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  • Summary - Going Virtual: Recruiting and Engaging Volunteers Online
    communicate with your staff and volunteers and take the time to research which tool is best for you you can make the most of online recruiting These web tools are low cost and relatively simple online recruiting options Thank you for taking the time to watch this tutorial The online recruitment tools reviewed here were selected because they are either low or no cost web based require no programming or

    Original URL path: http://www.strengtheningnonprofits.org/resources/e-learning/online/recruitingvolunteers/default.aspx?chp=5 (2016-02-12)
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  • Going Virtual: Online Tools for Data Management
    on a regular basis Other reports can be created based on goal setting and forecasting For example you can evaluate your donor development pipeline by estimating cash inflow from donors or the chance of getting awarded certain grants These reports can show where you are in your development based on where you would like to be QuickBase will easily upload your current spreadsheets Similar to SalesForce QuickBase allows you to easily upload any Microsoft Excel spreadsheets that you are currently using to keep track of donor information QuickBase has an additional smart system feature that tries to auto guess what fields you have within your Microsoft Excel spreadsheet For example if the field you have is not a typical address field such as county or region the tool will create a column for this field that can be changed and manipulated per your specifications This field can then be used for future data entry These features make QuickBase easier to set up than SalesForce Another integration capability similar to what is offered by SalesForce is the ability to create web based surveys or forms With this capability you can easily capture contact information for potential donors online or create a survey to distribute to potential donors This is done through the creation of a web address that can be sent to anyone or posted on the organization s website This feature is slightly easier than SalesForce because no programming is required to get it up and running The information entered is then automatically entered into your QuickBase database QuickBase will easily upload your current spreadsheets An additional feature of QuickBase that might be useful in donor management is tracking requests coming into the office The office staff can directly enter the information into the database and assign it to a staff member with notes and priority level for follow up You can then track what requests have come in whether or not they have been addressed and how long it took to close the request QuickBase also has automatic emails and notifications that can be customized per donor information Similar to when you order an item online and receive an email acknowledging your order you can send emails acknowledging an online donation It can include their name or other details they provided such as the date or donation amounts A fun way to use this feature is to set up automated emails to staff and donors on their birthdays This is a nice way to stay connected with little time required QuickBase has a variety of standard applications available but costs more than SalesForce QuickBase for nonprofits costs 225 00 per month which includes ten unique login accounts Each additional user is 3 00 per month Since the tool is web based two benefits are that there is no software to install and the security rating is high and consistent with SalesForce In terms of administrative skill the tool has four diamonds rather than five diamonds making it slightly easier to set up than SalesForce however due to the customization available you will need a dedicated expert to get you started The user of the tool should be comfortable posting content and familiar with how to organize a database for consistency Key benefits and drawbacks are very similar to SalesForce The tool can easily import and export Microsoft Excel spreadsheets create custom forms that can be used online for easy data entry and has customized dashboards for at a glance progress tracking If you do not have predetermined reports QuickBase has over 250 standardized reports to help you get started quickly As mentioned QuickBase does have a robust project management tool at an additional cost if there is interest in using the same tool for two purposes Additionally for support QuickBase offers free live webinars to learn the features of the tool and a 30 day free trial Access the QuickBase website here CHAPTER 3 eTapestry Data Management Tool eTapestry is a donor management system that includes website integration online giving page creation and specialized email tools The tool provides affordable flexible and integrated software that is secure eTapestry has been implemented by more than 5 000 nonprofit organizations around the world because of its quality data management structure however they have expanded to include additional services such as website development ecommerce and advanced email and donor loyalty studies to help you build stronger donor relationships eTapestry is donor tracking software that is targeted to small and mid sized nonprofits eTapestry tracks donors and prospects while managing gifts pledges and payments The application is built with the goal of significantly reducing the time and effort required for each task while fostering donors Similar to the other tools reviewed it is software that runs over the Internet This is very helpful as improvements to the tool typically happen on a continuous basis and are automatically and immediately available Data is securely stored automatically backed up and maintained offsite and accessible to you 24 hours a day seven days a week The tool is very much out of the box It provides a defined set of features that cover a number of common needs without the need for technical skills or substantial setup The application provides a set of functionality that works as is but you may run into limitations as you try to address more atypical needs Online Needs Assessment A unique feature that eTapestry provides is a needs assessment survey that is a great first step to identifying your organization s database communication website and ecommerce needs and therefore helping to determine if eTapestry is a good tool for meeting those needs Take the eTapestry Needs Assessment here Reporting in eTapestry is done easily through flexible report writing functions The tool provides robust query and reporting functions that include a wide range of standard reports as well as a flexible report writer function for creating custom reports and exports to Microsoft Excel or Word All fields within the tools can

    Original URL path: http://www.strengtheningnonprofits.org/resources/e-learning/online/datamanagement/Print.aspx (2016-02-12)
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  • Interactivites
    the chapter title on the tabs above for additional instruction Overview The report card and comparison table will help you identify the right tool The report card and comparison table will help you identify the right tool Download the Report Card and Comparison Table to reference as you complete this lesson Text version of audio here SalesForce Data Management Tool SalesForce custom forms SalesForce custom forms Text version of audio

    Original URL path: http://www.strengtheningnonprofits.org/resources/e-learning/online/datamanagement/Interactivities.aspx?chp=99 (2016-02-12)
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  • Interactivites
    at any time by pressing the Pause button on the bottom left of the player The buttons at the bottom right of the player allow you to control the volume and shift the video to full screen On Screen Text Below the player you will find on screen text This includes the detailed information you will need to know in order to meet learning objectives for the lesson Icons Next

    Original URL path: http://www.strengtheningnonprofits.org/resources/e-learning/online/datamanagement/Help.aspx?chp=99 (2016-02-12)
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  • Overview - Going Virtual: Online Tools for Data Management
    to maintain client records and track and manage interactions with donors These systems are very similar in many ways All three tools are web based so they can be accessed anywhere there is an Internet connection QuickBase has a few more robust features when it comes to project management but SalesForce and eTapestry are free for nonprofits with a 501 c 3 license with a few limitations The caveat is that although some of these tools are free you should take the time to evaluate if they require advanced skills to set up and customize them to meet your needs With all the tools there is no software to install or hardware to maintain The benefits of data management tools for donor organization For many organizations donation tracking and donor contact information is managed using hardcopy papers or electronic Microsoft Excel spreadsheets These methods can be fraught with issues such as storage space limitations security breaches disorganization inconsistency of file structure and information loss during turnover Therefore many organizations have moved to web based systems The online tools allow you to keep track of all of your contacts and interactions with your donors in one easy to find location that provides automated reminders for anniversaries birthdays or other notable donor events As mentioned a key benefit is the remote access because the tools are Internet based If a staff member needs to work from home or is traveling he she will still have access to the system The information is secure and behind firewalls regardless of where you access the information Additionally the information can be extracted if you need to continue working while without access to the Internet The report generation features are also an added benefit that saves substantial time while preparing reports for your board of directors

    Original URL path: http://www.strengtheningnonprofits.org/resources/e-learning/online/datamanagement/default.aspx?chp=0 (2016-02-12)
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  • 1 - SalesForce Data Management Tool - Going Virtual: Online Tools for Data Management
    have SalesForce organizes contacts into leads and actual clients In each category the information to track is very different and the tool has the flexibility for you to designate fields per your needs For example if you are tracking a potential volunteer you would enter information captured through a screening or application process and you would track that person as a lead For actual volunteers you may want to track hours participated special skills or activities of particular interest You can flip the designation from lead to actual when appropriate without having to reenter any information SalesForce integrates with many other tools The SalesForce system integrates with many applications For instance if you have a Microsoft Excel spreadsheet of donor contacts you can upload the information into SalesForce You can also export any SalesForce data into Microsoft Excel SalesForce also allows you to create forms in Microsoft Excel for potential donors to fill out that can be easily uploaded into SalesForce Another great feature of SalesForce is that it can interact with your organization s website If you have an online form which allows people to donate money to your organization the contact information or other questions you ask can be connected to your SalesForce database The use of this feature does require some basic programming skills SalesForce custom forms You need Adobe Flash Player to view some content on this site SalesForce has standard reports that you can customize SalesForce comes with a number of out of the box reports that you can customize to meet your needs You can also add new reports as needed For example you might have a list of potential donors that have expressed interest in your organization but have not yet donated You could run a report to identify this list and then

    Original URL path: http://www.strengtheningnonprofits.org/resources/e-learning/online/datamanagement/default.aspx?chp=1 (2016-02-12)
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  • 2 - QuickBase Data Management Tool - Going Virtual: Online Tools for Data Management
    process QuickBase provides standard and customized reports to meet your needs QuickBase has a dashboard feature that can be adjusted to meet your needs You can develop highly graphic displays of information such as number and amount of donations in the given month which can be emailed out to people or downloaded into Microsoft Excel and manipulated These features are particularly useful for sharing information with your board of directors stakeholders and funders Report structure can be stored and automatically populated on a weekly or monthly basis and sent directly to your email This is a great way to stay on top of the outcomes of your program and to be able to track it on a regular basis Other reports can be created based on goal setting and forecasting For example you can evaluate your donor development pipeline by estimating cash inflow from donors or the chance of getting awarded certain grants These reports can show where you are in your development based on where you would like to be QuickBase has many reporting options You need Adobe Flash Player to view some content on this site QuickBase will easily upload your current spreadsheets Similar to SalesForce QuickBase allows you to easily upload any Microsoft Excel spreadsheets that you are currently using to keep track of donor information QuickBase has an additional smart system feature that tries to auto guess what fields you have within your Microsoft Excel spreadsheet For example if the field you have is not a typical address field such as county or region the tool will create a column for this field that can be changed and manipulated per your specifications This field can then be used for future data entry These features make QuickBase easier to set up than SalesForce Another integration capability similar to what is offered by SalesForce is the ability to create web based surveys or forms With this capability you can easily capture contact information for potential donors online or create a survey to distribute to potential donors This is done through the creation of a web address that can be sent to anyone or posted on the organization s website This feature is slightly easier than SalesForce because no programming is required to get it up and running The information entered is then automatically entered into your QuickBase database QuickBase will easily upload your current spreadsheets An additional feature of QuickBase that might be useful in donor management is tracking requests coming into the office The office staff can directly enter the information into the database and assign it to a staff member with notes and priority level for follow up You can then track what requests have come in whether or not they have been addressed and how long it took to close the request QuickBase also has automatic emails and notifications that can be customized per donor information Similar to when you order an item online and receive an email acknowledging your order you can send emails

    Original URL path: http://www.strengtheningnonprofits.org/resources/e-learning/online/datamanagement/default.aspx?chp=2 (2016-02-12)
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  • 3 - eTapestry Data Management Tool - Going Virtual: Online Tools for Data Management
    communication website and ecommerce needs and therefore helping to determine if eTapestry is a good tool for meeting those needs Take the eTapestry Needs Assessment here Reporting in eTapestry is done easily through flexible report writing functions The tool provides robust query and reporting functions that include a wide range of standard reports as well as a flexible report writer function for creating custom reports and exports to Microsoft Excel or Word All fields within the tools can be queried reported on or exported As reports are developed each section can be drilled down to more specific subtotals and as queries are built they can be reused combined or added to and subtracted from The reports created within these tools can help you stay strategically focused on building relationships and maintaining donor loyalty If you decide to use eTapestry the company provides a checklist to ensure you have imported your current data into the tool successfully Conversion Evaluation Checklist Communication through eTapestry is sophisticated but comes at an additional cost eTapestry has created a form that tracks essential donor information such as relationships with other donors or staff members how they became donors contact information and giving summary It also allows you to track interactions with the donors by keeping detailed notes about the communications in a journal Communications can be integrated into Outlook and recorded in the journal for future reference Future meetings or communications that you would like to have with your donors can be set up in Outlook and synchronized with the eTapestry calendar The tool also provides the functionality to send mass emails out to donors The company does provide an Advanced Email module at a cost that expands the capabilities of the standard mass email by including an HTML editor to build graphic emails scheduled

    Original URL path: http://www.strengtheningnonprofits.org/resources/e-learning/online/datamanagement/default.aspx?chp=3 (2016-02-12)
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