There’s a reason many of us put off getting a cell phone until we have to: for the first couple days (or weeks, in some cases), everything takes longer. There’s the upfront investment of time to set preferences the way you like them, authenticate passwords, and learn which buttons do what when. Getting a new device makes you think again, makes you pay attention. It can be tiresome, inconvenient and sometimes frustrating. This same scenario plays out on a large scale across organizations when making a large technology change, and it’s called a productivity dip.
Before joining Team Heller, Michael worked for California based nonprofits in various roles. These include Data Analyst at CASA of Los Angeles, Salesforce Manager at the 2015 Special Olympics World Games, CRM Manager at U.S. Vets, and Data Systems manager at the California Charter Schools Association. He also held a role of Senior Project Manager for a Salesforce consulting firm specializing in for-profit businesses. Michael holds a Bachelor of Arts in Economics from California State University at Los Angeles. During his free time, Michael enjoys camping, hiking, traveling, and exploring the great city of Los Angeles with his wife and young son. Most weekend nights, you will find Michael at a local L.A. venue with one of the two Latino bands in which he plays bass.
Before joining Heller in 2018, Jonelle worked in the nonprofit sector for over twelve years, primarily in donor development for organizations of all sizes and missions. She served as Development Director for the Watershed Center Grand Traverse Bay where she led a major Salesforce Implementation project. She then went on to overhaul the Salesforce Data Management processes for Interlochen Center for the Arts’ extensive Annual Fund. Jonelle has a passion for marrying her in depth knowledge of nonprofit operations and fundraising with the most cutting-edge technology to streamline the important work of mission-based organizations. As a native northern California who has settled in Rural Northern Michigan, she spends her free time cooking and hunting for the perfect skipping stone with her children and partner on the shores of Lake Michigan.
Prior to joining Heller in 2018, Lillian worked in the nonprofit sector for over twelve years. She served as the Education and Outreach Director at Heyday, a nonprofit publisher, where she made sure books were not just published, but read, discussed, and debated. It was in this role where she led a major Salesforce implementation and became more interested in using her nonprofit expertise alongside her technical expertise to expand the impact of mission-driven organizations. She went on to work for the nonprofit Butler Koshland Fellowships managing donor relations as well as their Salesforce environment and also worked for the San Francisco Public Utilities Commission’s Community Benefits department where she managed and helped build out the Social Impact Partnership’s Salesforce solution. Lillian’s passion for applying her technology skills to support social justice causes shows up in her professional work as well as her volunteer work at places such as Showing Up for Racial Justice (SURJ) SF and Our Family Coalition. A proud rural Vermonter living in the Bay Area, Lillian spends her free time outside in the woods, on the mountains, and at the beach with her wife and son.
Your organization is stuck in the 20th century, technology-wise and it’s taking a toll on your ability to work effectively. You turn to a new, shiny CRM system that promises to address all your needs and help your team make a big impact. The implementation project starts. Everyone seems to be on board. But as time goes on, the stress of learning new technology piled onto normal everyday tasks begins to wear on employees and morale diminishes. The excitement at the beginning of the project has faded, productivity is dropping, and you’re wondering what could have been done differently to ensure project success.
With nearly 200 sessions specifically for nonprofits, over 3,000 sessions total and about 170,000 attendees, Dreamforce 2018 will certainly be an engaging event. It can be overwhelming to figure out how to make the most of it, but the good news is, there is plenty going on, so even if you miss the mark on a couple of your selections or find you really need a nap halfway through day 2, you’ll still get your money’s worth. That said, we do have a couple tips for making the most of it.
We noticed something that mirrors our own experience with clients: last year analytics and online marketing were a huge emphasis, with a lot of new announcements about Einstein, Marketing Cloud and other marketing tools. While there are still great sessions about those things, there is a greater range of sessions on nonprofit functional areas. You can find sessions on volunteer management, call and service center, program analytics and more. This is what we’ve seen in the sector too: amazing organizations rolling up their sleeves and coming up with smart ways to use Salesforce to improve their work across their organizations. Analytics and automation are not just promising buzzwords, but practical tools being used to get the work done. What’s better than that?
Below is a list of the sessions that caught our eyes. We hope you have a great time and we hope to see you there!
Prior to his work serving nonprofits with Team Heller, Billy served in nonprofit leadership roles for nearly a decade. He has led Salesforce implementations in multiple past roles including his time as Mission Advancement Director at Green Opportunities, as Community Partnerships Director for United Way of Asheville & Buncombe County, and during his tenure as the Manager of Organizational Effectiveness at Capital for Change. His educational background includes a Bachelor of Arts in Interdisciplinary Studies and a Master of Public Affairs with a focus in nonprofit management. Billy has a passion for many causes, but especially loves working with and volunteering for community development missions and those working to address joblessness and educational disparities. When he’s not working with nonprofits, you can often find him crafting in his woodshop, canoeing one of WNC’s beautiful rivers, or playing board games with friends.
We recently had the opportunity to develop a CRM Roadmap for a large food bank that wanted to streamline its systems and business processes to better serve its community. Like most food banks, it has a loyal constituency: many volunteers are also clients; many donors also volunteer; individuals might first encounter the food bank through an employer-sponsored activity and then sign up for a peer-to-peer fundraising event.
Instead of internal systems showing the many ways people connect with the food bank, employees often find out from the constituents themselves. This is frustrating for both the constituents and the food bank team. More than ever, nonprofit supporters and clients expect to be known. They expect that when an organization sends them an annual appeal request, it is doing so with a full understanding of giving history, past volunteer hours and gala attendance over the years.
That is all much easier said than done.
But it is possible.
Guest Post by Aly Sterling
When the only constant element of our political and economic environment is its daily instability, it can be difficult guide your nonprofit with confidence. You can’t always predict what will happen next month (or even next week), but there are some steps you can take to begin ensuring the stability of your organization.
By assessing and optimizing your fundraising strategy, you can increase your organization’s endurance and adaptability in uncertain times.
That is, a strong and adaptive internal process for fundraising strategy is the ultimate safeguard against a rocky environment.