Tag Archives: salesforce

May 5: How Salesforce can help your nonprofit rock

CRM for Nonprofits: Salesforce

Tuesday, May 5, 2015, 5:30 PM

Hive Vancouver
#210 – 128 W Hastings St Vancouver, BC

74 Net2Van friends Went

How Salesforce can help your nonprofit rockJoin Net2van for the second in our three-part Constituent Relationship Manager (CRM) series where we invite experts to present on NationBuilder, Salesforce and CiviCRM.We’ll take a look at the Salesforce platform and explore how it can help your nonprofit deliver better on its mission through constituent…

Check out this Meetup →

How Salesforce can help your nonprofit rock

Join Net2van for the second in our three-part Constituent Relationship Manager (CRM) series where we invite experts to present on NationBuilder, Salesforce and CiviCRM.

We’ll take a look at the Salesforce platform and explore how it can help your nonprofit deliver better on its mission through constituent management, donor management, volunteer management, program management, and more. With a thriving global nonprofit user community, a generous license donation from the Salesforce Foundation, and the customizability to manage nearly anything in the cloud, Salesforce is a great option for many nonprofits.

RSVP on Meetup

When: Tuesday, May 5 2015, 5:30 PM – 7:30 PM

Where: The HiVE, #210 – 128 W Hastings St.

AGENDA

  • 5:30 – 6:00 PM: Networking and snacks
  • 6:00 – 7:00 PM: Presentation
  • 7:00 – 7:30 PM: Q&A and Wrap
  • 7:45 – 9:30 PM: Post-event social!

PRESENTER

Beth Breisnes for Net2vanBeth Breisnes has been working with nonprofits and social enterprises on Salesforce since 2009. She loves working with innovative nonprofit organizations and helping them deliver on their missions more effectively through technology. Active in the Salesforce community, she co-leads the Vancouver Nonprofit User Group and was named a Salesforce MVP (one of just 134 in the world) in Summer 2014 in recognition of her expertise and community contributions. Beth is a Salesforce Certified Developer and Administrator and currently helps a variety of nonprofits with their Salesforce implementations as a consultant with Bigger Boat Consulting.

TWITTER

Event hashtag: #Net2van

Presenter: @bethbrains

Host: @Net2van

Venue Sponsor: @HiveVancouver

Event Sponsors: @iATSPayments @bgenerus @TechSoup @NTENorg

ACCESSIBILITY

Mobility Access: This venue does not have ramps and elevators and is not wheelchair accessible.

Hearing Access: Speakers at this event will use microphones.

Sight Access: Contact the organizers if you need an advance copy of the presentation.

We want everyone to be able to participate in the Net2Van community and events. Please don’t hesitate to let us know what we can do to accommodate your needs.

Nonprofit Salesforce User Group survey

Hi current or future Nonprofit Salesforce User Group members,

What do you want to get out of the gatherings? Please let me know by filling out the six question survey below.

Also, the user group will be moving off meetup.com in favor of a new system provided by the Salesforce Foundation. New members can sign up at http://www.nettuesday.ca/salesforce-user-group/

Vancouver Salesforce Nonprofit User Group: Processing credit cards with IATS Brickwork

Eventbrite logoRSVP on Eventbrite

When: Wednesday, November 16. 5:30 – 7:30 pm

Where: The HiVE. 210 – 128 W Hastings St

Processing donations and payments is a pain.

First you need to enter the credit card into into a Point Of Sale machine (if  you have even have one), then you need to record that payment on the individual or organization’s record (if you’ve got a database). There’s a lot of hardware, paper and potential for error.

IATS Brickwork might be a solution for you. It removes the hardware and automatically adds donations to your Salesforce Contacts because you enter the credit card info directly into Salesforce. Come check out the demo. Make them hard questions!

What is IATS?

A credit card processing company that specialized in serving nonprofits. They have a website.

What is Brickwork?

Check it out on the Salesforce App Exchange.

Here’s what IATS says:

Process both one-time and recurring credit card or ACH transactions from within any Salesforce CRM edition. All credit card types are accepted for both US and Canadian transactions. Let BRICKWORK by IATS Payments help your organization today!

Integrates seamlessly into the Nonprofit Starter Pack and all Salesforce CRM Editions.

Give your donors the choice of making single or recurring gift donations with their Visa, MasterCard, American Express and Discover cards in US or Canadian dollars.

Create seamless, online donation pages with the integrated IATS product, AURA.

BRICKWORK is a FREE native Salesforce Application that brings the power of IATS Payments processing directly to your Salesforce environment. Whether donations come over the phone or through your website, BRICKWORK enables your organization to process credit card payments and maximize revenue.

Integrated into the Nonprofit Starter Pack and all Salesforce CRM editions, BRICKWORK eliminates the hassle of manual data entry by automating the payment information and record creation. Real-time processing allows for greater workload efficiency and instantaneous results. With the ability to create donation pages directly from the AURA custom tab, taking your fundraising efforts online has never been easier.

As a Level 1 Payment Card Industry (PCI) certified company, IATS ensures all transactions are handled with absolute security and confidentiality.

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P.S. We’ll supply snacks!

New Meetup: Vancouver Salesforce nonprofit user group

Please join me at the first gathering of the Vancouver Nonprofit Salesforce User Group.

RSVP http://salesforcevancouver.eventbrite.com

This group is for anyone at any level using Salesforce in the nonprofit, education or social entrepreneur sectors.
Or even for those are aren’t using it yet, but are merely curious. We’ll be talking about CRM (customer relationship management) issues in general too.

This is your meetup, so the first meeting will be an informal discussion that will allow us to figure out the needs of the nonprofit community and determine what you want from a Salesforce meetup.

And while you’re waiting for the meetup to start why not apply for the Salesforce Foundation software grant?

We encourage neophytes to seasoned developers to share information with the larger community.
What’s working for you? What’s a struggle? What would you want to get out of a Salesforce meetup?

P.S. We’ll supply snacks courtesy of the Salesforce Foundation. (yay!)

RSVP http://salesforcevancouver.eventbrite.com/

DATE AND TIME:
Thursday, September 29, 2011 from 5:30 PM to 7:30 PM

LOCATION:
The HiVE
210 – 128 W Hastings St

 

Net Tuesday meetup July 5 – Managing volunteers with software and soft skills

Volunteers are awesome. So the July 5 Net Tuesday is gonna focus on volunteer coordination.

Volunteers are awesome, but the relationship between a nonprofit and a volunteer can be tricky.

VOLUNTEERS: Maybe the nonprofit never got back to you? Maybe the job they offered kinda sucked?

VOLUNTEER COORDINATORS: Are your volunteers creating a ridiculous pile of administrative paperwork and overhead? Can you find volunteers with the right skills? Why is this so hard?

Net Tuesday can’t solve all your volunteer-related challenges. We aren’t MAGIC.
But we’ve got a few tricks up our sleeves that might help. Check this out:

DATE: Tuesday, July 5
TIME: Doors and (cash bar) booze at 5:30pm, Speakers at 6:00pm, Ends at 7:30pm
LOCATION: Pull Focus film school. 306 Abbott St (upstairs)

RSVP:
On Meetup or Facebook

WHO’S TALKING? ABOUT WHAT?

ITEM: Volunteers for Salesforce

Elijah van der Giessen (Net Tuesday and David Suzuki Foundation) gives a demo of a free (for charities) application that helps manage volunteers and their hours, and creates forms to allow volunteer and job signup on your website.

Learn more:
An overview of the software: http://groundwire.org/labs/volunteers-for-salesforce
Video: http://www.youtube.com/watch?v=uZm7osRj3lY
21 volunteer management systems compared: http://www.idealware.org/volunteer_management
Do you need an integrated database? http://www.idealware.org/tips/tracking_volunteers

But technology can’t solve your problems. It just makes you more efficient!

The secret to a strong relationship is a hot three-way. Sweet love betwen you, the volunteer AND the organization. Sound tricky? Sometimes it can be. That’s why Net Tuesday is bringing in Trina Isakson, a consultant with both professional and academic expertise in volunteers.

ITEM: Trina Isakson on how technology can help or hinder effective volunteer engagement

Trina Isakson recently completed masters research that examines effective leadership of volunteers, and is excited to discuss how technology can help or hinder good volunteer engagement. She is passionate about non-profit capacity, engaged citizenship, community development and education. Through volunteer activities and consulting and training work with 27 Shift, she helps non-profit organizations and universities strategically engage their next generation of employees, volunteers and donors.

Says Trina:

For the research, I interviewed a series of nonprofit staff/board members who had been identified as effectively engaging volunteers. None of the orgs had any problems (or even made much effort) recruiting volunteers, and more likely had to restrict the number of volunteers.

While the final results of my paper focused on leadership, the themes that arose from analyzing the interview transcripts I think are most interesting. Examples include:

  • volunteers were seen as peers and professionals, not subordinates
  • volunteer engagement was seen as everyone’s role in the organiztion (i.e. not just for a ‘volunteer coordinator’)
  • the organizations and individuals had a strong culture of learning and change
  • while they had volunteers that had to leave their roles/didn’t show to meetings etc., interviewees accepted this as a reality of the volunteers’ busy lives and adapted their volunteer engagement practices/scheduling to plan for this

OUR SPONSOR

They’re giving the event a home, and allow the meetup to be free. Plus they make awesome videos.
Pull Focus Film School
On Facebook and Twitter!

306 Abbott St (near Cordova)
Vancouver, BC V6B 2K9

See you on Tuesday!


Eli
Net Tuesday Vancouver

Net Tuesday July 5 – Managing volunteers with software and soft skills

Volunteers are awesome. So the July 5 Net Tuesday is gonna focus on volunteer coordination.

Volunteers are awesome, but the relationship between a nonprofit and a volunteer can be tricky.

VOLUNTEERS: Maybe the nonprofit never got back to you? Maybe the job they offered kinda sucked?

VOLUNTEER COORDINATORS: Are your volunteers creating a ridiculous pile of administrative paperwork and overhead? Can you find volunteers with the right skills? Why is this so hard?

Net Tuesday can’t solve all your volunteer-related challenges. We aren’t MAGIC.
But we’ve got a few tricks up our sleeves that might help. Check this out:

DATE: Tuesday, July 5
TIME: Doors and (cash bar) booze at 5:30pm, Speakers at 6:00pm, Ends at 7:30pm
LOCATION: Pull Focus film school. 306 Abbott St (upstairs)

RSVP:
On Meetup or Facebook

WHO’S TALKING? ABOUT WHAT?

ITEM: Volunteers for Salesforce

Elijah van der Giessen (Net Tuesday and David Suzuki Foundation) gives a demo of a free (for charities) application that helps manage volunteers and their hours, and creates forms to allow volunteer and job signup on your website.

Learn more:
An overview of the software: http://groundwire.org/labs/volunteers-for-salesforce
Video: http://www.youtube.com/watch?v=uZm7osRj3lY
21 volunteer management systems compared: http://www.idealware.org/volunteer_management
Do you need an integrated database? http://www.idealware.org/tips/tracking_volunteers

But technology can’t solve your problems. It just makes you more efficient!

The secret to a strong relationship is a hot three-way. Sweet love betwen you, the volunteer AND the organization. Sound tricky? Sometimes it can be. That’s why Net Tuesday is bringing in Trina Isakson, a consultant with both professional and academic expertise in volunteers.

ITEM: Trina Isakson on how technology can help or hinder effective volunteer engagement

Trina Isakson recently completed masters research that examines effective leadership of volunteers, and is excited to discuss how technology can help or hinder good volunteer engagement. She is passionate about non-profit capacity, engaged citizenship, community development and education. Through volunteer activities and consulting and training work with 27 Shift, she helps non-profit organizations and universities strategically engage their next generation of employees, volunteers and donors.

Says Trina:

For the research, I interviewed a series of nonprofit staff/board members who had been identified as effectively engaging volunteers. None of the orgs had any problems (or even made much effort) recruiting volunteers, and more likely had to restrict the number of volunteers.

While the final results of my paper focused on leadership, the themes that arose from analyzing the interview transcripts I think are most interesting. Examples include:

  • volunteers were seen as peers and professionals, not subordinates
  • volunteer engagement was seen as everyone’s role in the organiztion (i.e. not just for a ‘volunteer coordinator’)
  • the organizations and individuals had a strong culture of learning and change
  • while they had volunteers that had to leave their roles/didn’t show to meetings etc., interviewees accepted this as a reality of the volunteers’ busy lives and adapted their volunteer engagement practices/scheduling to plan for this

OUR SPONSOR

They’re giving the event a home, and allow the meetup to be free. Plus they make awesome videos.
Pull Focus Film School
On Facebook and Twitter!

306 Abbott St (near Cordova)
Vancouver, BC V6B 2K9

See you on Tuesday!


Eli
Net Tuesday Vancouver