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Purple Vision's Keith Collins and Mark Campbell provide fresh thinking for Fundraising in the Cloud
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And now for the weather forecast: fresh thinking in most parts, with fundraising in the cloud!
Mark Campbell, Keith Collins@kthcollins66 @narkyMark_nfp
• Independent consultants• 300+ clients since 2003• Experts in fundraising and nonprofit
CRM• ASI, Blackbaud, Convio, Salesforce• fundraising | technology | change
Simplifying the CloudSimplifying the Cloud
Does the cloud matter?
How can it help fundraisers?
What tools are there?
Is anyone else using them?
How do I select what I need?
Share our experience
What is cloud computing?
“At the foundation of cloud computing is the broader concept of infrastructure convergence. This type of data centre environment allows enterprises to get their applications up and running faster, with easier manageability and less maintenance, and enables IT to more rapidly adjust IT resources (such as servers, storage, and networking) to meet fluctuating and unpredictable business demand”
I’m a fundraiser - why should I care?
• Fundraisers in control, not IT!• Quicker to deploy • Less up-front cost and risk• Available everywhere• Closer to your supporters• Multi-channel fundraising• True 360 degree engagement
What the cloud isn’t…
Cloud Layers
Software as a Service
Platform as a Service
Infrastructure as a Service
Software as a Service
CRM Email
Social Social Giving
Cloud CRM…you’re spoilt for choice!
Simplifying the Cloud
Do I really need my database in the Cloud?
Your Requirement Cloud CRM
Shared office space, IT services – e.g. Can Mezzanine
Poor IT support and ageing servers, PCs etc
Access for local and home based staff
Mobile access for key partnership fundraisers
Integrated email campaigns and analysis
Social CRM – monitoring, engagement and analysis
Web self-service
Cloud CRM – what changes
• Free computing power!• Windows? Mac? …who cares!• Less technology to worry about• Collaborative, quicker development• Built to integrate• Access anywhere• Mobile and social friendly• Less upfront license costs• Supplier lock-in?• Quicker deployment?
Cloud CRM – challenges
• Higher life-time costs• Supplier lock-in?• Quicker deployment?• Data migration• Complex business processes• Which horse to back?• Connectivity!
Cloud Email
Simplifying the Cloud
Do I really need my bulk email tools in the Cloud?
Integration is Everything!
• CRM integration – campaign building• CRM integration – analysis - open rates, click-
throughs, bounce-backs etc• Unsubs – lack of complexity, 3rd party controls
decisions on what can be sent• Some tools work well together..• Some don’t• MS Office in the cloud…less infrastructure,
added extras!
Social
Simplifying the Cloud
Social CRM
Listen, Analyse, Engage, Integrate
Real-life technology – ThankQ, Convio Common Ground, Salesforce…
Simplifying the Cloud
KLM
Example from the commercial world…
Social Giving
Simplifying the CloudGamification
“The use of game design techniques, game thinking and game mechanics to enhance non-game contexts. Typically gamification applies to non-game applications and processes, in order to encourage people to adopt them, or to influence how they are used.
Gamification works by making technology more engaging, by encouraging users to engage in desired behaviours, by showing a path to mastery and autonomy, by helping to solve problems and not being a distraction, and by taking advantage of humans' psychological predisposition to engage in gaming”
Fundraising Gamification
Team rivalry in action…
Other Cloud Fundraising Tools
Simplifying the Cloud
CRM – Cloud or On-Premise?
The EldersCloud CRM v On Premise?
Cloud CRM On Premise CRM
Easy access for peripatetic staff x
Social media and Social CRM x
International events – onsite registration x
Face to face stakeholder dialogue and capture x
Integrated email campaigns and analysis £
Transition to cloud-based IT – file storage, Google Apps
x
Existing use of cloud-based tools – bulk email, events – but need to integrate
x
Which cloud tools do you need?
• Cloud and on-premise can work• It’s early days• Base decisions on your business needs• Some tools work well together• Some don’t• Don’t confuse cost and value• Which horse do you back?
Fundraising technology matrix
Business Need System A
System B
System C
CRM
Contact management Relationship management
Sophisticated direct marketing X x
Key partnership management Recurring gifts – SO/DD x
Events
Gift Aid X
Integrated
Apps
Bulk email Multiple choices
Constant Contact
Vertical Response
Social CRM Radian 6 Radian 6
Social Giving X
Online events Multiple choice
Self service x
