Navigate the Software Integration World July 24, 2018 July 24, - - PowerPoint PPT Presentation

▶
navigate the software
SMART_READER_LITE
LIVE PREVIEW

Navigate the Software Integration World July 24, 2018 July 24, - - PowerPoint PPT Presentation

Sep 15, 2022 235 likes •513 views

Apps, Zaps, Data Maps: How Nonprofits can Navigate the Software Integration World July 24, 2018 July 24, 2018 Please Suggest Questions Throughout the Conversation (Well answer as many as we can at the end.) Note: Todays webinar will

slide-1
SLIDE 1

Apps, Zaps, Data Maps:

How Nonprofits can Navigate the Software Integration World

July 24, 2018 July 24, 2018

slide-2
SLIDE 2

July 24, 2018 July 24, 2018

Please Suggest Questions Throughout the Conversation

(We’ll answer as many as we can at the end.)

Questions go in the “questions” tab

Note: Today’s webinar will be recorded. We will email everyone a copy

  • f the recording after

the event.

slide-3
SLIDE 3

July 24, 2018 July 24, 2018

Arielle Gart

Marketing and Outreach Manager, GuideStar

Tim Sarrantonio

Director of Business Development, NeonCRM

slide-4
SLIDE 4

Agenda

Key topics:

  • Why do we care about integrations?
  • How should I approach integrations?
  • Examples & Best Practices

Bonus:

  • Idealware CRM Integration Report
  • Q&A

July 24, 2018 July 24, 2018

slide-5
SLIDE 5

About me

Tim Sarrantonio

DIRECTOR OF BUSINESS DEVELOPMENT

  • 13+ years working for nonprofits
  • Raised over $3 million
  • Raiser’s Edge, Salesforce background
  • Current NeonCRM admin

July 24, 2018 July 24, 2018

slide-6
SLIDE 6

Why should nonprofits care about software integration?

Understanding the Landscape

July 24, 2018 July 24, 2018

slide-7
SLIDE 7

Integration & Your Data

July 24, 2018

X

You’re doing 2x as much work!

Double data entry Manual reporting Download/upload lists Limited data insights

System 1 System 2

(Ex: Excel Sheet) (Ex: Your CRM)

July 24, 2018

slide-8
SLIDE 8

Data Silos

July 24, 2018 A data silo is a repository of data that is isolated from the rest of the

  • rganization, because that data is not compatible or not integrated

with other data systems.

Donor Database Volunteers Mobile Giving Emails Social Media Accounting Payment Processing Event Ticketing

x x x

July 24, 2018

slide-9
SLIDE 9

You’re not alone

...and none of them talk to each other

July 24, 2018

5

different systems The average nonprofit has data across...

July 24, 2018

slide-10
SLIDE 10

Benefits of Integration

July 24, 2018

Better Quality Data Personalized Engagement Maximize Fundraising End-to-End Reporting Extend Functionality

July 24, 2018

slide-11
SLIDE 11

But what is an integration?

July 24, 2018 An import/export is not a real

  • integration. It won’t save you

time, and increases the chance

  • f creating bad data.

Ask vendors how the integration works, and be clear on the capabilities before you decide. July 24, 2018

slide-12
SLIDE 12

July 24, 2018

How can your organization approach software integrations?

Getting Started

July 24, 2018

slide-13
SLIDE 13

Built-In Partners

Most software providers offer built-in, out-of-the-box integrations with specific partners. To see the platforms your provider may work with, check the website or support center. July 24, 2018 July 24, 2018

slide-14
SLIDE 14

Leverage Zapier

Zapier is a tool that helps connect more than 1,000 apps and automates time-consuming tasks (like data entry). July 24, 2018 July 24, 2018

slide-15
SLIDE 15

Custom Options

API: An API (or application programming interface) is a set of subroutine definitions, protocols, and tools for building software. In simpler terms, it’s a method that helps programmers build connections between different software systems. July 24, 2018 July 24, 2018

slide-16
SLIDE 16

Custom Options

Developers can use an open API to connect two different platforms. An open API is critical for data quality. Some providers will offer custom programming to extend functionality

  • r help you track additional data.

July 24, 2018 July 24, 2018

slide-17
SLIDE 17

Testing Integrations

Start with a small dataset or control record (e.g. your own email). Check to make sure it works the way you expect it to before you roll it out across the entire system. July 24, 2018

slide-18
SLIDE 18

July 24, 2018

Getting results with nonprofit software integrations

Examples & Best Practices

July 24, 2018

slide-19
SLIDE 19

Question:

July 24, 2018

  • Communication History
  • Event History
  • Volunteer History
  • Wealth Screening Profiles
  • Advocacy Actions

July 24, 2018

Besides donations, what is the most important information your nonprofit wants to track?

slide-20
SLIDE 20

Comprehensive Reporting

July 24, 2018

  • Combine standard, external, and custom data
  • Get deep insights from cross-platform reporting
  • Cut down on manual reporting & analysis

July 24, 2018

slide-21
SLIDE 21

Personalized Engagement

July 24, 2018

  • All past engagement

and activity in one place

  • Deep segmentation

abilities to create tailored communications

  • Better appeals with

accurate ask amounts and preferred ask methods July 24, 2018

slide-22
SLIDE 22

Maximize Fundraising

July 24, 2018

  • Build real relationships

with donors, so you can engage them effectively

  • Integrate with the best

tools to provide the best experience

  • Personalized experiences

deliver the best results July 24, 2018

slide-23
SLIDE 23

Extend Functionality

July 24, 2018

  • Create new ways to track internal or constituent data
  • Make a home for all your data — even if it doesn’t “fit” in your

existing database

  • Prevents the need for spreadsheets

July 24, 2018

slide-24
SLIDE 24

July 24, 2018

Any questions?

Q&A

July 24, 2018

slide-25
SLIDE 25

Bonus: Idealware Report

July 24, 2018 Download:

https://bit.ly/2uR6Mxn

July 24, 2018

slide-26
SLIDE 26

Thank You!

July 24, 2018 July 24, 2018