 All right. And so we are going to be getting started with cultivating donor and client relationships with Microsoft Dynamics CRM. And I do want to give just one second to thank Microsoft for their support and participation in developing this webinar. And a little bit about the presenters today. My name is Kyla Hunt. I'm the webinar program manager here at TechSoup Global. And I'm going to be the facilitator. With us is Sean Michael from Empower Northwest and Sree Ramallah from Washington STEM. And they're going to be talking a lot about Microsoft Dynamics CRM, its different functionalities and implementation. And also assisting with chat today is Gretchen Dio from Microsoft, Becky Wiegand and Toni Anderson both from TechSoup Global. So you might see their names pop up in the chat or questions pane or if there are specific questions that Gretchen can answer, she might be popping in in the audio as well. And so again, a little bit about today's agenda. We're first going to be hearing from Sean talk about the functionality integration of Microsoft Dynamics CRM and where to find help. And then Sree is going to be talking about Washington STEM's implementation of Dynamics CRM. Washington STEM is the organization that Sree is from. And we're going to be talking about, we're going to be handling questions from the audience a little bit in the middle of the webinar, and then also at the end. And if for some reason we don't get to your question, we'll follow up with you after the webinar. And so to get us started, I do want to take just a couple of seconds and find out a little bit about you. And so first I'm going to ask what is your primary role in your organization? These are your options are executive management, program management, fund development, direct service, and technology. So I'll give you just a couple of seconds to answer that. And it looks like almost 75% or over 75% of you have responded. So I'm going to be closing this in five, four, three, two, one. All right. So taking a look at that, it looks like 47% of you at your primary role is technology. So that's really, really good to know for us to be able to speak to you. And then 17% of your executive management, 15% of program management, and then 11% fund development and 9% direct service. So that'll really help, I believe, especially Sean in speaking to the people who are actually at this webinar. So thank you for that. And then the second question, how many systems do you use to manage donors? And so I'll give you a couple of seconds to answer that. Your options are one, two to five, six to 10, 11 or more. And then I did add none in case you are just somebody who was informing the technology deciders or those who manage systems. And I'll give you just a couple more seconds to answer that. I'll be closing it in five, four, three, two, one. And it looks like the vast majority of you are managing or using two to five systems to manage donors. 15% of you are using one, 11% are using six to 10. And then it's interesting 11 or more and none are about even at four and six percent. So that's really, really helpful, everybody. Thank you for sharing that information about who you are and where you're coming from. And with that, I am going to go ahead and give control to Sean so she can take it away from her end. Hi, everybody. It's really great to see the Lisa folks that are on the call today. And I'm really excited about this webinar. Some of you may actually know a bit about the history of Dynamics CRM and the work that has been done to make it available and cost-effective for nonprofits over the years. So I'm going to kind of catch everybody up who has been following the progress and also for those that are new to Dynamics CRM and are wondering how it can be applied in your nonprofit. We'll give you a quick run-through of the functionality and look at how do you coactively manage your data. So not just the capture with data and fields, but also how are you able to analyze and coactively manage your relationship. So the first thing that I want to talk about with Dynamics is that it is available both as a hosted and as an on-premise solution. And what that means is that you can have a server at your location that you can load Dynamics CRM on, and your staff can access it either within your own network or via a web connection to your own server. The other option is to have Microsoft host your instance of Dynamics CRM, in which case you are not having to manage the server at all. You are just using the application as a service. The third option is that there are Microsoft partners that will host an on-premise version for you, but they will host it on their servers. So that's another option. And one question I get asked a lot when people are evaluating whether Dynamics CRM works for them or not, and if it's going to work for them long-term is, if at a later date I decide that I want a different platform, can I move it? And the simple answer is yes, you can move it from one platform to another. So that's just just to let you know that that can occur. And I'm going to be talking about where you can get your licensing later on in this presentation. So a little bit about the functionality that's available within Dynamics for the nonprofit sector specifically. There is, of course, the relationship management. There's donor management. So that was the first set of functionality that was developed for use in the nonprofit sector. Since then there's been additional work around grant management, campaign and event management, volunteer management, and more. I'm going to be going through those in more detail. Impaler Northwest offers planning and implementation support for the nonprofit solution on Dynamics CRM. So I want to talk a little bit about using information as opposed to just capturing data. The data that you capture, whether it is in a spreadsheet or it's in a donor management database or in a CRM, are things like the first name, the last name, gender, marital status, amount of donations, the date that a donation was given, the campaign that it was given under, possibly even the program that it should be allocated to. To analyze that data, you have to have a way to be able to look at it other than simply in columns and rows. Actually, let me take a step back. There are some who prefer to look at the data in columns and rows and you can certainly do that within Dynamics CRM. What has been developed are what are called dashboards. Anyone who has used any kind of a larger CRM or fiscal management product probably has seen dashboards. What is unique about Dynamics CRM is that you can create these dashboards to analyze the data in many, many different ways. It's very, very flexible and you can analyze user-defined or specific data that you decide that you want to capture that isn't captured in the previous, in the out-of-the-box solution. So I'm going to talk a little bit about relationship management. Relationships can be with organizations such as in this example and it can be with individuals in the screenshot examples that I just pulled up. In those relationships, we have an organization and you can see that you can track activities, connections to other individuals in the organization, donations and pledges that are related to that organization, preferred methods of contact, et cetera, and you're not limited to that. If for example you want to track the office size of a given organization, you can create a field and capture that data as well. Even more important, you can set up workloads to remind you to communicate with the organizations and the constituents that you want to communicate with. Whether it is a reminder that you should be calling this organization to make an ask or it's a reminder to talk to this constituent about possibly volunteering for an event, you can set up activities well in advance and integrate them into your planning of your time. You can also proactively manage your relationships with constituents and or organizations with the use of lists and lists can be anything from these are the people who attended our Gala event last year but who didn't give or it could be these are the people that are interested in environmental projects. I'm going to move on to donations and pledges. And one thing I'd like to notice that if you have very specific questions or need specific demonstrations, we will be we're going to be happy to do more of that. Outside of the webinar but we are limited a bit in time and over the years we've added enough functionality towards really a tight fit to fit all of the functionality into 20 minutes. So please forgive me if I'm going a little bit fast. So in talking about donations and pledges, I want to talk a little bit about what do you what do you track in relation to a pledge or a promise to pay? You may track some kind of an indicator so that you can track it internally that makes sense to you. You may track it against a particular individual and or a household organization and so that's that's the key point is that you can track a donation independent of an organization and specifically with an individual or a household. You can track different pledge types. What kind of a pledge is this going to be? Is this going to be cash? Is it going to be goods and services? Is it going to be time? You can track cash value of gifts and the actual cash amount of gifts as well. So in this screenshot I'm showing you the actual donations and volunteer hours with a couple of examples. What you'll notice over the left hand side is that you also have the ability as I said earlier to track in kind gifts. On a pledge itself you can also set up what are called recurring or multiple payment pledges and over time you can track how many of those pledges are committed and how many are actually received. So you can see in this particular example that you have a total pledge amount of $1,000 and you have $1,000 that has been collected and there is zero that is outstanding. You can set up a pledge for example that is $1,000 with 10 payments of $100 each and the system will calculate that out for you whether it is monthly, bimonthly, semi-annual etc. You'll also note that you can track your pledge towards a particular campaign and or towards a particular program. Within the donation record which is the actual payment of or scheduled payment towards a pledge you can track even further details. You can say what again how was that donation received? What was the payment method? You can be as granular as you like. You can have a distribution of the donations towards different campaigns if you like. You can have again multiple donation records for a given pledge. So talking a little bit about grants management. A grant is and what I am discussing at this point are incoming grants. So incoming grants are grants that are promised to you by a funder of some sort. A grant or could be a corporate foundation. It could be a household. It could be an individual. In this example that I have up you can see that we have a 2012 capacity grant and it is being made in the name of Empower Northwest and the primary constituent associated with that grant is Shawn Michael. Sorry I took credit for this one. You can say what program and campaign it is associated with and again you can say what the pledge frequency is. So in this case I said that they are going to give cash in the total value amount of $10,000 but it's going to be split up semi-annually and the system will calculate the grant payments that are scheduled to come in. In addition to the actual payment you can also track all of your tasks that are associated with a grant. So in this example I created a task called grant report due with a specific due date. Within the task itself you can get very granular and say a grant report is due and these are the things that I want to talk about in this particular grant report. So for those who are trying to figure out what to write in that grant report six months down the road you could be accumulating your grant information within the task itself as well as attaching documents that you're going to want to refer to. Talking about campaign and events management events a campaign is defined as a collection of efforts that you need to that you need to accomplish and you want to measure your success again. So a campaign can be a direct mail campaign an annual capital campaign or a dollar event. Within that campaign itself you can track all of your planning activities so it's a great project management tool for those activities. You can track all of your campaign activities in terms of your outreach so you spent a direct mail campaign you did an email blast you did a phone-a-thon. You're able to track the campaign responses and note who is attending an event or who is responding positively towards your campaign and probably more important than anything else is you can be watching and analyzing the success of your effort over time. So you can quickly see what events or campaigns or campaign activities are producing the results that you need that you need to use going forward in your campaign planning. Talking a little bit about volunteer management now I want to talk about the way that people track their volunteers. So one of the first items around volunteer management is just the tracking of hours and so in this case what I have up is an example of a record where you can track that this volunteer helps during a cleanup project and you can track the volunteer hours and the date. Over time you're able to accumulate the volunteer history for a particular volunteer and what programs and or campaigns were associated with their volunteer time and going a bit further you can track specific skills that volunteers have. So kind of going back to the concept of managing your relationship if you're trying to manage your relationships with your volunteers in a proactive manner you may want to contact Sean when there is a particular event that needs help coordinating and you would know that by tracking specific skills and looking at the history of the types of work that they helped with in the past. I want to talk a little bit about integration. Integration is key to the success of of any organization using their systems and one of the reasons that I asked that we asked the question earlier about how many systems you are using to track this myriad of of data is to identify that that pain point that can exist if you are not able to easily integrate your systems together. So for example what we have run into many times when people are evaluating whether dynamics is the right solution for them is this question of integrating with their email system. So this is and and I will say that the gross majority of the folks that we work with although not all are using Outlook as their email client. They're also using Outlook to track their calendar items and their tasks. Dynamics CRM works completely within Outlook and integrates tightly with Outlook in a couple of different ways. The first way that I have up here in this part of the screen is that you can see within Outlook itself you have full access to everything that is within Dynamics CRM. You do not have to go to a different user interface and once you have the Outlook connector set up you do not have to log into a separate interface. So in fact a user reduces their what I call a ramp up time significantly by simply using the Outlook connector. They don't have to learn a new interface. The other way that you can you can integrate within between Dynamics CRM and your Outlook is that as you receive an email you can choose to track it in CRM or you can have the system set up to synchronize it automatically. That can be done with your email, with your tasks, with your calendar appointments, and with your contacts. Now what we found in actuality is that people want some of their data is synced but possibly not all of their data is synced. So again you can filter that down or simply select one by one which record that you choose to sync into those. In addition from Outlook itself you can create all of your CRM records directly. You don't have to again go into a different interface to do that. So the huge time saver. Three more systems I want to talk about that integrations are available and or are being done for are Eventbrite, Vertical Response, and QuickBooks. In reviewing what the most used systems were by non-profits we identified that these were the three systems that most small non-profits are using and many medium-sized non-profits are using. So these were the three that we focused in on. So the link app between Dynamics CRM and QuickBooks and specifically the QuickBooks non-profit edition will allow you to take your donation data that you're collecting in Dynamics CRM and integrate directly into QuickBooks eliminating duplicate data entry. The second is Eventbrite. And Eventbrite is a tool that is used for online event registration. While you can custom program your Dynamics CRM instance to allow for online event registration it is often cheaper and I don't mean cheaper in a bad way maybe inexpensive is a better word but is often much more cost effective to use the Eventbrite tool to do the online event registration and then download the data into your Dynamics CRM. The same can be said a vertical response which is a mass email tool. The other great advantage that using a mass email tool gives you over sending emails directly through Outlook to large groups of people is that it helps to protect you from being blacklisted as a spammer. There are requirements that are available you can read a little bit more about it and perhaps we can send a link about it after this webinar how do you not get blacklisted as a spammer. Some other cool features and I know that I'm starting to run down on my time here so I want to make sure I get through the last couple of slides here. Some cool features obviously we have those real time dashboards that you can design and those dashboards can be user specific. So a fun development director can see something different than an executive director. You have visualizations or charts in line and I'll just hit on a couple of other items that I think are particularly relevant to the nonprofit sector. You have help visors. These are help systems or help that is shown at the top of each primary screen that can help users when they are questioning how to actually perform a task within Dynamics CRM and you can have revenue goals so that you can be watching how you are doing trying to reach those goals. And the last thing that I want to leave you with is that there are resources for licensing on-premise Dynamics CRM is available through the Microsoft nonprofit software donations program via TechSoup. So I strongly encourage you to take advantage of that. There's just huge, huge cost savings there. Hosted Dynamics CRM is also available at a reduced price. It's at $9.99 per user per month for eligible nonprofit organizations. For installation, configuration and support, of course, in Peller Northwest offers these services but you also have a large community of Microsoft partners that can also provide those services. There are additional applications. So the example that I gave you were the integration apps but there are additional applications at those code plaques and pinpoint and last but certainly not least and in fact I encourage people to reach out to the user community and to participate in the user community as you're using a system so that everybody can learn how to use it in ways that improve the entire sector. And with that I'll hand it over to three. Thanks, Sean. We do have a few questions that have come and actually quite a few questions that have come in and before we get to three sections I just want to take a moment and ask a couple of those questions. Let's see. So the first question that came in was from Claire and she was asking, is it possible to change the currency used from dollars, I guess, to something else? Yeah. Yes, you can. Okay, good to know. Is there any kind of limit to, is it like I said, you can actually set up your own currencies which is nice. It gives you a lot of flexibility. Okay, I'm glad you do. I was asking. Julie was asking, can volunteers be scheduled on a calendar with Dynamics CRM? Absolutely. Yes, you can set appointments and have constituents, volunteers, et cetera, be invited to those appointments and or tasks even. Okay, great. And Nancy was wondering, is there a membership function or module? There sure is. And I didn't focus on that as much today, but you can absolutely track members and member benefits as well. Okay, great. And we do have a lot of questions about the integration. First of all, Dave just wanted clarification that you were saying that the three tools that you mentioned are currently available and integrated with Dynamics CRM, correct? The three tools are available, QuickBooks, Eventbrite, and Vertical Response are all available independently. And the integration between each of them, there are tools that are available for all three. And there is development of a couple of them that are going to be announced publicly at NTC the week of April 2nd. And those are the Eventbrite and the Vertical Response. The QuickBooks is available now. Okay, great. And we have a couple of other questions just asking if there are other tools that are integrated with Dynamics CRM. I know we had one specific question on if it was integratable with MailChimp or if there are any other tools available. Great question. And I would say the three tools that we decided to focus on were the ones that were most prominent, but with that being said, you can certainly integrate with anything else that either has an API or can import and export data. So MailChimp is one of those. So it is totally possible to do. Okay, great. And then one last question I was going to ask, and this is also about integration. Blanca asks, can Dynamics CRM integrate with their website? You can. And it depends on how you want to integrate, which dictates how much effort it will take to make that integration happen. So for example, if you want to capture new people that are interested in something or people that are interested in, want to sign up for your mailing list and that type of thing, that is a fairly simple integration. If you want to go into a deeper integration with real-time updating of data and so forth, it might be a little bit more effort. And it also, of course, depends upon what platform you're using for your website. Okay, great. Thanks for that clarification. And we do have other questions, but I do want to give Sree a chance to talk to her section. So all of the other questions that have come in, we will get back to those at the end of the presentation. And so I'm going to give Sree control. Sree, go ahead and share your screen and unmute yourself. Great. Hello, everyone. My name is Sree Ramallah from Washington STEM. Really excited to be co-presenting with Sean today and kind of share our story, essentially, where we are in our CRM implementation and the work that we have done to date. So Sean and I have been working together very closely over the last few months and in order to get our team onboarded and define our needs from a CRM perspective. So quickly, a little bit about Washington STEM for those who don't know is Washington STEM is a new nonprofit venture philanthropy that focuses on STEM education and watching the state. We partner with educators, business leaders, community leaders together so that we can ignite breakthrough ideas and powerful partnerships around advancing innovation, equity, and excellence around STEM education for all students in Washington state with a specific focus on the underrepresented and underserved communities for STEM education. So we actually are just a little over actually a year old. We just celebrated our one-year anniversary in March and the organization was actually conceptualized out of a two-year business planning stage and to date. So what's really unique about us is that so we were created out of the Washington state business around table where business leaders came together and said what is it that they're going to do around improving education in Washington state and this focus around STEM education. So during that two-year business planning process nearly 20 million dollars of commitments came together with meeting funders such as Microsoft Boeing and the Bill and Melinda Gates Foundation and also during that two-year business planning process what's important to note is that we started to gather essentially who were the constituents and who were the organizations that we needed to partner with and in order in order to create the reach that we needed to. So we are both a we are an investing arm in education so we have multiple levels of grant making and through this grant making we will learn what's happening in the field and share that with as many people in Washington state to reach our student and future outcomes. So to date we have done 2.6 million dollars investments we reached about 300 teachers and 11,000 students across Washington in our first year and of course we want to see those numbers dramatically grow through our work. So as I mentioned we have multiple levels of strategies interlocking strategies. We invest in education we want to generate new knowledge and capacity building through our investments and share our knowledge through multiple channels both online and offline in order to reach more and more teachers and educators and students and parents through that knowledge. We want to engage communities and families around STEM education and then we want to play an active advocacy role around what we're learning through our investments that will actually influence and create effective education policies. So this is really important to understand in the sense that we invest but we also need to engage many many constituents and communities in order for us to have the basically the impact that we're looking for across all students teachers in Washington state. So like I mentioned we came out our organization was created out of a two-year business planning process and during that time when the organization kicked off we had enormous amounts of spreadsheets of contacts and relationships that came from the team the consultant team who helped with the creation of the organization so many many business planning meetings community partner meetings that led to who was it that we needed to create relationships with. So we were in a state of when the organization first launched of essentially excel spreadsheet overload and so it was really important for us to get up and running using a CRM tool fairly quickly and we sat down and actually tried to understand what were our immediate CRM needs to build what we need now and in the future that we would roll on in future phases grow our CRM capabilities but at first glance we needed a one-stop tool for our organization's contacts and relationships. We needed to easily manage and track our contacts like who in our team was contacting various donors business partnerships are what we call our funded partners so sailing calling our investments grantees we really see them partners in our work so we call them funded partners education advocates and community partners. We needed to have easily create easily to be able to easily create reports such as reports on our donors and our prospects management we needed all of our staff to be easily to easily access the CRM tool and be able to search and add and modify contacts and then also as we are looking at what is our reach in our state and how are we impacting the students and teachers that we need to impact how do we have a 360 degree view of all contacts that are within the Washington STEM community so those were our key needs and how did we get started so we had all these spreadsheets and the first thing way we did was review what are the various CRM systems out there and what were the ones that were going to fit our needs as Sean mentioned your various different options once you decide what CRM and so we just with kind of our strong partnership with Microsoft but also looked at all the different what requirements are requirements we decided to go with Microsoft CRM we also reviewed basically the on-premise versus hosted solutions and we decided because of our kind of startup nimble team that we wanted to really go down in the cloud-based hosted solution route we are not a huge staff we are 13 people right now we don't imagine to be much bigger than that they have a few more open headcount but it's really for us it was like how can we have access to the online cloud-based solution no matter where we are so that was really important for us so as I mentioned we were in swimming and spreadsheets so it was important for us to get up and running really quickly so we actually focused our initial effort on basically contact relationship management and fundraising management we worked with Npower to implement the nonprofit solution and then we went and imported over 3,000 contacts from various spreadsheets into our CRM solution and then we worked with Npower to really understand what were the kind of fields that we needed to customize around our work specifically on the constituent and the household organization forms and the first thing we did was really we brainstormed internally as a team with our community engagement director in particular and our new at that time chief development officer she managed managing our resources coming in the door because not only do we have investments that we need to make but we have a for our organization a huge fundraising goal we are about to kick off actually a multi-million dollar five-year campaign like I mentioned we had 20 million dollars committed but not everything's coming to the door but we also need to raise a huge amount of money between now and the next five years so that we continue to make the investments that we can across the state so what we did first was define what are the various relationships that a constituent or an organization can have towards Washington STEM so what you see here on the screen is actually a constituent record and some of the key things is that they can be a education partner they can be a funder to us they can be a business partner so we tried to brainstorm all those so that we when we are importing the spreadsheets we had some sort of context of what were the relationship to Washington STEM and then we started getting into essentially how is it that we're going to manage the cultivation of donors into our pipeline so through donor management there's multiple different phases that a prospective donor can go through until they actually made the gift and then your continued relationship with them so we really sat down with our chief development officer and tried to understand how is it that they want to be able to manage the relationships using CRM and so we can essentially kind of created a process for moves management like how is it that when you first have a contact with someone you're cultivating a relationship you're then moving into a stage where you may be calling someone and sitting down for a meeting or talking through our strategy and that's really that pre-solicitation phase and then maybe there's an ask for money which is a solicitation phase that someone goes through and then you're maybe waiting you there's maybe a period where you wait let them come back and think about what's the gift that this business is going to make or an individual and then try to identify who are the people who actually made gifts who declined gifts and what's the ongoing stewardship so what we did was track basically create these donor statuses that we can identify donors in we also added additional fields called projected amount and the projected probability so when we identify someone as a donor we wanted to identify what kind of gift do we think this person is going to guess give is this a you know a $20,000 gift or is this $150,000 gift for our major business relationships and what's the projected probability that we think that they're going to come in at that level and it's important to note that that's actually we don't see in this what we actually implemented there was a drop down there's multiple stages basically is that 100 percent 75 percent 50 percent 25 percent or zero percent probability in the same vein we walk through what are the various stages that we need to manage who are our investment prospects understand when someone applied but we actually were not able to give them a grant at this time so who identify in all of our constituents who are active funded partners so that we can actually manage communications and relationships with them really effectively and then manage who has been a funded partner with us but specifically at our entrepreneur level these are one-year grants that we give to teachers or a program or whether in school or out of school program and we want to understand who as we grow our funded partners years are really ambassadors for us in the field so really understand who are completed funded partners at this time as well so we manage investments through this same sort of moves management process and it's really important that for example we're currently have an open grant cycle and as our everyone in our team needs to be able to be able to go into CRM and identify who are potential prospects that we want to come and apply for one of our multiple opportunities so then we actually thought about what are the various at a glance reporting dashboards that we need in order for our team to understand what is our current state of both donor management as well as investment so this is actually pretty the what you're seeing right now is actually dummy data so I bear with us here but because we actually just worked to implement this last week so we're in the stage of we're going in actually putting in real data for so that we can actually suck in the reporting dashboards accordingly but what we did was actually create currently three different reporting dashboards one called donor management so that we can actually see in the various different phases up until someone makes a gift what is the projected amount that we have in each different phase and how that totals into our total projected amount right now we can also look against you know kind of a bar chart form what at the various different phases what's our probability that we think those different numbers are going to come in so a great reporting dashboard for a resource development team to know what you know what chunk of people and chunk of money is sitting at what stage and how can they out do at what point of the year are they close to actually moving people through the various phases to get commitments made we also created so in the same vein I you don't see here on the screen but that's actually fairly similar to the donor management is how many people do we have in the prospect line and how many people have we actually gave gifts investments to and are actually our current funding partners versus completed funding partners in an investment chart we created another dashboard which is a year to date gifts pledges so that we can say what's currently outstanding what's currently being processed and what's collected so we can actually see this towards our annual goals and then as I mentioned we're kicking off a five-year multi-million dollar campaign we will be creating in the near future when we're about to take that off another dashboard which is the five-year campaign dashboard so that we can actually report to our board of directors and have a quick glance of how we're doing against our five-year campaign the last thing I wanted to go over is that we really wanted to enable our team to be able to go in and track their communications and activities with our constituents and our organizations so that we really understand who is it that we are actually having a touch with on a regular basis and then how those what are the activities that we needed to do to follow up to continue to develop those relationships so what we're doing is actually having using the outlook integration that Sean mentioned earlier is to actually enable the team to actually any email conversations they have with key constituents whether it's policy makers education leaders or our current funded partners to actually use the track functionality within the outlook integration ribbon and set it regarding the constituent or the organization that we're building a relationship with um what that allows our team to do is go in and say before they do another communication say within our team what was the last meeting that we had with them what was the follow-up activities there where were the meeting notes were actually storing within CRM as well and then recently just here in the 2012 last couple months we actually kicked off two camp campaigns and it was really important for us to understand what were all the communications and efforts and activities the team did against this campaign so one of our funded partners was highlighted in an national campaign around a Samsung challenge and what we were doing is activating our network and our channels to be able to have multiple communications go out so that we can have our network come and vote for one of our funded partners through an online campaign and what people could do is come in and vote for Nia Bay High School and the video that they created on a daily basis for I think it was about three and a half weeks so we were sending out eblast we were um reaching out to our key constituents who we knew had great networks or blogs or social media channels activate their social media channels so as you can see here in the picture we actually activated um created a campaign called the Nia Bay and the Samsung challenge and asked people to record their activities against that challenge we're right at the stage since the challenge actually completed um last week where we're going to be creating a report to see what were all the activities we did and how did it relate to votes going up so as Sean mentioned a campaign could have a various goals and we actually modified the Samsung challenge to have a vote goal what was our end go vote goal and then looked at various activities and how did it the dates of those activities and how related to the votes we also created a new campaign called the spring 2012 investment cycle which is we currently have a couple opportunities and open where we're asking entrepreneurs teachers and out-of-school providers to come apply for our entrepreneur level branch this is a grant that um is somewhere between five to fifteen thousand dollars for a teacher or a classroom or out-of-school program for a new innovative idea around STEM teaching so we have a cycle that's open right now and it's the we're asking proposals by the first week of May we also have another cycle where it's our portfolio investments which is a larger multi-year investment that we would make on an organization that's already doing STEM and so what we did was create this investment cycle campaign and all the activities that our staff no matter what their role is in the organization plays an active role in bringing in investments and people letting people know about these opportunities so any email or meeting that you have or other activities we are tracking against the 2012 investment cycle so that we can understand when people apply using our grants management system we ask them how did they hear about the investment cycle that we can map our activities that we're doing to say this actually returns into this many more people applying for this investment cycle so we'll be exciting this is the first time we've done this and to when we close our investment cycle to say how did we how much more prospects that we actually have in the door as a result of our campaign activities so I'm close we'll close up here and there's my email and contact information and as I mentioned our goal is to reach more and more people of the state through our work so follow us at washingtonstem.org we have a blog there that you can follow of our entrepreneur investments and read our activities on facebook and follow us on twitter at this point I'll pass it back to Kyla who I think will take any questions and wrap us through the webinar awesome thank you Suri um that was really really really insightful um really quickly I'm going to just take control back we do have a lot of questions that have come in and I do want to try to get through as many as possible um if for some reason we don't get to your specific question I will make sure to follow up after the webinar so you will never fear you will get your question answered and so first of all I know that there are a lot of questions that have come up about customization i.e. how easy is it to customize with dynamic CRM and things like that so could you speak a little bit to that end sure um so this is Sean and I would I would say you know customization can be different things to different people so I'll speak specifically to the most common kinds of customization that folks have asked like adding a field to add a field takes no coding whatsoever it is point and click you do have to learn how to do it just as you would learn how to do a mail margin word but you can do it without any coding knowledge at all some of the other common customizations are creating your own dashboards and views and charts again it's very point and click there is a little bit of ramp up in learning how to do it but it does not require any code um if you go further down the path into um more complex customization so integrations with proprietary systems and that type of thing then you do definitely have to get into a little bit of code but and I did see one question out there too that web services and there is there are web services available for integration for for the person that asked that okay great thank you I was going to ask that question as well um and then this question came from Nicole Nicole was really interested in smart segmentation she wanted to know if Dynamics CRM does smart segmentation of donors and can assign giving scores and she was really interested to see if Sri was able to do that she just wanted to confirm whether or not Sri was able or not able to do that and Sri do you want to answer that or do you want me to take the question I'm going to take a first crack I guess can you repeat the question is related to smart segmentation sure so Nicole was wondering yeah we're going to can Dynamics CRM do smart segmentation of donors and assign giving scores and then she was wondering Sri if you if you were able to do that so I guess um I'll jump in there and then I'll let Sean kind of jump in well but that's kind of what we were aiming to do with the problem basically segmenting out the projected amount and the probability that we wanted to do against each of that projected amount um I do think that there's more that we can do in the sense of like um understanding what I guess our various donor levels um we actually are our donors the type of donors that we're trying to get in the door are while we still value individual donors it's really our strategic partnerships with businesses and they're they're basically giving towards some education so we're trying to understand who are those businesses that can make significant gifts and so we probably will be doing a little more work to classify and segment our businesses and understanding their essentially their revenue type of organization the number of employees and what's their ability to give okay and I will I will jump in just from a wider perspective um you can certainly do segmentation of your donors your constituents etc and I would infer from um from the use of the term smart segmentation is that you actually want to have the system do some um some calculation if you will of some of that segmentation based on other activities or characteristics of a given constituent or organization and what I would say is that you would probably use what is called a workflow um that can be a set of if and then statements that can update information based on other other pieces of information so it is more about how you define it than uh in or it takes a bit more time to define how you want it to calculate that then it does actually set it up okay thanks for that clarification um and then we had a question another question from Nicole asking does CRM have the ability to automatically schedule mailing polls and reports yes it does okay great and Steve was wondering is there a data conversion program provided there is an import and export capability from dynamic CRM and in the import wizard you can set up specific field mappings and value mappings so in that in that respect there is a utility built within dynamic CRM to do that um exporting you can export out to to CSB files of all of your data um if you get the on premise of course you have the access to the back end SQL server databases as well so you can you can use that to do a fair amount of your data integration okay thanks Sean and then um we are almost out of time so I'm just going to ask one more question and any of the other questions that we have not gotten to um I will forward to the presenters and we will follow up with you afterwards um Nancy was wondering and I think either Sri or um Sean could talk about this is what do you estimate the consulting hours or just this the hours in general to be for the setup or customization phase of dynamic CRM you want to jump on that Sri sure like I mentioned that we really tried tried keep um our scope really limited for this first phase we can understand how we wanted to use it going forward and so we actually spoke out um a level of effort with Sean and Empower um I think we're getting to the stage where you know some of these customizations that our team to be unable to do them on their own but I think we um we got kicked off in December there was um I would say a handful of hours by Empower's team to implement the nonprofit solution into but some customizations um we were actually worked internally to do all the imports and then um there's been a few hours here and there come January and February for basically end user training and then helping us get up and running on the dashboards right we um what we did for Sean anything else you would add yeah I would just add that you know each each implementation could potentially be different um but what was nice about Washington STEM was that we really did have a very um a very well-defined scope to start with um for the first phase and I believe that the total the total amount of effort that was um that was estimated was about 40 to 50 hours um and we haven't quite used that up yet so okay thanks for that gives you a sense of at least a very basic one yeah okay great um again thank you both so much for this really really enlightening presentation and um thank you to Microsoft for your participation for your cooperation and allowing us to to provide this webinar um again if we did not get to your question we will follow up with you afterwards um and thank you all for being with us today it's been a really really great experience a little bit about who TechSoup is um we are a 501c3 nonprofit organization just like a lot of you out there and we are trying to provide you with technology and technology resources um to help you fulfill your organization's mission and we do that in a number of ways some of the resources are that are currently available on the TechSoup website you can find some articles in the learning center over here you can find some blog entries in the blog you can find out more about um TechSoup for libraries at libraries and don't forget to subscribe to the TechSoup newsletters over here by the cup and new product donation alert and again thank you all for being here with us today and we will be um sending you the recording as well as all of the links and the other resources that we talked about today and again one big other thank you out to out to Citrix online who does provide the go-to webinar product for our use so we really want to thank you all and again thank you to Microsoft thank you to all our participants and thank you to the presenters I hope you have a wonderful day thanks Kyla all right thanks thank you