際際滷

際際滷Share a Scribd company logo

Coaching Corps Salesforce Implementation: Case Study

Download as PPT, PDF
Cloud for Good
Cloud for Good

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 of 18
Tal Frankfurt Founder/CEO Tal@cloud4good.com @cloud4good Gladys Garcia Research & Evaluation Manager Gladysg@coachingcorps.org Bay Area User Group
Introductions Coaching Corps Case Study Cloud for Good's Apps: o Nonprofit 101 o Donation Split Agenda
Case study Read the full case study here: http://cloud4good.com/clients/case -studies/case-study-coaching-corps/
Gladys Garcia Manager of Research & Evaluation o Salesforce.com Administrator o Volunteer Management Systems o Program Evaluation Systems
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
Tal Frankfurt Previously a director of Resource Development for a NPO Founder/CEO Salesforce MVP Certified Consultant User Group Leader
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
Working with organizations to create and implement strategic solutions based on cloud technology. Salesforce.com Google Apps Cloud for Good
Existing Clients
The Situation Coaching Corps' Volunteer Management 2005-2012
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
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
Implementation Process Technology Assessment Cloud Implementation Discovery . Design . Customization . Integration . Testing Data Migration . Training . Support
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
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
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.
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
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 donors request. https://appexchange.salesforce.com/listingDetail? listingId=a0N3000000B39t7EAB

More Related Content

Coaching Corps Salesforce Implementation: Case Study

  • 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
  • 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 donors request. https://appexchange.salesforce.com/listingDetail? listingId=a0N3000000B39t7EAB

Editor's Notes

  1. *
  2. *
  3. *
  4. *