Excel is not a database

Before I founded Cloud for Good I worked for a small nonprofit organization that loved to collect information. When I joined the organization, as a director of resource development, I inherited the organization’s most kept treasure. An Excel spreadsheet with all the donors and foundations we contacted in the past six or seven years, their social interests, who contacted them, when, how much money we asked, how much we received etc… This was (by far!) the largest spreadsheet I have ever seen in my life.

Overall, it seems like spreadsheets can be ideal for manage the organization’s knowledge. The Microsoft Office package is installed on most computers. Additionally, it is a very simple to use tool that we are all familiar with – we can easily create new columns and save. However, do not be tempted.  Excel is not a tool to manage and cultivate relationships!

 Excel is great with numbers but it is very limited. As a resource developer I could not efficiently track year to year donations or identify that one of our graduates could have been a potential donor. It was a great tool to analyze quantitative information, but it did not enable me to manage relationships between the information I tracked – it is “flat”.

  • Yes, you can add more columns to manage the information; however, how many columns will you need to track all the phone calls, emails, and meetings with your donor, volunteer, or student? Not to mention tracking all their donations, preferred days and time to volunteer, and program attendance. This is important information – if you wish to form a relationship with the constituent (or the foundation).
  • When your organization collects all the information (just like in my previous organization) the spreadsheet could include thousands of values and become very difficult to manage.
  • Your spreadsheet will not support your business process nor will it include workflows and automatic reminders. For example: Excel will not remind you to send a thank you letter every time you receive a donation.
  • Reporting in Excel can be very challenging. How would you know who gave last year but not this year and attended one of your programs’ graduation ceremonies?
  • And what about security? Everyone who has access to the spreadsheet can make changes and delete anything. You cannot determine who can see all of the information and who can edit specific columns.

 

Your database is one of the most valuable assets for your organization.  A good database is necessary to help you grow and provide better services to the community. It should support the organization’s mission and should be adopted by your entire organization and not only one team. It should be easy to use (you don’t want a system that only one person within your organization can use), flexible (it should evolve with your strategy) and it should support the type of work you do.

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Dreamforce
It is the 8th annual salesforce.com user and developer conference! Dreamforce, a four-day conference, is the perfect place to take advantage of hands-on training, learn best practices of successful users, and connect with peers and salesforce.com experts.
Here are just a few things you will find at Dreamforce:
  • 325+ breakout sessions
  • A dedicated nonprofit/education session track
  • Cloud Expo featuring 250+ partner solutions
  • Hands-on training, interactive demos, and more
  • Opportunities to network with other nonprofit/educator attendees
Registration opens today and as a nonprofit client you should have received an email with a registration code. As I mentioned in a previous post, the Salesforce Foundation is offering a heavily subsidized nonprofit/educator rate of $99 USD to the first 400 nonprofit and educator registrants (versus the standard registration rate of $999). Once the $99 rate has sold out, the rate will increase to $199. This special rate is for the sole use of nonprofit and educational institutions.
Salesforce Foundation
To register at the special rate, visit the Dreamforce home page and enter your registration code. Be sure to register soon to ensure your spot at the cloud computing event of the year.

I will be there!

Action Plans is a new, free add-on for Salesforce.com (from the Force.com Labs) that in a nutshell puts best practices into reusable “task templates”. Task templates can help you create automatic follow ups when your organization receives new donations and normalize the staff’s task generations on new leads.

 Force.com Labs

For example, when I served as the director of resource development of a NPO we had a very organized procedure to follow up on the president’s leads from conferences (you know what I am talking about, all these big stacks of business cards…). Seven days after the conference, the president sends a follow up email to the lead in which he introduces me. Then, I send an introduction email and 14 days after the conference we usually met to discuss all leads.

Action Plans allow your organization to create multiple tasks (independent and/or dependent) for a lead (or other Salesforce.com objects), assign tasks to a specific user, and supports the creation of up to 20 action plans at a time.

I would love to hear your comments on this great add-on!

Here is a video that shows how it works:

A storm of applications is coming… Google unveiled their Google Apps Marketplace today. With 25 million users in more than 2 million businesses, there is clearly a need for more collaboration tools than Google Apps can offer today. Sound familiar? Unlike Salesforce.com’s AppExchange, developers don’t need to build their apps on Google’s platform (with Salesforce.com you have to develop on the force.com).


The big advantage of these applications is that they will integrate with your Google Apps so you can better share and collaborate with your team. Once you download an application into Google Apps, it will appear on your main Apps Dashboard alongside all the other Google applications you use. It will even appear in the “more” drop down across the Google properties.

I could not resist the new Marketplace and had to download an application – Manymoon. It is a cool project management/team collaboration solution. Manymoon allows your team to attach Google Docs to tasks, projects and events; add project information to shared Google Calendars and much more. For nonprofit organizations this is a great tool to manage educational programs, fundraising campaigns or even advocacy efforts. Best of all it is free!

To add an application to your domain from the Marketplace:

1. Click “Add it now
2. Agree to the vendor’s Terms of Service
3. Grant access to the data that the app is requesting
4.  Turn it on and start enjoying your increased productivity

Did you find a useful application? Please share your experience in the comments.


Here’s a short clip that explains what the commotion is all about:

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The Power of the AppExchange

Do you collect donations in more than one currency? Check out the Global Currency Updater application from the AppExchange! This free application allows updating the dated exchange rates in their Salesforce.com organization using the Yahoo finance web service.

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