Impact Measurement and Outcomes Evaluation Using Salesforce for Nonprofits PDF Download
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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.
Author: Dustin MacDonald
Publisher: Apress
ISBN: 9781484297070
Category : Computers
Languages : en
Pages : 0
Get Book Here
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.
Author: Tobias Flam
Publisher: GRIN Verlag
ISBN: 366873559X
Category : Business & Economics
Languages : en
Pages : 92
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Book Description
Master's Thesis from the year 2014 in the subject Business economics - Business Management, Corporate Governance, grade: 1.2, University of Manchester (Manchester Business School), course: International Business and Management, language: English, abstract: To this day, a great variety of tools, frameworks and best practices, aiming to measure the social impact of organisations, have been developed and used in practice. This variety reflects the fact that there is no perfect measurement tool and that there are still a lot of challenges to be faced by organisations that want to measure their social impact successfully. The challenges with impact measurement can be categorised into three different areas: Measurement limitations, limitations of an organisation’s resource base and limitations arising from the external environment. The problems presented here will be discussed in more detail in part 2.3 of the literature review. The present dissertation has two objectives. Firstly, it aims at reviewing existing impact measurement tools and frameworks. Secondly, it aims at proposing a new framework that synthesises and extends the existing social impact measurement practices. This study aims to aid third sector organisations to improve their performance measurement, which would contribute to a better resource allocation in the social economy and at the same time support organisational development and the transformation towards sustainable business models. In short, this research is intended to facilitate social change.
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.
Author: Tine Hansen-Turton
Publisher: Springer Publishing Company
ISBN: 0826121780
Category : Business & Economics
Languages : en
Pages : 301
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Book Description
Print+CourseSmart
Author: Lisa Lalande
Publisher:
ISBN: 9781772590562
Category : Electronic books
Languages : en
Pages : 39
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Book Description
Author: Steffen Bohni Nielsen
Publisher: Transaction Publishers
ISBN: 1412855500
Category : Business & Economics
Languages : en
Pages : 212
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Book Description
Success in Evaluation takes a fundamentally different approach to the mainstream supply side discussion of evaluation quality, utilization, and learning. The contributors believe that a systematic focus on success will lead to increased awareness of evaluation and its findings, a more positive attitude, and a greater chance of actual evaluation use. This book offers many different lessons on how to improve evaluation design, research processes, and reporting. It is a realistic look at performance management, the evidence movement, and the demand barriers that so often block the role evaluators can play in organizational learning and decision-making. International case studies and lessons are included that both explain success-oriented methods and share insightful lessons from the real world. Together, they present a convincing case that evaluation for success allows for increased constructive interaction amongst both stakeholders and evaluators and, as a result, learning processes and outcomes will improve.
Author: Kathryn E. Newcomer
Publisher: John Wiley & Sons
ISBN: 1118893611
Category : Business & Economics
Languages : en
Pages : 912
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Book Description
The leading program evaluation reference, updated with the latest tools and techniques The Handbook of Practical Program Evaluation provides tools for managers and evaluators to address questions about the performance of public and nonprofit programs. Neatly integrating authoritative, high-level information with practicality and readability, this guide gives you the tools and processes you need to analyze your program's operations and outcomes more accurately. This new fourth edition has been thoroughly updated and revised, with new coverage of the latest evaluation methods, including: Culturally responsive evaluation Adopting designs and tools to evaluate multi-service community change programs Using role playing to collect data Using cognitive interviewing to pre-test surveys Coding qualitative data You'll discover robust analysis methods that produce a more accurate picture of program results, and learn how to trace causality back to the source to see how much of the outcome can be directly attributed to the program. Written by award-winning experts at the top of the field, this book also contains contributions from the leading evaluation authorities among academics and practitioners to provide the most comprehensive, up-to-date reference on the topic. Valid and reliable data constitute the bedrock of accurate analysis, and since funding relies more heavily on program analysis than ever before, you cannot afford to rely on weak or outdated methods. This book gives you expert insight and leading edge tools that help you paint a more accurate picture of your program's processes and results, including: Obtaining valid, reliable, and credible performance data Engaging and working with stakeholders to design valuable evaluations and performance monitoring systems Assessing program outcomes and tracing desired outcomes to program activities Providing robust analyses of both quantitative and qualitative data Governmental bodies, foundations, individual donors, and other funding bodies are increasingly demanding information on the use of program funds and program results. The Handbook of Practical Program Evaluation shows you how to collect and present valid and reliable data about programs.
Author: Ben Delaney
Publisher: CyberEdge Information Services
ISBN: 1513635549
Category : Business & Economics
Languages : en
Pages : 85
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Book Description
There are more than a million nonprofit organizations in the United Sates, and every one of them needs to tell its story, find clients, solicit donations, sell services, and encourage its volunteers. Yet few have a marketing department, and many have serious challenges in meeting their communications and marketing goals. This multi-award-winning book will help in-house communications staff be more effective while sticking to their budgets. Addressed to the Marketing Communications manager in small to medium sized nonprofits, this book assumes that the reader has little formal knowledge of marketing. In plain language, it provides a hands-on reference that can be referred to frequently, providing checklists and actionable tips to make marketing easier and more effective. This second edition adds a new chapter on crisis communications management, as well as updated information on social media and new tips on marketing automation. It also adds a full index.
Author: Marc Benioff
Publisher: Currency
ISBN: 1984825208
Category : Business & Economics
Languages : en
Pages : 272
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Book Description
NEW YORK TIMES BESTSELLER • The founder and co-CEO of Salesforce delivers an inspiring vision for successful companies of the future—in which changing the world is everyone’s business. “The gold standard on how to use business as a platform for change at this urgent time.”—Ray Dalio, founder of Bridgewater Associates and author of Principles: Life and Work What’s the secret to business growth and innovation and a purpose-driven career in a world that is becoming vastly more complicated by the day? According to Marc Benioff, the answer is embracing a culture in which your values permeate everything you do. In Trailblazer, Benioff gives readers a rare behind-the-scenes look at the inner workings of one of the world’s most admired companies. He reveals how Salesforce’s core values—trust, customer success, innovation, and equality—and commitment to giving back have become the company’s greatest competitive advantage and the most powerful engine of its success. Because no matter what business you’re in, Benioff says, values are the bedrock of a resilient company culture that inspires all employees, at every level, to do the best work of their lives. Along the way, he shares insights and best practices for anyone who wants to cultivate a company culture positioned to thrive in the face of the inevitable disruption ahead. None of us in the business world can afford to sit on the sidelines and ignore what’s going on outside the walls of our workplaces. In the future, profits and progress will no longer be sustainable unless they serve the greater good. Whether you run a company, lead a small team, or have just draped an ID badge around your neck for the first time, Trailblazer reveals how anyone can become an agent of change. Praise for Trailblazer “A guide for what every business and organization must do to thrive in this period of profound political and economic change.”—Jamie Dimon, chairman and CEO of JPMorgan Chase “In Trailblazer, Benioff explores how companies can nurture a values-based culture to become powerful platforms for change.”—Susan Wojcicki, CEO of YouTube
Author: Shamli Nimbaji Nikam
Publisher: BPB Publications
ISBN: 9355519044
Category : Computers
Languages : en
Pages : 161
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Book Description
DESCRIPTION Salesforce, a powerful CRM platform, offers immense potential for businesses but requires skillful project execution to unlock its full value. For Salesforce professionals who want to improve their project management abilities, "Executing Salesforce Projects" is an indispensable reference. Every stage of the Salesforce project implementation process is covered in this comprehensive guide, from setup and planning, to deployment and post-launch optimization. It offers views on best practices for integration, techniques for customization, and successful stakeholder engagement. The book gives readers the tools they need to navigate complicated project issues and maximize the return on their Salesforce investments. It does this by providing step-by-step instructions and practical recommendations for different project phases, including project discovery sessions, development, testing, UAT, preparing for deployment, post-deployment support, training, and process optimizations. This book is perfect for project managers, IT professionals, and business analysts since it explains how to successfully apply theoretical knowledge to real-world situations in the context of any Salesforce project. KEY FEATURES ● Covers all project phases, from requirements to post-deployment support. ● Offers professional advice, insider tips, and strategies for successful Salesforce deployment. ● Useful for students, Salesforce professionals, architects, leads, project managers, and business analysts. WHAT YOU WILL LEARN ● Understand Salesforce project factors and key considerations for project managers. ● Learn foundational Salesforce knowledge, including object formation, relationships, and key terminologies. ● Configure sales and Service Cloud, set project goals, and understand the importance of Salesforce AppExchange. ● Master data migration strategies, quality assurance types, and integration with external systems. ● Develop tailored training approaches, execute deployment plans, and provide post-deployment support. WHO THIS BOOK IS FOR The purpose of this book is to assist architects, business analysts, project leads, and managers of Salesforce projects. This book is a great resource for professionals who are thinking about switching to Salesforce. Professionals or students learning project management techniques can benefit from this book. TABLE OF CONTENTS 1. Introduction to Salesforce 2. Project Planning and Preparation 3. SalesforceConfigurationandCustomization 4. Data Migration and Integration 5. Testing and Quality Assurance 6. User Training and Adoption 7. Deployment and Post-Implementation Case Study: Streamlining Online Subscription Renewal for SaaS Products at Nikam's
