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Maximizing Impact: How Nonprofits Can Harness the Power of Salesforce

Brian Turner

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Ben Griffith

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Slack | Automation Beyond Communication

Mohit Saravanan

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Migration from NPSP to Nonprofit Cloud:

the WHAT, WHY and HOW

The What

Did you know that Salesforce is incentivizing its current NPSP
customers to migrate to NPC by offering a 6-Month free license
window to offset migration costs?

Salesforce has also made clear that product development by Salesforce will be inside Nonprofit Cloud with NPSP support being increasingly limited and no new feature development.
So if you’re a Salesforce NPSP User the question really isn’t IF you should migrate—it’s WHEN do you need to?
If you’ve paying attention to this space you are also asking if the early concerns with Nonprofit Cloud have been sufficiently resolved for this move to make sense?

NPSP Customers have to weigh the following considerations:

  • Timing and bandwidth
  • Migration costs
  • Org complexity
  • Future planned enhancements
  • Data cleanliness
  • Consulting partner support

The Why

Determining if the timing is right for you requires individual consideration (which we would be happy to
support) but some of the key value propositions are:

Cost Offset/ Incentives

  • Although there exists the Power of Us 10 free standard user licenses, Salesforce is now offering a promotional 6 months free for any user licenses past the 10 license threshold

Alignment with Salesforce Product Road Map & Support

  • New feature development has stopped for NPSP.
  • Support has not stopped yet but is likely on the horizon
  • The latest and greatest Salesforce features are only available on NPC (Case Management, OmniStudio, Actionable Relationship Centre, Outcome Management Tracking).

Challenges of Migration come with Opportunity…

Opportunity to Address Data Issues

  • Migration offers ideal opportunity to address existing issues with data quality including completeness, accuracy and deduplication
  • Solid Data Model and ongoing Data Strategy is critical to Future AI Adoption planning and becoming a Data Insight Driven Organization

Opportunity to Address User Adoption & Processes

  • Migration offers the opportunity for organization to revisit business process mapping inside the Salesforce NPC data model and workflows to better identify pain points, and opportunities for improvement.

The How

Salytics has a structured service offering to guide clients
through the best practice for planning and execution of the
Migration from NPSP to Nonprofit Cloud. This specifically
involves:

  • Map Current NPSP Module usage to NPC
  • Map Current NPSP Data Model to NPC
  • Review existing business process in NPSP and map to industry standard NPC processes:
    • What is working in the status-quo?
    • What are your pain points?
    • What would we like to see in the future and how can we bridge that gap?
  • Review the state of org data hygiene, examine data entry points to determine root causes
    of core missing fields, determine if new data validations should be introduced
  • Conduct ETL: extract the data, understand any transformations required to move it into
    NPC and optionally for new population of formulae, data load this into the new org
  • Prior to migration, configure the tailored data model and associated objects, security,
    page layouts, tabs, default settings
  • Develop and test future-state user stories, seeking feedback through demos and resulting
    in iterative build
  • With approval, deploy the user stories into the live production environment
  • Operational and Executive reporting
  • Provide clear, concise, and actionable information that helps stakeholders understand
    their performance and make informed decisions
  • Exportable to external systems
  • Understanding what are the core success metrics and KPIs which would provide the most
    value, and how this can be integrated into processes for tracking
  • General user adoption metric tracking e.g. logins per month, data created, data pipeline trends
  • Running end-user training sessions and office hours
  • Creating specialized documentation for admins, developers or end-users

Speak with someone today

Core-Service Offering Approach
Phase 1: Business Process Mapping

You're in Good Company...

Salytics has recognized expertise as a Salesforce Partner in the Nonprofit Vertical and are in the Top 1% in Customer Sat (CSAT) Ratings
on the Salesforce AppExchange.

80+ Successful
Implementations

Average CSAT Rating
of 5.0/5.0

Recognition by Salesforce of
Level 1 Specialization

Navigator Specialist II

Non-Profit

Navigator Specialist II

Social Services

Navigator Specialist I

Engagement

Navigator Specialist I

Fundraising

Navigator Specialist I

Grantmaking

Navigator Specialist I

Program Management

Salytics Inc.