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. 

“Change is the only constant in life.” – Heraclitus

In the dynamic world of nonprofit technology, change is inevitable. With Salesforce retiring foundationConnect on January 31, 2026, and subscriptions no longer renewable after January 31, 2025, organizations are facing an impending transition. This presents a unique opportunity to leverage change for greater social impact. Though 2025 may seem distant, we urge you to start embarking on this transformative journey now. By embracing future possibilities and making strategic decisions today, you can position your organization to thrive in an evolving landscape. Let us guide you through the process of replacing foundationConnect, instilling confidence and providing the insights you need for a brighter future.

Together, we’ll navigate the complexities of change, transforming uncertainty into opportunity. We firmly believe that every moment counts as we work towards a future where your organization can make an even greater difference. Through this blog, we aim to guide you in replacing foundationConnect, offering expert advice, exploring options, and showcasing the transformative potential of this transition. Join us on a journey of growth and innovation as we unlock a future of radically better impact, empowering your organization to create lasting change.

foundationConnect Overview: 

foundationConnect is a trusted grants management solution that streamlines the entire grant process and has been implemented by Exponent Partners since 2010. From application and review to payment and reporting, foundationConnect brings all the necessary functionalities together in one place. With features like the grantee community portal, application discovery, pre-application eligibility screening, grant history, and grantee communication, grants managers can focus on impactful work while grantees deliver more on their missions. The system’s user-friendly interface and affordable licensing costs have made it an appealing choice for nonprofits. Notably, foundationConnect’s custom grantee portal builder has been one of its most impactful features since it enables administrators to create personalized application forms for various grant types, maximizing flexibility and enhancing the user experience. However, as all good things must come to an end, it’s time to explore what lies ahead.

Finding Your Ideal foundationConnect Replacement:

As foundationConnect bids farewell, a new era of nonprofit technology emerges, brimming with opportunities for transformative impact. From the versatile new Nonprofit Cloud for Grantmaking to fully customized builds on the Salesforce platform, partial custom builds using Outbound Funds, and the innovative Amp Impact by Vera Solutions, a range of replacement solutions tailored to your organization’s unique needs await exploration. 

You may find yourself pondering, “which solution is right for us?” When embarking on the journey to replace foundationConnect, it’s vital to assess key factors that influence your organization’s requirements. Our experts can help you assess the complexity of your grants management processes, the requirements for impact reporting, currency conversion, approval processes, community impact, portal functionality, and application/reporting forms. It’s important to consider factors such as integration needs, your willingness to migrate to a new Salesforce instance, budget and timeline constraints, the impact on other uses of Salesforce, lifetime licensing costs, and the long-term supportability of the chosen solution.

With over a decade of expertise in implementing various grants management solutions, the experienced team at Exponent Partners can guide you through this landscape. We can help you navigate the complexities of adapting your systems as we’ve done for countless others. Take a look at this recent case study, “William Penn Foundation Re-Launches Salesforce Without foundationConnect Package” and then connect with our experts to unlock a future of radically better impact.

When to Make the Move:

“When is the right time to transition from foundationConnect?” and “What does this mean for my organization?” These common questions often linger in the minds of nonprofit leaders. It’s important to note that Salesforce will no longer support foundationConnect after January 31, 2026, and subscriptions will not be renewable after January 31, 2025. This impending change requires strategic planning and decisive action. Just like preparing for a move to a new home, there are essential steps to take. It’s time to start packing your boxes, hiring a moving company, and decluttering your space. We’ll be there to guide you through the transition process, helping you determine the optimal timing for your move and empowering you to seize the transformative potential of this change. Together, let’s make this transition a smooth and successful journey.

Taking Action Today for a Better Tomorrow:

To embrace change, action is paramount. While Exponent Partners offers expert strategic planning and support, there are proactive steps you can take internally to ensure a successful transition. Here are some practical steps you can take today, to ensure you’re ready for a better tomorrow. 

• Conduct a thorough review of your business processes: Assess your current workflows, identify inefficiencies, and streamline your operations for improved efficiency.
• Establish clear organizational priorities: Define or revisit your organization’s goals and align them with your vision and mission. Prioritize your initiatives to ensure a focused approach to change.
• Evaluate pain points and successes: Identify areas that need improvement and build upon past successes. Catalog your experiences to create a stronger foundation for the future.
• Assess historical data: Dive into your data to gain insights about your usage. Consider what information is essential to retain and evaluate whether data cleanup is necessary before migrating to your new system.
• Create a budget: Develop a comprehensive budget that includes costs associated with the transition, such as training, implementation, and ongoing support. Having a clear financial plan will help you allocate resources effectively. 

Together, and with these initial steps taken on the path to success, we can turn change into an opportunity for growth and lasting impact. 

How Exponent Partners Can Empower Your Journey:

Navigating change requires guidance from experienced hands. Exponent Partners, your trusted strategic partner, stands ready to empower your journey of transformation. To ensure a seamless transition during this time of change, we can offer you many paths but we recommend starting with our Systems Planning Engagement. 

During the Systems Planning process, we provide the expertise and support needed to lay a solid foundation for your journey. This strategic approach breaks the overall replacement project into manageable tasks, minimizing complexity and maximizing efficiency. Our Systems Planning Engagement includes a range of deliverables, such as a detailed discovery of your grants management business processes, technical assessment, data migration analysis, business process flows, and technical requirements documentation. However, what you truly gain from this engagement is the confidence and peace of mind that you’re on the right path. We can help you navigate the complexities of change, ensuring that you have the necessary systems and tools to thrive in an ever-evolving world. 

Let us be your strategic partner as you embark on this transformative journey. Together, we’ll empower your organization and unlock its full potential, driving lasting impact. Contact us to learn more. 

At the heart of everything we do lies the power of people. People who do extraordinary things to create change in the everyday lives of human beings they have never met. They are the driving force behind uncovering the vital data that leads to positive change, and when it comes to grantmaking organizations and foundations, their impact is paramount. In order to effectively serve people and create meaningful outcomes, it is essential to have trusted subject matter experts who understand the unique challenges faced by these organizations. With the recent innovations in the new Nonprofit Cloud and the release of grants management functionality, there is a pressing need for a trusted partner who can navigate this new era and harness its grantmaking capabilities for the benefit of,  you guessed it, people. 

In this article, we explore the new innovations of the new Nonprofit Cloud and gain invaluable insights from Lara Hoke Kimberley, an experienced Salesforce consultant specializing in implementing solutions for nonprofits. With her extensive background in fine art and a passion for supporting organizations with impactful missions, Lara brings a unique perspective, dedication, and an unwavering commitment to serving people. Join us as we embark on an exclusive interview with Lara Hoke Kimberley, where we delve into her journey, accomplishments, and expertise in empowering organizations to make a tangible difference in the lives of our people.

Can you tell us about your experience working with Salesforce in the nonprofit sector, specifically in the context of grantmaking organizations and foundations? What motivated you to specialize in working with nonprofits, particularly in the grantmaking space?

Lara: Absolutely! I’ve been working with Salesforce since 2010, starting with my background in fine art and community-based arts organizations. My journey led me to The Oakland Museum of California, where I was exposed to Raiser’s Edge, a fundraising, and membership management, inbound grants management software. Feeling limited within the confines of Raiser’s I explored alternative CRM solutions and discovered Salesforce and its potential to serve organizations making a positive impact.

In 2010, I began using Salesforce as a user and, in 2014, transitioned into implementing Salesforce solutions for nonprofit organizations. Initially, my focus was on fundraising, email marketing, and event management. Over the years I became increasingly interested in working with philanthropic organizations

I’ve had the privilege of working with various grantmaking organizations and foundations, helping them leverage Salesforce to streamline their operations and achieve their missions. It has been incredibly fulfilling to combine my expertise in Salesforce with my desire to make a difference in the nonprofit sector.

What types of organizations have you worked with in your career as a consultant, specifically within the realm of grantmaking and foundations? Could you provide examples of projects where you implemented grants management solutions? Or perhaps could you provide examples of your favorite or most challenging projects?

Lara: Throughout my career, I’ve had the privilege of working with a diverse range of organizations, including private foundations, community foundations, and re-granting organizations. Implementing grants management solutions on the Salesforce platform, such as foundationConnect, Outbound Funds, and Vera Solutions’ Amp Impact, has been a significant part of my work. Some of my favorite projects involved assisting organizations in transitioning from previous platforms to Salesforce, and tailoring the system to their unique business processes. These projects often required change management and business process engineering, but the outcomes were successful and aligned with the organizations’ specific needs.

What are some challenges you have encountered while implementing and extending Salesforce in grantmaking organizations, and how did you overcome them?

Lara: Implementing Salesforce in grantmaking organizations presents its fair share of challenges. One significant challenge is aligning the system with the organization’s specific business processes and culture. To overcome this, I dedicate time to thoroughly analyze and understand the organization’s needs and goals. Additionally, managing change and gaining clients’ trust can be challenging yet vital for successful implementations. Collaborating closely with organizations to reimagine and redesign their processes ensures that the system works for them. It’s a two-way effort that involves careful listening, proactive problem-solving, and a shared vision of success.

How does your background in fine art influence your work in the nonprofit sector, and specifically, your approach to supporting organizations as a Salesforce consultant?

Lara:  That’s a great question. My degree in fine art and my experience as a professional artist have had a significant impact on my work in the nonprofit sector and as a Salesforce consultant. When I reflect on what I build and design in Salesforce, I see similarities with the drawings and paintings I create. The process starts with sketches that gradually evolve and become more refined, just like the requirements and discovery phase of Salesforce projects.

In my artwork, you can observe the progression from initial sketches to the final piece, with visible changes, additions, and occasionally lines that weren’t pursued. This iterative process of refining and building resonates with how I approach Salesforce implementations. It’s about gradually shaping and bringing something to life until it reaches its final form.

My artistic background instills in me a sense of creativity and an ability to think beyond the conventional. When supporting nonprofits, I believe that technology solutions should not only meet functional needs but also be aesthetically pleasing and intuitive. Drawing upon my artistic mindset, I strive to design Salesforce systems that are user-friendly and visually appealing. This approach helps organizations embrace technology more readily and enhances their overall user experience.

Images from https://lara-hoke.squarespace.com/drawings. To learn more about Lara’s incredible talent, visit https://lara-hoke.squarespace.com.

In your experience, what are some of the most impactful ways in which Salesforce can transform grantmaking organizations and foundations?

Lara: One significant way Salesforce can bring about transformation is through its ability to connect grantmaking with other business processes within an organization. Many organizations are already utilizing Salesforce for their operations or other business units. By integrating grantmaking into this system, organizations gain a comprehensive view of their operations across different units, resulting in better insights and enhanced organizational efficiency.

Salesforce’s new Nonprofit Cloud and grantmaking functionality offers access to industry common components and features that are not available outside of an industry cloud. This allows organizations to leverage advanced tools and capabilities to advance their grantmaking efforts. As an example, the digital experiences provided by Salesforce enable real-time collaboration between grant seekers and grant makers, streamlining the application and reporting processes.

Being on an industry cloud also provides nonprofits with greater access to innovation from the public sector. This opens up new possibilities for collaboration and communication, further enhancing the grantmaking experience.

To learn more about industry common components, read our blog, “Industry Common Components in Salesforce Nonprofit Cloud” here.

As a consultant, how do you approach the process of understanding an organization’s unique needs and tailoring Salesforce solutions to meet those needs effectively?

Lara: Understanding an organization’s unique needs is a crucial aspect of my consulting approach. I begin by engaging in deep conversations with key stakeholders to gain a comprehensive understanding of their goals, challenges, and desired outcomes. Conducting thorough business process analysis allows us to identify pain points and areas for improvement. This collaborative process involves active listening, asking probing questions, and observing the organization’s existing workflows. Based on this understanding, I work closely with the organization to tailor Salesforce solutions that align with their specific requirements. This involves configuring Salesforce, designing custom objects and fields, creating automation, and developing customized reports and dashboards. Prioritizing user adoption, I provide comprehensive training to ensure that the organization’s staff feels comfortable and empowered to use the system effectively.

What are some of the emerging technology trends or innovations that could greatly benefit grantmaking organizations and foundations in the future?

Lara: There are several emerging trends and innovations from Salesforce that hold great potential for grantmaking organizations and foundations. One notable trend is the integration of artificial intelligence (AI) and machine learning (ML) capabilities within these platforms. AI and ML can help organizations automate manual processes, enhance data analysis, and gain valuable insights from large datasets. 

To learn more about the recent announcement of AI Cloud, read our blog, “Salesforce AI Day: Revolutionizing the Future with AI Cloud” here.

Lara: Another significant trend is the growing emphasis on mobile accessibility and responsive design. Grantmaking professionals are often on the go, and having access to Salesforce on mobile devices can improve productivity and collaboration. Additionally, advancements in data visualization and storytelling tools within Salesforce can enable organizations to effectively communicate their impact and engage with stakeholders. These emerging trends and innovations have the potential to advance how grantmaking organizations operate and further amplify their positive impact.

Lastly, what advice would you give to grantmaking organizations and foundations that are considering implementing Salesforce or upgrading their existing systems?

Lara: When it comes to Salesforce implementation or system upgrades, my advice for grantmaking organizations and foundations is to prioritize planning and engagement. Invest time upfront in defining clear objectives and understanding your organization’s unique requirements. Engage staff at all levels to ensure their input is valued and their needs are addressed. Consider conducting a thorough assessment of existing workflows and processes to identify areas that can be streamlined or automated. Collaborate with a knowledgeable Salesforce consultant, a trusted partner, who understands the nonprofit sector and has experience working with grantmaking organizations. A trusted partner can help you assess the path forward and make informed decisions. Make sure to leverage the power of the Salesforce community and resources to learn best practices and stay up-to-date with the latest features and enhancements. Lastly, prioritize user adoption by providing comprehensive training and ongoing support to maximize the organization’s return on investment in Salesforce.

If you’re considering a Salesforce implementation, be sure to check out our blog, “10 Things to Consider Before Implementing Salesforce for Nonprofits” here. 

Embracing the Power of the new Nonprofit Cloud 

We extend our deepest gratitude to Lara Kimberley for sharing her invaluable insights and dedicating her time to this enlightening discussion. As we reflect on the knowledge and wisdom we’ve gained from Lara, we are filled with excitement and purpose. The power of Salesforce technology, when harnessed effectively, can propel grantmaking organizations and foundations to new heights of impact and create positive change in the lives of countless people. We have witnessed how Salesforce, with its innovative features and grants management functionality, can revolutionize operations, streamline processes, and empower organizations to make a tangible difference.

Now, it’s your turn to embrace this transformative potential. If you’re ready to unlock the full power of Salesforce and embark on a journey of enhanced impact, we invite you to connect with Exponent Partners. Our team of experts stands ready to be your trusted partner, guiding you through the intricacies of the new Nonprofit Cloud, tailoring solutions to your unique needs, and maximizing the benefits for your organization. Together, we can leverage technology to serve people, advance missions, and create lasting change.

A Closing Note

It’s important to note that all forward-looking statements mentioned in this blog post are subject to the Safe Harbor statement, which highlights that actual results may differ materially from the statements made, and implies that all product buying decisions should be based on what is currently available from Salesforce at the time of purchase.

This spring Salesforce announced Nonprofit Cloud, a transformative shift from managed packages to functionality designed specifically for nonprofits and foundations built directly on the core platform. 

The Spring ‘23 release of Nonprofit Cloud included functionality for program management and case management. The Summer ‘23 release adds a new layer, Nonprofit Cloud for Grantmaking, which will be available after July 18th, 2023. 

Streamlining the Grantmaking Process or Empowering Grantmakers and Grantseekers for Greater Impact

Nonprofit Cloud for Grantmaking provides grantmakers with the tools to manage their programs, create and track program budgets, create opportunities for grantseekers, review applications, and track the outcomes of awarded grants. Grantseekers on Nonprofit Cloud can view funding opportunities, collaborate on grant applications, submit project budgets, and report against their goals.

Enhanced Budget Creation Interface 

From both an implementation and end-user perspective, one of the features that I am most excited about in the first release of Grantmaking is the program and grant budget creation interface. It is a clean, easy to use screen for entering the planned expenses by budget category and time period. This interface is designed to be used by program managers to develop their program budgets and by grantseekers to provide details on how awarded grant money will be spent. 

Access to Industry Common Components 

In addition to the functionality built for nonprofits on core and the robust product roadmap, Nonprofit Cloud for Grantmaking opens up access to industry common components. These components include, among others, Omnistudio, Business Rules Engine (BRE), and the very compellingly named DataRaptors. We discussed these common components in detail in our blog, “Industry Common Components in Salesforce Nonprofit Cloud,” which you can find here. 

A Roadmap for Innovation 

The Nonprofit Cloud for Grantmaking has an ambitious roadmap, with Salesforce committed to regularly releasing new features aligned with their standard release schedule. This ensures that nonprofits will continually benefit from enhancements and innovations, staying at the forefront of technology. It’s important to note that all forward-looking statements mentioned in this blog post are subject to the Safe Harbor statement, which highlights that actual results may differ materially from the statements made, and implies that all product buying decisions should be based on what is currently available from Salesforce at the time of purchase.

At Exponent Partners, we are thrilled by the tremendous potential of the Nonprofit Cloud for Grantmaking to transform the way nonprofits and foundations manage their grantmaking processes. With our team’s extensive experience and a track record of over 1,750 successful social impact projects, we are committed to guiding you throughout your journey. Reach out to us today to explore the possibilities of Nonprofit Cloud for Grantmaking and uncover how we can empower you to drive radically better impact. Together, let’s forge lasting change and create a meaningful difference in the world.

As change remains a constant in our ever-evolving world, nonprofit organizations in the Salesforce community often encounter two steadfast challenges: “We didn’t know what we were getting into” and “We didn’t know how or where to start.” These concerns have consistently ranked as the top two obstacles for nonprofits considering Salesforce implementation, as highlighted in a 2013 customer study. Even today, many organizations face these challenges when embarking on their digital transformation journey with the Salesforce platform. The recent introduction of the new Nonprofit Cloud industry-specific solution magnifies the need for careful preparation and expertise in planning, designing, and implementing, and supporting all approaches —including those tailored to the capabilities of this innovative product.

At Exponent Partners, we understand the relentless mission of nonprofit organizations  —to transform the communities they serve and drive positive change. We recognize the challenges you may face, including the uncertainty of what lies ahead and the complexities of starting a digital transformation journey. However, we believe that within every challenge lies an opportunity for growth and success. That’s why we’re here to embark on an exciting journey with you, one that harnesses the power of Salesforce and unleashes its full potential for your organization. With our extensive expertise serving human services organizations and our deep understanding of the new Newprofit Cloud solution, we can guide you through these challenges and provide you with the support you need to overcome them.

Now picture this: a future where your nonprofit’s impact knows no bounds. Where every process is streamlined, every donor relationship nurtured, and every program optimized for success. That’s the vision we want to help you achieve. In this journey, we act as your trail guide, helping you navigate the path ahead. Now, let’s talk about the ten key steps you need to take before implementing Salesforce for Nonprofits. We’ve curated this list based on our vast experience working with organizations like yours. Buckle up and get ready for an exhilarating ride!

1) Define your organization’s vision:

Close your eyes and envision the future you want to create. What impact do you hope to make in the long term? Your vision should serve as a guiding star, inspiring every decision and action you take throughout the implementation process.

2) Engage all stakeholders from the start:

Building a successful Salesforce implementation requires a united front. Gather your team, from end-users to top management, and give each person a voice. Together, you’ll lay the foundation for collaboration and shared ownership. Key stakeholder roles to assign:

• The key decision-maker: An individual with authority to make executive decisions on various aspects of the project (e.g., budget and timeline)
• An internal project manager: Someone to keep your project on track and ensure each team continues moving forward toward your organization’s common goals
• Team leads: People nominated to represent their teams and advocate for the end-users in their department (e.g., Marketing, Program Staff, Advancement Officers)
• End-users: Individuals who will use the system regularly (internal employees or clients)

3) Set goals and allocate resources:

Let’s talk about what you want to achieve. Identify pain points, streamline workflows, and imagine how Salesforce can help you reach new heights. Focus on tangible objectives that excite and motivate your team. Some questions to consider as a starting point include: 

• What pain points or challenges do your team and end-users face?
• What are the most time-consuming tasks?
• How can you simplify your workflows and processes?
• Where are the communication blocks?
• What does your data look like and how useful is it? 
• Do your systems need to talk to each other? 
• What do you hope to achieve by implementing Salesforce?
• Do you have the internal capacity to maintain your systems?

Once you understand what your end goals are, you can work backward to identify if the goals are attainable while working within your budget. Some budget considerations include licensing costs and the number of users, consulting and implementation costs, training costs, data migration, and ongoing support costs. 

4) Create a roadmap for success:

With goals in place, it’s time to map out your journey. Establish a timeline, set milestones, and track progress along the way. Consider the availability of key team members and ensure a smooth transition from old systems to new ones.

5) Conduct a needs analysis:

Prioritize your Salesforce optimization by focusing on essential functions that align with your goals and vision. Involve stakeholders and gather a list of requirements or desired outcomes from individuals or teams. Collaborate to categorize them into high, medium, and low priorities. Consider engaging a Certified Salesforce Consultant to help perform a needs analysis, identify achievable features, and customize solutions to match your requirements. 

Here at Exponent Partners, we have a variety of strategic planning and advisory offerings that ensure your information systems strategy isn’t collecting dust on a shelf. Because we’ve been in your shoes, we understand firsthand the issues you face. Working with you to understand in detail your organizational strategy, and improve your processes, means we build sustainable, future-proof information systems to deliver your mission. Gone are the days of redundant legacy systems with no return on your investment. We make sure you measure the right things to give you real-time insights that drive your performance and speed up your ROI. Contact us today to learn more about our strategic advisory services. 

6) Assemble the dream team:

Building the right team is vital for a seamless Salesforce implementation. In addition to Certified Salesforce Administrators, it’s essential to partner with experienced consulting professionals who bring a wealth of knowledge and expertise to the table. By collaborating with a team of experts including project managers, consultants, architects, and developers, you can ensure a successful Salesforce implementation for your nonprofit.

When selecting consulting partners, prioritize those with a proven track record of implementing systems for organizations similar to yours. Their experience and insights will be invaluable in integrating external systems, migrating data, enhancing data management practices, providing comprehensive training, customizing the system to your unique needs, and delivering ongoing maintenance and support.

At Exponent Partners, we have over 1,750 successful social impact projects under our belts, so you’re in safe hands with a specialist team who have deep industry expertise and understand the challenges you face. Our iterative methodology for implementation is tried, tested, and continuously optimized. We start with your core functionality and help you prioritize features, keeping you from getting distracted by infinite options and over-engineered solutions. Think of us as your trail guide, helping to navigate you along the journey. Learn more about our consulting services here and contact us for a free consultation today! 

7) Understanding different approaches to project methodology:

When it comes to implementing Salesforce, selecting the appropriate project methodology is key to a successful implementation. There are various project methodologies available, ranging from waterfall to scrum. At Exponent Partners, we have developed an iterative approach that has proven effective for our clients.

Our iterative approach focuses on stakeholder engagement at each step of the process, which is particularly beneficial for change management. We believe in frequent opportunities for feedback, ensuring there are no surprises along the way. Moreover, our methodology provides opportunities for clients to learn about their system and Salesforce, especially if they are new to it.

By following our iterative approach, we show progress and seek feedback from clients throughout the development process. This involvement of key stakeholders and adherence to the core project timeline ensures a smooth and successful implementation.

Learn more about our project methodology here. 

8) Empower your team through training:

Before implementing Salesforce, it’s crucial to prepare your team for the changes ahead. Here’s what you need to do:

• System Usage Training: Provide comprehensive training to familiarize your team with Salesforce. Teach them best practices and efficient workflows to maximize their potential.
• Communicate the Purpose: Clearly explain why you’re implementing Salesforce and how it aligns with your goals. Get everyone on board and excited about the positive impact it will have.
• Ongoing Training: Continuously provide training as you make upgrades and enhancements to keep your team up to date.

9) Avoid Overcomplicating the Process:

When implementing Salesforce, simplicity is key. Here’s how to keep things straightforward and user-friendly:

• Start with the Basics: If it’s your first implementation, focus on essential functionality and gradually build upon it. Introduce additional features and customizations once you and your team have a solid foundation.
• Prioritize User Experience: Develop a workflow that simplifies your team’s tasks and aligns with their needs. Salesforce should enhance their work processes, not complicate them.
• Maintain a List of Enhancements: To avoid scope creep, keep a separate list of enhancements and follow-on items that can be addressed in future phases. This allows you to stay focused on the core implementation while keeping track of future improvements.
• Consider End-User Adoption: Keep your end-users in mind throughout the process. Minimize the number of required fields and make data entry as streamlined as possible. Encourage user adoption by making Salesforce a valuable and user-friendly tool.

10) Set up Ongoing Support and Maintenance:

As you embark on your Salesforce journey, it’s crucial to plan for ongoing support. You’ll need someone to handle enhancements, bugs, user issues, and new project requirements as they arise. If you don’t have an in-house IT or support team, Exponent Partners is here to help.

Our success center offerings, including reactive support, virtual administration (“VA” or “virtual admin”), and managed services, are designed to provide comprehensive support to nonprofit organizations like yours. From dedicated virtual Salesforce administrators to expert guidance and managed services, we have the resources to support your Salesforce implementation and beyond.

Contact us today to explore our services and discover how Exponent Partners can propel your organization toward greater success with Salesforce. We can help you to understand the full scope of what you’re getting into and how to get started in a thoughtful way that ensures your success.  It’s time to harness its capabilities and unlock a new era of impact and empowerment. Together, let’s make a difference that matters.

Calling all trailblazers, visionaries, and changemakers! Get ready for the most empowering conference of the year: Dreamin’ In Color 2023. We are thrilled to announce that from June 14th to 16th, the vibrant city of Raleigh, North Carolina, will be the epicenter of inspiration, knowledge sharing, and connection for current and aspiring Black professionals in the Salesforce ecosystem.

Dreamin’ In Color is not just a conference; it’s a movement. It’s a celebration of the resilience, talent, and achievements of Black Salesforce professionals, with a mission to empower individuals to thrive and succeed in their careers and businesses. This is an event for those who refuse to let obstacles define them, who are committed to making an impact, and who believe in the power of diversity and inclusion.

As proud sponsors of Dreamin’ In Color, we at Exponent Partners are honored to support the growth and development of Black Salesforce professionals. We understand that diversity, equity, and inclusion are not mere buzzwords, but essential elements of creating a thriving ecosystem where everyone can thrive. And that’s why we are excited to send our remarkable team members, Mandy Kutschied and Deborah Castillero, to represent Exponent Partners at this transformative event.

Mandy Kutschied, our Vice President of Talent & Culture, brings a wealth of experience in human resources across various sectors. With a deep passion for diversity, equity, and inclusion work, Mandy is a compassionate collaborator who seeks innovative solutions and leads with integrity. She is dedicated to creating an inclusive and engaging workplace environment, where every individual can thrive. If you’re interested in joining the Exponent Partners team, connect with Mandy on LinkedIn and explore our open positions.

Joining Mandy is Deborah Castillero, an accomplished Account Executive responsible for driving revenue and partnerships on the West Coast. Deborah’s background includes impressive roles as Chief Growth Officer, Executive Director, and Strategic Sponsorship Officer, where she has excelled in building partnerships, driving growth, and empowering underrepresented communities. With her expertise in multicultural marketing strategies and her commitment to diversity, equity, and inclusion advocacy, Deborah is a true force of change.

We have identified two big priorities in attending this event in Raleigh. The first is to learn firsthand from new and seasoned Black Salesforce professionals in a conference setting that highlights and celebrates their contributions to the Salesforce ecosystem. We also want to share the opportunities that are available for professionals at Salesforce implementation and ISV partners like our company.  We are participating in the hiring fair to promote the roles we are actively recruiting for at our company. Interested to learn more? Check out our open positions. We are always looking to connect with interested candidates. Don’t miss the opportunity to connect with Mandy Kutschied on the Whova app if you are attending Dreamin’ in Color.

Dreamin’ In Color 2023 is an event where connections are made, knowledge is shared, and opportunities are unlocked. It’s a gathering of like-minded individuals who believe in the potential of every individual to make a difference. From inspiring keynote speeches to interactive workshops and engaging networking sessions, this conference is designed to equip you with the tools, insights, and inspiration you need to excel in the Salesforce ecosystem.

So mark your calendars and get ready to be part of something extraordinary. Dreamin’ In Color 2023 is not just a conference—it’s a movement that will ignite your passion, expand your horizons, and empower you to create a brighter future. Together, let’s redefine what’s possible and shatter any limitations standing in our way.

Stay tuned for more updates and exciting announcements as we countdown to Dreamin’ In Color 2023. We can’t wait to see you in Raleigh, where dreams become reality, and where a generation of Black professionals will rise, thrive, and leave an indelible mark on the Salesforce ecosystem. Learn more and register for the event here. 

Let’s Dream in Color and make history together!

During TrailblazerDX, Salesforce introduced Einstein GPT, a groundbreaking generative Artificial Intelligence for CRMs. Inspired by Albert Einstein’s belief that “intelligence lies not in storing information but in knowing where to find it,” this innovative technology is set to revolutionize nonprofit operations. Nonprofit organizations grapple with storing vast amounts of data, and the true potential lies in their ability to uncover and utilize that data for maximum impact.

With Salesforce’s Einstein GPT, nonprofits have an unprecedented opportunity to enhance their efficiency and make a greater impact by tapping into its vast capabilities. Once generally available, Einstein GPT will seamlessly integrate into every Salesforce Cloud, including the New Nonprofit Cloud, and be compatible with managed packages like NPSP. At Exponent Partners, we are thrilled to present seven powerful ways your nonprofit can leverage this intelligent tool to discover new avenues for success.

Skyrocket Nonprofit Marketing:

Einstein GPT enables you to generate personalized content across various channels, including email, mobile, web, and advertising. While it won’t generate new ideas, it can save you time by producing content that aligns with your brand guidelines and marketing plans. This allows you to focus on effectively marketing your fundraising campaigns and engaging your audience.

Marketing teams can also use Einstein GPT to automate email communication, including email responses to common inquiries, donation acknowledgments, volunteer communications, and event invitations. The model can learn from historical email data from Salesforce and generate personalized and contextually relevant responses.

Ignite Donor Engagement:

Crafting custom emails to prospective donors is made effortless with Einstein GPT. Utilizing data such as previous gifts, giving capacity, inclination, and location, you can deliver personalized messages that resonate with each donor. Furthermore, Einstein GPT can generate comprehensive donor briefs, providing your team with valuable insights and previous interactions to enhance donor meetings.

Unleash Efficiency with Reports:

Einstein GPT can analyze data stored in Salesforce and extract insights, trends, and key metrics from large datasets. This simplifies the process of creating comprehensive reports for stakeholders, board members, and grant applications, saving you time and effort.

Unify Collaboration with Slack:

For organizations that rely on Slack for document sharing, communication, and collaboration, Einstein GPT can integrate seamlessly. This integration enables the delivery of summaries and updates, ensuring all essential information is accessible in one consolidated platform.

Craft Compelling Fundraising Pages:

With Einstein GPT for Marketing Cloud, your development team can create captivating landing page templates and compelling campaign messaging for events or time-sensitive fundraising campaigns. Adding elements to the landing page is as simple as a single click, and Einstein GPT can even suggest relevant images, titles, and forms to enhance your page.

Streamline Grant Proposals:

Writing compelling grant proposals is a crucial task for any nonprofit. Einstein GPT can assist by providing suggestions, relevant content, and formatting assistance based on existing proposal templates and successful grant applications. This guidance helps you generate high-quality drafts efficiently.

Automate Event Management:

Einstein GPT takes event management to the next level. Not only can it create an engaging landing page for your event, but it can also generate content for invitations, reminders, and follow-up messages. By automating these tasks, you can allocate more time and energy to building exceptional events that inspire attendees to contribute to your cause.

Conclusion:

The future of nonprofits is brimming with possibilities as Einstein GPT continues to evolve within its closed pilot. Salesforce’s unwavering commitment to innovation means this powerful tool is constantly improving, offering even greater benefits to organizations like yours.

For forward-thinking nonprofits, these tools hold the key to a new era of productivity and intuition. Imagine reimagining how your organization operates in the modern world, revolutionizing your business processes and achieving unprecedented impact. However, it is crucial to approach these solutions mindfully, aligning them with your organization’s values and goals. The future is bright, inviting you to seize the transformative power of Einstein GPT and propel your nonprofit’s mission forward. Reach out to our team at Exponent Partners, and together we will unlock the limitless possibilities of Salesforce technology, empowering your organization to thrive and drive your mission into the future.