Nonprofits Wisconsin

Meeting Minutes - Nonprofits Wisconsin - March 20 2009

  1. Tutorials - recommend going to www.salesforce.com and clicking on "Tutorials" and "playing around"
  2. Several members - including Mt. Mary and Porcupine Foundation - have the original "For Profit" instance and want to convert to the the new Non-Profit Template:
    • ACTION:  Steve explore "student mentor" concept with local universities - potentially in their Comp. Sci departments - at MSOE, MATC, Marquette, UWM, etc. and see if we could partner student "mentors" with non-profits
    • ACTION:  Work with Suzanne Serwe and the Milwaukee For-profit SFDC User Group to explore a "Volunteer Day" where local SFDC business analysts are paired with Nonprofits Wisconsin members and would spend 1/2 day migrating their instances
  3. To learn more about the Nonprofit Templat:  www.salesforcefoundation.org/nonprofitstarterpack
  4. Campaigns
    • Think of campaigns as a "container for a set of leads and/or contacts"
    • Make sure that anyone who will be administering Campaigns for your org is checked as a "Marketing User" in their User Profile
  5. Management Confidence in Platform:  trust.salesforce.com
  6. Data Back-ups - can set up in Admin console:  Admin-Setup-Data Management-Data Export
  7. Email Marketing
    • AppXchange or click on force.com
    • Several Options to choose from:  Vertcal Response, ExactTarget
    • Training - Go to "Help and Training" and go to "Campaign Management"
  8. Next Meetings
    • Webinar:  April 22 @ 10:00 a.m. (Invitation Sent via Email)
    • Face-to-Face - TBD.  Steve will send out Survey to determine topics of most interest.

SKH
4/9/09



Posted by Steve Hasbrook on April 9, 2009 Posted at 07:51 AM | | Comments (0) | Bookmark | TrackBack (0)

Meeting Minutes - Inaugural "Nonprofits Wisconsin" User Group - 1/30/09

  1. Attendance was excellent.  Thanks to everyone who came and contributed:
    1. Anne Moore - Salesforce.com
    2. Stacy Lynch - Mount Mary College
    3. Steve Spadafora - Salesforce.com, Charles E. Kubly Foundation
    4. David Pausch - River Alliance of WI
    5. Marc Sale - Repairers of the Breach
    6. Laura Koppa - Charles E. Kubly Foundation
    7. Anne Hosseini - Repairers of the Breach
    8. Tom Sydow - Deloitte (Repairers of the Breach)
    9. Matt Schiefer - Deloitte (Repairers of the Breach)
    10. John Davidson - Digital Data Scan - Institute for the Blind Milwaukee
    11. Kathy Schlieve - Moraine Technical College
    12. Oletha Mays - Intercession, Inc.
    13. Kadeitra Wallace - Mount Mary College
    14. Yvonne Lumsden-Dill - Mount Mary College
    15. Sharon Mays-Ferguson - Intercession, Inc.
    16. Ray Curtiss - The Community Warehouse
    17. Suzanne Serwe - Brady Corporation
    18. Steve Hasbrook - Brady Corporation
  2. Online Survey Results and Decisions Made re:  Logistics
    1. Meeting Day/Time:  FRIDAYS @ 8:00 a.m.
    2. Meeting Frequency:  Every Two-Three Months (face-to-face) - with WEBINARS in-between
    3. Meeting Format:  Users, SFDC employees interested in helping, Guest Speakers, and Vendors (by invitation only) 
    4. Meeting Topics:
      1. Non-profit Template ("Nonprofit Force")
      2. Volunteer Management
      3. Managing Contacts
      4. Reporting
      5. Campaign Management
      6. Email Marketing
      7. Training
      8. Event planning
      9. Project Planning
      10. Activity Tracking
  3. Meeting Take-away's and Action Items:
    1. There is a strong desire by the group to have a better understanding of CONTACTS and best practice on how to manage them in a nonprofit environment
    2. Help Wanted:  many of the participants would like to know HOW TO and GET HELP WITH migrating from the for-profit version of SFDC that was previously the 1% donation template to the new "Nonprofit Template" that is now the 1%donation template.
    3. Salesforce for Nonprofits web resources:
      1.  http://www.salesforcefoundation.org/resources
      2. http://www.salesforce.com/community/crm-best-practices/
      3. Inside your salesforce.com instance - click on "Help & Training"
      4. Appexchange:  https://www.salesforce.com/appexchange
      5. Implementation Resources: 

        http://www.salesforce.com/community/crm-best-practices/administrators/implementation-resources/

    4. Email marketing resources - SFDC Partners (check out the AppeXchange)
      1. Vertical Response
      2. Exact Target
  4. Other resources:
    1. SFDC "reporting workshop":  http://www.salesforce.com/community/crm-best-practices/
    2. SFDC "Turn It Up Grant":  http://www.salesforcefoundation.org/TIU2009  
    3. Free online training at SFDC main website:

      http://www.salesforce.com/services-training/training_certification/online/

  5. Proposed Meeting Schedule/Topics

    1.  Demo - Nonprofit Template & Best Practice for Managing Contacts

      1. Webinar

      2. End of February

      3. Meeting coordinator - Anne Moore, SFDC

    2. Campaign Management/Email Marketing/Volunteer Management

      1.  Face-to-face Meeting

      2. Mid to late March

      3. Brady Corporation

      4. Meeting coordinator - Steve Hasbrook, Brady

    3. Reporting

      1. Webinar

      2. April/May

      3. Demo of best practices - SFDC and/or Vendor

      4. Meeting Coordinator - TBD

Steve

Posted by Steve Hasbrook on February 9, 2009 Posted at 03:39 PM | | Comments (0) | Bookmark | TrackBack (0)

Inaugural "Nonprofits Wisconsin" User Group - Friday, January 30th

Happy New Year!  I hope you had a healthy and relaxing Holiday.

My name is Steve Hasbrook.  I am Director of Sustainability/Brady Corp. Foundation at the Brady Corporation in Milwaukee (www.bradycorp.com, www.foundation.bradycorp.org).  I also run a small community Foundation with my wife called the Porcupine Foundation (www.porcupinepower.com).  In both roles I have utilized SFDC via the 1% nonprofit program.  I would describe myself as an "engaged user" in both roles (as opposed to a "power user").

After attending for-profit User Group meetings in Chicago and Milwaukee, I realized that the needs and challenges of the non-profit SFDC community - while similar - are definitely unique.  I also realized that the networking and idea sharing provided by bringing similar users together - like the sessions organized at the annual Dreamforce User Conference - are invaluable to the nonprofit user community.  Therefore, I contacted SFDC to find a local nonprofit user group.  I discovered that even though there are > 50 nonprofit implementations of SFDC in the state of Wisconsin, there is not a nonprofit User Group.  Therefore, I offered to facilitate one.  I would be thrilled if you could join us and help create an active, engaged, and action-oriented SFDC user group for nonprofits in the Wisconsin area.

Here are the details for our Inaugural Meeting:

Date:  Friday, January 30th
Time:  8:30 a.m. - 10:00 a.m. (refreshments, networking begin at 8:00 a.m.)
Place:  Brady Corporation World Headquarters - 6555 W. Good Hope Road, Milwaukee
Agenda

  1. Introductions:  Name, Organization, Role, SFDC Implementation
  2. Like most/like least about SFDC
  3. "Most interersted in learning about.........................?"
  4. Preferred format for User Group meetings:  users only, users and vendors, guest speakers, etc.
  5. Preferred logistics:  days/time/location/length/frequency, etc.
  6. Topic(s) for next meeting

I look forward to meeting you at our first meeting at the end of the month.  Please let me know if you have any questions, comments or concerns with the proposed agenda.

Steve

Posted by Steve Hasbrook on January 4, 2009 Posted at 08:10 PM | | Comments (2) | Bookmark | TrackBack (0)

Welcome to the Wisconsin Nonprofits User Group!

We are  excited to announce the creation of a User Group for nonprofits in Wisconsin.  Your group leader will be Steve Hasbrook, President of the Porcupine Foundation and IT Director at Brady Corporation.  He is planning a first meeting in late January.

Please sign up for this user group so that you can stay informed of  meetings and events. Just use the simple form on the left under Join Now! and select "Nonprofits Wisconsin" from the pull-down menu. 

We hope you will get involved!

Posted by Jeanine Thorpe on December 16, 2008 Posted at 01:27 PM | | Comments (0) | Bookmark | TrackBack (0)