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bbcon 2013
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Integrating Program Data with
Luminate CRM
PRESENTED BY TIM JOHNSON & MOLLY HEINSLER
OF CATHEXIS PARTNERS
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CRM -- HOW CAN WE STORE PROGRAM DATA INTO A CRM?
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TRADITIONAL CRM
Image via Blackbaud.com
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CRM USAGE HIERARCHY
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FLEXIBILITY OF LUMINATE CRM AND SALESFORCE
• Salesforce is widely known as the most flexible CRM on
the market
• Building on the Luminate CRM system allows for your
organization to maintain the one-contact/one-record
philosophy of a true CRM system
• Luminate CRM (built on Salesforce) is an ever-expanding
platform for CRM solutions via custom development and
the app-exchange
• Luminate CRM system has many “hidden” features that are
already available to your organization
• Luminate CRM system has advanced security settings to
allow for secure program data
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PLANNING YOUR PROGRAM DATA
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● What information do you need to record?
● Get complete information
● Don’t go overboard with information
● Is it quantifiable?
● Options for field choices
● Ability to add in other fields/choices
● How will you collect this information?
● Manual data entry
● Batch data entry
● Web forms
● Automatic data updates
● Try to avoid building ad hoc data tools
MAKING SALESFORCE AND LUMINATE WORK FOR
YOU - DETERMINING WHAT DATA TO COLLECT
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● What information needs to be included in reports?
● How often do you need the reports to be run?
● How do you need information displayed?
MAKING SALESFORCE AND LUMINATE WORK FOR
YOU - REPORTING
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REAL WORLD EXAMPLES
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● Custom Lead and Contact Records
● Web-to-Lead feature gathers outside data
● Auto-responders allow for communication with patients
● Security limits access to patient data
USE CASE: PATIENT SUPPORT ORGANIZATION
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USE CASE: PATIENT SUPPORT ORGANIZATION
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USE CASE: PATIENT SUPPORT ORGANIZATION
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● Collect information similar to web-to-lead
● Automated assignment rules and notifications
● Create escalation paths for responses
USE CASES: FOR NONPROFITS HAVE A
SPEAKERS’ BUREAU
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USE CASES: FOR NONPROFITS THAT RECRUIT
VOLUNTEERS OR HAVE A SPEAKERS’ BUREAU
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● Great for both grantors and grantees
● Schedule and track activities and deadlines across team members
● Track grant program success
● Track funds coming in and going out related to program
USE CASE: GRANT MANAGEMENT
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USE CASE: GRANT MANAGEMENT
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By using the Luminate CRM system to track your program data, you
are able to take advantage of:
● True 360 degree data collection and reporting of the constituents
related to your organization
● Advanced CRM functions already baked into your system
● Extensible tools to allow your organization to grow into the
Luminate CRM system and the Salesforce platform
BENEFITS OF LUMINATE CRM TO TRACK
PROGRAMS
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TWEET ABOUT YOUR SESSION
#SESSION
#CRM
@CATHEXISPARTNER
@MHEINSLER
