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SNQ, Salesforce and Our Community

December 19, 2012

As part of Status Not Quo’s focus on supporting our local community with our time, resources and income, we took on a project this year implementing Salesforce for Single Mothers Outreach (SMO). SMO is a non-profit organization providing critical services to single-parent families in the Santa Clarita Valley. Through our involvement with them we learned of their need for a more streamlined, comprehensive and user-friendly system to store and manage their data, as their old system was clunky and cumbersome, and very limited.

In partnership with salesforce.com, we were able to provide SMO with their own Salesforce Enterprise Edition environment, using the Non-Profit Starter Pack (NPSP), free of charge. After getting to know their needs and processes, and finding out what they wanted to achieve within their system, we configured their environment and migrated all of their data. They now use the system to keep track of their clients, households, vendors and donors, as well as new leads. They manage donations, campaigns, events, and committees all in the same environment, and link these records to their contacts. They use the mass email function within their Salesforce environment to great effect, generating notices about upcoming events or sending registration forms to certain contacts or groups. And the reporting function allows them to pull out chunks of specific information or see trends in their data in a highly customizable fashion.

SMO also makes use of some apps from the Salesforce AppExchange, many of which are free or heavily discounted for non-profits. These apps enable them to track their volunteers, and to sync their Salesforce calendars with their Google calendars. They use Click & Pledge Payment as a Service, which allows them to accept donations and other payments directly from their website, and have them automatically create records within Salesforce. They also make use of Conga Composer for generating more complex documents and reports using their Salesforce data – something that is especially useful when reporting to donors the details of their yearly contributions.

The capabilities of SMO’s system are abundant and evolving all the time. We will continue to maintain our support of this valuable organization and their Salesforce environment – though it bears mentioning that DaAnne Smith, the Executive Director, has hit the ground running with this system and often explores new solutions and apps herself! DaAnne is a very talented and dedicated leader, and her staff is comprised of a remarkable group of women whose compassion drives the impact they make on the lives of so many. We are grateful for the opportunity to join with them in their mission and help them spend less time managing data, and more time doing what they do best.

For more information on Single Mothers Outreach, click here: http://www.singlemothersoutreach.org/contact.

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2 Comments leave one →
  1. December 19, 2012 11:53 am

    We absolutely loved working with SNQ implementing Salesforce. They were professional, thorough, and committed to making sure everything was working to our satisfaction after implementation. I would highly recommend SNQ to anyone wishing to convert to Salesforce. Salesforce is a wonderful tool for managing our clients, volunteers, donors and vendors and SNQ made the transition seamless.

  2. December 19, 2012 12:29 pm

    Thanks for giving back to nonprofits!

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