Greenpeace UK and URJ share why Salesforce was the best choice to meet the challenging demands of their large organizations. Highlights include various fundraising use cases as well as add-ons and features within Nonprofit Cloud that help them to be successful.

1. Living Large
Enterprise Organisations on Nonprofit Cloud
Greenpeace UK
Union for Reform Judaism

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3. Director, Business Systems
sautry@urj.org
Speaker Slide Layout
Sarah Autry Andrew Hatton
Solution Manager
duncan.chrystal@giveclarity.org
Duncan Chrystal
Head of IT
andrew.hatton@greenpeace.org
Twitter: @ajhatton

4. Agenda
Introduction to URJ
Our Journey to Salesforce and Nonprofit Cloud
Current state: how we use Salesforce and AppExchange Apps
The Journey Continues: Fundraising in Salesforce
Questions?

5. Union for Reform Judaism
The Union for Reform Judaism strengthens communities that transform the way people connect to
Jewish life, building a more whole, just, and compassionate world.

6. URJ Constituent Management Systems - 2016

7. Connecting the Dots: One Person, One Story
Made a $25
donation
toward Gun
Violence
Prevention
Sent his son to
URJ Camp
Harlam for
two years
Served as the
President of his
congregation
Attended URJ
Biennial in
2015
Wrote to his
senators
about climate
change
Married to
Carly
Goldberg,
with a 12-
year-old son

8. URJ Constituent Management Systems – Current/Future

9. Apsona – Snapshot Report

10. FormAssembly

11. URJ Maps

12. Community Cloud

13. Plans for Fundraising
NPSP – core fundraising
Classy – online fundraising
Apsona (Batch Entry for Nonprofits) – gift processing
Apsona (Multi-Step Reporting) – complex reporting and acknowledgment letters
FormAssembly – standalone credit card processing

15. Top 3 takeaway tips!
1. Involve your user teams in choosing the best tools
2. Think about performance from the beginning
3. Test early, often and thoroughly

16. Side Note
Everything in this presentation is good practice even if you
aren’t currently a large-volume organisation!

17. Greenpeace is an independent global campaigning organisation that acts to change attitudes and
behavior, to protect and conserve the environment, and to promote peace
Protect Antarctica Dakota Pipeline Air Pollution Oceans Plastic

18. About
Salesforce Experts
• UK based Salesforce Silver/
Impact Consulting Partner
• ISV Partner for the Not for
Profit sector
• Team of 25 experienced
Salesforce experts
• 2018 Consulting Partner
Innovation Award winner
Non-Profit Specialists
• Social enterprise dedicated
to delivering solutions to
charities in the UK and
world-wide
• Helped 100’s of orgs from
small social enterprises to
the largest global charities
Industry Leaders
• Delivered two of the world’s
largest NPSP systems
• Created three charity-
specific apps on the
AppExchange for Banking,
Data Transformation and
Gift Aid management

19. Goals for the Greenpeace UK Fundraising System
Samantha, Supporter Services
“To provide quality supporter care, I want to see
detailed information we have on a supporter, all
in one place”
Single Supporter View

20. Goals for the Greenpeace UK Fundraising System
Berry, Digital Mobilisation Manager
“I need real-time information on campaign performance
and reliable data for selections”
Accurate, real-time information

21. Goals for the Greenpeace UK Fundraising System
Mez, Data Team Member
“It’s important I have high-quality data from many
different sources, and that the data is clean and
consistent”.
Quality data from multiple sources + Reliable banking processing

22. Major Challenge: Greenpeace UK has vast amounts of data
The challenge was harnessing the power of the cloud while managing large data volumes
3 million
supporters
25 million
donations
(50 million
related
records)
50 million
campaign
members
750 thousand
recurring
donations
(ACH)
4 million
consent
statements

23. How did we make Samantha, Berry and Mez happy while managing
Large Data Volumes?
By building an “Ecosystem” of applications

24. Building our App Ecosystem - Lessons Learned
• Choose a scalable foundation – NonProfit Cloud
• Think big from the start;
• Use settings to switch off features you don’t need
• consider archiving up-front
• Does that data really need to be real-time!
• Sharing solution ownership with our users and building internal expertise
• Test early, often and thoroughly – get full sandboxes for testing data loads
• Use the NPSP product team expertise

25. Our Impact
Increased data load speeds and improved quality
• Reduces data loading times by 30% across all import channels
• Improves file matching with a corresponding quality improvement
Self-service reporting
• Now 75% of reports are created by fundraising users (previously around 5%)
• Saves one day a week of fundraisers staff time (by not having to manually collate data)
Easier and quicker Direct Debit processing
• Saves 3 days of staff time each month

26. Single Supporter View

27. Supporter care dashboard for real-time analytics

28. What’s next
Evaluate Service Cloud for improved supporter care
• Email to case
• Tracking response times
• Complaint escalation
• Audit trail
Evaluate Marketing Cloud for Digital Campaigning platform
• Cross channel marketing
• Better targeting
• Social media management
• Journey builder
in our Nonprofit Cloud journey

29. Finally, those top 3 takeaway tips again!
1. Involve your user teams in choosing the best tools
2. Think about performance from the beginning
3. Test early, often and thoroughly