Cloud for Good https://cloud4good.com See how Cloud for Good can help you create more value with Salesforce. Thu, 13 Aug 2020 17:34:03 +0000 en-US hourly 1 https://wordpress.org/?v=5.4.2 https://cloud4good.com/wp-content/uploads/2017/01/facicon_09-85x85.png Cloud for Good https://cloud4good.com 32 32 Stanford SPARK: Creating Engagement and Managing Efficiencies with Salesforce https://cloud4good.com/announcements/stanford-spark-creating-engagement-and-managing-efficiencies-with-salesforce/ https://cloud4good.com/announcements/stanford-spark-creating-engagement-and-managing-efficiencies-with-salesforce/#respond Thu, 13 Aug 2020 16:17:29 +0000 https://cloud4good.com/?p=20953 Continue Reading]]> Stanford SPARK was established in 2006 as a translational medicine program within the school of medicine at Stanford.  Founded by Chemical and Systems Biology Professor Daria Mochly-Rosen, SPARK was created to deliver a cost-effective model of generating proof of concept research using out-of-the-box academic approaches, and to bridge the disconnect caused by a lack of expertise, lack of funding, and a lack of mutual understanding for vital research.  From a higher-level view, SPARK serves as the interaction mechanism of academia and industry at Stanford and is based on interactions with individuals, not companies or conglomerates.  With the help of Salesforce,  SPARK provides access to specialized knowledge and technical expertise regarding drug and diagnostic development, dedicated core laboratory facilities, and sources of funding to support translational efforts.

Mahima Agochiya, Business Development and Program Manager for Stanford University’s SPARK Program, recently joined a webinar panel of esteemed leaders within the higher education space.  On this webinar, Agochiya detailed how Stanford SPARK’s Cloud for Good-implemented Salesforce platform has enabled the institution to better track constituent and member management, leverage their project management, and manage proposals and applications to the program with heightened efficiency.  During her portion of the webinar, Agochiya went into great detail on the nature of Stanford SPARK and how Salesforce has turned this global initiative into a powerhouse of academic research through technology.

Agochiya opened her discussion with a revealing bit of humility: “I don’t have any IT background at all.  So, the fact that I’m responsible for this program tells you a little bit about the ease of Salesforce and also about our partners who helped us implement Salesforce which is Cloud for Good.”  Despite a lack of direct IT experience, Agochiya brought a fervent love for databases and clean data tracking to SPARK when she joined the program in 2016.  With a Ph.D. in cancer research and an MBA in health, Agochiya came prepared to fund selective research and partner with experts within the Pharma and Biotech industries to mentor SPARK program participants and mindfully move them toward clinical consultation.

Having found success with Salesforce in the past, Agochiya spearheaded an initiative to implement a system better suited to the depth and breadth of the Stanford SPARK program.  Starting deliberately, the institution implemented a rudimentary database in 2017, moving program data from scattered spreadsheets to Microsoft Access.  This stop-gap solution quickly wore out its welcome, revealing limitations in organizational cohesion and an over-reliance on Agochiya’s role in managing and updating the database.  When funding became available to upgrade systems, Agochiya said, “It wasn’t even a question that we would transition to Salesforce.”

With the help of Cloud for Good, Stanford SPARK implemented Salesforce’s Sales Cloud in 2019 to track their programs, program data, and project data, such as meeting recordings and scheduled update reminders.  No longer reliant on disparate spreadsheets and a lack of centrality, SPARK was able to track and log program information stretching all the way back to the program’s inception in 2006.  Now, added functionality within Salesforce has allowed SPARK to benefit overall business development through email integration, contact sharing, communications, and more efficient reporting providing a true 360-degree view of their program participants.  This all-encompassing view has also benefitted SPARK’s mentorship alignment, allowing the program to manage their contacts and track the areas of expertise for each advisor.

Stanford SPARK research centers feature various departments of multi-disciplinary work, it was imperative that the utilization of Salesforce allowed team members to note who among the team can assist in specific areas of expertise.  This level of data clarity and resource identification has greatly benefitted Stanford SPARK’s overall reporting abilities which, in turn, positively affects fundraising efforts.  “Reports through Salesforce have helped the program pull intelligent reports that reveal new fundraising opportunities or showcase to potential investors the success rates and metrics within Stanford SPARK,” said Agochiya.  The ease allowed by Salesforce reporting capabilities has helped Stanford SPARK to remain nimble to strategy changes as a result of the difficulties raised by the COVID-19 pandemic.

While SPARK originates from the United States, the program has grown into a global initiative, with over 60 unique institutions around the world involved in SPARK Global.  The global initiative needed the support of a system that could be implemented globally, where access was easily shared and collaborative, and confidentiality could be maintained across the many countries and people involved in the program.  With several different countries housing the 60 institutions, and each country featuring a unique Director for their country’s program, the ease and utility provided through Salesforce technology has been essential to the global initiative’s success.  “Exporting data from Salesforce for global partners to combine research with all SPARK participants is absolutely crucial.  Salesforce enables that process with ease,” summed up Agochiya.

Stanford SPARK’s Salesforce journey is far from over.  Agochiya excitedly reveals that “there are plans to integrate the application process for new SPARK projects with their Salesforce database and scale the solution for global operations.  As I said, I have no IT background, and Cloud for Good has been excellent in figuring out how to do things creatively and implement them successfully.”  When they needed it most, Stanford SPARK turned to Salesforce and Cloud for Good to support their essential work on a global scale.  Working in conjunction with a scalable Salesforce platform, Stanford SPARK is now better positioned to advance medical discoveries and help better the global academic community during an ever-critical time.

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For the 7th Time, Cloud for Good Appears on the Inc. 5000 List https://cloud4good.com/announcements/for-the-7th-time-cloud-for-good-appears-on-the-inc-5000-list/ https://cloud4good.com/announcements/for-the-7th-time-cloud-for-good-appears-on-the-inc-5000-list/#respond Wed, 12 Aug 2020 11:00:19 +0000 https://cloud4good.com/?p=20949 Continue Reading]]> August 12, 2020 [ASHEVILLE, NC] – Inc. magazine today revealed that Cloud for Good is No4116 on its annual Inc. 5000 list, the most prestigious ranking of the nation’s fastest-growing private companies. The list represents a unique look at the most successful companies within the American economy’s most dynamic segment—its independent small businessesIntuitZappos, Under Armour, Microsoft, Patagonia, and many other well-known names gained their first national exposure as honorees on the Inc. 5000. 

“Cloud for Good is honored to be recognized, for the seventh year in a row, alongside so many incredible companies on the Inc. 5000,” said Tal Frankfurt, Cloud for Good Founder and CEO.  “This recognition represents the passion of our staff and the tireless efforts we put forth to create positive change for our clients through technology.  Placing on the Inc. 5000 validates these efforts and allows us to reach more clients in need of transformational value through the Salesforce platform.” 

Not only have the companies on the 2020 Inc. 5000 been very competitive within their markets, but the list as a whole shows staggering growth compared with prior lists as wellThe 2020 Inc. 5000 achieved an incredible three-year average growth of over 500 percent, and a median rate of 165 percent. The Inc. 5000’s aggregate revenue was $209 billion in 2019accounting for over 1 million jobs over the past three years.   

“To be ranked amongst some of the world’s most prominent industry leaders and innovators is a true honor,” said Vice President of Sales Bryan Gould.  “Our continued growth over the last 7 years is a testament to the value our talented Goodies are able to create within both higher education and the nonprofit sectors. We show up for work each and every day with the mindset and intention necessary to making a quantifiable impact in the world.  Recognition from the Inc. 5000 is both humbling and reaffirming, and we look forward to continuing the work deserving of this distinguished recognition.” 

Complete results of the Inc. 5000, including company profiles and an interactive database that can be sorted by industry, region, and other criteria, can be found at www.inc.com/inc5000.  

The companies on this year’s Inc. 5000 come from nearly every realm of business,” says Inc. editor-in-chief Scott Omelianuk. “From health and software to media and hospitality, the 2020 list proves that no matter the sector, incredible growth is based on the foundations of tenacity and opportunism.” 

About Cloud for Good 

Cloud for Good (www.cloud4good.com) is a leading cloud consulting firm that helps organizations create transformational value with technology.  Founded in 2010, Cloud for Good is a certified B Corp, a certified Great Place to Work, and a Salesforce.org Premium Partner.  Collaborating with nonprofits and higher education institutions, Cloud for Good helps organizations achieve results, innovate, and transform their operations. 

Media Contact:   

Jenn Tate, (855) 536-1251, Jennifer.tate@cloud4good.com 

More about Inc. and the Inc. 5000

Methodology 

The 2020 Inc. 5000 is ranked according to percentage revenue growth when comparing 2016 and 2019. To qualify, companies must have been founded and generating revenue by March 31, 2016. They had to be U.S.-based, privately held, for profit, and independent—not subsidiaries or divisions of other companies—as of December 31, 2019. (Since then, a number of companies on the list have gone public or been acquired.) The minimum revenue required for 2016 is $100,000; the minimum for 2019 is $2 million. As always, Inc. reserves the right to decline applicants for subjective reasons. Companies on the Inc. 500 are featured in Inc.’s September issue. They represent the top tier of the Inc. 5000, which can be found athttp://www.inc.com/inc5000. 

About Inc. Media 

The world’s most trusted business-media brand, Inc. offers entrepreneurs the knowledge, tools, connections, and community to build great companies. Its award-winning multiplatform content reaches more than 50 million people each month across a variety of channels including websites, newsletters, social media, podcasts, and print. Its prestigious Inc. 5000 list, produced every year since 1982, analyzes company data to recognize the fastest-growing privately held businesses in the United States. The global recognition that comes with inclusion in the 5000 gives the founders of the best businesses an opportunity to engage with an exclusive community of their peers, and the credibility that helps them drive sales and recruit talent. The associated Inc. 5000 Conference is part of a highly acclaimed portfolio of bespoke events produced by Inc. For more information, visit www.inc.com. 

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Defending American Dreamers with New York Immigration Coalition & Salesforce https://cloud4good.com/announcements/defending-american-dreamers-with-new-york-immigration-coalition-salesforce/ https://cloud4good.com/announcements/defending-american-dreamers-with-new-york-immigration-coalition-salesforce/#respond Tue, 04 Aug 2020 17:15:25 +0000 https://cloud4good.com/?p=20916 Continue Reading]]> For over 30 years, the New York Immigration Coalition (NYIC) has stridently served the many diverse immigrant and refugee rights groups of New York State.  Working in concert with local nonprofit, community, and grassroots organizations, NYIC’s central mission revolves around developing and implementing immigration advocacy and integration campaigns on local, state, and federal levels.  In the first half of 2020, NYIC pivoted strongly toward COVID-19 relief for New York’s nearly 4 million immigrants, launching the #NYUnited Fund to raise support, and organizing an emergency cash assistance program providing financial aid to the immigrant New Yorkers unable to benefit from federal relief packages.

Protecting the Essential

While New York has become an example of how to effectively respond to the COVID-19 pandemic, the state’s immigrant population has been dramatically affected, with immigrants living in New York City suffering a particularly damaging toll.  A sizable portion of affected immigrants work within high-risk, essential services, and many others have lost work completely due to the pandemic.  Despite the added importance our society has placed onto these essential services, too often are those helping run these services left without the support, safety, and compensation necessary to ensure their wellbeing.

NYIC has been working with Cloud for Good ever since NYIC decided to replace their siloed databank system (fueled by assorted Excel spreadsheets) with a centralized Salesforce solution in 2019.  Implementing Salesforce’s Nonprofit Cloud allowed their staff to track and manage their constituents and programs with ease, increasing their information-sharing efficiency across the board.  Following the initial implementation, both NYIC and Cloud for Good have been working together to continue maximizing NYIC’s digital transformation and better serve the New York immigrant population.  It is because of this digital transformation that NYIC was able to remain both thoughtful and nimble in the development of solutions that help band its many community members together.  Through these solutions, NYIC has been able to create and deliver unprecedented crisis assistance to New York’s most under-supported immigrant groups.

Readying a Rapid Response

The Emergency Cash Assistance Program for New York City (ECAP NYC) is a city-wide initiative that NYIC proudly participates in.  Other participants include the NYC Mayor’s Office and Catholic Charities Archdiocese of New York, among others.  Participating organizations are tasked with designing and implementing their own money distribution systems.

Kiwi Grady, Director of NYIC Membership & Capacity Building, alongside Mark Libatique, Manager of Membership & Capacity Building, led the building and administering of NYIC’s iteration of the ECAP and spoke firsthand on the importance Salesforce played in empowering NYIC’s central mission and increasing their outreach.  “This has been the fastest we’ve ever launched a program of this scale,” remarked Grady on the accelerated nature of developing and rolling out ECAP NYC over just a few short weeks.  “We wanted to get support funds into the hands of community members as quickly as possible.”

Specifying the effort needed to get the program off the ground, Libatique adds that “NYIC really heightened our conversations among the nonprofit organizations working directly with immigrant community members.  Our top priority was making sure these communities were protected and supported in the midst of their amplified need.”

Considerable legwork needed to be completed prior to the launch of ECAP NYC, ensuring all facets of the complex program were legally compliant and protective of undocumented individuals’ anonymity.  Once all the prerequisites were met, NYIC moved forward full-force, training internal staff and external community members as the fast-paced development progressed.  Looking back, it’s clear that the foundation laid by NYIC’s successful implementation of the Salesforce Nonprofit Cloud in 2019 set the stage for the success of ECAP.

This original implementation standardized the organization’s program management, consolidated its constituents, and provided a platform to scale alongside the organization’s tremendous growth in funding, offered programs, and constituents served.  Even with less than a full year of experience with the dynamic new system, NYIC felt both confident and supported in their ability to tackle a program of ECAP’s magnitude.

Director of Organizational Development Cynthia Wong joined the NYIC right around the same time as that original implementation, and she noted just how critical their technology and Cloud for Good partnership had been to the ultimate success of the cash assistance program: “I’ve seen how much Salesforce has helped us centralize all our data and allow us to make smarter, more strategic decisions for our clients and communities.  I knew Salesforce would greatly help facilitate the cash assistance program.  I’ve been blown away by our success and how much engagement Cloud for Good has had with our teams and our programs.”

Collaboration in a Time of Crisis

The Cloud for Good Managed Services team has proven especially vital in the success of NYIC’s emergency cash assistance program through their creation of a specified screening process built with FormAssembly.  Libatique explains, “We brought in Managed Services to help create a solution that would screen applicants for card distribution.  I sat down with Managed Services, described what we were looking for, and they helped make that dream a reality so simply and creatively.”  Through a short form, program applicants answer questions based on their background and the effect COVID-19 has had on their livelihood.  The responses to these forms are gathered securely, then used to inform the assistance determination process.

Building a system that established various checkpoints throughout the process was a top priority for the NYIC in order to prevent fraud and ensure those that received the funds were those with the greatest need for emergency assistance.  “The screening forms are central to the success of ECAP.  We were able to integrate the program with Salesforce in a way that protects the information of our clients and provides NYIC with everything we need to distribute the funds,” elaborated Grady.

At just the halfway point of the emergency program’s lifespan, $1.5M had already been distributed to 3,000 individuals in the form of $500 debit cards.  NYIC will ultimately send out $2.7M of direct relief aid for New Yorkers all across the state.  “I don’t know how this process would have looked or how we would have been able to carry out the ECAP as effectively and efficiently if not for Salesforce,” Wong said in summary.

Fighting for the Future

Moving forward, NYIC is poised to continue its historic support during historic times.  “We’re not sure how long we’ll be working remotely, so having Salesforce in this environment allows us to continue building upon and leveraging our technology, making the most of its flexibility to adapt our systems based on the current reality,” Wong proclaimed with quiet confidence.

Through a centralized Salesforce solution replacing the databank system and departmental spreadsheets of yesteryear, NYIC has been able to better track and manage their constituent engagement, share information more efficiently across departments, and increase the effectiveness of their technology efforts across the board.  Libatique adds, “The CRM system we had in place prior to Salesforce was super rigid.  Our organization’s membership and fundraising administration used to be organized through Word documents and Excel sheets.  Practically everything is now done automatically with Salesforce, allowing us to create and customize on a whim.”

The New York Immigration Coalition serves one of the largest and most diverse newcomer populations in the United States.  A mission of such critical importance demands a platform capable of reliably supporting and strengthening the mission.  Salesforce has supplied that platform and Cloud for Good’s Managed Services team continue to train, engage, and assist the NYIC team in making the most out of their systems.  Through Salesforce technology, a swift transition to digital outreach, and creative fundraising events (like their recent Virtual Gala) the NYIC has proven itself to be adaptable to current events, and uncompromising in their devotion to bettering the lives of New York immigrants.

For more information on the New York Immigration Coalition, including how to support their mission, visit their website and follow them on Twitter, Facebook, and YouTube.

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Putting Predictions Into Your Alumni Sustainer Program https://cloud4good.com/announcements/putting-predictions-into-your-alumni-sustainer-program/ https://cloud4good.com/announcements/putting-predictions-into-your-alumni-sustainer-program/#respond Tue, 28 Jul 2020 14:29:09 +0000 https://cloud4good.com/?p=20898 Continue Reading]]> The Salesforce Einstein Analytics tool provides organizations with the ability to visualize the activity taking place within their unique Salesforce environment, offering invaluable insights and health checks on their data.  Designed as a tool to help grant you an ease of access across your organization’s opportunities, Einstein Analytics provides a system conducive to progress, and recent updates and upgrades are doubling down on that fact.  Let’s consider the benefits of Einstein Analytics in relation to the ability of a higher education institution to build their constituent base and engage their alumni.  

As a higher education institution looking to convert as many alumnae to sustainers as possible, you want to learn two things from your data: 1) How likely is an alum to become a sustainer? 2) What is the best way to engage with a graduate, given their likelihood of becoming (or not becoming) a sustainer? 

Enter Einstein Prediction Builder and Next Best Action.

Einstein Prediction Builder can create predictions based on almost every field in the Education (or Nonprofit) Cloud, allowing you to utilize a number of intelligent predictions, such as: 

  • How many days until we can make the next ask? 
  • How many people are going to attend our next gala? 
  • How much revenue can this program generate for our institution? 
  • What is the likelihood of this student to drop off? 
  • And of course: Will this donor become a sustainer? 

Understanding the likelihood is useful, but where Einstein Prediction Builder really adds value is when it is combined with Einstein Next Best Action.  Next Best Action uses predictions to automate the process of choosing the right action to take for a contact (or any other Salesforce object).  Additionally, it eliminates the need to look at each individual prediction because it allows you to create custom recommendations or actions, such as offering a welcome gift to encourage membership.  Working in tandem, the Einstein Prediction Builder and Einstein Next Best Action opens up possibilities for any proactive higher education institution or nonprofit organization to better understand their data and more effectively utilize that data to inform action. 

I created the example below centered around the sustainer program.  For this example, I used fields such as First Gift Date, Events Attended, Graduation Year, and Income Range to predict the likelihood of the recurring giving.  Einstein will evaluate all the data we have in Salesforce based on the parameters that I created in order to make sure that we have enough data to support the model.  It even shows the prediction quality and my top predictors.

Next, I created a Next Best Action Strategy.  The strategy that I create will go through all the recommendations and assign them to donors based on predictions that were made for them.

My strategies can be very simple or include multiple elements.  The above example only has a couple of elements.  When I apply the strategy to our Sustainer donors, Einstein Next Best Action assigns recommendations to them based on their predicted behavior.  These recommendations are the next best action for each donor, effectively building a roadmap for your higher education institution or nonprofit organization designed to intelligently inform your constituent engagement strategy.  Here is an example of what it would look like on the contact record:

Both the Einstein Prediction Builder and Einstein Next Best Action tools have the potential to fast-track your predictions, create effective offers and actions for users, and enable your business processes with future behaviors in mind.  Capitalize on the predictive potential within Salesforce’s AI capabilities and provide your fundraisers with the intelligent tools they need to progress your organization’s effectiveness.

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The Latest NPSP Releases for Summer ’20 https://cloud4good.com/announcements/the-latest-npsp-releases-for-summer-20/ https://cloud4good.com/announcements/the-latest-npsp-releases-for-summer-20/#respond Tue, 21 Jul 2020 16:00:49 +0000 https://cloud4good.com/?p=20869 Continue Reading]]> The highly-anticipated Summer ’20 Release is finally here! This new NPSP release introduces timely enhancements for user experience and features several innovations to the Lightning Flow Builder.  Let’s dive right into the exciting new features soon to be at your fingertips.

Split View Navigation for Working Within Lists

For individuals who like to work with records side by side (gift officers, I’m looking at you!), the Summer ’20 Release is bringing split-view navigation.  The split view allows you to display a list view and a record side by side.  No more comparing two screens!  To access the next record, simply select the record on the list view you want to see, and that record will pop up on the right.  To open split view, select the “Display As” button on the related list.  Note that the split view navigation only supports objects on the navigation bar.

Multiple Page Default Options: Grouped View and Full View

With the new release, System Administrators can now choose between two default page view options. The first is the current default view, now named “Grouped View,” which groups the record information across tabs and columns.  The new Full View displays all of the record details and related lists in one column.  Note that the Full View is only available for page layouts that have 50 fields or less, 12 related lists or less, and no inline Visualforce components.

To update the default record page view in your org, go to your setup and select “Record Page Settings” in the Quick Find box.

Separate Record Detail Sections on the Lightning Page with Dynamic Forms (Beta)

As a System Admin, how many times have you been asked the question, “Can we break up the record details on the page?”  I’m guessing quite a few!  With Dynamic Forms, the record details can now be broken apart into separate sections and configured inside the Lightning App Builder as individual components.  This means that fields and sections can be placed where you want them, and also be put into accordion components or tabs to improve page loading time.

With Dynamic Forms, Salesforce is enabling simpler page layout management.  Now, System Admins can manage the various field and section visibility directly within the Lightning App Builder with component visibility rules and assign the Lightning Page both by App and by Profile.  This drastically reduces the need for multiple page layouts.

Assisting Users with In-App Guidance

The new In-App Guidance Builder provides greater flexibility for authoring and displaying in-app prompts.  The builder allows for easy placement and walkthrough design for In-App Guidance prompts as well: you can customize the action link or button, adjust the schedule of the prompt, select the profile visibility, and modify permission settings.  Better yet, these newly-created prompts can be saved so that you can activate immediately or wait for another time.

Maintain & Enhance Your Org with the Optimizer App

System Admins should get hyped about the new Optimizer App!  After enabling the Optimizer App, simply hit “Run Optimizer” and Salesforce will inspect your org for maintenance suggestions and best-practice recommendations.  The Optimizer App uses the split-view console navigation so that you can easily review the Optimizer results and sort through the next steps and recommendations.  The list view displays the feature, type of maintenance issue, links to the related Setup page, status, and even details an estimate on the time it takes to resolve each issue.

Updates to Flow Builder

The Summer ’20 Release also comes equipped with many updates to the Flow Builder.  One major update is that flows can now be triggered to run after a record is saved.  Previously, a record-triggered flow could only be run before a record was saved.  With this new update, flows can now replace most workflow rules and record-change processes that are built within Process Builder, condensing your automation and management all in one place.

Additionally, there are a few updates to the Debug feature within the Flow Builder that are worth mentioning.  The Summer ’20 Release is introducing Rollback Mode in the Flow Builder so that you no longer need to manually revert record changes that were made during testing.  Additionally, a Lookup component was added to search for variables to define when using Debug to make testing a breeze!

Please note that with any new enhancement, it’s best practice to test the new features in a sandbox environment first.  Each Salesforce release is made possible by ideas submitted from users through the Salesforce Idea Exchange.  You and your organization can make a difference by engaging in the Idea Exchange, having your voices be heard, and creating transformational value for your fellow Salesforce users!

 

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Empowering the Jewish Teen Movement with BBYO & Salesforce https://cloud4good.com/announcements/empowering-the-jewish-teen-movement-with-bbyo-salesforce/ https://cloud4good.com/announcements/empowering-the-jewish-teen-movement-with-bbyo-salesforce/#respond Thu, 16 Jul 2020 15:00:57 +0000 https://cloud4good.com/?p=20861 Continue Reading]]> For nearly 100 years, across more than 50 countries, BBYO has been at the forefront of leadership development and identity strengthening within the Jewish teen community.  Since their founding in 1924, BBYO has worked alongside teens during their high school years (8th – 12th grade) with the goal of empowering them to take charge in their communities and proudly engage with their Jewish culture.  The organization’s mission is achieved through an enriching platform comprised foremost of leadership development, experiential education, community service, and programs that prepare teens for a successful, impactful adult life.

BBYO’s Vice President of IT Strategy and Measurement, Karen Alpert, and Movement Strategy and Operations Associate, Nolan Hausler, joined Cloud for Good to discuss the organization’s mission, the changes made to deliver on that international mission during a global pandemic, and how their Cloud for Good-implemented Salesforce technologies have facilitated a rapid, successful shift to the online setting.

Starting on the Right Foot

“Let me begin by saying I’ve never had a project go as well as our first Salesforce implementation with Cloud for Good,” opens Alpert on an exceedingly positive note, no doubt a reflection of her infectious optimism and radiant personality.  “BBYO is all about setting up Jewish teens, during a pivotal time in their life, to become productive members in society and engaged within their Jewish community.  Salesforce really helped us during a pivotal time, too,” follows Alpert.  As a largely in-person organization whose work has historically been “on the ground,” spanning various local chapter, regional, and international levels, the COVID-19 pandemic brought forth an unexpected cultural change for BBYO.  Although some growing pains were expectedly faced, the necessary evolution and virtualizing of programs embraced by BBYO have effectively prepared them for a more innovative and engaged future for their central mission.

Funded by a split revenue stream where half of the organization’s support stems from philanthropic donations and program/event-driven revenue comprises the other half, BBYO found themselves in need of intelligent solutions and an experimental approach in order to circumvent the difficulties of COVID-19.  Regional conventions and in-person teen events were canceled, a host of varying summer programs were shut down, and the organization scurried to figure out how to continue their support for members, their families, and organizational staff.  Luckily, as Alpert proudly asserts, “BBYO is fantastic in a crisis.”  Thinking on their feet, BBYO carefully considered how to continue serving their mission, how to serve their teens, and what they could implement virtually to remain financially stable and culturally productive.  Then, BBYO placed its trust in two of the organization’s most important tenets: teens and technology.  Over the course of just a few short days, BBYO created and rolled out BBYO On Demand, a sprawling online platform fueled by teen-generated content and experiences.

Teen-Led Innovation

“We knew we didn’t want to simply recreate regular programs online.  BBYO On Demand allowed us to open things up and offer our teens a platform to submit their own ideas for new virtual programs,” Alpert elaborates.  Reflective of the importance BBYO places on empowerment and development, BBYO teens turned On Demand into an engaging hub of connective content, seemingly overnight.  Chat rooms, book clubs, Netflix watch parties, and virtual exercise groups were organized, while BBYO staff created a wide variety of programs centered around at-home training and vital skill development.  Within a matter of weeks, hundreds upon hundreds of programs had been submitted, many resulting in networking sessions attended by hundreds of people at a time.  “Not only do we say we’re teen-led, but we mean it.  And we prove it,” Alpert definitively declares.

Nolan Hausler manages the program strategies and initiatives connecting all BBYO teens, and he played a pivotal role in the organization’s transition to online.  His experience and understanding of the Jewish teen experience led him to a critical perspective: “The teen demographic is always on the cutting edge of technology.  It’s not good enough for us to simply translate everything to Zoom meetings and think everything will be the same.”  Despite the isolation experienced by all while confined to their own homes, BBYO has effectively created an evolutionary tool for their organization born out of necessity, a tool innovating in ways, perhaps, not possible in the traditional physical setting.  On-Demand has allowed BBYO to experiment and cater to high-profile appearances from speakers and alumni, resulting in events like an intimate Q&A session with entrepreneur Mark Cuban, a 1-on-1 interview with ESPN’s Adam Schefter, and a members-only virtual event with the cast of Netflix’s Outer Banks that attracted over 2,000 teens and brought in 200 new BBYO membership sign-ups.

Sustaining & Advancing with Salesforce

BBYO is, fundamentally, a paid membership organization; a one-time fee provides teens with a membership lasting the entirety of their high school years.  Innovative On Demand events are helping maintain sustainment, and even growth, during a time when so much else seems up in the air.  Fundraising membership programs are handled through BBYO’s Salesforce instance, and the funds raised go towards supporting the organization, as well as developing innovative content for teens, alumni, and families.  Salesforce allows BBYO to segment and target donors, create custom messaging for supporters, and showcase the engaging events created by teens within On Demand.  Fundraising innovations have even led to the launching of their Women’s Leadership Initiative, bringing together highly successful women with a connection to BBYO in an effort to raise both support and awareness for the mission.

The reliability made possible by Salesforce’s all-encompassing technological support is helping BBYO manage their 140 paid staff members, 600 volunteer adult advisors, and over 3,000 teen leaders.  It’s also enabling the organization to not just sustain but also innovate and develop even with the uncertainty surrounding this present moment.  Hausler concludes, “We all know there won’t be a simple switch that makes everything go back to how things were pre-pandemic.  We’re looking at different ways of incorporating our virtual successes into the traditional physical experience model moving forward.”

A Cloud for Good Partner since their initial Nonprofit Cloud implementation in 2016, BBYO has continued to utilize Cloud for Good’s services throughout their journey.  This maintained relationship has culminated in the Cloud for Good Managed Services team stepping up to strategically plan and prepare BBYO for upcoming Salesforce releases so that they can take full advantage of new tools on the horizon.  The result of these implementations and optimizations connects back with BBYO’s founding principles of involving Jewish teens with a more meaningful Jewish experience.  Backed by Salesforce and internal innovations, over 70,000 teens around the world are bonding with their communities through technology, deepening their connection to the Jewish experience along every step of the way.

For more information on BBYO, including how to become a member and how to donate, visit their website or follow them on Instagram, Facebook, Twitter, and YouTube.

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Why Donating to Higher Education Still Makes a Difference https://cloud4good.com/announcements/why-donating-to-higher-education-still-makes-a-difference/ https://cloud4good.com/announcements/why-donating-to-higher-education-still-makes-a-difference/#respond Tue, 14 Jul 2020 14:00:22 +0000 https://cloud4good.com/?p=20721 Continue Reading]]> I have a number of connections to the higher education industry: I’m on an EDA team at Cloud for Good; my mom is an admissions counselor at a small liberal arts school; my wife is a psychology professor at a private research university in the northeast; I am an alumna of a few schools between my undergrad and my grad experiences.  Needless to say, I have been thinking and talking a lot lately about how this sector is going to change as a result of COVID-19.  I enjoyed reading Tal’s optimistic take on the subject, which focused on the push for education to reevaluate and adjust its delivery methods to accommodate learning that isn’t in-person.  But, if I’m honest, I’ve perhaps been somewhat less positive in my point of view on the matter.

If the whirlwind of events taking place in 2020 has taught us anything, let it be that the importance of raising and empowering the next generation of educators and students cannot be understated.  The higher education space is not without its faults, and we should all be keen to our shared responsibility in shaping how higher education evolves with the times.  Both my personal and professional lives are steeped in the higher education tradition.  While I remain a progressive proponent of the value higher education can provide, I know that there are areas we can improve.  Let’s start by taking a broader look at how the higher education space operates.

The Uncertain Road Ahead

I’ve been questioning the value of a business model that asks people for donations and then buys big, fancy buildings and prioritizes “experiences” over education.  I’ve been internally trying to integrate my two inconsistent feelings during this time, simultaneously having a personal stake in the continued success of the industry and wondering whether and why it still matters to donate to and support higher education institutions.

Here’s what I’ve come up with: As most all Salesforce consultants know, it takes a considerable amount of work, time, and financial resources to implement a new technical system that is both successful and strategic.  For example, my wife has been very busy over the past few months working to recreate and adjust her class material to an online environment with the systems she has access to at her institution.  She has had to become incredibly adaptable and nimble in order to enable her students (who have now dispersed back to their homes across the globe) to attend live and recorded lectures, participate in “class discussions,” and complete exams in a way that is still educationally valuable.

While the circumstances behind this shift, stemming from the COVID-19 pandemic, were unforeseen, I believe it is imperative that universities handle donations with the same adaptability and nimbleness demanded of their educators.  The higher education space as a whole would benefit greatly from a concerted effort to lift strain from their instructors and students and focus funding on technology and accessibility improvements.

Customizing Your Impact

My role at Cloud for Good as a Principal Consultant has allowed me to see first-hand just how important the right technologies can be for the success of a higher education institution.  Institutions can grow and instructors can be empowered in ways unthinkable without the right technology.  Every aspect of our society is evolving at a rapid pace, and the higher education space must account for that evolution if it is to thrive and prosper following the historic difficulties 2020 has presented institutions worldwide.

If I want the higher education industry to survive and grow beyond COVID-19 (and I do), then I should support the institutions that I care about so that they can implement these new delivery methods.  But, in the future, if and when I donate to higher education, I will make a restricted donation.  Although I spend a great deal of time talking about tracking restricted versus unrestricted gifts with clients, actually putting in the extra minute of effort to restrict my own gifts is something I’ve never done.  That has to change given the changing landscape of a post-pandemic world.

I know that I want my dollars to support things that I care about, such as scholarships for underrepresented students and high-impact technology improvements, so I must now take the steps to ensure my donated dollars fund the programs and improvements most important to me.  Moving forward, I will be sure to take advantage of this option and specify the purpose of my gift so that I know it will be valuable and make the greatest impact possible.

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Salesforce’s Accounting Subledger: Unlocking the Connection Between Your Nonprofit’s Fundraising and Finance Teams https://cloud4good.com/announcements/salesforces-accounting-subledger-unlocking-the-connection-between-your-nonprofits-fundraising-and-finance-teams/ Mon, 06 Jul 2020 20:22:25 +0000 https://cloud4good.com/?p=20834

What Exactly is Accounting Subledger?

Whenever you are bringing in funds to your organization, you must be able to reconcile those donations, gifts, pledges, and more within your financing systems. As all fundraisers know, the job is far from over once a donor pledges a gift. Ensuring those gifts are received and tracked appropriately for both the fundraising and finance teams can mean double data entry and manual reconciliation processes.

Now, with Salesforce’s new Accounting Subledger solution, you’re able to connect those fundraising efforts with your accounting like never before. Through the automated preparation of your fundraising information, Accounting Subledger saves your organization time and reduces manual errors, giving finance easily-importable data.

How Does Accounting Subledger Work?

Salesforce created the Accounting Subledger solution to simplify packaging up fundraising data and transforming it into finance-friendly data.

Through the Subledger, your Opportunities/Payments/Allocations transform to become Ledger Entries that are Debit & Credit-friendly. This data all exists within Salesforce.

Once the data is summarized into the Ledger Entry records, a user can choose the right report (from a library of pre-defined reports) for their specific system to run.

The report data can then be exported into a CSV file and is ready for direct import into an accounting system.

Salesforce showcases its product in great detail here: Accounting Subledger Product Page

One of the greatest benefits of the Accounting Subledger is that, like everything built on the Salesforce platform, the solution does not force you to change your processes to fit the technology, just the opposite is true: the Account Subledger solution offers your organization an opportunity to evolve your process through technology and it does so without the risk of manual data manipulation.

Is the Accounting Subledger Right for Your Nonprofit?

If you or your organization are considering implementing the Accounting Subledger, make sure to bring your fundraisers and finance teams together and talk through some of these critical questions:

  • What is our current process for ensuring finance has the data it needs from fundraising?
  • Who is currently doing the work of transforming fundraising data to be finances-friendly?
  • Does the current process work?
  • How long does it take for someone, or multiple people, to complete?
  • Is it scalable?
  • How error-prone is it?
  • How customized is our financial accounting system and would we expect the same level of detail to be captured in Salesforce?
  • (Perhaps most importantly) What does the reconciliation process look like? How are adjustments, reversals, and write-offs handled? Would we want that process to be automated?

The Accounting Subledger is a phenomenal addition to the Salesforce platform and can be used with both the Nonprofit Cloud and Education Clouds. Ultimately, what the Accounting Subledger will do for organizations is save time and reduce the risk once incurred through manually sharing data between fundraising and finance teams and create greater transparency within the fundraising and accounting processes.

Want to learn more? We’d love to chat. Not only was Cloud for Good a participant in the Accounting Subledger pilot program, but we’re also one of the only Salesforce implementation partners to have experience implementing the solution as part of our client’s digital transformational strategy. You can also join our webinar, Bridging the Gap: Connecting Finance to Fundraising with Account Subledger, on July 23 @ 1:00 pm EDT. We’ll be joined by the Accounting Subledger Product Owner, Chris Clark, to talk about why this product is so important, how easy the Accounting Subledger is to use, and a roadmap for what’s upcoming with this amazing solution.

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Cloud for Good Celebrates Their 10th Year https://cloud4good.com/announcements/cloud-for-good-celebrates-their-10th-year/ https://cloud4good.com/announcements/cloud-for-good-celebrates-their-10th-year/#respond Tue, 30 Jun 2020 13:15:55 +0000 https://cloud4good.com/?p=20820 Continue Reading]]> June 30, 2020 [ASHEVILLE, NC] – This year marks the 10th anniversary of Cloud for Good, one of the most trusted and decorated Salesforce implementation partners for higher education institutions and nonprofit organizations.  Cloud for Good has grown from a one-person vision to a completely virtual company, completing over 2,500 Salesforce implementations to date.  Garnering numerous industry awards, such as 2019 Salesforce.org Nonprofit Partner of the Year, and recognized as a 3-time Computerworld #1 Small Organization Best Places to Work in IT, 6-time certified Great Place to Work, and 6-time Inc. 5000 company, Cloud for Good continues to deliver on their promise of “creating transformational value with Salesforce.”

Reflecting on the past 10 years, Tal Frankfurt, Cloud for Good’s Founder and CEO, says, “I believe the truly extraordinary group of people and personalities assembled has been one of our greatest successes.  We communicate openly internally and with our clients and partners to encourage one another’s growth and lend an ear and open mind to the unique struggles we all experience.  There is no better feeling than knowing the company culture we’ve curated at Cloud for Good is one of empathy, understanding, and trust.”

Salesforce.org’s VP of Global Alliances, David Averill, shares his thoughts on the past 10-year partnership with Cloud for Good, saying “Since the beginning of Cloud for Good’s journey, Tal’s vision to bring transformational change to nonprofit and education organizations, paired with his commitment to make positive change in the world, has resonated with his customers.  The team he’s built over the last 10 years has shown their impact-mindset sets them apart.  Cloud for Good represents the best of the Salesforce.org Partner ecosystem and I’m looking forward to seeing what’s ahead in the next 10 years.”

Walid Ayoub, Human Rights Watch CITO and current Cloud for Good client, notes, “As an international organization seeking to uphold human dignity and advance the cause of human rights for all, Human Rights Watch depends on technology to maximize our impact.  Cloud for Good helped us improve our fundraising operations, resulting in an increased ability to focus our research and advocacy work.  Cloud for Good is more than a vendor for us, they are a partner that allows us to achieve our mission and, especially in the turbulent year that is 2020, has been a true difference-maker for Human Rights Watch.  We congratulate Cloud for Good on 10 great years and look forward to many more to come.”

Evan Thrailkill, Director of Digital Strategy at The University of Alabama at Birmingham, joined the celebrating by saying, “The Cloud for Good family has welcomed The University of Alabama at Birmingham with open arms since partnering up in early 2020.  The entire Cloud for Good team has been fantastic to work with.  All team members are true experts in their field and have been extremely patient and helpful in integrating 3 disparate data systems into the Salesforce EDA model.  While The University of Alabama at Birmingham’s relationship with Cloud for Good has only just begun, we feel honored to be a part of this momentous anniversary and look forward to celebrating many more future milestones.”

About Cloud for Good

Cloud for Good (www.cloud4good.com) is a leading cloud consulting firm that helps organizations create transformational value with technology.  Founded in 2010, Cloud for Good is a certified B Corp, a certified Great Place to Work, and a Salesforce.org Premium Partner.  Collaborating with nonprofits and higher education institutions, Cloud for Good helps organizations achieve results, innovate, and transform their operations.

Media Contact:  
Jenn Tate, (855) 536-1251, Jennifer.tate@cloud4good.com

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Wrapping Up the Salesforce Higher Education Summit 2020 with Social Studio https://cloud4good.com/announcements/wrapping-up-the-salesforce-higher-education-summit-2020-with-social-studio/ https://cloud4good.com/announcements/wrapping-up-the-salesforce-higher-education-summit-2020-with-social-studio/#respond Wed, 24 Jun 2020 18:05:09 +0000 https://cloud4good.com/?p=20763

Last week, on June 16, Salesforce.org hosted its very first virtual Higher Education Summit. The new half-day virtual event featured keynote sessions, breakout rooms with five different session tracks, virtual partner booths, and even a networking lounge. Though we did miss the opportunity to connect with our customers, partners, and higher education friends in person, the virtual Higher Education Summit was indeed a success, as it connected higher education professionals and technology experts from across the world!

Joining the Conversation – The Day of the Event

Because this event was entirely virtual, our team decided to track the social insights surrounding the Higher Education Summit using Salesforce Social Studio. Here’s what we found:

Throughout the day, there were over 1,000 conversations and posts on social media related to the Higher Education Summit 2020 (based on #HESummit20 and #EdTech, two of the most popular hashtags used at the event), and 99.6% of those posts were on Twitter. Social Studio also identified that 86.3% of posts about the Summit included positive sentiments (although, to be fair, much of what Social Studio determined to be negative included discussions centered around COVID-19). As a Salesforce Premium Implementation partner, this helped us focus on how we engaged with Summit attendees. We focused our time on Twitter and were able to view a live Twitter newsfeed of the #HESummit20 at a glance.

Social Studio also pulled some of the top words from the day, including the “#hesummit20” hashtag along with “education,” “community award,” and “innovation.” See the figure below to take a closer look at these insights. I love seeing such encouraging words like “congratulations,” “advocate,” and “love.” The Salesforce community has formed such a tight-knit family and this is amplified by the encouragement given to presenters, award winners, and the community at large.

Social Studio

One of the benefits of hosting the event virtually is the ability to further the reach of the event. Using Social Studio, we were also able to track conversations surrounding the Higher Education Summit by country. In the figure below, you can see conversations that were occurring all over the world. Most of the posts came from users in the United States (56.8%), India (19.9%), Canada (3.1%), and the United Kingdom (2.1%). The event drove traffic from all over the world, while limiting travel costs for folks interested in hearing from some of the brightest minds in the higher education space.

Salesforce Social Studio

Continuing the Conversation – Tracking  Conversation After Event’s End

As displayed above, the virtual Higher Education Summit 2020 was streamed and talked about across the world. After gathering these metrics, I was interested to see how Post Volume and Top Words change after the event had ended. Here is what I found:

I was able to identify a significant 71% decrease in Post Volume in the week following the Higher Education Summit. I found this surprising because all of the sessions were recorded so attendees could watch later. To keep the conversation alive and engagement up, I would suggest utilizing and posting the recorded content to share more insight and knowledge with the audience. Utilizing more general hashtags on this content will also open up the opportunity for new impressions and leads.

The top words used following the Higher Education Summit were very similar to those used during the Summit, specifically “hesummit20,” “Trevor (in reference to keynote speaker Trever Noah),” and “education.” However, based on the figure below, continued conversations surrounding breakout sessions have decreased over time following the live event. This insight creates a great opportunity for you to share recorded Summit content as a way to keep the conversation going and increase engagement within the space.

Higher Education Summit

 

These are only a few of the fantastic features included with Salesforce Social Studio. Within the platform, your marketing and social team can also publish and share posts, engage with followers, track the effectiveness of your content, and so much more. While we set up a dashboard specific to the Higher Education Summit this year, you can also set one up to track your brand, initiatives, and institution-specific hashtags in a more efficient and effective way. Check out the awesome session from the University of Arizona on how you can put together a roll-out plan to help increase user adoption of Social Studio.

If you would like to learn more about Salesforce Marketing Automation tool, including Salesforce Social Studio, contact us today!

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