couple of people noticed that if you need a higher number of licenses, than they become quite expensive. I should mention that Salesforce licenses are heavily discounted for non-profit organisations. But them being not entirely free means that resources are actually invested into the product development.

Network and Learn

But Fundraising days are not just about representatives from non-profit organisations talking to the exhibitors who offer various solutions and services. Fundraising days are also about learning and networking. There was a number of sessions and seminars that attendees could attend. Each seminar was dedicated to a specific area or functionality.

fr-tage-1For example, a Purple Vision speaker Klemens Karkow was talking about fundraising for small and medium clubs and associations.

Some other speakers were sharing their knowledge on how to build a successful partnership with corporate sponsors, how to better understand donors, how to work with major donors and how to benefit from social media and e-mail marketing. Each seminar provided not just a lot of content but also gave attendees an opportunity to ask their questions and get answers from the experts.

I have also attended one of the seminars. You can never know everything and I decided to use this opportunity to improve my industry knowledge. I attended a session on Practical Tips or How to Make Friends from Enemies.

It was very interesting to hear all the tips, related to organisation and contact donor journey communication. There were, however, a couple of aspects that made me think on how to bring together time proven best practices and the tendency of donors becoming more and more digital. One of the things mentioned by the presenter was that a research showed that if you send donors handwritten Thanks You letters within 7 days after the first donation, a chance to receive the next donation within 12 months is 16% higher than if you thanks them by email or print a letter and send it per post. I agree that for certain groups of donors, this will be the right approach. But if an organisation wants to attract younger donors, it should also consider other ways. And that’s were a marketing journey with 1:1 communication comes into play.

See you next time! 

I found Fundraising Days to be a great experience for non-profit organisations that could learn best practices, talk about consultancy and technical solutions to exhibitors and discuss their problems and successes with other non-profits.

2016-09-08-dresden-fundraising-tage-2At the same time it was a fantastic opportunity for Purple Vision and for me personally as it allowed us to get a better understanding of our current and future customers on the German market and learn about other solutions offered within it. As we are an independent consultancy, we should keep looking and investigating what tools are available in order to be able to offer our clients the best options.

See you at the next Fundraising Day!

 

 

Antonina is one of Purple Vision’s Lead Consultants for non-profit projects.  As well as being a Salesforce whizz, she also speaks Russian and German (hence being asked to help our German clients) and loves dancing.  She’ll be attending the next Fundraising Tag days in March. 

3 reasons to make sure you have system support

Purple Vision offers support services for both our Raiser’s Edge and Salesforce clients.

Of course, these products are as diverse as the two tools themselves but the fundamental principle is the same – we’re here to help.

Here are our three key reasons why we think support services are part of your key to success.

Protect your investment

The long and the short of any system is that you’ve paid money for it and continue to pay to keep it operating.  It is (or should be) a tool that’s central to how you work. Support services can help keep your system healthy, fit for purpose and ready to work hard for you.  Think of your system as the hard-working team member it is and set aside the time and resource needed to help it perform for you.

Efficiency gains

How long will you sit at your desk trying to figure out ‘how do I …?’ – of course, you might search online for a fix (self learning is always encouraged).  But at what point do you realise you could be doing something more valuable and call an expert who can make a fix for you?  Or help you and your team understand how to fix similar issues in the future?  Support services are here for just that.  Escalating issues so you can be more efficient.

Control your costs 

There’s nothing worse than getting an unexpected bill. Support services help you plan and anticipate spend requirements for your system.

  • Firstly, as a fixed price per hours contract, you’ll know what you’re paying for support services, know how much time you have left and be able to manage support needs in the future.
  • Secondly, sticky tape fixes and work-arounds are never a great long term solution to managing systems but we see many that are common in legacy systems.  Our expert team will be able to help you assess when more permanent fixes, updates and additional needs should be formalised.  They will help you to look at the best processes to keep you operating or even to consider making a move to a new system (if you’re still using Raiser’s Edge), or when to add a new app for the functionality needs you have (Salesforce) – so any more serious changes to your system can be carefully planned and costed rather than knee-jerk responses.

Find out more about our support services below.

Can we help? 

Whatever your question, we’re happy to help.   You can

Unlock your fundraising potential

We’ve published a new whitepaper – Unlock your fundraising potential.

Our thinking behind the paper is about our experience and how things have moved on.

“Worldwide, an estimated 13,000 non-profits use Raiser’s Edge – a database that has been around for more than 30 years.  It’s no surprise that it’s widely been seen as ‘the’ tool for fundraisers. Purple Vision has supported clients who use RE for more than a third of the entire lifespan of the product. Over that time, we’ve learned a few things.  In this paper, we share some of our thoughts and insights to help you with the next steps that you are likely to take as you consider your options with this tool. 

There will be a next step, because at the grand old age of 30, Blackbaud upgraded Raiser’s Edge to Raiser’s Edge NXT.  On the face of it, for many it will feel like a natural progression.  But we’re urging charities to look beyond an auto-pilot upgrade, and consider their options.  Of course, you may still choose to use your tried and tested favourite, but for others, this is a chance to take a fresh look at the options available”.

Get your copy of the paper

  • Unlock your potential -read as a PDF
  • Unlock your fundraising potential – read as a flipbook

    Making the right choice for your charity 

  • For the first time, as charities look at their fundraising infrastructure, there are a selection of real and viable alternatives available to what was once the only really serious option for fundraisers.

    We share just one of these options as a potential alternative to review and consider – Causeview. We’ve described it as RE but on the Salesforce platform.  Its an interesting comparison and we’d like to  show you what we mean.

    But of course, we’re realistic.  For some charities, Raiser’s Edge is just where they need to be.

    What’s key is to think and decide which is the right way to go for your organisation.  So our paper explains the points at which you might need to consider a change and what some of those drivers and decision points may need to be for your charity.

    See for yourself

    We’re hosting a series of breakfast briefings to showcase Causeview – join us at one of these to see the tool for yourself and see how it compares to what you have now.

    Join us at 09.00 on any of the three dates below – just click the link on the date to register.

    We’ll be holding these events in our offices – Purple Vision are based in Kennington Park, just opposite Oval tube station in London.  They’re fairly informal affairs over coffee and croissants with a chance to ask questions too.

And while we’re talking about Causeview, of course we know there are other tools on the market too. We’re happy to talk to you about these, too – we pride ourselves on being independent and on your side.  For us that means doing the right thing for you – not shoehorning your needs into a box.

Get in touch

If you have questions about this paper or would like to know more about Causeview, give us a ring on 0845 458 0250 or email [email protected]