Justin Barss

Is it time to #LevelUp your Fundraising!?!

Justin Barss, NiM Director of Sales, spoke today at Dreamforce on using forecasting in Salesforce to #levelup your fundraising! Click here to learn how to #levelup fundraising for your nonprofit organization!

Now IT Matters is here to help your organization #LevelUp, reach out and we will get you in touch with Justin, (415) 690-8567. You may also want to set up forecasting for your nonprofit on your own by following the steps Justin outlined in his presentation. The presentation slides are available for download here. Full content courtesy of Tim Lockie.

Where in the world is NIM!?

Now IT Matters has been all over the country this summer! Justin Barss, our Director of Sales, took an epic road trip to visit nonprofits we work  with and our staff as he drove with his 4 kiddos and his wife from Virginia to Spokane Washington! He got to check in with Todd Hash in Kentucky, Warren Wade in Indiana, Angela Adams in Illinois, and Tim and Jenny Lockie and Renee Storm in Bozeman! With a trip total of ~6,000 miles, JB covered some ground! Check out some of the pics below!! BarssBozeman

JB World Tour lockies

WarrenBarssStop

BarssIsComing

 

 

Coming soon, you can find us here...

  • Tim Lockie is headed out to Hollywood Blvd and the great city of Los Angeles! And Noooo, it's not to get his own star there (although he totally deserves it!). He'll be there in the next couple of weeks to visit some of our LA clients. If' you'd like to get time on his calendar, be sure to let us know!!
  • Angela Adams, Justin Barss, and Joni Bryan will be at Midwest Dreamin' July 21-22 in Chicago at the Navy Pier. Woohoooo! We'd love to see anyone who plans to attend MW Dreamin', and it's not too late to REGISTER!!
  • And of course, some of our team members will be at DREAMFORCE 2016!!!!!!! We are STOKED about #DF16 this year, and about the headliner band, U2!!!!!!!!!!! With that, we're wishing you a fun time this July - here's hoping that you have a fun-filled, relaxing summer month! :) And in case you need a little inspiration for chillaxing and letting go this July (and to get you pumped about Dreamforce, here is some inspiration:

Data in a Jiffy

[fusion_builder_container hundred_percent="yes" overflow="visible"][fusion_builder_row][fusion_builder_column type="1_1" background_position="left top" background_color="" border_size="" border_color="" border_style="solid" spacing="yes" background_image="" background_repeat="no-repeat" padding="" margin_top="0px" margin_bottom="0px" class="" id="" animation_type="" animation_speed="0.3" animation_direction="left" hide_on_mobile="no" center_content="no" min_height="none"] So, you're in a jam. You need your data quickly, and your Exec needs it in Excel to do some pivot tables. You're not the best at Salesforce yet, but you know enough to get around. Enter Dataloader.io! During my first few months with Salesforce, this was one of the best ways for me to quickly get data in and out of Salesforce and do it simply. It also helped me learn about the relationships between the different tables in Salesforce while doing so.

For those of you who like data (like spreadsheets) and geek out a bit here and there (but don't have a SF specific background): Dataloader.io is just what it says, data in, data out. It also features the ability to match on text fields if needed. No need to look up Record ID's if you know the name of the Record! For the newbies out there, this is a great way to just experiment with exporting data from Salesforce in a different way from the usual running reports format. This isn't the only tool to be sure, but for a simple interface and a web based dialog - it does the trick!

Pro's:

  • Simple interface and three options (Import/export/delete). Case in point - just tried to find Quick Text to load records in another data loading custom tool and I couldn't find it - swing over to dataloader.io and its there.
  • Helps to have a backup Data Loader choice in case your main one runs into a snafu.

Con's:

  • Have to use a login to get in (oh well).
  • Will teach you how the tables are organized in Salesforce-whether you like it or not.
  • Access to all objects from a non-Salesforce standard interface.

For further information about data management tools, check out these resources:

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Exasperation + Communication = Answers!

[fusion_builder_container hundred_percent="yes" overflow="visible"][fusion_builder_row][fusion_builder_column type="1_1" background_position="left top" background_color="" border_size="" border_color="" border_style="solid" spacing="yes" background_image="" background_repeat="no-repeat" padding="" margin_top="0px" margin_bottom="0px" class="" id="" animation_type="" animation_speed="0.3" animation_direction="left" hide_on_mobile="no" center_content="no" min_height="none"] A few years ago (for most of us here at NiM), we were sitting in your seat.  Non profit program managers, operation directors, After School Program Staff, Development Directors, maybe in the rare case a VP of Social Marketing.  A friend had told us about Salesforce -  FREE for 10 users.  So, skeptical, we turned to the web started poking around because hey - we're tech savvy (well maybe the most tech savvy in this office!) and if there was a free product to use to help us fulfill our mission - it was my job to ferret it out.

After hemming and hawing on the decision with stakeholders within your organization, you finally pushed them to a point of decision and they went for it.  You were installing / implementing Salesforce and now you KNEW you were over your head.  So....you start looking around again, poking around - how do I get this thing up and running?  Data imports?  AppExchange? QuickStarts?  Its going to cost HOW MUCH?

After watching YouTube videos til your eyes bled, you knew you were stuck.  You knew what had to get done, but the information was an extreme overload.  Drinking from the firehose indeed, Mr. Benioff - how do you expect anyone to pick up on this and actually capitalize on it?

STOP HERE.  Turn off the computer.  Pick up the phone.  Call somebody.  I love Google as much as the next guy but Google speaks computer and I speak English.  I'm in my position (and my field) because I love it, I believe in the mission, and I think I'm doing some of the best work on earth.  How's Google supposed to translate "mission" into bits and megabytes for me?   My advice to you: don't wait as long as I did to pick up the phone to connect to one of these resources:

1.  Account Exec.  Somewhere in that email inbox is your first email from some friendly guy or gal at the Salesforce Foundation who welcomed you to Salesforce (if you've signed up and have your trial org).  Chase them down like its a Salem Witch Hunt and when you get a hold of them, get contacts: other NPOs fitting your staff size, your annual budget size, your service area / constituent base, your mission type - and start from there.  My Account Exec (AE) at the time was just a guy I ended up calling on my way back from my most recent Salesforce (free) Cloudforce event.  Overwhelmed with info, I needed answers somewhere and Jesse Maddex, my Salesforce AE, was the guy to help.  He introduced me to a guy at....you guessed it - Now IT Matters.  After some phone calls and some confidence boosting, I was on my way to some answers.

2.  User Group. There's one somewhere in your state or within 200 miles or so.  Find that number, call the User Group Leader and get 5 suggestions on how to move forward.  User Groups would have tripled my learning curve if I had started there instead of puttering around the web for the first 18 months of my experience with Salesforce.  There are Non Profit User Groups throughout the world.

3.  The local cool guy. Find that local NPO that has it together and take them out for a beer, coffee, or both.  Start with the folks who can answer questions about their donor data / constituent data:  the ones who know their data well and can show you how they're growing their giving pyramids, how they're increasing their communications base, or expanding their programs - through the use of well informed metrics and reporting.  They might be using Salesforce, they might be using a similar product - but if they are capitalizing on their data there is something you can learn there.

Dive in Deeper:

 

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