SALESFORCE
IMPLEMENTATION
SALESFORCE IMPLEMENTATION
GRANT
THE PURPOSE
Provide organizations with the tools to
think and act strategically with regard to relationship management
Create a useable database system to
support broader relationship management strategies
Use relationship management to
improve community impact and strengthen partnerships
VALUE PROPOSITION
The Taproot Foundation pro bono
consultant team delivers a user-friendly Salesforce database that improves your organization’s ability to manage
relationships. The work typically includes:
Assessment of need
Customized Salesforce database
Migration and testing of data
OUR PHILOSOPHY
A Salesforce Implementation grant is most successful when all of the following criteria are met:
The project is completed and delivered in
a timely manner.
The database is useable and sustainable.
The nonprofit’s and pro bono consultants’
expectations are met or exceeded.
All parties involved report high satisfaction
with the group’s interactions.
The nonprofit reports the project made an
NONPROFIT TEAM
EXECUTIVE SPONSOR
Available for key decisions and intervention as needed.
DEVELOPMENT/PARTNERSHIP DIRECTOR*
2-3 hours per week. Helps identify shortcomings of the current
database and define future needs. Can serve as day-to-day contact.
PRIMARY DATABASE USER
2-5 hours per week. Works closely with the existing data and database systems. May also be the Development/Partnership Director, if that person is not serving as the day-to-day-contact.
DAY-TO-DAY CONTACT
5 hours per week. Either the primary database user, Development Director/Partnership Director, or another team member will serve this role.
*Additional time may be required to manage and perform the data cleaning process in the beginning stages of the grant
PRO BONO CONSULTANT TEAM
ACCOUNT DIRECTOR
Staffs, supervises and leads the pro bono consultant team.
PROJECT MANAGER
Coordinates the team on a day-to-day basis, plans and leads meetings, connects with nonprofit team, and ensures the project runs on time.
DATA ANALYST
Technical expert who works to assess database needs and works with the Configuration Specialist to design the new Salesforce database. They are also responsible for managing the data integrity, conversion, migration, and testing.
CONFIGURATION SPECIALIST
Is an expert in Salesforce, responsible for designing and setting up a database that meets the nonprofit’s established business needs.
BUSINESS ANALYST
Compiles results of discovery interviews, writes
requirements brief, and prepares customized training guide.
WHAT DOES THE TAPROOT TEAM
DO?
NEEDS ANALYSIS AND DISCOVERY
The pro bono consultant team works to understand your needs, your
partnership and fundraising goals, and key stakeholders within the organization so that they deliver a database that works for you.
Deliverables include discovery interview findings and a requirements
brief.
DATABASE BUILD
Guided by the requirements brief, the team begins configuring a
sample database.
The team presents the database at key points in the database
creation to receive nonprofit feedback.
DELIVERY AND TRAINING
The team migrates the draft database into its final format, imports
and tests the data, and incorporates nonprofit team feedback. The deliverable is the finalized database.
The team provides training on Salesforce and a customized training
WHAT DOES THE NONPROFIT TEAM
DO?
THE NONPROFIT TEAM
Articulates current relationship
management strategy and database needs
Provides access to key stakeholders
for discovery interviews
Cleans data and turns data over to pro
bono consultant team
Reviews database drafts and offers
feedback
Helps test the database
OUT OF SCOPE
ACTIVITIES THAT ARE NOT IN SCOPE
Improving an existing Salesforce
database
Creating a Salesforce database
intended for use beyond constituent or fundraising tracking
Cleanup of legacy data for the nonprofit
Building interfaces from Salesforce to
other systems (e.g. accounting or HR systems)
Providing ongoing database
maintenance and support following the completion of the grant
GRANT CRITERIA
A clearly articulated relationship management plan.
An Executive Director strongly committed to this project.
Managing data consistently in an existing system.
Ability to sign up for the Salesforce Nonprofit Starter Pack.
A dedicated person to be the Salesforce Administrator.
Staff that can invest the necessary time to make the project
succeed:
Executive Director: Available as needed.
Development/Partnership Director: 2-3 hours per week.
Primary Database User: 2-5 hours per week.
Day-to-Day Contact (either the Development/
Partnership Director or the Primary Database User): 5 hours each week.
OASES CASE STUDY
OAKLAND ASIAN STUDENTS EDUCATIONAL SERVICES
THE NEED
Technology infrastructure trailed behind
the growing needs of the organization and staff in tracking thousands of volunteers, students, and donors.
Data was fragmented across multiple
systems, which made it difficult to generate financial reports.
The organization wanted to grow their
individual donor base, but needed a
system that would enable them to support individual donor cultivation in an efficient way.
OASES CASE STUDY
OAKLAND ASIAN STUDENTS EDUCATIONAL SERVICES
THE WORK
The pro bono consultant team met key
stakeholders within OASES to determine the need and the scope of the project.
Taproot Foundation transformed three
separate Filemaker Pro databases into a consolidated information system in a
Salesforce database.
Once database design, data transfer, and
testing were completed, OASES staff
members were trained in the key features of their new database.
OASES CASE STUDY
OAKLAND ASIAN STUDENTS EDUCATIONAL SERVICES
THE IMPACT
The Salesforce database supports a new
individual giving strategy, helping to diversify revenue and further the
organization’s goal to expand to another program site.
A culture of collaboration, continuous
improvement and evaluation as staff members can easily track progress and produce reports.
Better data entry and maintenance due to
NEXT STEPS
IF YOU ARE SELECTED FOR
INTERVIEW, YOU WILL NEED TO:
Register for the Salesforce Nonprofit
Starter Pack WHY?
This grant requires access to the
Nonprofit Starter Pack. Salesforce provides 10 free licenses to nonprofit organizations who register for the
LITMUS TEST FOR A SUCCESSFUL
PROJECT
Have key stakeholders at the organization been
involved in the process?
Are all stakeholders committed to using and
maintaining the database?
Is the nonprofit prepared to make the Salesforce
database part of a long-term relationship management strategy?
Is the nonprofit clear about what data will be used
for the database, where it exists and how they will clean the data to prepare it for migration?
Is the nonprofit prepared to undertake ongoing
education efforts to better understand how to use Salesforce?