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Salesforce Foundation & JustGiving partnership


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Salesforce Foundation & JustGiving partnership

  1. 1. Salesforce Foundation & JustGiving Partnership Fundraising in the Cloud Joseph Devine | Account Manager  | Salesforce Foundation Jamie Parkins| Charity Product Manager | JustGiving  
  2. 2. Agenda•  Partnership summary•  Defining the requirement•  Solution offerings•  Beta test case study•  Timeframes•  Next steps
  3. 3. Salesforce Foundation – why do this?•  Salesforce want to extend their philanthropy through partnering with JustGiving.•  Help more charities to benefit from our Power of 10 donation, by plugging in your JustGiving fundraising data.•  Make it as easy to set-up as possible…
  4. 4. JustGiving – why do this?•  61% of charities interested in connecting JustGiving with their fundraising database* –  Save time –  Improve budget planning –  More targeted supporter care•  We wanted to give all charities the opportunity to do this•  Opened up our platform so that partners can create new applications * Source: JustGiving Customer Survey, March 2012
  5. 5. Requirement summary•  A free CRM tool for all charities, big or small – no big upfront investment required•  Streamline the process of transferring JustGiving data in to Salesforce – saving time and eliminating unnecessary admin•  Generate reports and charts that pull out key insights from fundraising data – invest money more confidently and increase ROI•  Automate email comms – increasing opportunities for greater supporter care
  6. 6. Solution Offering•  Existing JustGiving service•  Salesforce Power of 10 donation•  SupporterCRM – configuration –  Out of the Box charity focused CRM•  All data pulled from JustGiving API direct into Salesforce
  7. 7. 2 core offerings•  SupporterCRM –  Pre plugged to JG API –  Out of the box CRM•  JG API connector –  Exisitng SF users –  Pull JG data into your SF instance
  8. 8. What does supporterCRM look like?
  9. 9. Home page
  10. 10. Contact page
  11. 11. Event page
  12. 12. Fund raiser page summary
  13. 13. Payment listing
  14. 14. Payments
  15. 15. Dashboard
  16. 16. Child’s I “We can finally get out of Excel spreadsheets, which will save us so much time! And withreporting at our fingertips, budget planning and improving supporter care will be easier than ever before!”
  17. 17. Special thanks•  appiChar –  Doing all the work with JustGiving –  Building the configuration –  Connecting up to the API –  Supporting the Beta program –  Supporting the solution
  18. 18. Next steps – sign up for the Beta test
  19. 19. THANK YOU