Inside Pencils of Promise:
3 Ways Technology Turns Data into Action
Join the conversation on
Twitter.
Tweet @classy, @Penc...
classy.org
#Classyedu
Tweet @classy, @PencilsofPromis
Join the conversation.
classy.org
Meet Your Host
GET TO KNOW JACKIE –
!  Oversees CRM and data analysis
!  Develops technology solutions to busin...
classy.org
Table of Contents
PENCILS OF PROMISE + SALESFORCE
Driving day to day business by using data and automating proc...
classy.org
Pencils of Promise believes every child should have
access to quality education. We create schools,
programs, a...
classy.org
Core Programs
classy.org
PoP’s Growth
$0
$2,000,000
$4,000,000
$6,000,000
$8,000,000
$10,000,000
2008 2009 2010 2011 2012 2013 2014
classy.org
Section Title 2
Sample Subhead TextHow does the
Pencils of Promise team
rely on Salesforce?
classy.org
Technology Drives Business
PENCILS OF PROMISE NEEDED A CRM TO –
!  Centralize all data and make it available in...
classy.org
A CRM for Development
USES SALESFORCE FOR -
!  Pipeline management/
segmentation
!  Campaign ROI analysis
!  Pe...
classy.org
A CRM for Marketing
USES SALESFORCE FOR -
!  Email marketing
!  Campaign ROI analysis
!  Social media monitorin...
classy.org
A CRM for Impact
USES SALESFORCE TO TRACK -
!  Countries and communities
!  Schools and programs
!  Students, t...
classy.org
A CRM for Operations
USES SALESFORCE FOR –
!  Project management/task assignment
!  Cross departmental process
...
classy.org
Section Title 2
Sample Subhead Text
Closing the Loop
classy.org
Section Title 2
Sample Subhead Text
Closing the Loop: School Dedications
classy.org
Section Title 2
Sample Subhead Text
“Technology makes cross team
collaboration possible. It not only informs,
b...
classy.org
Internal and External Departments
classy.org
CONNECTING DONORS TO OUR WORK
!  Donors want to know where their
dollars are going
!  We dedicate schools to
do...
classy.org
ENABLING FULL TRANSPARENCY INTO HOW
PROGRAMS ARE DOING
!  Constant updates from the field ensure
Pencils of Prom...
classy.org
MATERIALS INCORPORATE ALL
ASPECTS OF OUR BRAND
!  Unified voice
!  High quality design
!  Consistent messaging
!...
classy.org
Sample Subhead Text
Centralizing Impact
classy.org
Section Title 2
Sample Subhead Text
Why do nonprofits use technology for
fundraising and marketing, but not for
...
classy.org
Salesforce Impact Application
classy.org
Data Inputs
classy.org
Data Outputs
classy.org
Cross Team Communication
A FEW BENEFITS –
!  Real time updates from teams on the ground
!  Immediate access to ...
classy.org
Making Smart
Program Decisions
classy.org
Section Title 2
Sample Subhead Text
“Strategy is a living, breathing thing.”
Tweet this!
classy.org
Immediate Intervention
classy.org
GEO-MAPPING –
!  Where are programs working?
!  What do those areas look like?
!  Where should we expand?
Plann...
classy.org
!  Forecasting program scalability and
capacity
!  PoP’s focus on Teacher Support
Programs
!  Shift to more tec...
classy.org
Technology drives growth
!  Centralizing data allows you to quickly measure results and compare
programs
!  Aut...
classy.org
Questions?
classy.org
Get the industry-leading
integration with Salesforce.
FUNDRAISE FOR FREE IN MINUTES
Start a campaign
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Inside Pencils of Promise: 3 Ways Technology Turns Data into Action

Since 2008, Pencils of Promise has built 273 schools and served over 31,240 students. They improve education worldwide, not only through the schools they build but also through their teacher training programs. Pencils of Promise uses technology to track its efficacy and harness the power of data to continually improve its programs. Pencils of Promise Senior Database Operations Manager, Jackie Roshan, sat down with the Classy team for a special 1-hour webinar about how the Salesforce CRM has changed the way the organization looks at data and delivers impact. LEARN HOW PENCILS OF PROMISE USES DATA TO: - Track donations and programs - Monitor and analyze impact in real time - Make informed decisions about where and when programs are delivered Interested in hearing the webinar? Visit the Classy site to access a recording of the live webinar to accompany this presentation: http://go.classy.org/pencilsofpromise
Published on: Mar 4, 2016
Published in: Government & Nonprofit      
Source: www.slideshare.net


Transcripts - Inside Pencils of Promise: 3 Ways Technology Turns Data into Action

  • 1. Inside Pencils of Promise: 3 Ways Technology Turns Data into Action Join the conversation on Twitter. Tweet @classy, @PencilsofPromis Jackie Roshan • Senior Data Operations Manager Mike Spear • Director, Business Development
  • 2. classy.org #Classyedu Tweet @classy, @PencilsofPromis Join the conversation.
  • 3. classy.org Meet Your Host GET TO KNOW JACKIE – !  Oversees CRM and data analysis !  Develops technology solutions to business problems !  Makes PoP a more efficient and data-driven organization Jackie Roshan • Senior Data Operations Manager
  • 4. classy.org Table of Contents PENCILS OF PROMISE + SALESFORCE Driving day to day business by using data and automating processes CLOSING THE LOOP Linking donors to the programs they support CENTRALIZING IMPACT A custom application for tracking impact SMART PROGRAM DECISIONS Using data to influence program delivery and decision making
  • 5. classy.org Pencils of Promise believes every child should have access to quality education. We create schools, programs, and global communities around the common goal of education for all. Tweet this!
  • 6. classy.org Core Programs
  • 7. classy.org PoP’s Growth $0 $2,000,000 $4,000,000 $6,000,000 $8,000,000 $10,000,000 2008 2009 2010 2011 2012 2013 2014
  • 8. classy.org Section Title 2 Sample Subhead TextHow does the Pencils of Promise team rely on Salesforce?
  • 9. classy.org Technology Drives Business PENCILS OF PROMISE NEEDED A CRM TO – !  Centralize all data and make it available instantly (via a cloud-based platform) !  Facilitate strategic communication with donors and fundraisers !  Analyze campaign ROI !  Monitor and evaluate programs and impact !  Communicate with team members both local and abroad
  • 10. classy.org A CRM for Development USES SALESFORCE FOR - !  Pipeline management/ segmentation !  Campaign ROI analysis !  Peer-to-peer fundraising !  Donor trips to the field
  • 11. classy.org A CRM for Marketing USES SALESFORCE FOR - !  Email marketing !  Campaign ROI analysis !  Social media monitoring and listening !  Segmented lists for targeted messaging
  • 12. classy.org A CRM for Impact USES SALESFORCE TO TRACK - !  Countries and communities !  Schools and programs !  Students, teachers, and staff !  Impact outcomes: Attendance metrics, progression rates, test scores !  Program operations data: Costs, materials, contact information, etc.
  • 13. classy.org A CRM for Operations USES SALESFORCE FOR – !  Project management/task assignment !  Cross departmental process automation !  Internal collaboration !  Recruiting process management !  Website inquiries !  Mobile access to data
  • 14. classy.org Section Title 2 Sample Subhead Text Closing the Loop
  • 15. classy.org Section Title 2 Sample Subhead Text Closing the Loop: School Dedications
  • 16. classy.org Section Title 2 Sample Subhead Text “Technology makes cross team collaboration possible. It not only informs, but it also drives action.” Tweet this!
  • 17. classy.org Internal and External Departments
  • 18. classy.org CONNECTING DONORS TO OUR WORK !  Donors want to know where their dollars are going !  We dedicate schools to donors and provide them with regular progress reports Donors and Development
  • 19. classy.org ENABLING FULL TRANSPARENCY INTO HOW PROGRAMS ARE DOING !  Constant updates from the field ensure Pencils of Promise is held accountable for every dollar spent !  We continuously monitor our communities and the programs we provide Programs and Impact
  • 20. classy.org MATERIALS INCORPORATE ALL ASPECTS OF OUR BRAND !  Unified voice !  High quality design !  Consistent messaging !  Engaging content for supporters and fans Branding and Marketing
  • 21. classy.org Sample Subhead Text Centralizing Impact
  • 22. classy.org Section Title 2 Sample Subhead Text Why do nonprofits use technology for fundraising and marketing, but not for programs? Tweet this!
  • 23. classy.org Salesforce Impact Application
  • 24. classy.org Data Inputs
  • 25. classy.org Data Outputs
  • 26. classy.org Cross Team Communication A FEW BENEFITS – !  Real time updates from teams on the ground !  Immediate access to impact data by development and marketing !  Website integration/push toward open source impact data !  Collaboration between different impact teams on the ground
  • 27. classy.org Making Smart Program Decisions
  • 28. classy.org Section Title 2 Sample Subhead Text “Strategy is a living, breathing thing.” Tweet this!
  • 29. classy.org Immediate Intervention
  • 30. classy.org GEO-MAPPING – !  Where are programs working? !  What do those areas look like? !  Where should we expand? Planning for the Future
  • 31. classy.org !  Forecasting program scalability and capacity !  PoP’s focus on Teacher Support Programs !  Shift to more tech solutions tablets Managing Growth
  • 32. classy.org Technology drives growth !  Centralizing data allows you to quickly measure results and compare programs !  Automating processes makes program delivery efficient !  Using technology means less data entry, more program delivery
  • 33. classy.org Questions?
  • 34. classy.org Get the industry-leading integration with Salesforce. FUNDRAISE FOR FREE IN MINUTES Start a campaign

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