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

Apps, Zaps, Data Maps: How Nonprofits can Navigate the Software Integration World July 24, 2018 July 24, 2018

Please Suggest Questions Throughout the Conversation (We’ll answer as many as we can at the end.) Note: Today’s webinar will be recorded . We will Questions go in email everyone a copy the “questions” of the recording after tab the event. July 24, 2018 July 24, 2018

Arielle Gart Tim Sarrantonio Marketing and Outreach Manager, Director of Business Development, GuideStar NeonCRM July 24, 2018 July 24, 2018

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

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

Understanding the Landscape Why should nonprofits care about software integration? July 24, 2018 July 24, 2018

Integration & Your Data You’re doing 2x as much work! X Double data entry System 1 System 2 Manual reporting Download/upload lists (Ex: Excel Sheet) (Ex: Your CRM) Limited data insights July 24, 2018 July 24, 2018

Data Silos A data silo is a repository of data that is isolated from the rest of the organization, because that data is not compatible or not integrated with other data systems. Event Ticketing Emails Payment Processing x Donor Database x Social Media Accounting x Volunteers Mobile Giving July 24, 2018 July 24, 2018

You’re not alone The average nonprofit has data across... 5 different systems ...and none of them talk to each other July 24, 2018 July 24, 2018

Benefits of Integration Better Quality Data Personalized Engagement Maximize Fundraising End-to-End Reporting Extend Functionality July 24, 2018 July 24, 2018

But what is an integration? An import/export is not a real integration . It won’t save you time, and increases the chance of creating bad data. Ask vendors how the integration works, and be clear on the capabilities before you decide. July 24, 2018 July 24, 2018

Getting Started How can your organization approach software integrations? July 24, 2018 July 24, 2018

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

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

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

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 or help you track additional data. July 24, 2018 July 24, 2018

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

Examples & Best Practices Getting results with nonprofit software integrations July 24, 2018 July 24, 2018

Question: Besides donations, what is the most important information your nonprofit wants to track? ● Communication History Event History ● ● Volunteer History Wealth Screening Profiles ● ● Advocacy Actions July 24, 2018 July 24, 2018

Comprehensive Reporting Combine standard, external, and custom data ● ● Get deep insights from cross-platform reporting Cut down on manual reporting & analysis ● July 24, 2018 July 24, 2018

Personalized Engagement ● 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 July 24, 2018

Maximize Fundraising ● 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 July 24, 2018

Extend Functionality 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 July 24, 2018

Q&A Any questions? July 24, 2018 July 24, 2018

Bonus: Idealware Report Download: https://bit.ly/2uR6Mxn July 24, 2018 July 24, 2018

Thank You! July 24, 2018 July 24, 2018