Phishing

Time to stop Phishing!

We’re all aware of the various Phishing scams out there. If I had a dollar for every time I received an email about a rich Uncle of mine who had died in another country, I wouldn’t need the millions of dollars he allegedly left me. The good news is we are fully aware of these type of scams and are very unlikely to respond to them.

As always the criminals are trying to stay one step ahead of us. We recently heard of a couple of Fundraising organisation’s that had a “bunch” of credit cards donations processed on their website that resulted in their bank threatening to shut their account. This is not an outcome that anyone wants.

StopPhishing

We also received the following advice from iATS (an International Payment Gateway/Processor).

There has been a growing trend among thieves to use nonprofit organisations as a means of testing stolen credit card information by making small donations via online donation forms. You can protect your organisation from fraud by choosing an online payment processor that implements Fraud Protection Measures designed to foil these attempts. Examples of these measures include:
  • Address Verification Systems (AVS),
  • Bank Identification Number (BIN) Checking,
  • Card Verification Code Requirement Capability (CVV2),
  • Card Number Tumbling,
  • IP Blocking,
  • Minimum Transaction Limit and
  • Name Tumbling.

iATS Payments, a payment processor that specialises in services for nonprofits, has built these tools to be customisable for the needs of each individual organisation. You should always check with your online payment gateway or merchant services provider to see what fraud protection measures they offer.

The simplest way to stop the Phishing is to add a Captcha to your donation page. Whilst I am personally not a fan of Captcha it does serve a useful purpose and it is the easiest outcome if you are processing donations into Salesforce. I asked Causeview, one of our product partners, to add a Captcha to a testing donation form for Causeview and it took less time then it took me to write this blog.

So, keep this in mind if you want a quick fix to stop Phishing whilst maintaining your normal donation process.

To learn more about Causeview you can visit the Causeview website or watch the recorded webinar on our recent blog.

AIME

AIME – Connecting Mentors and Mentees with Salesforce1 and Salesforce Communities

Over the past few months the Morphate team have been working with the team from Australian Indigenous Mentoring Experience (AIME) to build a Mentor App on the Salesforce1 Platform.

AIME

AIME is a fantastic organisation that is focussed on mentoring and supporting Indigenous students through high school and into university. AIME was launched in 2005 when they mentored 25 students, and by 2018 they are on track to engage 10,000 students annually. Any solution we built needed to scale, but more importantly AIME needed to be able to maintain and update the app themselves.

Our challenge was to build a solution that allowed Mentors to enrol, matching Mentees to study streams and Mentors, and to do so via the AIME website. Most importantly, this needed to be done in a robust manner and allow AIME to create a community to mentor indigenous students over several years then ultimately become mentors themselves.

At Morphate our approach is to always use as much of the native Salesforce functionality as possible which then allows our customers to grow with the Salesforce1 platform. For AIME we built the core solution using Process Builder and Flow with Communities, with Chatter enabling collaboration in the community.

You may ask Why or What is Process Builder? Well it is new functionality that Salesforce announced at Dreamforce last year. It allows us to leverage flows to build a solution in a point and click manner reducing the requirement for code to almost zero! This ensures that AIME can maintain/update/change the flows, as needed, for any future change without involving a developer. This is why we and our customers love the Salesforce1 platform as it delivers power into your hands.

For the portal requirements we utilised Salesforce Communities which allows the mentors to maintain their details, schedules, and more importantly collaborate with other mentors and groups – all within the AIME Community! The community has the same look and feel as their website and works on all devices.

Building the solution around the students and mentors will enable AIME to extend their relationships and reach in the Indigenous communities.

Jess Timmins, AIME National Operations Director, advised that AIME has seen a positive impact since the solution was launched in March.

“With the new Mentor App we’ve seen a 70% increase in Mentor Applications, 20% reduction in AIME Staff workload, a 10% increase in conversion from expression of interest to Mentor applications and over 90% reduction in issues from new Mentors”

There is more work to be completed on the AIME Mentor App as we continue to develop further enhancements that will allow them to easily track and report on Students progress over the year and future years.

As Jess has said “The AIME Mentor app and Community are awesome, it’s crazy how far we have come in 6 short months”.

By leveraging the Saleforce1 platform anything is possible, just imagine what AIME can achieve in the next 6 months and then beyond….

Note: This is a reblog of a post I wrote on the Salesforce Foundation Blog

Wind Back The Clock

Causeview + Salesforce = Love for Not for Profits!

If we wind back the clock to the not too distant past you will remember the “Green Screens”systems that we all used because there were no other options. Capturing data was painful and then when you tried to get insights into your customers/supporters behaviour it was.. well let’s face it we couldn’t because that functionality didn’t exist.

It’s not acceptable anymore so why continue? It’s time to innovate and the good news is that this doesn’t need to be the case anymore.

Recently we held a Webinar showing how Organisations can use Salesforce and Causeview to manage their fundraising, Volunteers, Events Management and create communities for their supporters.

As you will see from the webinar recording utilising solutions like Causeview allows you to manage your everyday functions such as Donor Management and Regular Giving. But hang on, you can also leverage the power of the Salesforce1 Platform to extend this to undertake functions such as segmentation of your supporters and building campaigns to deliver personalised communications.

But wait there’s more.. what if you could use Causeview to create and manage your events from selling tickets online and manually to the follow up post event? What if you wanted a solution to manage volunteers including open roles, applications and placements? The good news is that Causeview delivers this!

Causeview is just one of the products we recommend, we have solutions regardless of your size and complexity and something to fit everyone’s budget. Below is a comparison of the leading Not For Profit applications available on the Salesforce1 platform.

If you are interested in finding out more about the available products for Not For Profits or how Morphate can help you please drop us a note or give us a call (61 2 8090 1478).

Driving transformation in Fundraising Relationships

Why Salesforce and Supporter Management is a Win/Win/Win

We’ve been busy at Morphate for the past few months working with some great organisations such as AIME, Sydney Children’s Hospital Foundation and McGrath Foundation, and it shows as it’s been a while since we published a blog. Well we are addressing that and will be returning to regular blogs from today.

For this blog I want to ask what you are using to manage your relationships. No I’m not asking if you are using Tinder I mean your Supporter relationships. Are you using a CRM? Email? Outlook? A combination of all the above?

Recently I was provided with some interesting stats about companies that are considering CRM’s. Jay Ivey, a market research associate at CRM software consultancy Software Advice, has undertaken a study that shows that 55% of small businesses are currently using manual methods such as spreadsheets and paper to manage their relationships. This is 9% higher than the US. Now you may say “that is small business and as a Not For Profit it doesn’t relate” but I will disagree. We’ve all seen how spreadsheets can creep into an organisation and become the “Core” system. It’s time to step back and think about doing things in a different way!

The main thing to consider is that using spreadsheets or standalone applications means you cannot see and action the full lifecycle of your supporters. For this reason many Australian buyers (34 percent) are also beginning to request an integrated suite that combines tools such as Salesforce with marketing automation and other tools. They want to better aligns marketing and sales and again this is reflected with Not For Profits through aligning Marketing and Supporter Management.

During the last week we were at the Salesforce WorldTour in Melbourne and we had the pleasure of spending the day helping the Salesforce Foundation on their stand. We fielded many questions that related to how organisations can use Salesforce in their organisation. The key is not think of Salesforce as a Sales tool, at the heart it is a CRM but with the Salesforce ecosystem, or AppExchange, this allows you to extend the CRM functionality and use the power of the Salesforce1 Platform for Fundraising, Events Management, Volunteer Management and many other applications.

So, if you agree that it’s time for a change then best thing you can do is consider how Salesforce and those associated apps can be used in your organisation. Below is a comparison of the leading Not For Profit applications available on the Salesforce1 platform. If you would like to know more about these solutions please sign up for our, free, webinar series.

Driving transformation in Fundraising Relationships

Help! I want Salesforce for Fundraising but what now?

Earlier in October the Salesforce conference “Dreamforce” was held in San Francisco. This was a small affair with only 145,000 people registered which turned San Francisco into a sea of blue lanyards and Salesforce/Dreamforce backpacks and featured the Beach Boys in the main keynote. Yes that’s right the Beach Boys…

 

DF14 Crowd

This was the fourth Dreamforce that I attended and it always surprises me after each Dreamforce how I walk away with a different experience each time. This time we heard and saw some fantastic new products from Salesforce such as Lightning. I blogged on the Salesforce ANZ Blog about the launch of Salesforce1 Lightning, an exciting way to rapidly develop apps on the Salesforce1 platform which effectively makes all of us developers.

The other exciting opportunity for me this time was walking the Expo floor and talking to a lot of product companies and the varied solutions they have available for Salesforce customers. These ranged from solutions such as Drawloop, a document generation tool that allows Salesforce users to create rich documents and merge fields from Salesforce and all delivered natively inside Salesforce, to solutions like Birst, a BI and Analytics tool that can take multiple sources of data and provide rich analytics all within your Salesforce instance.

Driving transformation in Fundraising Relationships

But again this year was different because, with the recent announcement of the release of the Salesforce Foundation NGO Connect product for the US market, it was timely to find out more about the solutions that are available for our Not for Profit customers and I spent most of my time talking to product companies in the Salesforce Foundation Zone. There are some fantastic solutions available that handle everything for Fundraising/Donor Management organisation, such as Causeview and roundCause, others for Association Management, such as MemberNation from Fonteva, and Peer to Peer fundraising solutions such as Classy.

You may be not aware of some of these solutions and what they can do or you may be currently considering what you should do with your Salesforce instance and want to know more. The good news is that our next series of webinars will detail the  functionality of the various Fundraising and Association Management products that are available. We will be holding further webinars in the coming weeks on other solutions that we believe can help transform your Not For Profit organisation.

If you are interested in attending our webinars then sign up here or if you have any questions then drop us a note and we will see how we can help you.

Morphate Technology for Good

Philanthropy starts with us

In May this year we launched Morphate with a mission to help Not For Profits transform their organisations using tools such as Salesforce and others apps built on the Salesforce platform. Our focus isn’t purely on building a technology/consulting company, we also want to ensure we have  a philanthropy mission embedded into our day to day operations.

Morphate Launch

We don’t want to just drive changes using Technology – we want to get our hands dirty and help those charities and organisations across Australia and New Zealand that are making an impact on those that need help.

Our philanthropic model is based on the same model that Salesforce pioneered. Salesforce introduced their philanthropic model when they launched the company back in 1999 and to date they have provided over $65m in grants, 620,000 + hours of community service and product donations to over 22,000 Not for Profits.

We hope to mirror those achievements with the Morphate model where we will donate 1% of our Time,  1% of product implementations and 1% of earnings as a donation to Not For Profits across Australia and New Zealand. Just like Salesforce we will leverage our people, our technology solutions and resources to improve communities across Australia and New Zealand.

We kicked off the first element last week when I spent time at Foodbank NSW volunteering with some of the Salesforce team packing food hampers that will be distributed across Australia.

Foodbank Foundation Day

A few hours out of my day will ensure 420 hampers will be provided and help change the life of those people. This is a mere drop in the ocean compared to the 5,600,000 meals provided through Foodbank NSW over the last year. Over the coming weeks and months we will donate further time to undertake activities and help other charitable organisations and we will keep you informed of these activities via our blog.

Foodbank Hamper

Another element of what the Morphate team will be doing is the launch of a grant program where we will, each quarter, provide an grant to cover the implementation of the Salesforce Foundation Starter Pack for the chosen organisation at no cost. The value of the package is $11,250 and we will be announcing the recipient of the first grant on 30 September. You can apply by completing the following form and we will provide further details of the grant submission process.

The last element of our program is providing 1% of our earnings as a donation to chosen charities.

An important part of our program is to ensure there is transparency on our activities, grants and donations and this information will be detailed with regular updates on our website.

We want that our philanthropy program to help make a real difference in some lives and we encourage others in the Salesforce community to take the challenge and introduce a similar program into their business.

 

certified

Ever ask yourself if you should be Certified (in Salesforce)?

Have you found yourself in this situation? You have been designated as the Salesforce Administrator and have been using Salesforce for some time but not really confident that you are doing it right. Or sometimes you update something that breaks another area and cannot work out why it broke. In frustration you’ve said out loud “If only there was somewhere I could go to check I am doing it right!”.

DoingItRight

There are a couple of places you can go to get help. The first place is the Salesforce Success Community or the Power of Us Hub (for Not for Profit customers). These communities are full of people, just like yourself, who ask questions and can get them answered by other users who are experts. It’s one of the key places to learn about Salesforce and leverage the fantastic knowledge base that is available.

Whilst the Salesforce Success Communities are one source you should also utilise Salesforce Training to provide a formal education around all things Salesforce. Training courses are available on-line and face to face and range from Administrator training to Developer, Advanced Developer and Technical Architect. You can even become certified in each of these paths which makes you more valuable to your company and customers, and gives you that piece of mind you may be missing.

I know there are a bunch of people out there using Salesforce and who have never sat a certification, and yes I hate to say it but I am one of them. In my case things always got in the way before I could sit the exam. But wouldn’t it be great if there were a way for some of us to spend some time together in let’s say a study group and work through some exercises over several weeks and then take the certification exam.

Well guess what…. now there is!

Deepa Patel, a fellow Salesforce MVP, set up a Certification Study group on the Salesforce Success Community last year and has been beavering away with some of the Salesforce MVP’s running the study group. The study group has been a fantastic success with numerous participants gaining their certification after undertaking the study group exercises.

certified

The group has been such a success it has grown to the UK and it is now available for Australia and New Zealand with Alek (from Morphate) being the ANZ Group Leader.

So if you have a minimum of 6 months experience with Salesforce and want to gain your certification join the Salesforce Certification Study Group and Alek will connect with you in the group and add you to the applicable study track. Please make sure you update your Success Community profile with a picture, proper First Name, Last Name and Company Name. All four have to be visible so we know who you are and we will provide access to the group. 

But you better hurry up as the first round of the study group will be kicking off in the next few weeks.What have you got to lose?

Help spread the word and let’s drive the Salesforce Certifications across Australia and New Zealand to an all time high!

 

Importing data into Salesforce is more a love than hate relationship

Following from our last blog Why the Salesforce Nonprofit Starter Pack is a great place to start, you maybe wondering how to take the first step and import your data into Salesforce from other systems? Or maybe you’ve accidentally imported the wrong data into the wrong field – or worse, unintentionally mixed up for deleted important information. Importing into Salesforce is easy, and before you know it you will be able to import all those spreadsheets faster than you can say “I’m a Salesforce Importing Whizz“! with these great tools.

Let’s start off simple and have a look at two options available, the new Salesforce Data Import Wizard and Dataloader.io.

Salesforce Data Import Wizard

Using the Salesforce Data Import Wizard allows you to import or update Account, Contact, Lead, Solutions, and Custom Object records. Salesforce’s Spring 14 release, provides a seamless, friendly user interface that makes importing simple with just a few clicks.

Salesforce Import Wizard

It all starts by choosing the type of data you want to import, uploading the file, mapping the fields that need to be identified and then starting your import. Remember, it’s important to clean up the data first and to save the file as CSV format as the Import Wizard loves CSV files.

TIP 1
LOVE: Salesforce loves clean CSV files
HATE: Salesforce hates messy CSV files, so make sure your header matches the object in Salesforce

TIP 2
LOVE:
Often one of the forgotten features of the Salesforce Data Import Wizard is its way of importing Accounts and Contacts at the same time. No need to import accounts first and then contacts afterwards, the import wizard does all the hard work for you – making the  Salesforce Data Import Wizard really easy and a great resource for you.
HATE: Proceed with caution. Although the Salesforce Data Import Wizard is a great tool, it can’t and won’t do everything for you… like standardise your address details.

By using the new Data Import Wizard, you’ll have loads of new or updated records imported into Salesforce in no time.

To find and start to use the new wizard, Within Setup click Data Management and then Data Import Wizard.

Watch this video by Chirag Rajan Product Manager of  the Data Import Wizard to get quick demonstration of all the new features.

Dataloader.io

Now if you need more than just a simple import, then using Dataloader.io built by Mulesoft is what you want. Being the only 100% cloud-based data loader app for Salesforce.com, it gets around the need to install any software. This free product with a paid option is not only for importing data into Salesforce, but also exporting and updating data. To get started all you need to do is go to www.Dataloader.io and click the login to Salesforce button in the upper left corner.  It doesn’t require a security token and you will be able to use the standard Salesforce login details to get in.

This nice simple interface needs very little guidance and Mulesoft has created some great How-To pages and videos to get you through any questions you might have. The process to do any task is driven by a nice and easy to use wizard which will allow you to do everything you need in 3 easy steps:

1. Select your object
2. Select where you would like to import the file from
3. Select your destination

The wizard will allow you to browse a CSV file from any location: local CSV file, Dropbox or even a FTP server. If the columns match what is in Salesforce the field mapping will be done for you. You will just need to check for unmapped fields and then run the task.

Before you are about to run the task, you will see a nice summary of everything you need to know. With the ability to send a copy of the results to your chosen destination folder (or email them if you wish!) Dataloader provides all the information to make sure you get it right. Once your task runs, you will see the results in a history page, where you can edit the task, run the task again and/or clone the task,  making multiple imports of data over and over again super easy. Presto!

TIP 3
LOVE: The Dataloader.io allows you to re-run tasks, making multiple imports super easy.
HATE: Having to clean up dirty data given to you by someone else that doesn’t love data as much as you.

Dataloader.io icons

It’s not always you are given a file with a Salesforce ID to update existing records, so something else we really love about Dataloader.io is the ability to update records without the need for a Salesforce ID by using the Lookup feature. With the Lookup feature there is no need to use an Excel VLOOKUP formula, and it even marks the duplicated records as an error so you can cleanse the Data going into Salesforce.com.

TIP 4
LOVE: The Lookup feature
HATE: Working out how to use the Excel VLOOKUP function without reading loads of online help

Dataloader.io Account ID lookup

Dataloader.io is a nice powerful tool, that makes data management easy without having to install anything. It maintains the rich features of Mulesoft, like emailing you when a task has been complete, and makes it simple for repeat tasks. We love anything that saves you plenty of time to do all your other important tasks. So that’s it… easy as A-B-C!

Watch this video by Mulesoft to find out more on Dataloader.io.

Want to avoid some of the common mistakes people make during import?
Watch these best practices videos by Salesforce to learn how.

If you want to know more we’re running Webinars throughout July which includes how to migrate your import your data in Salesforce.com. This is a great way to understand how you can utilise Salesforce and the data management tools in your organisation. If you are interested then please sign up here.

We will leave you with our final and most important Tip.

TIP 5 
LOVE: Clean data
HATE: Messy data that causes duplicates, inaccurate information and a mess.

Whether you are setting Salesforce up for the first time or importing more data take the opportunity to ensure your data is as clean as possible as this will ensure you can use the data straight after the import without any further cleansing.

 

Salesforce Non Profit Starter Pack

Why the Salesforce Nonprofit Starter Pack is a great place to start

Hands up if this is you. You love your job but spend your days swamped in spreadsheets, emails, post it notes and several systems that may not talk to each other. You are constantly asking “Why can’t things be simpler?” or “Why do I need to do these things which are stopping me doing my real job?” or “I hate needing to do the same thing in 3 different places”.

FrustratedWorker

All the above can be resolved with time and money but when you’re a Not For Profit it means you need to focus on your organisation’s core requirements and some things get left behind.

Well the good news is your systems don’t need to be left behind any longer. What could you do if you had access to the leading CRM platform and could use this to manage your organisation and remove manual processes from your day to day working life? Implementing Salesforce is the first step towards achieving this.

One of the strengths of Salesforce is that about 80% of the configuration is carried out in using Point and Click – not code. This is a huge benefit for NFP’s as it means you can maintain and build our new processes easily without the need to engage a developer which in turn saves you money and time.

But you are asking “Where do I start?”. Well firstly if you haven’t applied for the Salesforce.com Foundation grant you need to go and complete the forms immediately. You will receive a grant covering the cost, for life, of the first 10 licenses and a significant discount for any further licenses.

The next thing you need to consider is how Salesforce can be used in your organisation. There are a range of Apps, think products, available on the Salesforce appExchange that will allow you to customise your Salesforce instance for your organisation.

The first app to consider is the Nonprofit Starter Pack. The Nonprofit Starter Pack is a group of five packages built by the Salesforce.com Foundation that can be installed on the Salesforce CRM platform.

 

Just think of Salesforce as a way to store loads of information about individuals, and the Nonprofit Starter Pack as a way to make each interaction with them more relevant to Not for Profit organisations by storing unique information on donors, members and more. The standard Salesforce.com platform (CRM) is designed to focus on business-to-business type organisations and not individuals which is not relevant for many Not for Profit organisations.

The Nonprofit Starter Pack configures Salesforce.com by customising the existing data model and adding extra functionality to focus on the needs of Not for Profit organisations. The Nonprofit starter pack is an essential way to get off the ground for many Not for Profit organisations. Each of the modules can be installed from the Salesforce appExchange.

Salesforce Non Profit Starter Pack

Salesforce Non Profit Starter Pack

What is included in the NonProfit Starter Pack?

  • Contacts & Organisations – Allows you to capture and record Individuals instead of Accounts and Contacts. This allows for donations to be captured against each individual’s record.
  • Householding - Allows for contacts to be grouped by their household, allowing you to see the household phone number and address details making mail-outs easy.This helps drive your segmentation and marketing focus across your database.
  • AffiliationsAllows you to track the relationships between contacts and organisations. This is a fantastic tool to allow you to see see employment histories and relationships with other organisations and people. You can now start seeing who your influencers are and who they interact with.
  • Relationships - Allows two contacts to be connected to show their current relationship status.
  • Recurring Donations – The name of the game is recurring donations and this module allows for scheduled donations to be created quickly from an Account or Contact, allowing you to see forecasting of donations.

All the above leverages the standard Salesforce functionalities which means you are getting the best platform with the best tools. There are several other apps and tools we recommend that will extend the use of Salesforce and enable you to run your operational activities on the Salesforce Platform.

If you want to know more we will be running a Webinars each month on how the Nonprofit starter pack can be used. This is a great way to understand how you can utilise Salesforce and the Starter Pack in your organisation. If you are interested then please sign up here.

We can also assist in setting up Salesforce for your organisation and we have a Quick Start offer that will enable you and your team to commence using Salesforce within weeks. Contact us if you want to know more.

And one last thing. The Salesforce Community is another strong reason to consider Salesforce as your solution. From the online success community to local user groups, including Not For Profit user groups, there is someone out there who can help you resolve any question you may have. So please make sure you join your local Salesforce Nonprofit Usergroup to learn more about how you can get the most from Salesforce and the Nonprofit Starter Pack.

MOR-launch

Morphate Using Salesforce to transform Not for Profits across Australia & New Zealand

Over the past few weeks Peter Chalmers and I have been busy setting up Morphate – the only Salesforce Partner that is focussed solely on driving transformation in the Not for Profit sector across Australia and New Zealand.

You may ask why – well I think the sector deserves a Salesforce partner that is focussed on delivering the best of breed products for Not for Profits. Regardless of your size or complexity we have a range of products in our toolbox that will meet your needs.

At our official launch this week, during Salesforce at CeBit, it was fantastic to see and speak with so many #NFP’s that attended CeBit to understand what new technologies are available and how they can be used in their organisations. In case you missed it here is the presentation that we presented at the Salesforce Theatre sessions during Salesforce at CeBit which showcased some of the products available to help drive transformation in Not for Profits.

We are Morphate – Technology for Good from Morphate All the above products are built on the Salesforce platform allowing you to leverage Salesforce and other apps from the appExchange across your entire organisation. But what if you missed CeBit or wanted a deeper dive into those products?

Well you’re in luck, over the coming weeks we will be delivering regular Webinars about the products that are available to you, detailing how you can be using these in your organisation. To ensure you get the most from the webinars I have included a poll below for you to vote on which sessions you are interested in attending. Your votes will determine the order the Webinars will be presented. We will publish the agenda for the webinars in a new post so be sure to follow our blog to stay in touch.