Wouldn't it be great if people could enter information into Salesforce by phone?

This webinar will feature use cases of Angel.com technology, including a presentation by User Group member Tim Stockert of the Council on Accreditation.

Angel.com Webinar

Thursday September 18th 2-3PM

Webinar: Phone-enabling Salesforce.com

• Automate outbound or inbound phone surveys
• Setup volunteer check in/check out lines
• Create automated donation and information lines

10% pricing discount for webinar attendees
Free registration here: https://microstrategy.webex.com/microstrategy/j.php?ED=111622837&RG=1

Below is a PDF with more information:
Download Angel.com_Non-profit_Webinar.pdf

Many of our group members are using Google Apps, and the Google demonstration was very much appreciated. speaking at this meeting is Narinder Singh, co-founder of Appirio, the company that built the Salesforce/Google Integrator.

Here is a recent article about the company:
http://www.eweek.com/c/a/Messaging-and-Collaboration/Google-Apps-Salesforcecom-Get-New-SAAS-Synch-From-Appirio/

Meeting Details:
Google-Salesforce Integration, Google Apps and Appirio
Thursday October 2nd 8:30-11AM
Resources for Children with Special Needs
116 East 16th Street, 5th Floor
Union Square, closest subway: N,Q,R,W,L,4,5,6, two blocks east of the 1,2,3, one block east of PATH
Please RSVP to me by 10/1 to be on the list for security

Agenda

• 8:30-9 Breakfast
• 9-10:15 Narinder Singh, Appirio will demo use cases of the Salesforce-Google integration, Google Apps and Appirio products
• 10:15-10:30 Break
• 10:30-11 Additional demonstrations

Our first meeting for the Education Industry was a tremendous success. The group decided to have
quarterly meetings going forward, with the next meeting in October, details below. We have 2 great presentations lined up for the meeting and increased time for networking. This meeting is open to individuals working in the Education Industry (nonprofit or for-profit).

Education Industry Meeting

Thursday October 16th 8:30-11:30AM

Columbia University Client Services

637 W 125th Street (between Broadway & 12th)

2nd Floor

closest subway: 1 train

Please RSVP by 10/14 to be on the list for security

Agenda

• 8:30-9: Breakfast
• 9-9:45: User Showcase: Darrell Yuen, City & Country School
• 9:45-10  Break
• 10-11: User Showcase: Elizabeth Leath, Michael Elkin, Columbia University Client Services, with Steven Wohleking, Joshua Broeren ACF Solutions.
• 11-11:30 Additional time for networking 

Thursday September 4th 8:30-11AM

Community Resource Exchange

42 Broadway (south of Exchange Place)

20th Floor

Closest subway stops: N,R,5,A,C,E,J,M,Z,2,3

Please allow 5 minutes to go through security.

Agenda:

8:30-9: Breakfast

9-10: Answers to questions posed by the group: Idea Exchange, RSS feeds, formula fields

10-11 Documentation, with Andrea Leszek of Salesforce

• How to write effective documentation of  your Salesforce instance that can be accessed from within your App
• A walk-through of the Documentation offered by Salesforce

The NY Nonprofit User Group got together to discuss User Adoption ("I built it, but not everyone wants to come."). Below are the ideas that came out of the meeting:

The Pain

• Cultural Shift: Changing systems from admin entering  info (bottle neck) to team entering info is a big change in cultural
• People feel like entering info is “one more thing they have to do.”
• Social Workers don’t care about reports, they are client focused & care about people (they don’t see reports as a aggregation of people).
• It's hard to get individuals to see the organization perspective
• The "you have to" approach creates friction
• "[Some] people just don't want to do it."

Questions

• How do you encourage use without a feeling of big brother?
• How do you communicate the value of the system to the team and increase comfort level?

What's worked

• Assessing skills: some people may need basic computer skills before they can get to SF skills
• Understanding Drawbacks: the new system will take more time in the short run, change is hard, learning something new isn't comfortable, there is often insufficient senior management enforcement
• Address: "What's in it for me?"- How can I better serve my client and become more productive, then address "What's in it for my organization?"
• Get buy-in from the top; make it something that is not elective
• Run meetings off SF (if it's not in SF it didn't happen): resource management, updating statuses
• Senior Management: Saying "Do it!" vs. Living it- encourage Senior management to rely on SF for info, one ceo assigned time to make sure people had time to enter data
• Give people an opportunity to look good: ex, use reports to show how quickly people complete their work, look into the User Adoption Dashboard
• Make it as easy as possible
• There should be a SF Game to help people learn in a fun way
• Difference in Perspective: You see value of the system & are excited about it; others will not. Acknowledging their perspective and addressing them where they are will help with communication.
• Reality check: User adoption will not be perfect. Work hard and be creative, and don't take resistance personally.
• Make it fun!Create an exercise for people to do, have teams competing for the best adoption for a party, give presents (one org gave stuffed animal Guinea Pigs to people who tested the system)
• Special Forces: Chris Pokrana of Points of Light Foundation gave a fantastic example of making User Adoption a team spirit event. Below are some of the resources that Chris put together and is graciously sharing with us:

                  Download points_of_light_leadershippresentation.ppt

                  Download specialforces_info_about_teams_and_training.doc

                  Download specialforces_invitation_to_join_the_team.doc