Accelerating Nonprofit Impact with Salesforce

Accelerating Nonprofit Impact with Salesforce PDF Author: Melissa Hill Dees
Publisher: Packt Publishing Ltd
ISBN: 1801070326
Category : Computers
Languages : en
Pages : 320

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Book Description
Drive digital transformation for nonprofits with well-organized volunteer management, donor engagement, fundraising, and grantmaking using the intelligent and powerful capabilities of Salesforce Nonprofit Cloud Key FeaturesImplement NPSP modules to scale varied business operations in nonprofitsAdminister and automate business processes and tasks with NPSP for nonprofitsCustomize and extend the standard functionalities of Nonprofit Cloud and NPSP as per client needs, resources, and critical outcomesBook Description Salesforce Nonprofit Cloud enables a 360-degree view of people related to your nonprofit to connect fundraising, program management, and grantmaking. With a single, unified view of every interaction with constituents, nonprofits can create strong relationships with the community and streamline internal processes. The book starts by covering the tools and features that make up Nonprofit Cloud, helping you understand their standard functionalities and how Nonprofit Success Pack's (NPSP) data architecture is critical to implementation. You'll learn how the Nonprofit Cloud Program Management Module can connect your programs, automate case management, and track client progress. Next, you'll explore the tools for creating a change management process to increase user adoption. Moving ahead, you'll understand how to configure necessary permissions for NPSP administration and explore how declarative tools help better align the goals of a nonprofit organization. Toward the concluding chapters, you'll cover customizations, deployment, custom reports, and dashboards for fundraising analytics, as well as best practices for data management to maintain its integrity. By the end of this Salesforce book, you'll be able to build and configure the Nonprofit Cloud for a variety of use cases to achieve maximum social impact with the least amount of technical debt. What you will learnImplement various components and modules in Nonprofit CloudImplement tools for grantmaking, program management, and case managementExtend the standard functionalities of Nonprofit Cloud and NPSPIdentify and use success metrics to prioritize goals and outcomes for implementationExplore the tools that Nonprofit Cloud offers for testing and deploymentBuild custom reports and dashboards for NPSP and use Tableau dashboard starters for fundraising analyticsUnderstand best practices for data management to maintain data accuracy and data integrityWho this book is for This book is for technical consultants, functional consultants, and Salesforce architects who are working with nonprofit organizations and want to implement different functionalities within Nonprofit Cloud and NPSP optimally for business processes and tasks in their organizations. Salesforce administrator skills and overall proficiency with Salesforce are required to get the most out of this book.

Accelerating Nonprofit Impact with Salesforce

Accelerating Nonprofit Impact with Salesforce PDF Author: Melissa Hill Dees
Publisher: Packt Publishing Ltd
ISBN: 1801070326
Category : Computers
Languages : en
Pages : 320

Get Book

Book Description
Drive digital transformation for nonprofits with well-organized volunteer management, donor engagement, fundraising, and grantmaking using the intelligent and powerful capabilities of Salesforce Nonprofit Cloud Key FeaturesImplement NPSP modules to scale varied business operations in nonprofitsAdminister and automate business processes and tasks with NPSP for nonprofitsCustomize and extend the standard functionalities of Nonprofit Cloud and NPSP as per client needs, resources, and critical outcomesBook Description Salesforce Nonprofit Cloud enables a 360-degree view of people related to your nonprofit to connect fundraising, program management, and grantmaking. With a single, unified view of every interaction with constituents, nonprofits can create strong relationships with the community and streamline internal processes. The book starts by covering the tools and features that make up Nonprofit Cloud, helping you understand their standard functionalities and how Nonprofit Success Pack's (NPSP) data architecture is critical to implementation. You'll learn how the Nonprofit Cloud Program Management Module can connect your programs, automate case management, and track client progress. Next, you'll explore the tools for creating a change management process to increase user adoption. Moving ahead, you'll understand how to configure necessary permissions for NPSP administration and explore how declarative tools help better align the goals of a nonprofit organization. Toward the concluding chapters, you'll cover customizations, deployment, custom reports, and dashboards for fundraising analytics, as well as best practices for data management to maintain its integrity. By the end of this Salesforce book, you'll be able to build and configure the Nonprofit Cloud for a variety of use cases to achieve maximum social impact with the least amount of technical debt. What you will learnImplement various components and modules in Nonprofit CloudImplement tools for grantmaking, program management, and case managementExtend the standard functionalities of Nonprofit Cloud and NPSPIdentify and use success metrics to prioritize goals and outcomes for implementationExplore the tools that Nonprofit Cloud offers for testing and deploymentBuild custom reports and dashboards for NPSP and use Tableau dashboard starters for fundraising analyticsUnderstand best practices for data management to maintain data accuracy and data integrityWho this book is for This book is for technical consultants, functional consultants, and Salesforce architects who are working with nonprofit organizations and want to implement different functionalities within Nonprofit Cloud and NPSP optimally for business processes and tasks in their organizations. Salesforce administrator skills and overall proficiency with Salesforce are required to get the most out of this book.

Impact Measurement and Outcomes Evaluation Using Salesforce for Nonprofits

Impact Measurement and Outcomes Evaluation Using Salesforce for Nonprofits PDF Author: Dustin MacDonald
Publisher: Apress
ISBN: 9781484297070
Category : Computers
Languages : en
Pages : 0

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Book Description
Conduct impact measurement and outcomes evaluation, with a specific focus on nonprofits, using Salesforce Nonprofit Cloud (aka Salesforce for Nonprofits). As funding grows more challenging for nonprofits, having a robust technology system in place allows nonprofits to better seek out funding and receive more when they do. Readers of this book will be better positioned to ensure the long-term success of their organization and make maximum use of their technology. The book begins with an introduction to Salesforce and to Nonprofit Cloud for users who may be new to the platform. Next, you will learn the fundamentals of impact measurement and outcomes evaluation. You will understand why these are important and discover several frameworks that can be used to select outcomes that make sense for your organization to prove that its work is successful. These frameworks include Social Return on Investment (SROI), Cost-Benefit Analysis (CBA), and Pre and Post Comparison (and others). You will use your chosen framework to develop a logic model or theory of change which demonstrates how the work that nonprofits do translates into the outputs and outcomes that clients experience and that nonprofits seek funding to deliver. After covering the theory, author Dustin MacDonald teaches you how to translate the framework you chose into Salesforce. You will learn how to create reports, dashboards, formula fields, roll up summaries, and other basic Salesforce tools in order to collect the information you need to validate your framework. This book also demonstrates how to report on the outcomes you have achieved, tweak results to improve performance, and see the entire end-to-end experience in practice through a set of case studies. The book concludes with a discussion of advanced tools and techniques available inside Salesforce, such as Einstein Prediction Builder, as well as information on how you can immediately apply what you have learned to your own organization. What You Will Learn Understand how to use Nonprofit Cloud to collect and analyze data Know how to create a theory of change that shows your impact Become adept at working with impact measurement frameworks Build everything you need in Salesforce without writing a single line of code Turn your insights into new funding to keep your organization strong Who This Book Is For Salesforce administrators, nonprofit staff members, and others working at nonprofits who are required to conduct impact measurement and outcomes evaluation. Additionally, business analysts and technical architects who are designing and implementing solutions for nonprofits at implementation partners will benefit from this book.

Strategic Corporate Social Responsibility

Strategic Corporate Social Responsibility PDF Author: Debbie Haski-Leventhal
Publisher: SAGE
ISBN: 1529764629
Category : Business & Economics
Languages : en
Pages : 344

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Book Description
With the changing expectations of consumers, employees and regulators, being best in the world is no longer enough. Businesses are now also expected to be best for the world: to be socially and environmentally responsible, sustainable and ethical. Based on the idea that strategic CSR offers the most holistic and effective approach to corporate social responsibility, the author presents the key concepts, theories and philosophical approaches to CSR, along with the practical tools needed to implement this knowledge in the real world. The book is split into three parts; the first part provides the theoretical background of CSR, the second part examines various CSR approaches and how they can be implemented, and the third part discusses measuring and communicating CSR. New this edition is also a chapter titled ‘The S in CSR: Social and Global Issues’. Each chapter contains questions for reflection & discussion, exercises, and case studies from globally recognised brands such as Ben & Jerry′s, Google, H&M, Johnson & Johnson, Nestlé, Patagonia, Puma, Unilever and Whole Foods. The book is complemented by chapter specific lecturer PowerPoint slides, a draft syllabus and an instructor′s manual. Suitable reading for students on Corporate Social Responsibility modules.

The Impact Triangle

The Impact Triangle PDF Author: Cindi Phallen
Publisher:
ISBN: 9780989684606
Category : Nonprofit organizations
Languages : en
Pages : 224

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Book Description
As rewarding as it can be, leading a nonprofit business can seem like an overwhelming struggle. How is it possible to transform lives and have a positive impact on the community when you are surrounded by endless competing priorities? The Impact Triangle offers solutions to common challenges for even the most successful enterprises - Planning, Building strong boards, Fundraising, and Staff management. The tried and true strategies presented in this solution-oriented book show how to build a solid foundation with three cornerstones: 1. Choose the right mindset 2. Focus on strategic relationships 3. Utilize winning practices and tools This book is written as a practical guide, asking provocative questions, and based on experience and research. Any nonprofit leader - volunteer or staff - will benefit from the lessons and tools prescribed here. With this solid foundation, you will win back the joy of doing what it takes to transform lives and have a positive impact on the community without the chaos.

Scaling Altruism

Scaling Altruism PDF Author: Donald Summers
Publisher: John Wiley & Sons
ISBN: 1394223463
Category : Business & Economics
Languages : en
Pages : 278

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Book Description
A hands-on toolkit for ambitious nonprofit leaders seeking to grow their organization's impact In Scaling Altruism: A Proven Pathway for Accelerating Nonprofit Growth and Impact, veteran social impact advisor and entrepreneur Donald Summers delivers a comprehensive, step-by-step blueprint to transforming small or mid-size nonprofit into an impactful and extraordinary agent of change. The book contains templates, tools, exercises, and crystal-clear implementation guides that readers can apply immediately to begin scaling their social impact organization. Offering actionable insights that have enabled many of today's most exciting social change efforts, the author provides practical guidance on how to turn your nonprofit into a social-problem-solving machine. You'll also find: Specific strategies to improve cash flow and funding to your nonprofit, including revenue tools and staff integration An Investment and Partnership Scorecard, detailing the health of your fundraising efforts Leadership best practices for dealing with disruptive people at a nonprofit An invaluable resource for managers and directors at small- to medium-sized nonprofits, Scaling Altruism is also perfect for funders and graduate students aspiring to work in the nonprofit space.

Nonprofit Digital Transformation Demystified

Nonprofit Digital Transformation Demystified PDF Author: Ali A. Gooyabadi
Publisher: Springer Nature
ISBN: 3031471822
Category : Business & Economics
Languages : en
Pages : 198

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Book Description
In this compelling journey into Digital Transformation (DT) tailored for Nonprofit Organizations (NPOs), this book unravels the intricacies of technological integration. Grounded in over one hundred years of extensive research by authors and the editor, real-world examples, and using the San Diego Diplomacy Council (SDDC) as a primary case study, it introduces a tailored Digital Maturity Model (DMM) for NPOs. At the heart of this transformation are three pivotal pillars: Culture, Ethics, and Security. Part I sets the stage, painting a landscape of how NPOs have intertwined with the digital realm. As technology's omnipresence surges, Chapter Two offers a panorama of DT's historical and contemporary intersections with the nonprofit sector. The subsequent chapter emphasizes the stark reality: for many NPOs, digital adaptation is no longer about relevance but survival. Part II delves into the comparative digital strategies of NPOs and their for-profit counterparts in Chapter 4, highlighting the need for tailored approaches. Chapter 5 explores the Nonprofit Digital Maturity Model (NDMM), using the San Diego Diplomacy Council as a focal point. The journey then unfolds further in Chapter 6, which casts a spotlight on the strategic execution of DT in NPOs, weaving in comprehensive analyses to dissect the forces shaping an NPO's digital trajectory. Part III dives deeper, with Chapter 7 laying the foundation of the NDMM. The subsequent chapter meticulously unpacks the NDMM, culminating in Chapter 9, which emphasizes the pillars of DT—Culture, Ethics, and Security—forming the essence of the Nonprofit DT Strategic Framework (NDTSF). This chapter also crafts a tailored roadmap for NPOs, charting a comprehensive DT course. Concluding with a forward-looking stance, Chapter 10 thrusts readers into the enthralling fusion of AI and NPOs, exploring transformative potentials and ethical concerns. Through real-world cases, it positions AI as both a potent tool and a vital dialogue for NPOs. Essentially, this book equips NPOs with tools like the NDMM and insights from successful DT narratives. It seeks to provide a practical guide for nonprofits through their DT journey, ensuring they harness technology ethically and effectively without compromising their core values.

Digital Towns

Digital Towns PDF Author: Theo Lynn
Publisher: Springer Nature
ISBN: 3030912477
Category : Business information services
Languages : en
Pages : 230

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Book Description
This open access book explores the digital transformation of small and rural towns, in particular, how to measure the evolution and development of digital towns. In addition to access to resources, competition from urban and global markets, and population trends, rural communities present lesser access and use of digital technologies and have lower digital competencies and skills than their urban counterparts. Consequently, they experience less beneficial outcomes from increased digitalisation than urban areas. This book defines what a digital town is and explores digitalisation from the perspective of the four basic economic sectors in towns - individuals and households, businesses, the public sector, and civil society - and three types of enabling infrastructure - digital connectivity, education, and governance. Particular attention is paid to how digitalisation efforts are measured by intergovernmental and international organisations for each sector and enabling infrastructure. The book concludes with a Digital Town Readiness Framework that offers local communities, policymakers, and scholars an initial set of indicators upon which to develop digital town initiatives, and measure progress. For those ready to embrace the opportunity, this book is a pathfinder on the road to a more equitable and impactful digital society and digital economy. Theo Lynn is Full Professor of Digital Business at DCU Business School, Ireland. Pierangelo Rosati is Assistant Professor in Business Analytics at DCU Business School, Ireland. Edel Conway is Full Professor in HRM and Organisational Psychology and Director of Doctoral Studies at DCU Business School, Ireland. Declan Curran is Associate Professor of Economics at DCU Business School, Ireland. Grace Fox is a post-doctoral researcher attached to the Irish Institute of Digital Business. Colm OGorman is Interim Dean and Full Professor of Entrepreneurship at DCU Business School, Ireland.

The Fourth Industrial Revolution

The Fourth Industrial Revolution PDF Author: Klaus Schwab
Publisher: Currency
ISBN: 1524758876
Category : Business & Economics
Languages : en
Pages : 192

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Book Description
World-renowned economist Klaus Schwab, Founder and Executive Chairman of the World Economic Forum, explains that we have an opportunity to shape the fourth industrial revolu­tion, which will fundamentally alter how we live and work. Schwab argues that this revolution is different in scale, scope and complexity from any that have come before. Characterized by a range of new technologies that are fusing the physical, digital and biological worlds, the developments are affecting all disciplines, economies, industries and governments, and even challenging ideas about what it means to be human. Artificial intelligence is already all around us, from supercomputers, drones and virtual assistants to 3D printing, DNA sequencing, smart thermostats, wear­able sensors and microchips smaller than a grain of sand. But this is just the beginning: nanomaterials 200 times stronger than steel and a million times thinner than a strand of hair and the first transplant of a 3D printed liver are already in development. Imagine “smart factories” in which global systems of manu­facturing are coordinated virtually, or implantable mobile phones made of biosynthetic materials. The fourth industrial revolution, says Schwab, is more significant, and its ramifications more profound, than in any prior period of human history. He outlines the key technologies driving this revolution and discusses the major impacts expected on government, business, civil society and individu­als. Schwab also offers bold ideas on how to harness these changes and shape a better future—one in which technology empowers people rather than replaces them; progress serves society rather than disrupts it; and in which innovators respect moral and ethical boundaries rather than cross them. We all have the opportunity to contribute to developing new frame­works that advance progress.

Jugaad Innovation

Jugaad Innovation PDF Author: Navi Radjou
Publisher: John Wiley & Sons
ISBN: 1118249747
Category : Business & Economics
Languages : en
Pages : 293

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Book Description
"Jugaad Innovation is the most comprehensive book yet to appear on the subject [of frugal innovation]." —The Economist A frugal and flexible approach to innovation for the 21st century Innovation is a key directive at companies worldwide. But in these tough times, we can't rely on the old formula that has sustained innovation efforts for decades—expensive R&D projects and highly-structured innovation processes. Jugaad Innovation argues the West must look to places like India, Brazil, and China for a new approach to frugal and flexible innovation. The authors show how in these emerging markets, jugaad (a Hindi word meaning an improvised solution born from ingenuity and cleverness) is leading to dramatic growth and how Western companies can adopt jugaad innovation to succeed in our hypercompetitive world. Outlines the six principles of jugaad innovation: Seek opportunity in adversity, do more with less, think and act flexibly, keep it simple, include the margin, and follow your heart Features twenty case studies on large corporations from around the world—Google, Facebook, 3M, Apple, Best Buy, GE, IBM, Nokia, Procter & Gamble, PepsiCo, Tata Group, and more—that are actively practicing jugaad innovation The authors blog regularly at Harvard Business Review; their work has been profiled in BusinessWeek, MIT Sloan Management Review, The Financial Times, The Economist, and more Filled with previously untold and engaging stories of resourceful jugaad innovators and entrepreneurs in emerging markets and the United States This groundbreaking book shows leaders everywhere why the time is right for jugaad to emerge as a powerful business tool in the West—and how to bring jugaad practices to their organizations.

The Complete Guide to Accelerating Sales Force Performance

The Complete Guide to Accelerating Sales Force Performance PDF Author: Andris A. Zoltners
Publisher: AMACOM/American Management Association
ISBN: 9780814426166
Category : Business & Economics
Languages : en
Pages : 504

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Book Description
To boost your sales group's performance, give your salespeople very specific assessments and instructions, as per authors Andris A. Zoltners, Prabhakant Sinha and Greggor A. Zoltners. The trouble here is that the instructions are not only detailed, they are highly technical. You have to see sales as a science to make the best use of the graphs, charts, lists, diagrams and formulas. If you can make your way through the academic writing, you'll find some useful hard data, such as statistical evidence that backs the need for precise sales performance assessments. Despite its lengthy retelling of some very basic sales principles, getAbstract.com recommends this manual to the audience its authors suggest, "sales managers, top managers, salespeople who want to advance professionally, divisional presidents and business owners" plus business school students. If you're going to be academic, you might as well learn something.