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rC Introduction


Gautam Bharti

on 12 May 2013

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Transcript of rC Introduction

What is ? A nonprofit operating system built 100% native on Salesforce.com that will support the evolution of your organization in a digital age. 1 2 3 Cloud Based Solution Why is________________
the only option
for enterprise nonprofits? Seamless engagement with corporate, foundation and individual constituents in a single donor management system
Streamlined business processes for operational functions including batch gift entry, charge processing, data management and many others
Enterprise collaboration to ensure your team is connected in the context of your constituent data
Infinitely scalable for large data and user volumes
Ease of use based on consumer web applications like Amazon
Highly configurable to meet your individual business processes
100% built on Salesforce.com, the world's leading cloud application platform Major Gifts Prospect and Moves Management
Individual, Corporate and Foundation Constituent Relationship Management
Board Management
Membership & Prospect Management
Customer Service
Event Management
Inventory Management
Advanced Reporting and Business Intelligence
Campaign Planning and Execution
Online Donation Forms
Prospect Research
Operations Management Customer Service
Restricted Giving
Planned Giving
Board Cultivation
Capital Campaign/Annual Fund Membership & Prospect Management
Membership Levels
Volunteer Management
Web and Mail Campaigns
Member Affinity Targeting
Web Content Access
Member Benefits Campaigns & Programs
Board Relationships & Referrals
Board Participation in Events
Board Cultivation Reports Dashboard Analytics
Board and Advisory Meetings
Affinity and Geo Group Meetings
Development Event Engagement
Member Benefit and Cultivation
Event Planning & Logistics
Registration & Payments Corporate and Foundation Relations
Corporate Sponsorship
Corporation and Foundation Underwriting
Grant Management Tip of the Iceberg Architecture Introduction Features Product OVERVIEW Homepage Accounts Sustainer Donation Batches Matching Gifts Manage Giving Campaigns roundData Analytics Thank You! to learn more: www.roundcorner.com roundCorner has leveraged the strength of the Salesforce.com ecosystem to deliver a superior alternative to legacy nonprofit CRM solutions that enable organizations to reinvent their business models and consituent engagement strategies in a digital age.

We accomplish this by working in partnership with &
to deliver our products and services to nonprofits, public media organizations and institutions of higher education that are committed to making our world a better place.

We are a top tier Salesforce.com partner
We have offices in Boston, Philadelphia, New York and Berkeley and work globally
We have been working with Salesforce.com since 2003
We have delivered Salesforce.com to over 90,000 users in over 60 countries email: info@roundcorner.com +1 510 842-6820 Who we work with... Third party apps are available to integrate via
Nonprofits can develop on the Salesforce platform independent of core roundCause infrastructure
roundCause product built into Salesforce.com platform to transfer your legacy CRM to the cloud
The Salesforce.com platform forms the foundation for roundCause Capabilities All roundCause Capabilities Managed Services Offerings Home is the landing page for all users. Home provides the donor management user with a view into personal, team and organizational performance (dashboards), prioritized work (tasks) and schedule (events). In addition, Chatter is enabled on Home for team collaboration and file sharing. Product Walk-Through Portfolio List The Portfolio list views provide donor management users lists of their donors and prospects by moves management stage, including all historical and future potential donation summaries (i.e. Lifetime Hard Credit Amount). Donor management users can interact with their prospects directly from this page on an individual and/or mass basis. Foundation Page The page below details a single Foundation and all related data and information about the Foundation including but not limited to Contacts, Addresses, Giving history and potential Giving, Account Team by role, Activity and Attachments. This page brings all information about a Foundation constituent together in one place. Note that the page is also chatter and social enabled. Individual Donor The page below details a single Individual Donor and all related data and information about the Donor including but not limited to Phone/Email/Address/Social contact details, Giving history and potential Giving, Account Team by role, Activity and Attachments. This page brings all information about a Donor or Prospective Donor constituent together in one place. Donation Donation pages provide workflow tools for entering and managing all donor management gift types as well as end-to-end prospect research and moves management processes. Donation pages also include team collaboration, attachments, team assignments by role, constituent roles and deliverable management. Action Plan Action plans facilitate donor management resource’s ability to plan for and execute upon donor engagement strategies as individuals and as team members collaborating within their organizations. Action plans organize and assign components of these strategies across the team and enable users and managers to track progress toward outcomes. Reporting roundCause delivers over 200 standard reports and more than 10 dashboards focused on key performance measurements in the nonprofit market. The sample dashboard below displays some key metrics from the Moves Management dashboard which is deployed for individual and management users to improve real-time transparency into the moves management process. Online Donations
Integrated thank you gifts
One time and recurring
Call Center/Telemarketing Forms for third parties
Publishable analytics roundData Introduction Our Data Center of Excellence establishes a new standard for the role data plays in the success of our customer engagements. Data migrations, integrations and analytics are key differentiators of our service offering. We deliver clean and accurate data, improve performance and user access, and surface insights that allow you to better serve your constituents. Data Migration – Conversion of legacy data to Salesforce for customers implementing roundCause or building native on the Salesforce platform Analytics – Inspecting, cleaning, transforming and modeling data with the goal of highlighting useful information suggesting conclusions and supporting decision making Data Integration – Movement of data between systems via batch or API on a scheduled basis Data Archival – Moving data that is no longer actively used to a peripheral but connected data storage device for long-term retention and analysis Our roundCause product leverages the reporting, dashboarding and analytics capabilities available within Salesforce. roundCause offers more than 150 standard reports and 10 dashboards which allow you to deliver real time data to your users via many different delivery methods (standard reports, dashboard, mobile devices, excel data, pdf, etc.) depending on how, when and where they need to consume analytics results. Our unique combination of domain expertise coupled with the roundCause platform enables delivery of fundraising and “back office” functions so you can focus on your mission. From your first step migrating from your legacy system(s) to operating new innovative campaigns in roundCause, roundCorner will be your strategic partner to give you the leverage to grow and cultivate new and current advocates to support your mission. We offer loyal client services that share your passion and direction for your mission. Managed Services
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