The nonprofit sector is a dynamic space, with countless organizations dedicated to making a difference. According to the National Center for Charitable Statistics, there are 1.8 million active nonprofit organizations in the US, many of which offer similar services. But in a landscape brimming with well-intentioned efforts, how can these organizations ensure they’re truly creating the impact they aspire to achieve? The answer lies in collaboration, data-driven decision-making, and information systems. 

Enter the Chicago Benchmarking Collaborative (CBC), a shining example of what’s possible when nonprofits come together to drive change. At Exponent Partners, we are proud to be a small cog in this transformative journey, and we invite you to join us at Nonprofit Dreamin’ 2023 to learn more about the power of collaboration and data in shaping a better future.

Nonprofit Dreamin’ 2023 

Before we dive into the inspiring story of the CBC, mark your calendars for an event that celebrates the power of the Salesforce nonprofit community. Nonprofit Dreamin’ 2023 is the premier conference for nonprofit professionals within the Salesforce ecosystem. Join us on November 1-2, 2023, at 325 N. Wells Street, Chicago, IL, 60654, and experience a conference tailored to your needs, whether you’re a volunteer, employee, or consultant. No matter your level of experience with Salesforce, from beginners to seasoned users, you’ll find valuable insights, networking opportunities, and answers to your pressing questions. Learn more here: nonprofitdreamin.org

Session Spotlight: Better Together with the CBC

Now, we might be a little biased, but we can’t help but highlight the crown jewel of the event – our session on November 2 at 11 am Central. We invite you to join us for a session that embodies the spirit of collaboration and data-driven success. Our  session titled “Better Together: The Power of Collaboration and Data with the Chicago Benchmarking Collaborative” showcases the transformative journey shared by Traci Stanley from Christopher House, Anjel Williams from Chicago Youth Centers, Piotr Wojnicz from Chicago Youth Centers and Stacie Pallotta from Exponent Partners.

In this engaging session, you’ll discover how member agencies leverage Salesforce for benchmarking, data management, and achieving transformative outcomes. Explore the profound impact of collaboration as we delve into the benefits of uniting forces with like-minded organizations to share best practices, enhance services, and address social challenges effectively.

We will take you on a journey where this collaborative approach standardized data and benchmarked outcomes across multiple nonprofits, providing valuable insights for informed decision-making. We will showcase real examples of how collaboration and data analytics have not only positively influenced program quality and improved student outcomes but also empowered parents.

The Powerful Story of the CBC

The Chicago Benchmarking Collaborative (CBC) is an alliance of five education and human service agencies dedicated to increasing the quality of services offered to low-income families in Chicago’s most underserved neighborhoods. Before implementing the Salesforce platform with Exponent Case Management (ECM) and Einstein Analytics, the CBC faced challenges such as time-consuming reporting, infrequent benchmarking, and lessened collaborative value. However, Exponent Partners stepped in to implement ECM for four CBC organizations, creating a central benchmarking data warehouse powered by Einstein Analytics.

Christopher House, a member of CBC and the Collaborative’s Project Manager, now enjoys the benefits of Einstein Analytics, with a centralized dashboard providing real-time data on the entire population served across the collaborative. The CBC’s programs focus on teaching strategies, goals, and regular assessments for early childhood development and education. The ultimate goal is to prepare children for kindergarten, concentrating on key domains, such as literacy, math, social-emotional development, and more.

With the CBC’s data model’s filtering capabilities, they can drill down by location, agency, demographics, classroom, or students with Individual Education Plans (IEP). This ability enables the Collaborative to move beyond tracking standard program outcomes, allowing them to test and validate theories about early childhood development and teacher interventions.

A Cause for Change: Benefits of Collaboration 

The CBC recognized the immense potential of collaboration and embarked on a journey that led to transformation:

• Performance Improvement: Benchmarking allowed CBC to identify areas for improvement by comparing their performance to similar organizations. The result was a data-driven approach that standardized data and benchmarked outcomes, driving an uptick in quality services.
• Centralized Intake System: Through Exponent Case Management (ECM), CBC centralized data, enabling streamlined data alignment and benchmarking across the collaborative.
• Cost Efficiencies: Benchmarking led to the identification of cost efficiencies, optimizing resource allocation, and streamlining data management.
• Data-Driven Culture: Data played a pivotal role in CBC’s journey, fostering a culture of data-driven decision-making that increased transparency and led to more effective strategic planning.
• Enhanced Collaboration: Collaboration within the collaborative strengthened relationships and partnerships, creating a strong sense of community and shared goals among the participating organizations.
• Long-Term Sustainability: Ultimately, continuous benchmarking is about maximizing the impact of nonprofit missions and ensuring the long-term sustainability of organizations.

In Conclusion: It’s Time to Unite for Impact

Get ready for an exhilarating journey at Nonprofit Dreamin’ 2023. The stage is set for an exploration of the Chicago Benchmarking Collaborative’s remarkable story. As you step into this session, you’re in for an eye-opening experience that will ignite your passion for collaboration, data, and shared learning.

We’ll reveal how this transformative journey positively influenced program quality, improved student outcomes, and empowered parents. But these are just a few of the takeaways you’ll gain from this immersive experience.

And what if you can’t make it to the event in person? Worry not! You can subscribe to the Nonprofit Dreamin YouTube channel for on-demand viewing of the conference sessions.

So, don’t miss this chance to be part of an exhilarating discussion that shapes a lasting impact on the communities we serve. Join us on November 2 at 11 am in Chicago and dive into the future. Together, we can create a better future for all.

At Exponent Partners, we believe in the extraordinary power of people to create positive change. These individuals are the driving force behind uncovering vital data that leads to meaningful transformation. In this blog post, we introduce you to Keddi-Anne Sherbino, a trusted subject matter expert who understands the unique challenges faced by nonprofits and shares our mission to unlock the value of information systems to help nonprofits drive greater social impact. Keddi-Anne is a remarkable individual who recently transitioned from a Business Development Representative to an Associate Account Executive. Join us as we delve into her background, experiences, and aspirations

Meet Keddi-Anne Sherbino:

Keddi-Anne is a dynamic professional known for her tenacity, drive, and a true go-getter spirit. With over eight years of experience in sales and four years in marketing, she has honed her skills to excel in her career. Holding a Bachelor’s Degree in Sociology from the University of British Columbia, Keddi-Anne’s educational background lends a distinctive perspective to her work.

But what truly sets Keddi-Anne apart is her unwavering commitment to making a difference. Beyond her professional life, she’s a passionate advocate for impactful change. Her journey in the nonprofit education sector and her teaching experience at Niagara College Canada vividly illustrate her dedication to education and social change.

Keddi-Anne’s zeal extends to her personal life as well. She approaches every aspect of life with boundless passion, whether it’s conquering challenging workouts at the gym or pursuing her love for CrossFit. Adding to her adventurous spirit, Keddi-Anne recently got engaged on the majestic peaks of British Columbia, a testament to her love for the outdoors and her penchant for embracing life’s grand moments. What you really need to know about Keddi-Anne is that she’s a force of nature who infuses enthusiasm into everything she undertakes.

Keddi-Anne’s Move to Associate Account Executive: 

Keddi-Anne’s journey within Exponent Partners is a testament to our commitment to nurturing internal talent and providing growth opportunities. With a year and a half of dedicated service, she recently transitioned from a Business Development Representative to an Associate Account Executive, a transition that highlights her readiness to embrace new challenges and make a greater impact.

In an independent interview process alongside other candidates, Keddi-Anne emerged as the ideal choice for the Associate Account Executive role, further underscoring her qualifications and unwavering dedication to our mission.

Now, let’s delve into our interview with Keddi-Anne.

What drives your passion for working with nonprofit organizations, and how does it align with Exponent Partners’ mission?

Keddi-Anne:  From a young age I have always had a passion for helping others. My day just does not feel complete if I have not had the chance to influence someone in a meaningful way. I also love to see things restored, I enjoy a “project” that might seem broken, unwanted or impossible. Oftentimes, nonprofits are fixing a need that can seem broken to the public eye, or forgotten about in our society. By providing their resources they are also ultimately restoring not only life but hope to those people’s lives. I believe that hope in people’s lives can be restored too. Therefore, this drives my passion to want to help nonprofits thrive.  

Can you share a memorable experience from your international volunteering work that deeply resonated with you?

Keddi-Anne: Oh my goodness, there are so many memorable experiences to choose from, but a recent story that stands out to me is from my last trip to Africa. There, I had the opportunity to explore a remote village in Marsabit, Kenya 🇰🇪. A year ago, a nonprofit I support started a literacy program there, and through their incredible work, an entire village has been transformed. It’s truly life-changing to witness the progress – seeing the smiles of women who have learned to spell their names, read books, and acquire practical skills like sanitation, money management, and starting their businesses. They’re now building a sustainable community by planting a garden and sharing resources. In a village that once had only goats and huts, without even running water, this transformation is truly remarkable!

In your new role as an Associate Account Executive, how do you envision contributing to the broader goals of Exponent Partners?

Keddi-Anne:  I am a goal driven, fast moving human. I like to see projects completed and I do not like to waste time. My hope is that I will be a key contributor to our Business Development team and help move potential projects to the closed project stage as quickly and efficiently as possible. I coach CrossFit in my spare time and I absolutely love seeing someone with no fitness experience enter the space. In my mind, I approach it as a challenge—how quickly can I help them move effectively while ensuring they grasp the full scope of what they are learning and how each movement connects to the next. I employ tact and patience, slowing down where needed and focusing on areas of understanding. I see my work with clients here at Exponent Partners in a similar light. I adapt to what the client understands, building trust and guiding them through the intricacies until they have a full understanding.

Can you share an example of how technology and information systems can significantly benefit nonprofits and their missions?

Keddi-Anne: I actively support a few different nonprofit organizations, and in deciding where to allocate my support, I engage in extensive research to gain a clear understanding of how every dollar raised is utilized. I regularly check on their work and stay up to date on how the organization leverages data storytelling to make an impact. I have even gone the extra mile to visit the places I donate to to be sure that the funds are going to exactly where they’re intended. This information is all driven through data, reinforcing my belief in the importance of the work we do. 

Conclusion:

Keddi-Anne Sherbino’s journey is a testament to both her dedication and Exponent Partners’ commitment to fostering growth within the organization. We invite you to learn more about our mission, values, and the incredible team members who deeply care about nonprofits and their missions. From our consulting experts to our operations and sales teams, we all share a profound commitment to driving positive change. Contact us to discover how we can help your organization make a difference for people in need.

Who doesn’t love freebies? Well, hold onto your hats because Salesforce just dropped a gift that’ll make even the most stoic data analyst crack a smile. At this year’s Dreamforce event, Salesforce unveiled a surprise that’s about to revolutionize the world of data analytics: free licenses of Data Cloud and Tableau for all customers with Sales and Service Cloud, Enterprise, or Unlimited licenses. Yes, you read that right – it’s a data party, and you’re all invited! This exciting news not only aligns perfectly with Exponent Partners’ mission to help nonprofits unlock the true value behind their data but also promises to usher in a new era of AI.

Breaking Down the Offer:

Starting September 19th, customers on Enterprise Edition (EE) and Unlimited Edition (UE) can benefit from this remarkable offer, which includes 250,000 Data Services credits; 1 TB of data storage; 1 Data Cloud admin; 100 internal Data Cloud identity users, 1,000 Data Cloud PSL; 5 integration users. This unprecedented move removes barriers to entry for both organizations looking to explore the power of Data Cloud and professionals eager to enhance their skill set.

But that’s not all – Salesforce is doubling the delight by including two free Tableau creator licenses in the package. The $0 Tableau Cloud SKU is your gateway to unleashing the full potential of Tableau for data analytics. With Tableau Cloud – Creator for Data Cloud, you gain access to a comprehensive set of Tableau capabilities to create, explore, and visualize data analytics in the cloud. This includes the ability to manage users, create and share data sources, author new reports, and even edit existing workbooks. 

This unprecedented move removes barriers to entry for organizations looking to explore the power of Data Cloud but also those that want to harness the data visualization prowess of Tableau, making it a truly game-changing proposition for organizations of all sizes.

Why Data Cloud Matters:

Data Cloud, which may have remained a mystery to many Salesforce professionals, now takes center stage in Salesforce’s offerings. This platform is already processing a staggering 30 trillion transactions per month and harmonizing 100 billion records daily. Salesforce is seamlessly integrating Data Cloud into every corner of its ecosystem, from Sales and Service to Marketing and Commerce. During the nonprofit keynote at Dreamforce, there was a heavy emphasis placed on Data Cloud being the key to unlocking new AI functionality.

Use Cases That Make an Impact:

Salesforce is kicking things off by outlining some primary use cases. In essence, organizations can consolidate data from multiple sources, utilize identity resolution to unify profile and engagement data, and gain a comprehensive 360-degree view of their customers. As an example, nonprofits could aggregate data about their donors across their own data systems as well as external sources like their engagement with social media.

For nonprofits using Salesforce for case management, Data Cloud could be an alternative to more complex and costly direct integrations. Aggregating data from different systems and reporting on it with unified client profiles.

Now, let’s delve deeper into how Data Cloud not only simplifies complexities but also serves as the precursor to leveraging Einstein for advanced AI-driven initiatives:

Unlocking the Power of Data Cloud for AI:

Imagine I’m a stakeholder at your organization, and there are three different records about me scattered across three different systems. In one system, I’m Marthe, a donor. In the second system, you see my full name, Marthe Rana, along with the fact that I’m a marketer at Exponent Partners. In the third system, you see my nickname, Martha, and it’s evident that I’m a volunteer. And let’s face it; you probably don’t have just three sources of data – you have 10, 20, or even 30 systems.

Now, envision all of this data seamlessly connected through Data Cloud, harmonized to perfection. The result? A unified profile that displays my name, nickname, roles as a donor, marketer, and volunteer, all elegantly merged into one cohesive entity.

With Data Cloud, your organization can achieve this level of data harmony, simplifying complexities and unleashing the full potential of your data for truly impactful decision-making and outreach. But how does it help to support your AI initiatives? At Dreamforce, ALSAC/St. Jude Children’s Research Hospital showcased how they are using Data Cloud as the precursor to leveraging Einstein. 

“One of the challenges is that we have many ways of engaging with our 10 million donors and volunteers. Whether it’s paid media, social media, email marketing, bikathons, marathons etc, but what we’re missing is that fabric that ties together all those engagement channels so we can start to make connections with those donors in the areas that they want to be connected,” said David Jacques, SVP and CIO at ALSAC/St. Jude Children’s Research Hospital.

With Data Cloud, St. Jude’s can weave fabric together that was previously elusive. Now, when donors call into the call center, they can determine the next best action based on unified data in a matter of seconds. They can conduct advanced segmentation, cluster segments more efficiently than ever, and have authentic, personalized engagements in an automated fashion with donors in mere moments, a feat that traditionally might have taken days or even weeks to accomplish.

The Journey with Data Cloud:

While Salesforce has designed this offer to be self-service, and you can learn about the next steps here,  partnering with experts like Exponent Partners can help you navigate this exciting journey effectively. It’s important to note that the $0 Data Cloud SKU includes a limited set of credits, and depending on the number of sources you set up, you might exceed this limit. There are no safeguards built into the product to limit exceeding the number of credits allotted. This is where Exponent Partners’ expertise comes into play, helping you optimize your data usage while implementing this new tool to work seamlessly alongside your existing ones.

Salesforce’s no-cost offer of Data Cloud and Tableau licenses is a game-changer for organizations seeking to harness the power of data. It’s a significant step towards making data-driven decisions accessible to all. Whether you’re looking to unify customer data for personalized service or identify new opportunities for growth, Data Cloud and Tableau are your allies. With the right guidance, your organization can unlock a world of possibilities. Don’t miss out on this opportunity to drive radically better impact with Exponent Partners. Reach out to us today for help along your journey with Data Cloud or implementing the latest Salesforce innovations. 

Exponent Partners is excited to be a proud sponsor of Nonprofit Dreamin’ 2023, the premier conference for nonprofit professionals within the Salesforce ecosystem. Whether you’re a seasoned Salesforce expert or just starting your journey, this event is designed to empower and connect nonprofit professionals. We have some fantastic opportunities for you to engage with us, and here are four exciting ways to do just that:

1. Join our Nonprofit Cloud for Program & Case Management Campfire Event on October 31st

Before the main event kicks off, we invite you to our Campfire event on October 31st. This half-day gathering is all about networking and knowledge sharing. You’ll get a hands-on demo of the new Nonprofit Cloud for Programs and Case Management, followed by a fun and engaging happy hour. It’s the perfect way to start your Nonprofit Dreamin’ experience with a bang! Reserve your spot now and be part of this lively and networking-filled event.

Event Details:

Event Date: October 31st, 2023
Venue: Salesforce Tower, Chicago
Admission: Free
Hosted by: Salesforce and Exponent Partners

2. Attend Nonprofit Dreamin’

Of course, you won’t want to miss the main event on November 1-2, 2023, at 325 N. Wells Street, Chicago, IL. Nonprofit Dreamin’ is your opportunity to immerse yourself in the Salesforce ecosystem, learn from industry experts, and connect with like-minded professionals. With engaging sessions, interactive workshops, inspiring keynote speeches, and ample networking opportunities, this event promises to be a game-changer for your nonprofit work.

Event Details: 

Date: 1-2 November 2023
Location: 325 N. Wells Street, Chicago, IL. 60654
Register here.

3. Catch Our Session at Nonprofit Dreamin’

Be sure to check out our session at Nonprofit Dreamin’. We’ll be presenting alongside the Chicago Benchmarking Collaborative in a session titled “Better Together: the Power of Collaboration and Data with the Chicago Benchmarking Collaborative.” Join Traci Stanley from Christopher House and Stacie Pallotta from Exponent Partners as they share their data-driven journey of collaboration in the nonprofit sector. Discover how five Chicago-based agencies leverage Salesforce for benchmarking, enhancing data management, and achieving transformative outcomes through collaboration. Gain practical takeaways and insights to create a lasting impact on your community.

Mark your calendar for November 1-2, 2023, for Nonprofit Dreamin’ 2023. We look forward to seeing you there! Whether you choose to join us at the Campfire event, attend the conference, schedule a one-on-one meeting, or catch our session, we’re excited to connect with you and help your nonprofit drive radically better impact. Together, we can make a difference in the world of nonprofit work. Don’t miss this opportunity to be part of a transformative event in the Salesforce ecosystem. 

We can’t wait to see you in Chicago! 

The nonprofit keynote session, “Empowering Nonprofits in Times of Change with Data + AI + CRM + Trust,” was the spotlight of Salesforce’s prestigious Dreamforce event. Led by Senior Director of Product Marketing Norah Stevens-Kittner, this keynote delved into the transformative influence of AI within nonprofit organizations. It underscored the critical role played by robust data strategies and AI solutions in boosting operational efficiency, emphasizing how nonprofits can harness technology to optimize their funding, delivery, and impact assessment efforts. While you can watch this session on Salesforce +, we’ve curated our top highlights to provide you with a snapshot of the key insights shared during this remarkable event.

The Future of Nonprofits with Data + AI + CRM + Trust

Throughout Dreamforce, a recurring theme emerged: the future of nonprofits hinges on the convergence of data, AI, CRM, and trust. To fortify their foundational infrastructure, nonprofits can harness the capabilities of Salesforce’s Customer 360, providing them with a robust data backbone. However, the introduction of the new Nonprofit Cloud now equips these organizations to effectively manage the entire lifecycle of their missions while fostering connections with a community that shares their vision.

Dreamforce is an exceptional way to experience the real-world impact of innovative Salesforce solutions. During the session, attendees had the privilege of hearing from Andrea Schiller, Director of Product Marketing at Salesforce, and David Jacques, SVP and CIO at ALSAC/St. Jude Children’s Research Hospital, the fundraising arm of St. Jude. There was not a dry eye in sight as an impactful video showcased how Salesforce has empowered St. Jude to engage more efficiently with donors. David shared valuable insights into their journey towards a comprehensive data strategy. They recognized that data serves as the cornerstone of a nonprofit’s mission and stressed the importance of engaging donors effectively, a vital part of funding St. Jude’s mission. Their data strategy includes obtaining accurate transactional data, a robust analytics layer, and individuals skilled in data storytelling and data science. Thanks to Data Cloud and Marketing Cloud, they’ve seamlessly woven a fabric connecting donors with their interests. Furthermore, David underscored the significance of AI in enhancing efficiency and effectiveness while considering the critical importance of data privacy, security, and ethical use during this transformative journey.

Einstein for Nonprofit Cloud: Unleashing AI for Social Good

One of the highlights of the session was the introduction of “Einstein for Nonprofit Cloud.” This innovative solution leverages predictive AI to segment supporters based on historical data, allowing nonprofits to conduct advanced segmentation on their donors and more effectively predict the outcomes of their campaigns. For example, nonprofits can create a donor segment with high capacity, affinity, and propensity to give, all predicted by AI.

What sets Einstein apart is its generative AI capability, empowering nonprofit marketers to craft compelling narratives effortlessly. Marketers can use generative AI to create emails, social media content, or even entire web pages without any coding skills. For example, you can create an event webpage, complete with a sign-up form, using Einstein’s AI-powered webpage generator.

Salesforce is launching an additional pilot program in February of 2024 where program and fundraising teams can leverage Einstein for Nonprofit Cloud. Program Directors will be able to benefit from Einstein’s AI-driven summary generation. As an example, suppose you need to compile program details for a board meeting; Einstein can assist by summarizing relevant information with a click of a button, which can be edited or saved for future use.

Einstein will extend its support to fundraising teams as well, enabling them to reach major donors more efficiently with personalized gift proposals generated by AI. All this generative AI operates within Salesforce’s Einstein trust layer, ensuring data privacy and security. For example, it can safeguard donor data while generating targeted emails or proposals by deleting the generated copy before it is ever learned by the AI. To learn more about the Einstein Trust Layer, check out our recap of Salesforce AI Day here. 

Data Cloud: Unifying and Harnessing Your Data

Unlocking the full potential of AI necessitates the seamless integration and unification of data. While many organizations already utilize Salesforce’s Nonprofit Success Pack or other Salesforce clouds to manage their data, additional valuable data sources may exist beyond the Salesforce ecosystem. Often, nonprofits find themselves dealing with data spread across multiple systems, sometimes numbering in the double digits.

Enter Data Cloud, Salesforce’s robust data management solution, designed to bridge this data divide. Data Cloud empowers organizations to connect, harmonize, and activate their data for use with Einstein, Salesforce’s AI tool.

Imagine a scenario where a stakeholder’s information is scattered across various systems, resulting in differences in names, roles, nicknames, and engagement history with your organization. Data Cloud steps in to consolidate this disparate data, creating a unified, comprehensive stakeholder profile. This holistic view enables nonprofits to gain a deeper understanding of their constituents.

The good news is that Data Cloud Starter is now available for all users. Furthermore, a new pilot program, set to launch on February 24th, will introduce advanced segmentation capabilities tailored specifically for fundraisers. This innovation promises to further enhance the power of data in nonprofit operations.

The Ongoing Journey of the Nonprofit Cloud

Lori Freeman, Global GM & VP of Nonprofit Solutions & Strategy at Salesforce, recognized the challenges nonprofits face in carrying out their vital work with limited resources and amidst the digital revolution. She stressed the importance of meeting nonprofits where they are, recognizing the proliferation of digital channels, and addressing the overwhelming excitement around AI.

Nonprofit Cloud represents a critical milestone, offering a comprehensive end-to-end solution that encompasses fundraising, programs, grants, and outcomes. This initial rollout will soon be enriched with AI-driven program impact reports, offering grant-funded organizations valuable insights and time-saving solutions.

Upcoming Winter Release Features: Fundraising and Outcome Management

Starting next month, the Nonprofit Cloud will introduce fundraising and outcome management functionalities. These features address three major challenges faced by fundraisers: portfolio management for major donors, advanced segmentation for mass-market fundraising, and optimizing nonprofit operations.

Fundraising Functionality

The fundraising functionality within Nonprofit Cloud equips major gift officers with the tools they need to manage portfolios effectively. With the Fundraising Portfolio Manager, you can access donor prospects, track relationships, and evaluate their capacity, affinity, and propensity to give. AI-driven features, such as personalized gift proposal generation with Einstein, will streamline the fundraising process while maintaining data security through the Einstein Trust Layer.

Outcome Management

Nonprofit Cloud’s Outcome Management functionality allows organizations to define and track outcomes that align with their mission. Nonprofit Cloud’s Outcome Management feature allows organizations to define and track outcomes, making it easier to measure impact and share information effectively. By creating dynamic assessments and linking outcomes to programs, nonprofits can measure their impact more effectively. The solution simplifies outcome indicators’ definition and streamlines the sharing of information among team members.

The Future of Salesforce for Nonprofits 

One thing remains clear: Nonprofit Cloud represents a transformative solution that empowers organizations to thrive in an increasingly data-driven and AI-powered world. With its powerful features, nonprofits can navigate change, engage donors effectively, and make a meaningful impact in their communities. The session underscored the importance of technology that is both trusted and usable, emphasizing the role of data as the foundation of nonprofit missions.

As nonprofits gaze into the future, they need not brave the journey alone. The seasoned experts at Exponent Partners, with over 15 years of experience in implementing case management and grants management systems, and one of the first consulting partners to implement the new Nonprofit Cloud, stand ready to assist nonprofits in fully unleashing the potential of Salesforce solutions.

This keynote resoundingly reinforced the belief that every action, every innovation, and every data point ultimately revolves around enhancing the lives of those in need. Armed with the right tools, a robust data strategy, and a united community, nonprofits can confidently navigate change and persist in their mission-driven endeavors. Together, we have the power to create a genuine impact. Allow us to be your partner, guiding your organization to achieve radically better impact through radically better information systems. Contact us for a consultation today!

As we approach the Winter ’24 release in the Salesforce ecosystem, the excitement is palpable. With Dreamforce and the Winter ’24 release coinciding within the same 30-day period, nonprofits using Salesforce have important preparations to make. In this blog post, we’ll guide you through what you need to know to ensure a seamless transition and maximize the benefits of the upcoming release.

Salesforce Winter ’24 Release Dates:

Mark your calendars for the Salesforce Winter ’24 release date. The release date varies depending on your instance of Salesforce, but the main release weekends are scheduled for:

• September 2, 2023
• October 7, 2023
• October 14, 2023

To find the precise date for your production instance upgrade, visit Salesforce Trust, locate your instance name, and click on “Maintenance.” This will display the date when the Winter ’24 release will roll out to your organization. For those unsure about their instance, head to “company information” within the “Setup” section of your Salesforce account. 

Salesforce Winter ’24 Release Notes:

Anticipation has been building for the official “Salesforce Release Notes,” which offers the first glimpse of features and upgrades across the Salesforce suite of products. You can access the release notes for Nonprofit Cloud here. 

Upcoming Features for Nonprofits:

Nonprofits have exciting developments on the horizon with Salesforce. Announced during the nonprofit keynote at Dreamforce, two crucial functionalities are set to enhance nonprofit operations.

Nonprofit Cloud for Fundraising:

The fundraising functionality within Nonprofit Cloud equips major gift officers with the tools they need for effective portfolio management. The Fundraising Portfolio Manager allows access to donor prospects, relationship tracking, and capacity, affinity, and propensity evaluation. AI-driven features, including personalized gift proposal generation with Einstein, streamline fundraising while maintaining data security through the Einstein Trust Layer.

Nonprofit Cloud for Outcome Management:

Nonprofit Cloud’s Outcome Management functionality empowers organizations to define and track outcomes aligned with their mission. This feature simplifies outcome indicators’ definition, streamlines information sharing among team members, and allows nonprofits to measure their impact more effectively. By creating dynamic assessments and linking outcomes to programs, nonprofits can amplify their mission’s impact.

Top 5 Features of the Salesforce Winter ’24 Release:

To help nonprofits prepare for the Salesforce Winter ’24 release, here are our top 5 features to look forward to:

• Custom error messages in record-trigger flows: Create targeted error messages to explain issues or corrections to end users.
• Filters to find record-triggered flows: Use filters to narrow results when viewing record-triggered flows in Flow Trigger Explorer.
• Improved color contrast in UI elements: Enhance accessibility with improved color contrast for UI elements.
• Transfer dashboard ownership: Simplify dashboard updates by transferring ownership when responsibilities change.
• Troubleshoot permission set group errors: Quickly resolve issues with actionable error messages for permission set groups.

These features are designed to enhance your Salesforce experience, streamline processes, and make managing nonprofit operations more efficient. These top 5 features are just a glimpse of what awaits you with the Salesforce Winter ’24 release. But if you’re wondering how all these features can specifically benefit your nonprofit organization, we’re here to help!

At Exponent Partners, we specialize in Salesforce Consulting Services exclusively tailored to nonprofits. We understand the unique challenges and opportunities nonprofits face, and our expertise is dedicated to helping organizations like yours thrive.

We can assist you in implementing and customizing your Salesforce CRM and online engagement tools to ensure you harness the full potential of these new features. If you’re an existing customer, our Success Center team can conduct additional impact analysis on your behalf, and review any critical updates due in your system. Our goal is to help you maximize your impact and drive radically better outcomes.

Don’t hesitate to reach out to us today to learn more about how we can empower your nonprofit to make a meaningful difference in the world through Salesforce. Your journey to a more impactful future starts here!

In a world where progress is often measured in terms of technological advancements, it’s all too easy to overlook the stories that truly matter—the stories that highlight the courage, resilience, and collective power of communities striving for better lives. One such story is etched in the journey of Global Communities’ Healthy Start San Diego program—a beacon of hope, equity, and inclusivity for Black and immigrant communities in the San Diego area.

Central to the Healthy Start San Diego program ethos is a profound belief in their theory of change—a notion that every community deserves high-quality perinatal care. As Director Lisa aptly puts it, “All people deserve high-quality perinatal care, but only some people get it.” In a country where maternal mortality is increasing and infant mortality is still a problem, especially for Black communities which are 2-4x more likely to experience this crisis, this is a real problem. This reality becomes even more pronounced when viewed through the lens of immigration. If you’re a middle-class white individual, accessing childbirth education or lactation support might seem straightforward. However, for immigrants, especially refugees and asylum seekers, barriers emerge— including language barriers that deny them fundamental information and support from the very start.

Lisa’s words echo the urgency of change as she and her team challenge the status quo. It’s not just about language; it’s about a complex web of social determinants that intersect—income, transportation,  trust, and more. These are the barriers that, until addressed, hinder equitable access to care. The poignancy of her message lies in the fact that this issue goes beyond individual choices—it’s systemic, deeply ingrained, and unjust.

Technology as a Catalyst for Equity

In this tale of transformation, technology emerges as a beacon of hope—a tool that doesn’t just empower but also dismantles barriers. The partnership between Global Communities and Exponent Partners illustrates the fusion of innovation and compassion, giving birth to a new era of perinatal care.

Through Salesforce and Exponent Case Management (ECM), the program transcended reporting limitations and took control of its destiny. Customized dashboards evolved from being just metrics to becoming voices of accountability and quality improvement.  Thanks to the user-friendly interface, data work for staff went from a headache to a welcome quiet time for work outside of client visits. And, amidst an increased need and limited resources, the program was able to use data to demonstrate the enhanced outcomes achieved when services are provided by culturally and language-congruent staff. As Lisa put it, “It’s not good enough for someone like me to educate Haitian Creole speakers. We need to be training Haitian Creole speakers to deliver those services.” This approach, catalyzed by technology, ripples through the program’s impact.

Uplifting Immigrant Communities: A Commitment to the Future

Lisa’s insights shed light on a realm often left in shadows—the importance of cultural and language-congruent services for immigrant communities. Healthy Start San Diego’s commitment isn’t limited to providing care; it’s about fostering capacity within these communities by training individuals from within to serve their own. For example, the program has provided more than 100 workforce training to BIPOC and immigrant community members, including training the first Haitian Creole-speaking doulas and Somali-speaking lactation educators in San Diego.  These activities ensure that improvements go beyond the services offered to each individual client and strengthen the service delivery system itself, making it more diverse, while also opening new career pathways for underrepresented communities.

Join Us in Building a Healthier, Inclusive Future

The journey of the Healthy Start San Diego program isn’t just a case study; it’s a call to action. It’s a reminder that technology when wielded with compassion and purpose, can dismantle barriers, foster empowerment, and drive change. Although, if you want to dive into the official case study, you can do so here. 

As we reflect on this transformative journey, we’re reminded that progress isn’t just about innovation; it’s about empathy. It’s about acknowledging the experiences of those who have faced countless hurdles and providing them with the tools to overcome them.  Healthy Start San Diego’s journey underscores that technology isn’t an end in itself; it’s a means to a just and equitable world.

If Lisa’s words resonate with you, if the story of Healthy Start San Diego ignites a fire within, then we invite you to join hands with us. Let’s take this inspiration and turn it into action. Let’s rewrite narratives, dismantle barriers, and create possibilities. Because, at the heart of it all, technology is more than just code—it’s a conduit for change. Learn more about the Global Communities Healthy Start program here. 

We’re gearing up for an exciting rendezvous at Dreamforce 2023, and we want you to be part of the action! Exponent Partners is all about helping nonprofits achieve radically better social impact, and this year’s Dreamforce promises to be the perfect platform to connect, learn, and collaborate.

Dreamforce isn’t just an event; it’s a dynamic community of change-makers, innovators, and passionate individuals like you who are shaping the future. Here’s your roadmap to engage with us and make the most of this extraordinary opportunity.

1. Request a Meeting with Our Executives

Are you ready to unlock the full potential of your organization’s social impact? Exponent Partners invites you to engage with us by requesting a meeting with our executive team. Let’s explore how we can help you drive profound change together. Our experts are poised to assist you every step of the way. Secure your slot now by scheduling a meeting here.

2. Join Us at the Social Impact Soirée

Date: September 12, 2023
Time: 4:30 PM – 6:30 PM
Location: The Box, San Francisco

We are hosting an exclusive celebration honoring the remarkable social impact achieved by our nonprofit community. Whether you’re a nonprofit leader, staff member, or passionate supporter, your dedication fuels positive change. Engage with us at The Nonprofit Social Impact Soirée at Dreamforce and be part of this inspiring gathering. This event is free to all nonprofit organizations. Learn more about the event here. To secure your spot, simply request the registration information below:  

3. Dive into Sam Colvarro’s Session “Build Better Dashboards”

At Exponent Partners, we thrive on the brilliance of exceptional individuals. Enter Sam Colvarro, a dynamic problem-solver and the ingenious mind behind our Salesforce administration. Her upcoming Dreamforce session, “Build Better Dashboards,” promises to unveil lesser-known Salesforce dashboard nuances while also demonstrating their practical applications. Get ready for a whirlwind of valuable insights that empower organizations to harness the true potential of their data.

But here’s the kicker: Sam’s session isn’t just for nonprofits. Its principles resonate across sectors, and dashboards hold the key to enhancing transparency, driving data-driven decisions, and amplifying impact. Learn more about her session here. 

4. Explore Other Events

Beyond our highlighted events, Dreamforce 2023 offers a treasure trove of opportunities to connect, learn, and inspire:

• Commons Community Lunch & Show-n-Tell: Immerse yourself in networking and learning. Register here.
• Nonprofit Trailmap: Gain insights into nonprofit solutions and strategies with these captivating sessions. Explore the Nonprofit Trailmap.
• The Amplify Breakfast: Start your day with an engaging breakfast session celebrating diverse talent in our Salesforce Community. Learn more.
• General Events: Discover a multitude of events, not limited to nonprofits, at df23events.com.

Dreamforce 2023 is your gateway to engagement, community, and the power to drive social impact. Join us in unleashing this incredible force for good. We can’t wait to connect with you and create lasting change together!

At Exponent Partners, our commitment to driving nonprofit impact through technology is fueled by the dedication of exceptional individuals. Kind-hearted, brilliantly intelligent, and driven by a mission to leverage technology—particularly Salesforce—for the greater good. Today, we illuminate the story of Sam Colvarro, the ingenious mind steering our internal Salesforce administration. She is a dynamic problem-solver, a wearer of many hats, and a true embodiment of our values of learning and innovation. Fondly referred to as “Saint Sam” by many at Exponent Partners, Sam’s journey from nonprofit arts to tech mastery is an inspirational embodiment of the diverse expertise propelling our team’s triumphs.

Getting to Know Sam: An Interview with a Tech Trailblazer

Q: Sam, your transition from nonprofit arts to Exponent Partners’ Systems and Salesforce Administrator is intriguing. How did you navigate this shift from the arts to technology?

Sam: Actually, the shift from arts to technology isn’t that drastic, when you break it down. Both require a little bit of improvisation and a lot of planning. And, when it’s all said and done, you get to see the final result, be it a big loud musical or a burst of confetti on your screen. They have a lot in common and it ended up being a great fit for me. I’ve always had a passion for technology and I believe it’s there to serve the people who use it – no matter who they are or what they do. Salesforce is perfect in that way because it’s so customizable, whether you’re trying to keep track of which patrons have bought season tickets, or which Account Executive closed the biggest sale this year, Salesforce can do it all.

Q: Your upcoming Dreamforce session, “Build Better Dashboards,” sounds fascinating. Can you give us a glimpse of what attendees can expect?

Sam: Absolutely. I’m going to start by focusing on a few features that people either don’t know exist or don’t use very often and point out why they’re useful, as well as scenarios in which you might employ these techniques. I plan on also doing a demo for custom charts that come from outside of Salesforce for those organizations who don’t have the time or money to invest in something bigger right now, but want to see their data all in one place.

Q: With Dreamforce being a global tech powerhouse, how does your session align with Exponent Partners’ nonprofit dedication?

Sam: While my session isn’t tailored exclusively for nonprofits, the principles I’ll discuss are highly relevant. Nonprofits often grapple with diverse data, and mastering dashboards can illuminate their operations and impact. These insights can lead to better decisions and more profound positive change. Nonprofits typically have smaller teams, which tends to mean that Salesforce and data can take a back seat. But these kinds of analytics and information are so important! Grants often call for some of this data and it can also show the growth of your organization. Getting a good handle on your data can do nothing but help your organization move forward, and I love helping nonprofits reach their full potential.

Empowering Nonprofits with Dashboard Mastery

Exponent Partners consistently champions technology’s potential to uplift nonprofits. Sam’s session, “Build Better Dashboards,” resonates deeply with our vision of unlocking information systems’ potential for nonprofit transformation. Here’s how nonprofits can apply Sam’s insights:

• Real-Time Impact Insight: Dashboards empower nonprofits to monitor impact in real time. Visualizing data from diverse sources helps track progress and communicate outcomes effectively, which is the first step in measuring and optimizing impact.
• Informed Decision-Making: Nonprofits can leverage data-driven insights for informed choices. Dashboards reveal trends and growth opportunities, supporting strategic planning and efficient resource allocation.
• Transparency and Trust: Effective dashboards promote transparent operations when they leverage Salesforce’s Nonprofit Cloud. Donors and supporters witness the tangible difference their contributions make, fostering trust and accountability.
• Beauty in Simplicity: Sometimes, the simplest solutions are the most effective. Embrace chart types and components that make sense for your goals. If trends are your focus, use components to show trends rather than trying to force them into a different component. Present your data in the most optimal way to achieve your objectives.
• Get the Report Right: Prioritize clarity in your reports by framing the right questions. Avoid overwhelming reports with multiple objectives. Focus on what you truly want to discover, how you intend to use the data, and the desired presentation format. This clarity streamlines the subsequent steps.
• Revisit Dashboards: Goals evolve, and that’s okay! Instead of adhering rigidly to established trends, be open to adapting your dashboards to evolving objectives. Regularly validate your data to ensure alignment with your expectations.

Empowering Progress: The Intersection of Arts, Tech, and Nonprofit Impact

Exponent Partners champions technology for nonprofits, and Sam’s session, “Build Better Dashboards,” resonates with our vision of unlocking information systems’ potential for transformation. While her session isn’t exclusively nonprofit-focused, it highlights the broader potential of technology to elevate impact. As we anticipate her presentation at Dreamforce, we invite you to join us on this journey—a journey where technology’s boundless potential transforms industries, fosters growth, and elevates impact.

Session Details:

Session Code: 1593
Session Title: Build Better Dashboards
Session Type: Theater
Date and Time: 09/12/23, 03:30:00 PM – 03:50:00 PM
Location: Admin Theater (Trailblazer Forest, Moscone West)

And remember to save the date for Dreamforce 2023, the premier Salesforce conference, happening in San Francisco from September 12-14. It’s a global celebration of innovation, uniting Salesforce trailblazers worldwide to explore the intersections of technology and progress. We hope to see you there! If you would like to meet with us at the event, request a meeting or register for our Nonprofit Social Impact Soirée here.