Apps, Zaps, Data Maps:

How Nonprofits can Navigate the Software Integration World

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Please Suggest Questions Throughout the Conversation(We’ll answer as many as we can at the end.)

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Note:

Today’s webinar will

be recorded. We will

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of the recording after

the event.

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Arielle GartMarketing and Outreach Manager,

GuideStar

Tim SarrantonioDirector of Business Development,

NeonCRM

Agenda

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

Bonus:• Idealware CRM Integration Report• Q&A

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About me

Tim SarrantonioDIRECTOR OF BUSINESS DEVELOPMENT

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

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Why should nonprofits care about software integration?

Understanding the Landscape

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Integration & Your Data

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X

You’re doing 2x as much work!

Double data entryManual reporting

Download/upload listsLimited data insights

System 1 System 2(Ex: Excel Sheet) (Ex: Your CRM)

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Data Silos

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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 integratedwith other data systems.

Donor Database

VolunteersMobile Giving

Emails

Social Media

Accounting

Payment Processing

Event Ticketing

x

x

x

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You’re not alone

...and none of them talk to each other

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5different systems

The average nonprofit has data across...

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Benefits of Integration

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Better Quality Data Personalized Engagement Maximize Fundraising

End-to-End Reporting Extend Functionality

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But what is an integration?

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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.

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How can your organization approach software integrations?

Getting Started

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Built-In Partners

Most software providers offer built-in, out-of-the-box integrationswith specific partners.

To see the platforms your provider may work with, check the website or support center.

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Leverage Zapier

Zapier is a tool that helps connect more than 1,000 appsand automates time-consuming tasks (like data entry).

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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.

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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.

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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.

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Getting results with nonprofit software integrations

Examples & Best Practices

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Question:

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

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

Comprehensive Reporting

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

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Personalized Engagement

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● 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

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Maximize Fundraising

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● 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

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Extend Functionality

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● 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

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Any questions?

Q&A

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Bonus: Idealware Report

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Download:

https://bit.ly/2uR6Mxn

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Thank You!

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