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.


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”.


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.