Presentation is loading. Please wait.

Presentation is loading. Please wait.

Constituent Tracking in Salesforce Kelly Hardebeck Director of Applications Development, Year Up Co-leader Boston Nonprofit Salesforce User Group.

Similar presentations


Presentation on theme: "Constituent Tracking in Salesforce Kelly Hardebeck Director of Applications Development, Year Up Co-leader Boston Nonprofit Salesforce User Group."— Presentation transcript:

1 Constituent Tracking in Salesforce Kelly Hardebeck Director of Applications Development, Year Up Co-leader Boston Nonprofit Salesforce User Group

2 Three Steps to better tracking Identify Constituent Types Identify Data Needs and Relationships Identify/Create Processes

3 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?

4 Constituent Types ProspectApplicantStudentAlumni StaffDonorMentor Internship Supervisor Community Partner Board Members

5 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?

6 ProspectApplicantStudentAlumni StaffDonorMentor Internship Supervisor Community Partner Board Members ProspectApplicantStudent Donor StaffVolunteerMentor Internship Supervisor Community Partner Board Members Student Lifecycle Tracking

7 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

8 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

9 Complementary Relationships  Different types of engagement=different relationships  Volunteer  Supervisor  Newsletter subscriber  Board member  Capture each interaction/touch point  Scorecard

10 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?

11 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?


Download ppt "Constituent Tracking in Salesforce Kelly Hardebeck Director of Applications Development, Year Up Co-leader Boston Nonprofit Salesforce User Group."

Similar presentations


Ads by Google