You can create your moves management process directly within Salesforce and plan all of your phone calls, emails, meetings, events, and follow up as tasks with reminders. You can take advantage of time-based workflow rules or check out apps like Action Plans to help you automate your moves management process.
Full Answer
Why use Salesforce for moves management?
This is why Salesforce (a tool built for cultivating marketing and sales pipelines) can be a great foundation for your moves management process. Here’s how. 1. Figure out how you want to track
How to launch Your Moves management strategy?
4 Steps to Launch Your Moves Management Strategy. 1 1. Figure out how you want to track. First, decide on the levels that are important to you in tracking your donors or donor prospects. Traditionally, ... 2 2. Set up your database. 3 3. Define your communication plan. 4 4. Report and maintain.
Can you move data from one Salesforce environment to another?
For metadata releases, such as new fields, page layouts & process builders, Salesforce has Change Sets built in to move these components. What Salesforce doesn’t have is a built-in way to quickly and easily move data, particularly reference data between environments.
What is release management in Salesforce?
Release Management is the process followed to release new features into a system. We’ll focus specifically on release management for Salesforce in this guide.
What is Salesforce move management?
Moves management, the process by which a prospective donor is moved from cultivation to solicitation, has become an increasingly popular topic for nonprofits. Especially for nonprofits who are new to Salesforce.
How do you implement move management?
The Six Steps of Moves ManagementStep 1: Pick A Target Audience. ... Step 2: Determine Your Ask. ... Step 3: Set Your Goal(s) ... Step 4: Create Your Plan. ... Step 5: Ask And Record. ... Step 6: Refine & Refactor for Long-Term Success.
What is a moves management system?
Moves management is the process of tracking all moves taken with a donor to more effectively control the stewardship and cultivation of major donors. The goal of moves management is to give major gift officers a clearer view of: Where each major gift prospect is currently located in the giving lifecycle.
What does a major gifts manager do?
A Major Gifts Manager manages and implements the major gift program for both current and planned gifts. Has high-level interactions with prospects and conducts personal visitations. Being a Major Gifts Manager organizes special events and prepares proposals to obtain funds.
What is Blackbaud Raiser's Edge?
Raiser's Edge NXT (also known as RE NXT) is a fundraising and constituent relationship management (CRM) system. It was designed by Blackbaud, a leading provider of robust nonprofit-specific software, to meet the needs of midsized to large nonprofit organizations.
What is the solicitation step of moves management?
The solicitation step happens after you have built a relationship with your potential donor (the cultivation step) and are ready to “solicit,” or ask for, a donation from them.
Assign levels to your donors
While you’ll want to make an ask for a large gift in person, there are many ways to encourage your donors to give or continue giving. One of the best ways to do this is through setting up an renewal program for regular giving, such as quarterly or yearly donations.
The NPSP Solicitation Hack
This hack for setting up the solicitation step in your instance of NPSP uses Levels, a new formula field, a report, a campaign, and your mass email service provider.
Our Dreamforce presentations
Want to learn more about how organization like yours can use NPSP and more?
Make NPSP work for you
We’ve put together a plan for using NPSP and third party apps to create a moves management strategy. Download Idealist Consulting’s “ Moves Management for Salesforce ” resource bundle to see how you can turn your Salesforce NPSP instance in a moves management machine.
First of all, what is moves management?
David Dunlop, the Cornell University senior development officer who developed the concept of moves management, described the idea as “ changing people’s attitudes so they want to give .” “Moves” are any actions that your organization takes to move someone from cultivation (prospects) to solicitation (donors).
2. Set up your database
Once you have these donor persona profiles identified, structure your database accordingly. Here are a few options through Salesforce (which we can help you configure):
3. Define your communication plan
After you have figured out how you will track donor types, your next step in moves management is to decide how you want to communicate with each of these levels. Each of these tactics is called a “move.” This could look something like this:
4. Report and maintain
Once you have your donor types identified and segmented in your database and a communication plan developed, you are ready to roll out your moves management strategy. The only remaining elements are to set up reports to track your progress, and be prepared to constantly refine and tweak to do more of what works.
What is move management in Salesforce?
Moves management , the process by which a prospective donor is moved from cultivation to solicitation, has become an increasingly popular topic for nonprofits. Especially for nonprofits who are new to Salesforce. In late 2016, Salesforce introduced Engagement Plans and Levels, which improved the moves management strategy features available to nonprofits on Salesforce. This gave the Salesforce Nonprofit Success Pack (NPSP) a huge competitive advantage over similar nonprofit CRM options.
What is the cultivation step?
In the cultivation step, you’re building a relationship with select constituents. This might be through sending them personal invitations to your events, having your board members call them, or sending regular communications like newsletters.
Moves Management & NPSP: cultivation with Salesforce
In the cultivation step, you’re building a relationship with select constituents. We’ll break down how you can configure NPSP to help your organization with the cultivation step of moves management.
Moves Management & NPSP: solicitation with Salesforce
The solicitation step of moves management happens when you are ready to “solicit”, or ask for, a donation from a donor. We’ll break down how you can configure NPSP to help your organization with the solicitation step.
Moves Management for Salesforce
A refreshing whitepaper that helps you plan how to implement moves management steps in Salesforce. And ask the right questions at each step.
Moves Management Part 1
A 1-hour recording with four experts explaining a high-level overview of the six steps in a moves management strategy.
Moves Management Part 2
An in-depth 45-minute recording of what a moves management strategy looks like in Salesforce and the Salesforce apps that can help you get the most of your strategy.
First of all, what is moves management?
David Dunlop, the Cornell University senior development officer who developed the concept of moves management, described the idea as “ changing people’s attitudes so they want to give .” “Moves” are any actions that your organization takes to move someone from cultivation (prospects) to solicitation (donors).
1. Figure out how you want to track
First, decide on the levels that are important to you in tracking your donors or donor prospects. Traditionally, organizations divide donors by giving level, which may look something like this:
2. Set up your database
Once you have these donor persona profiles identified, structure your database accordingly. Here are a few options through Salesforce (which we can help you configure):
3. Define your communication plan
After you have figured out how you will track donor types, your next step in moves management is to decide how you want to communicate with each of these levels. Each of these tactics is called a “move.” This could look something like this:
4. Report and maintain
Once you have your donor types identified and segmented in your database and a communication plan developed, you are ready to roll out your moves management strategy. The only remaining elements are to set up reports to track your progress and be prepared to constantly refine and tweak to do more of what works.
Curious about how marketing automation can enhance your moves management?
Check out our moves management bundle, consisting of our 5 most popular moves management resources, for more on how your nonprofit can grow.
What is Salesforce Maps?
It certainly provides the turn-by-turn directions all road warriors have come to expect. But it also provides check-in/check-out capabilities, as well as geo-fencing features that automatically track activities and mileage for seamless updates and expense reporting.#N#Salesforce Maps helps teams manage territories to ensure they have the right people in the right place at the right time. It also has the ability to save the day when you’ve got the right person in the right place at the right time, and something doesn’t go as planned. Let’s check back in with Rachel to see how she put Salesforce Maps to work when her travel schedule was thrown off track.#N#Rachel is just a few minutes away from her final meeting of the day when she gets a text saying the donor she planned to meet has to cancel due to a work emergency. Rachel drove 90 minutes to take this meeting so this last-minute change of plans has the potential to make her entire afternoon a bust. But then she pulls up Salesforce Maps to see if there happen to be any other potential donors in the area. Right away she can see there are six additional leads within a fifteen-mile radius of her location. Rachel starts reaching out and within the hour she’s scheduled a meeting with a Cloudy alum just ten minutes away from her original meeting place! Without Salesforce Maps, scheduling a new face-to-face meeting opportunity would have been nearly impossible.#N#Just like Rachel, your advancement team can stay efficient and informed while on the go with tools that are built to keep up with the critical advancement work that happens outside of office walls.
What is a quick action in Salesforce?
Quick actions are customizable shortcuts that help you personalize your Salesforce app to fit your specific needs. Admins can pre-populate or limit the number of fields included in a quick action page layout. There are two types of quick actions: object-specific quick actions and global quick actions.#N#What’s the difference between the two? Object-specific quick actions let you create or update records for a particular object. Global quick actions are not tied to an object and can be put anywhere quick actions are supported.
What is Release Management?
Release management is a continuous process that has specific stages which should be followed for a successful release each and every time. Each step is important to ensure a stable release of new features, and each should be fully completed before moving onto the next stage. Today we’ll focus on two very important stages: Test and Release.
Why Salesforce Release Management is Challenging
The release management process applies to both metadata and reference data deployments. While these concepts are the same, the execution differs slightly. For metadata releases, such as new fields, page layouts & process builders, Salesforce has Change Sets built in to move these components.
How to Improve Salesforce Release Management
Planning your releases is the cornerstone of Release Management – and agile development overall. This is a crucial step to get right whether you are deploying a simple Process Builder, or a tricky Salesforce CPQ Product Rule.
Summary
Release management is critical to master to ensure your Salesforce environment is always functioning in tip-top shape.