Embrace Change

Driving change and success with Salesforce and Causeview

Embrace Change

Making a decision to move your core Supporter Systems is not something any organisation does lightly, especially if you have an important Fundraising event on the horizon. For Sydney Children’s Hospital Foundation (SCHF) the question wasn’t should we do it, it was why can’t we do it. The challenge was… can we do this within 3 months?

In December 2014 SCHF met with us to discuss their options of moving onto the Salesforce platform. SCHF were drowning in manual processes, spreadsheets and a system that wasn’t providing any value to their organisation. They wanted and needed technology that allowed them to capture donations from various sources (Website, Community, during Events etc) in a timely basis. There were a few choices of products on the Salesforce platform and SCHF turned to Morphate to provide our recommendation. We dived into the Morphate Toolkit and Causeview was recommended as the best fit for the current and future requirements.

As we have previously blogged, Causeview has a lot of functionality that allows organisations to manage their supporters, events, volunteers, community fundraising, online donations etc etc etc.  In February the implementation element of the project kicked off and SCHF were on the way to the new world with Causeview and Salesforce.

We, SCHF and Morphate, had our work cut out for us. Our challenge was to ensure the solution was live and could support the live televised, Gold Telethon on 8th June. This meant we had three months to be live.. a tough ask but we, both Morphate and SCHF, knew we could do it.

You may ask “why were you so confident?” simply because the groundwork had been set months before we kicked off the project.

“They always say time changes things, but you actually have to change them yourself.”
Andy Warhol, The Philosophy of Andy Warhol

Projects, no matter what size, are successful when you have a Change Management strategy embedded from the start. For SCHF this was before Morphate was engaged. As Jo Price, IT Systems Manager at SCHF, said

The basis of our change management strategy was to keep the whole team involved throughout the whole project from recording current business process and listening and acting on their ideas for improvements, scoping to testing to training and going live.  

So, when it came to the Telethon, SCHF were on top of their game and had the right tools to support them on the day. What impact did this have? Jo Price said,

The biggest successes we have had by implementing Salesforce with Causeview has been the time savings, data accuracy and better reporting tools to enable us to better manage our supporters.

Apart from peer to peer fundraising, our donations all feed directly into our Salesforce and Causeview in real time. We no longer download and then upload donations, and we can get real time updates on fundraising dollars.  This was extremely successful for our annual Telethon, we were able to pull reports showing donations every 10minutes to update the live broadcast dollars raised.

We have also seen huge time savings with our Recurring donors – this whole process is now automated.  We can now focus on proactively calling these supporters and managing our relationship with them.

I, like many, watched the Telethon as Causeview and Salesforce was stress tested throughout the day with all donations being processed in real time and over $5.2million in monies raised. It was great knowing SCHF knew exactly what their donations were at any point in time during the day.


Telethon Call

It is important to note that the solution wasn’t implemented solely for the Telethon, this is the core Supporter solution for SCHF and Salesforce and Causeview is embedded across the entire organisation. Every interaction with a supporter is captured and allows the team to have meaningful conversations with their supporters with each interaction.

SCHF Leanne Warner

Change and Technology solutions go hand in hand. We’ve all seen those projects which “implement” a solution without a supported Change Management Strategy and result in low adoption, no improvement in process or supporter engagement.

Leanne Warner, CEO of Sydney Children’s Hospital Foundation, said

Working with Morphate to implement Salesforce has renewed my faith in the possibility of adding great new technology without it destroying your business at the same time.

It is important that the NFP select an outstanding IT Systems project manager to guide the vendor and carefully change manage expectations internally, but you have to be happy if your vendor turns out to be a really great business partner who cares about great outcomes.

Sure we encountered hurdles and frustrations, but Morphate took responsibility to ensure that we were successful with our roll out and I have confidence that they will continue to help to support us on an ongoing basis.

As a team we are all proud of what we have accomplished over the past 5 months and we have learnt a lot along the way that will help others to be successful. We all know that Salesforce is the best CRM product available in the Sector today, and if you want the system to add the most value it can, I would recommend that you speak to Morphate and start scoping!

The team at Morphate are here to help you with your project regardless of how small or big it is. Reach out and drop us a note or give us a call (61 2 8090 1478).] and let’s talk about transforming your organisation with Technology for Good.


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!”.


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.


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!