Presentation on theme: "Constituent Tracking in Salesforce Kelly Hardebeck Director of Applications Development, Year Up Co-leader Boston Nonprofit Salesforce User Group."— Presentation transcript:
Constituent Tracking in Salesforce Kelly Hardebeck Director of Applications Development, Year Up Co-leader Boston Nonprofit Salesforce User Group
Three Steps to better tracking Identify Constituent Types Identify Data Needs and Relationships Identify/Create Processes
Identify Constituent Types What groups of people does your nonprofit interact with? Who do you serve? Who supports your mission? How do they support your mission? Do you have an ongoing relationship with them?
Constituent Types ProspectApplicantStudentAlumni StaffDonorMentor Internship Supervisor Community Partner Board Members
Identify Data Needs/Relationships What information do you need about this constituent type? Is it important to see all information? Is there a lifecycle to the relationship?
ProspectApplicantStudentAlumni StaffDonorMentor Internship Supervisor Community Partner Board Members ProspectApplicantStudent Donor StaffVolunteerMentor Internship Supervisor Community Partner Board Members Student Lifecycle Tracking
Applicant Lifecycle Prospect Contact Info Age HS/GED Open House 30 fields Applicant Contact Info Age HS/GED Work eligibility Income Gender Race Over 125 fields Student Contact Info Program specific data LC assignment Advisor Under 40 fields
Lifecycle Relationships Follow a natural progression Prospect, applicant, student Development lead, donor Move between different levels of engagement Ideally from less engaged to more engaged
Complementary Relationships Different types of engagement=different relationships Volunteer Supervisor Newsletter subscriber Board member Capture each interaction/touch point Scorecard
Identify/Create the Process Identify must-have and nice-to-have information What’s required and optional? How does a lead become a contact? What additional information is needed to convert someone from a low-value state to a higher-value state? What event triggers that conversion? Which interactions are important to store? Who’s managing the process?
Want more? Dreamforce ’11 Session “Leveraging a 360 view of the constituent lifecycle”Leveraging a 360 view of the constituent lifecycle Idealware Understanding Constituents and Processes (Part 1) Understanding Constituents and Processes Multiple Constituent Groups, One Database? Multiple Constituent Groups, One Database?