Purple Vision's Keith Collins and Mark Campbell provide fresh thinking for Fundraising in the Cloud

1. And now for the weather forecast:
fresh thinking in most parts, with
fundraising in the cloud!
Mark Campbell, Keith Collins
@kthcollins66
@narkyMark_nfp

3. • Independent consultants
• 300+ clients since 2003
• Experts in fundraising and nonprofit CRM
• ASI, Blackbaud, Convio, Salesforce
• fundraising | technology | change

4. Simplifying the Cloud
Does the cloud matter?
How can it help fundraisers?
What tools are there?
Is anyone else using them?
How do I select what I need?
Share our experience

5. What is cloud computing?
“At the foundation of cloud
computing is the broader concept
of infrastructure convergence. This
type of data centre environment
allows enterprises to get their
applications up and running faster,
with easier manageability and less
maintenance, and enables IT to
more rapidly adjust IT resources
(such as servers, storage, and
networking) to meet fluctuating
and unpredictable business
demand”

6. I’m a fundraiser - why should I care?
• Fundraisers in control, not IT!
• Quicker to deploy
• Less up-front cost and risk
• Available everywhere
• Closer to your supporters
• Multi-channel fundraising
• True 360 degree engagement

7. What the cloud isn’t…

8. Cloud Layers
Software as a Service
Platform as a Service
Infrastructure as a
Service

10. Software as a Service
CRM Email
Social
Social
Giving

11. Cloud CRM…you’re spoilt for choice!

12. Simplifying the Cloud
Do I really need my
database in the
Cloud?

13. Your Requirement Cloud CRM
Shared office space, IT services – e.g. Can Mezzanine 
Poor IT support and ageing servers, PCs etc 
Access for local and home based staff 
Mobile access for key partnership fundraisers 
Integrated email campaigns and analysis 
Social CRM – monitoring, engagement and analysis 
Web self-service 

14. Cloud CRM – what changes
• Free computing power!
• Windows? Mac? …who cares!
• Less technology to worry about
• Collaborative, quicker development
• Built to integrate
• Access anywhere
• Mobile and social friendly
• Less upfront license costs
• Supplier lock-in?
• Quicker deployment?

15. Cloud CRM – challenges
• Higher life-time costs
• Supplier lock-in?
• Quicker deployment?
• Data migration
• Complex business processes
• Which horse to back?
• Connectivity!

16. Cloud Email

17. Simplifying the Cloud
Do I really need my
bulk email tools in
the Cloud?

18. Integration is Everything!
• CRM integration – campaign building
• CRM integration – analysis - open rates, click-
throughs, bounce-backs etc
• Unsubs – lack of complexity, 3rd party controls
decisions on what can be sent
• Some tools work well together..
• Some don’t
• MS Office in the cloud…less infrastructure,
added extras!

19. Social

20. Building an online community

21. Simplifying the Cloud
Social CRM
Listen, Analyse,
Engage, Integrate
Real-life technology –
ThankQ, Convio Common
Ground, Salesforce…

22. Simplifying the Cloud
KLM
Example from the
commercial world…

23. Social Giving

24. Gamification
Simplifying the Cloud
“The use of game design techniques, game thinking
and game mechanics to enhance non-game contexts.
Typically gamification applies to non-game
applications and processes, in order to encourage
people to adopt them, or to influence how they are
used.
Gamification works by making technology more
engaging, by encouraging users to engage in desired
behaviours, by showing a path to mastery and
autonomy, by helping to solve problems and not being
a distraction, and by taking advantage of humans'
psychological predisposition to engage in gaming”

25. Fundraising Gamification

27. Team rivalry in action…

28. Other Cloud Fundraising Tools

29. Simplifying the Cloud
CRM – Cloud or On-
Premise?

30. The Elders
Cloud CRM v On Premise?
Cloud CRM On Premise CRM
Easy access for peripatetic staff  x
Social media and Social CRM  x
International events – onsite registration  x
Face to face stakeholder dialogue and capture  x
Integrated email campaigns and analysis  £
Transition to cloud-based IT – file storage,  x
Google Apps
Existing use of cloud-based tools – bulk email,  x
events – but need to integrate

31. Which cloud tools do you need?
• Cloud and on-premise can work
• It’s early days
• Base decisions on your business needs
• Some tools work well together
• Some don’t
• Don’t confuse cost and value
• Which horse do you back?

32. Fundraising technology matrix

33. Business Need System A System B System C
Contact management   
Relationship management   
Sophisticated direct marketing X x 
CRM
Key partnership management   
Recurring gifts – SO/DD x  
Events   
Gift Aid X  
Bulk email  Multiple Constant Vertical
choices Contact Response
Integrated Apps
Social CRM  Radian 6 Radian 6
Social Giving X  
Online events  Multiple  
choice
Self service x  

34. Join the discussion