7: Salesforce Simplified: Salesforce Nonprofit Cloud VS NPSP … When is it Time To Upgrade?

WEBVTT

1
00:00:02.170 –> 00:00:15.030
Andy Whiteside: Hello, everyone! Welcome to Episode 7 of Salesforce simplified. I’m your host for this week. Andy Whiteside got a got a panel with me? Got Derek Cassis who’s running the the Sales Force Practice practice at Zintigra, but more important than Derek.

2
00:00:15.070 –> 00:00:28.050
Andy Whiteside: We’ve got Josiah Joe dot Josiah Nisbet, who is running our nonprofit at Zintigra, a nonprofit serving nonprofit. Derek. I’m just joking. I’m gonna get back to you in a second. But Josiah is the

3
00:00:28.060 –> 00:00:57.559
Andy Whiteside: is, the is, the the chosen one. Here in this podcast cause, Josiah is involved in a nonprofit. And today we’re gonna talk about nonprofits before we get into that, though, let me let me do the computers for communities, integrra commercial, and it supplies in both cases. In this case, computers for community is the nonprofit spin off to serve nonprofits of Zintra. If you’re a salesforce customer and you’re out there on the platform, and you’re not getting all the value out of the platform, which is pretty much everybody cause there’s so much value in the platform.

4
00:00:57.560 –> 00:01:18.699
Andy Whiteside: We are a partner here to help add value to that equation by helping both salesforce and the customer be more successful. There’s so much opportunity. We know this because we are a salesforce customer who got frustrated with the lack of help, and started our own practice brought in Derek to do it. Josiah, do you feel like you’re a nonprofit not getting the value out of the platform.

5
00:01:19.380 –> 00:01:33.600
Andy Whiteside: I think the platform is huge. So yes, absolutely. I don’t think anyone’s getting full value out of out of the salesforce platform, and you’ve been working with Derek. Now for what? 3 months. And have you felt this uplift and the value you were getting out of the platform?

6
00:01:33.630 –> 00:01:34.790
Josiah Nisbett: Yeah, absolutely

7
00:01:36.070 –> 00:01:44.759
Andy Whiteside: so. Now it’s your turn, you guys, you brought a blog to. It’s called Salesforce nonprofit cloud versus Npsp.

8
00:01:44.910 –> 00:01:54.660
Andy Whiteside: When is it time to upgrade Derek? I know this is near and dear, cause you’re something, something about you makes you want to work with the nonprofits, which I know what it is right people

9
00:01:54.740 –> 00:02:02.129
Andy Whiteside: and you and I were at Dreamforce, and we had this conversation over and over and over again. I don’t feel like there’s been a whole lot of progress out there.

10
00:02:02.160 –> 00:02:04.509
Andy Whiteside: Derek. Why, with Josiah’s help.

11
00:02:04.540 –> 00:02:11.890
Andy Whiteside: did you bring forth this blog to cover today around the nonprofit success back moving to nonprofit.

12
00:02:11.970 –> 00:02:21.649
Derek Cassese: So yeah, so real quick as I is the one that actually picked this because he and I collaborate quite a bit. And II love the fact that this is the one that

13
00:02:21.680 –> 00:02:33.959
Derek Cassese: we’re gonna talk about, because he and I have been going back and forth on this very topic for a while now. But to what? To your point, what you just brought up.

14
00:02:34.140 –> 00:02:39.190
Derek Cassese: you know, when we were at Dreamforce, and we were talking to the nonprofits. It it’s extremely

15
00:02:39.390 –> 00:02:51.090
Derek Cassese: frustrating to me to hear  the frustrations that many of them have, because they’re either getting subpar help.

16
00:02:51.230 –> 00:03:00.250
Derek Cassese: or maybe they’re getting too much help, which sounds weird. But what I mean by that is. try, you know, if you’ve ever tried to cook with 15 cooks in the kitchen.

17
00:03:00.380 –> 00:03:09.390
Derek Cassese: it doesn’t usually work out well, and a lot of the nonprofits get donated time, and they’re left with a headache to manage.

18
00:03:09.580 –> 00:03:16.840
Derek Cassese: And so what we’re trying to do is actually give the same quality of consulting that

19
00:03:17.060 –> 00:03:18.340
Derek Cassese: regular

20
00:03:18.490 –> 00:03:27.910
Derek Cassese: commercial customers would get but for nonprofits, because they should get that. And we also. I love the fact that

21
00:03:27.970 –> 00:03:56.940
Andy Whiteside: I can, you know, feel like I’m actually helping in a small way further their missions. So yeah, it’s it’s II really enjoy this whole, this whole aspect of what we’re doing. But we’re gonna get into the the salesforce nonprofit cloud getting away from in in Psp here in a second. But, Derek, how is it possible that we’re able to provide value added service for nonprofits, for salesforce at a lower cost

22
00:03:56.940 –> 00:04:03.280
Andy Whiteside: than we do for the for profit businesses we work with. How is it possible that we do that?

23
00:04:03.730 –> 00:04:07.159
Derek Cassese: Well, I mean, there’s a couple of different ways we can do it. But we have.

24
00:04:07.180 –> 00:04:12.659
Derek Cassese: we have reach into a huge ecosystem of developers

25
00:04:12.840 –> 00:04:24.890
Derek Cassese: some offshore, some near shore. Some us based that allows us to get high quality salesforce developers, architects, data, engineers.

26
00:04:24.930 –> 00:04:35.929
Derek Cassese: at a very good rate for nonprofits. And the the key there is that these are not. This is the same, the same resource

27
00:04:35.980 –> 00:04:37.819
Derek Cassese: that we would be

28
00:04:37.850 –> 00:04:57.539
Derek Cassese: leveraging for other other projects. But what we, what I see a lot is. Oh, no, we’ll we’ll give you nonprofit rates, and then you look at it, and it’s 250 bucks an hour. Yeah, like, it’s just like you can say you’re getting out profit rates, and then just turn on and give them the same rate you would give anybody else. And that’s I feel like that’s happening all over the place.

29
00:04:57.550 –> 00:05:05.660
Derek Cassese: So we stand by it, and you know I’ve shot. I even shocked an ae at Salesforce when I when I said we can.

30
00:05:05.870 –> 00:05:25.460
Derek Cassese: we can get down below the the bar that she set from an hourly an hourly cost. So it’s important to us that we aren’t trying to make a whole ton bag full of money on this. We’re trying to further the mission. Yeah, it kind of all starts with Zintigra understanding that we’re going to take the nonprofits out of our for profit world.

31
00:05:25.460 –> 00:05:36.320
Andy Whiteside: and if we do make any profit all that out of them, it goes into a nonprofit to go back and distribute to other nonprofits. There’s there’s enough corporate money to be made without needing to do it with nonprofits.

32
00:05:36.710 –> 00:05:37.530
Derek Cassese: Yep.

33
00:05:38.310 –> 00:05:59.769
Andy Whiteside: so Josiah feel free to chime in along the way you’re kind of unique cause. You’re very technical, and you’re very I’ll say, neck deep. I was, gonna say, needy. But neck deep in the same problem that the other nonprofits have, and I don’t know that you guys have picked a time and date to make the move, either. So you got a lot of value to add. But the the first section Derek talks about. Wait. What is salesforce? Nonprofit cloud?

34
00:06:01.350 –> 00:06:05.400
Derek Cassese: Yeah, so does I. Why don’t you take that first? And then I’ll add.

35
00:06:05.640 –> 00:06:07.100
Josiah Nisbett: Yeah, for sure. So

36
00:06:07.960 –> 00:06:20.999
Josiah Nisbett: what what happened in the whole ecosystem? Here salesforce existed for a long time. Then the nonprofit success packet was launched as a managed package that everyone’s every almost every nonprofit I’ve talked to is in the

37
00:06:21.030 –> 00:06:24.420
Josiah Nisbett: nonprofit success pack historically.

38
00:06:24.520 –> 00:06:34.849
Josiah Nisbett: And then salesforce.org and salesforce.com merged as an organization, and then that now over the last couple of years, they’ve launched the nonprofit

39
00:06:34.980 –> 00:06:37.080
Josiah Nisbett: cloud that

40
00:06:37.290 –> 00:06:43.710
Josiah Nisbett: from from the all the conversations I’ve had, and what I’m seeing is long term future going to

41
00:06:44.420 –> 00:06:47.589
Josiah Nisbett: eventually replaced the non profit success pack.

42
00:06:48.030 –> 00:07:01.820
Josiah Nisbett: But then I think for everyone that the kind of question is, what does that roadmap look like? How far out do I place that? So the nonprofit cloud is unlike nonprofit success pack not a managed package.

43
00:07:01.930 –> 00:07:03.339
Josiah Nisbett: but is a part of

44
00:07:03.510 –> 00:07:06.240
Josiah Nisbett: core salesforce platform

45
00:07:07.000 –> 00:07:10.650
Josiah Nisbett: otherwise known as the Einstein. One platform right now

46
00:07:11.980 –> 00:07:21.859
Josiah Nisbett: and then brings in a handful of other tools from the the platform that aren’t having. You don’t have to add as modules like you, we would use to do on the nonprofit success pack anymore.

47
00:07:21.960 –> 00:07:37.119
Andy Whiteside: So, guys, I want you to talk about maybe some of the challenges with the Npsp. I’ll I’ll give you mine real quick. II work in the you know the core product on my for profit side. Then I would jump over to the nonprofit side, and and I didn’t understand why it was slower. Is that a symptom of being part of the success pack?

48
00:07:38.860 –> 00:07:40.140
Derek Cassese: Yeah. So

49
00:07:40.530 –> 00:07:52.819
Derek Cassese: some of that is a symptom of that, and that. So you gotta from an architecture perspective. When you’re talking about a package being installed into salesforce, it’s essentially a customization

50
00:07:52.840 –> 00:08:02.030
Derek Cassese: that was built that gets loaded into the platform and adds objects and fields and apex, which is the code that runs.

51
00:08:02.280 –> 00:08:05.709
Derek Cassese: But it’s not. It’s not the actual core.

52
00:08:06.160 –> 00:08:10.740
Derek Cassese: It’s not the actual core platform. So you’re adding stuff on top of it.

53
00:08:10.890 –> 00:08:20.069
Derek Cassese: And so there’s kind of a layer there where you may not have access to everything that you would if you were built right within the core platform. So

54
00:08:20.360 –> 00:08:24.739
Derek Cassese: the the change here is that instead of it being like

55
00:08:24.960 –> 00:08:29.120
Derek Cassese: a a piece of software that’s layered on top of sales cloud.

56
00:08:29.450 –> 00:08:34.689
Derek Cassese: it is a purpose-built cloud for the purposes of nonprofit.

57
00:08:34.990 –> 00:08:50.560
Derek Cassese: And so that means all the aspects of Grant. Like Grant management program management fundraising. It’s all just be. It’s all standard objects, and part of that cloud when you buy it, which is a which is a very important piece. But performance?

58
00:08:50.720 –> 00:09:03.630
Derek Cassese: Yes, probably a part of that, but not the entire story. That’s kind of a loaded question, Andy, as you know, in the way that the way that it’s configured. but definitely the the way that salesforce is going.

59
00:09:03.990 –> 00:09:15.600
Derek Cassese: And then you can even tell with the announcement that marketing cloud is now on platform that used to be. Oh, yeah, all these other things, all these other required pieces are all off platform, meaning that it was just.

60
00:09:15.680 –> 00:09:30.209
Derek Cassese: It wasn’t on the same fundamental platform that everybody’s using, and you had to integrate. And then things do slow down. Performance hits the moving everything to this platform, and they’re moving it all so that it can all benefit

61
00:09:30.450 –> 00:09:32.730
Derek Cassese: from being centralized.

62
00:09:33.460 –> 00:09:38.729
Andy Whiteside: So, Derek, my account about performance. What you’re saying is performance plus maybe the configuration could be.

63
00:09:38.950 –> 00:09:42.939
Derek Cassese: and they take those 2 combined together, and you get an exponential result.

64
00:09:43.060 –> 00:09:45.330
Derek Cassese: Yes. yeah.

65
00:09:45.930 –> 00:09:53.500
Andy Whiteside: Okay, so so did we cover the difference between what nonprofit cloud is versus the success pack. Do we think we’re ready to move forward?

66
00:09:54.070 –> 00:09:58.750
Derek Cassese: We hit. We hit some of it like Omi. Studio is an interesting one.

67
00:09:59.720 –> 00:10:15.909
Derek Cassese: And Amy Studio has a has a place in my heart because I worked in omni studio for about 3 and a half 4 years at Salesforce. I actually just got the the cert for that recently, and it’s a very powerful set of features that

68
00:10:16.180 –> 00:10:34.060
Derek Cassese: just kinda goes. It was part of the velocity acquisition that salesforce made. It’s got some really powerful tools in there. I mean, part of it was document generation is in there. There’s another kind of version of flow. You know where you can do like step by step.

69
00:10:34.320 –> 00:10:46.409
Derek Cassese: omni scripts. So the interesting thing that they put this in there because Omni studio finds itself in the industry’s clouds. So what it means is, I feel like they’re what they’re doing is they’re kind of lining up

70
00:10:46.470 –> 00:10:56.099
Derek Cassese: the nonprofit along with the industries which are your finance, your finance, cloud, revenue, cloud things like that. But it’s a very powerful feature to have added in here, which I thought was interesting.

71
00:10:57.640 –> 00:10:59.230
Andy Whiteside: There was any thoughts on that one.

72
00:11:00.180 –> 00:11:02.339
Josiah Nisbett: No, I think I mean, that’s big that’s

73
00:11:03.350 –> 00:11:14.930
Josiah Nisbett: aligned with a lot of the other things they’re doing as they’re moving it on board core platform, and you know they’ve across the board shown that they’ve got a huge heart towards the non profits, just trying to give their the one plus one plus one model

74
00:11:15.290 –> 00:11:17.389
Josiah Nisbett:  but just

75
00:11:18.040 –> 00:11:28.879
Josiah Nisbett: just across the board they’re kind of bringing it all into one big platform instead of a whole pile of modules that are installed separately. Is it? Is it fair to say that this is a good sign that salesforce

76
00:11:28.980 –> 00:11:40.469
Andy Whiteside: Recognize the need to? I don’t. I’m gonna say it the way I mean it. But I’ll clean it up. First class citizens treating a nonprofit like a true first class citizens. A first class subscriber to the platform.

77
00:11:41.000 –> 00:11:43.310
Josiah Nisbett: It’s a it’s a step in that direction for sure.

78
00:11:44.370 –> 00:11:48.749
Andy Whiteside: Alright Derek. Next section says, life events and milestones.

79
00:11:49.820 –> 00:11:59.820
Derek Cassese: Yeah. And what I’m listing here. So I just I talked about. And now what they’re going, what they’re listing here are the objects, part of the data model

80
00:11:59.870 –> 00:12:14.120
Derek Cassese: data modeling, which is something every salesforce customer should do which is often overlooked. But life, events and milestones would be part of this solution along with account sub ledger outcome management.

81
00:12:14.240 –> 00:12:17.419
Derek Cassese: Keep going down the

82
00:12:18.590 –> 00:12:22.330
Derek Cassese: yeah. And then account relationship center is interesting. So

83
00:12:22.900 –> 00:12:37.140
Derek Cassese: actionable relationship center. And again, some of this stuff is new. You know, even like I have not actually dug, and extremely deep in some of these new features that they’ve got in this cloud. But

84
00:12:37.410 –> 00:12:43.069
Derek Cassese: the you know, the interesting thing is that the functionality is automatically available.

85
00:12:43.410 –> 00:12:59.810
Derek Cassese: On the core, which means all the other pieces of core now, work with like accounts, management sub ledger life events. So you could take advantage of that, you know. Multi-language. You could take advantage of the all the automation. Ai.

86
00:13:00.020 –> 00:13:02.409
Derek Cassese: So it’s it’s it’s an interesting.

87
00:13:02.870 –> 00:13:10.500
Derek Cassese: It’s an interesting shift from where we came, where, you know, it was just a like an install on top of sales cloud.

88
00:13:10.540 –> 00:13:21.590
Derek Cassese: And the other interesting thing which I you know I found unique to see for C was that it? You know, it creates this data model.

89
00:13:21.730 –> 00:13:35.639
Derek Cassese: That’s that’s kind of like a person and a a donor and whatnot. And if you want to go a different route, Josiah, you can probably talk a little bit about like unraveling that a little bit was not easy. Right?

90
00:13:36.230 –> 00:13:47.760
Josiah Nisbett: Yeah. So on the nonprofit success packets all built around the household models, whereas as soon as you create a contact is in the background. Gonna auto create a household that associates to that

91
00:13:47.950 –> 00:13:49.400
Josiah Nisbett: that person account.

92
00:13:50.500 –> 00:13:56.789
Josiah Nisbett: And you get a lot more tool sets around. How you want to manage that on the on the nonprofit cloud.

93
00:13:57.230 –> 00:14:08.929
Josiah Nisbett: But yeah, Derek, like you’re saying, like, as soon as we started digging into that. There’s that that installed package has layers and layers and layers of automation that’s running in the background every time you click anything.

94
00:14:09.740 –> 00:14:16.049
Josiah Nisbett: So the moment you create a contact. There’s a before script and an after script and a save script that that’s all running. So I

95
00:14:16.590 –> 00:14:25.919
Josiah Nisbett: I don’t know from a optimization standpoint. But, Andy, back to your question around the speed of operation like that externally installed package has a lot that’s running

96
00:14:26.520 –> 00:14:27.290
Andy Whiteside: yeah.

97
00:14:28.130 –> 00:14:32.670
Andy Whiteside: Anything else in the life events and milestones that we didn’t cover. You wanna cover

98
00:14:35.650 –> 00:14:49.640
Andy Whiteside: next section says. And this where it gets kind of deeper here with this table? So what’s the difference between? So what’s the difference between them? So first section is a functionality contact and account management?

99
00:14:49.970 –> 00:14:57.539
Andy Whiteside: We’ll just kind of walk us through the table here as best you can describe it, to explain when it shows up in one versus the other, and how it benefits people.

100
00:14:59.440 –> 00:15:04.629
Josiah Nisbett: Yeah, just like you wanna take some of that? Yeah, let me take a crack at it and then unpack it more here. So

101
00:15:05.150 –> 00:15:13.539
Josiah Nisbett: like you’re seeing on the right there on the table. Andy is 3 separate modules to manage 3 separate aspects of how a non profit’s gonna operate.

102
00:15:13.890 –> 00:15:25.690
Josiah Nisbett: So we’ve got the non profit success package. That’s managing all of our donor accounts. But then we’re going to do a whole separate installed module for our case management a whole nother module for our program management.

103
00:15:25.980 –> 00:15:28.550
Josiah Nisbett: We’ll do a whole nother thing for grant management.

104
00:15:28.570 –> 00:15:37.689
Josiah Nisbett: And that’s where, as we kind of bring this into nonprofit cloud, we have specific account management around different data models on the same platform.

105
00:15:39.950 –> 00:15:51.729
Andy Whiteside: And so, Josiah, does that mean that in order to get let’s see this one, you would. It would take in Psp. Pm. And case management module to get what you would get out of Nonprofit Club. Correct.

106
00:15:52.830 –> 00:15:59.350
Andy Whiteside: So as the person who kind of demanded that our nonprofit use salesforce in the beginning.

107
00:15:59.810 –> 00:16:19.840
Andy Whiteside: Had I known there was this much bolting of things together to get the desired desired result, I wouldn’t have. I wouldn’t have done it back. Then I realized people didn’t have a choice, and they had free licenses. So that was a big part of it. But knowing now that I’ve got gotta do a lift and shift to this other thing. To get these to make it simplified. Certainly.

108
00:16:19.980 –> 00:16:29.039
Andy Whiteside: Concerning that we went this route in the beginning. But hey, we’re there, and so are a lot of other people. And by a lot I mean thousands and thousands of nonprofits. That’s why, we’re having this podcast.

109
00:16:29.380 –> 00:16:37.570
Derek Cassese: Yeah. And I think that I mean, it’s important to also point out like, it’s not that the the success pack is terrible. It’s just that. It’s not.

110
00:16:37.820 –> 00:16:43.880
Derek Cassese: It’s not like. It was time for them to make a change just because it was.

111
00:16:44.040 –> 00:16:49.330
Derek Cassese: It felt a little bit too rigid like you had to fit within that model

112
00:16:49.590 –> 00:17:04.039
Derek Cassese: to try to untangle that model. Didn’t didn’t really work well. and then all the other pieces right. So if you wanted to take advantage of some of the other features and stuff you had to, you just had to pay for those to add them on because they weren’t part of the not the nonprofit success pack.

113
00:17:04.440 –> 00:17:22.389
Derek Cassese: So what they’ve done is they’ve created the a cloud dedicated cloud. That is part. You can see here that they’re mentioning the industries. So you get the benefit of all the things that go into the industry clouds like like we mentioned right? The only studio you get flow capability, business rules.

114
00:17:22.579 –> 00:17:26.949
Derek Cassese: and then they also call out that they went from the household account

115
00:17:27.020 –> 00:17:28.460
Derek Cassese: to the person account.

116
00:17:29.580 –> 00:17:45.419
Derek Cassese: and what I find interesting there is that they even give an example of the stuff that Josiana I went through to try to untangle this and that if you create, they say they they give you an example, right? If you create a contact record in the success pack, called Sam Supporter, there will be an account

117
00:17:45.800 –> 00:17:58.580
Derek Cassese: called Sam Supporter, and then another record called Sam Supporter Household. which you may not want, but you pretty much had to do. and so now that that household model is optional, which I think is really important.

118
00:17:59.030 –> 00:18:03.570
Andy Whiteside: Right? So let’s see. So you have the table here.

119
00:18:03.950 –> 00:18:24.989
Andy Whiteside: So do we want to just walk through the the functionality piece real quick and point out what it is. And the fact that it’s included nonprofit cloud which eliminates it’s gonna make it simpler for people to want to go through one time, or everyone just kind of summarize them, which you may have just done. Yeah, I think I mean, I think we touched on just I, is there anything in there that you think is really really important from a a nonprofit perspective to call out.

120
00:18:25.700 –> 00:18:32.600
Josiah Nisbett: I’m gonna in the automation. It’s the Omni studios got brought back in. That’s we’ve talked about that already.

121
00:18:35.090 –> 00:18:35.850
Andy Whiteside: yeah.

122
00:18:36.160 –> 00:18:40.110
Josiah Nisbett: get that apex flows and everything brought into the automations.

123
00:18:41.360 –> 00:18:49.849
Josiah Nisbett: So that I mean that right out of the gate gives access to some of those tools that a lot of the non profits that are only using the nonprofit success pack. Just don’t have right now.

124
00:18:50.390 –> 00:18:55.610
Derek Cassese: Yeah. And so somebody may be saying, All right. Well, like, here I’m in studio all the time like, what is it? What? What do I even need it?

125
00:18:55.810 –> 00:19:03.140
Derek Cassese: And you may not need it honestly right. But what it allows you to do is create really.

126
00:19:03.410 –> 00:19:04.920
Derek Cassese: really nice

127
00:19:05.060 –> 00:19:18.030
Derek Cassese: automation screen flows. For your users that are pixel perfect. And so which what I mean by that is that it’s a really good user experience. And you can

128
00:19:18.060 –> 00:19:22.930
Derek Cassese: take somebody through a a donor experience, or

129
00:19:22.940 –> 00:19:35.770
Derek Cassese: whatever the process you may have, these tools are really powerful. Now you need to understand how to use them, which takes us to the next. You know. Kind of the next phase of discussing all of this is that.

130
00:19:36.630 –> 00:19:47.639
Derek Cassese: Yeah, when you get here, it’s not just like, let’s move from that. You know the the success pack to the cloud. And we’re good to go right. There’s gonna be some expertise that’s needed, which is where partners like us

131
00:19:47.760 –> 00:19:51.350
Derek Cassese: and other partners come to help

132
00:19:51.730 –> 00:20:07.610
Derek Cassese: But I think that it’s important to sit down, and at least look at this and determine whether or not it’s something you want to start planning for. Yeah. So, Derek, it breaks it down into 3. So the the title of this section is, should our organization make the migration from Salesforce.

133
00:20:07.610 –> 00:20:32.500
Andy Whiteside: Npsp to nonprofit cloud gives 3 different scenarios. Number one scenario current. Npsp customer number 2 is current salesforce customer not using Npsp, and third is net new to salesforce. Not a current customer. Let’s talk about the one that’s probably most common, which is for current salesforce Npsp customers. Derek, if you had to. If you had a spit ball, how many? What percentage that is is that

134
00:20:32.500 –> 00:20:39.749
Derek Cassese: 90 something percent of the it’s gotta be. Yeah. It’s gotta be. Cause if you think about it right, this is free licenses. So

135
00:20:40.020 –> 00:20:49.310
Derek Cassese: Salesforce gives out free licenses to nonprofits. There should be an asterisk next to that, because it’s it’s free licensing.

136
00:20:49.610 –> 00:20:50.610
Derek Cassese: But

137
00:20:51.340 –> 00:21:04.229
Derek Cassese: to do this successfully. You’re you’re gonna have to have some spend right? And so I joke it’s free like a free puppy. Somebody gives you a puppy. It’s not free. You’ve got all the expenses that go into taking care of it.

138
00:21:04.250 –> 00:21:19.950
Derek Cassese: which is no different here. But I would say that this is extremely high number, because that’s where we’ve been until recently. And you know, and just like some of our other podcasts, once you get ingrained in some of this stuff, it’s very difficult to move. Right? So

139
00:21:20.350 –> 00:21:31.600
Andy Whiteside: yeah, so help us walk through. Then the bullets here. So just quick. You know, observance. Here, Zintigra’s nonprofit computers for community. We are in this state here where we’re current

140
00:21:31.860 –> 00:21:48.329
Andy Whiteside: current customer. Use the Npsp. Can you just walk us through the bullets? As to why, you would consider making the let me just read it here. If you are an existing Npsb. Customer, here are some more reasons you might want to consider staying put and not making the move. So you wanna walk through those bullets guys.

141
00:21:50.010 –> 00:21:53.429
Derek Cassese: just I wanna take some of those. I mean.

142
00:21:53.730 –> 00:21:59.590
Josiah Nisbett: we could go through each one of them. But really, I mean, what this is coming down to is the this non profit

143
00:21:59.780 –> 00:22:02.979
Josiah Nisbett: cloud product is very new right now.

144
00:22:03.400 –> 00:22:10.390
Josiah Nisbett: So there’s a lot of the features that aren’t fully mature yet. There’s a lot of the features that haven’t been migrated over yet.

145
00:22:10.470 –> 00:22:18.919
Josiah Nisbett: So when you look at, you know some of the Grant making some of the case management. There’s not a lot of documentation around the new product. There’s not a lot of

146
00:22:19.250 –> 00:22:22.280
Josiah Nisbett: support around it yet. So it’s just kind of this question of.

147
00:22:22.890 –> 00:22:28.029
Josiah Nisbett: do you want to be an early adopter or do you want to kind of let it shake out a little more.

148
00:22:28.550 –> 00:22:42.589
Andy Whiteside: Well, and and maybe we didn’t. I know I didn’t do a good job of this. I mean, there is a reason why the nonprofit Mps existed, and that is because it was a unique workflow, and they were trying to help customers be successful for nonprofits out of the gate.

149
00:22:42.660 –> 00:22:51.189
Andy Whiteside: not realizing they kind of maybe didn’t give them the the long-term future-proof solution by doing this. And now they’ve brought this into the core product.

150
00:22:51.710 –> 00:23:08.850
Josiah Nisbett: I think the nonprofit success package is a perfectly built platform for a specific use case, and it’s absolutely fantastic for exactly that when organizations start trying to grow and then use more of the platform and start integrating more tools at some point.

151
00:23:08.970 –> 00:23:12.150
Josiah Nisbett: They get kind of stuck in an old way.

152
00:23:13.400 –> 00:23:20.829
Derek Cassese: Yeah, it’s. you know. Have you ever? Have you ever driven by and seeing somebody mowing along with Webacker?

153
00:23:21.190 –> 00:23:32.799
Derek Cassese: Have you ever seen that I’ve seen that? Now it can get the job done. But it’s not the right tool, right? And so you get to a point with any of these

154
00:23:33.190 –> 00:23:41.849
Derek Cassese: solutions where you start stretching that rubber band, and it may do the job, but not what you’re looking for. So I think that

155
00:23:41.880 –> 00:23:51.840
Derek Cassese: I do agree. It’s got a place, and if there. If it’s doing everything that the nonprofit needs it to do, and there’s no issues.

156
00:23:52.110 –> 00:23:54.890
Derek Cassese: then you need to ask yourself, all right. Does

157
00:23:55.240 –> 00:23:59.700
Derek Cassese: does the does a nonprofit cloud have something that we could really leverage

158
00:23:59.770 –> 00:24:05.769
Derek Cassese: by moving to? And if that is the case, let’s look at the effort to get there.

159
00:24:06.040 –> 00:24:10.889
Derek Cassese: If it doesn’t have anything that you think you’re gonna benefit from today.

160
00:24:10.950 –> 00:24:27.609
Derek Cassese: then my recommendation would be to just hang out and let let it mature a little bit, because these bullet items on this di, on this on this article list, some of the things that aren’t quite fully baked yet in this cloud, because again, it is it is a new one, relatively new.

161
00:24:27.960 –> 00:24:37.729
Derek Cassese: So those they’re calling that out right now. Right? So, address management is not currently available in nonprofit cloud, but on the roadmap. So they’re letting you know in full transparency that if you’re using that

162
00:24:37.960 –> 00:24:45.400
Derek Cassese: you don’t wanna go. And so I think you know this is the due diligence of determining whether or not it’s time to go or it’s time to wait.

163
00:24:45.690 –> 00:24:49.520
Derek Cassese: Obviously, for you know any net. New customers.

164
00:24:49.940 –> 00:25:09.010
Derek Cassese: I think that same. That’s you’re gonna ask those same bear those same questions like, Do you need this feature? Because if it’s not supported. Obviously you can’t go. If not, this is the future. I mean, everything like like Desire said I mean everything that I’ve heard like this is the the future. They’re gonna they’re they’re gonna support the success pack.

165
00:25:09.340 –> 00:25:10.310
Derek Cassese: But

166
00:25:10.560 –> 00:25:19.549
Derek Cassese: if you wanna follow kind of the like, the, you know. file the like, the way that salesforce is moving a lot of their products.

167
00:25:19.980 –> 00:25:40.510
Andy Whiteside: This is, gonna be where you wanna where you want to be, since this is the most by far largest addressable group. Let’s just I’m gonna hit. A real quick address management, not currently supported. Customize, roll up customized roll ups are not currently part of nonprofit cloud, but on the roadmap, both these on roadmap nonprofit cloud for program management and case management.

168
00:25:40.510 –> 00:26:05.459
Andy Whiteside: our different configuration objects models of these solutions. They already exist in nonprofit success currently current users may not see feature parity organizations taking advantage of volunteer for salesforce v. 4 s. May not, may have not been given an answer to as to whether v. 4 s. Will be with nonprofit cloud. That’s a big one that has to be a massive one right there

169
00:26:05.470 –> 00:26:10.659
Andy Whiteside: and then 5 salesforce will continue to maintain support for Mps indefinitely.

170
00:26:11.590 –> 00:26:12.330
Derek Cassese: Yeah.

171
00:26:12.730 –> 00:26:20.590
Andy Whiteside: And election is the norm that usually is the motivator for most people to have to move. They wait, wait, wait until supports get ready, and then they have to make a move.

172
00:26:20.680 –> 00:26:31.190
Derek Cassese: No claim that that’s going away. Sorry, Joseph. Yeah, I was just gonna say that that last bullet is part of the like. The culture of salesforce from my perspective is not

173
00:26:31.850 –> 00:26:49.190
Derek Cassese: forcing you to do something. Now, given. All right, somebody may say, well, it forced me to use multi factor, authentication. Okay, that’s security. Yeah. But for the most part, you know, even with the updates you can choose not to leverage the updates you can choose. I mean, I think, that that state that’s

174
00:26:49.620 –> 00:27:00.789
Derek Cassese: it speaks to the integrity of them, knowing their existing customers and knowing that it. This is not an easy, this is not like a next next finish migration. So

175
00:27:01.220 –> 00:27:08.440
Derek Cassese: and and not saying that salesforce would do, okay, we’re gonna have indefinite support. But we’re gonna be down to one guy on the sport desk that goes on home on the weekends.

176
00:27:08.480 –> 00:27:18.059
Andy Whiteside: not to say they would do that. But my point is, it will get more and more limited as they want people to move over. It’s a business at some point.

177
00:27:18.520 –> 00:27:26.250
Derek Cassese: You see it with all the products, right like they know. And I just got back from trailblazer, Dx, and there wasn’t. You know, there was a session where

178
00:27:26.440 –> 00:27:37.929
Derek Cassese: they mentioned. You know, we’re talking about things that needed to be added to the products and stuff, and they keep. They keep, you know, crossing them out. I mean, it’s a gigantic platform. They keep pro crossing out the things that are missing.

179
00:27:37.970 –> 00:27:53.759
Derek Cassese: So I think that in time. because they want to go this route, they’ll make it so enticing that you’re like folks that are staying on the success pack will make the decision to move, because it’ll be so enticing, and these gaps will have been closed right?

180
00:27:54.320 –> 00:28:02.260
Andy Whiteside: So next section is for current customers not using Nps. Does that mean these are customers that started off on the nonprofit cloud?

181
00:28:02.640 –> 00:28:13.509
Derek Cassese: It’s it’s customers that pro are maybe on like sales cloud, but doing nonprofit work out of it. And maybe roll their own. So I think it’s it’s important.

182
00:28:14.050 –> 00:28:25.649
Derek Cassese: Let’s geek out for just 2 s. Okay, the platform salesforce platform is an application platform that’s extremely powerful. It’s like a gigantic box of Legos that you can build whatever you want.

183
00:28:25.740 –> 00:28:36.849
Derek Cassese: So the fact that they have this success. Pack means all they did was they got you to the 50 seventh page on that build document so you can start there instead of building everything yourself

184
00:28:37.130 –> 00:28:52.039
Derek Cassese: right? And then you start from the from that point and leverage all the data, model objects, everything that they did for you. But you could very well have just said, now I’m gonna do my own, and you create your custom objects. You create all the custom fields, you create, all the custom actions. And

185
00:28:52.120 –> 00:28:56.590
Derek Cassese: you’ve got your own nonprofit cloud at that point. But

186
00:28:56.720 –> 00:29:11.489
Derek Cassese: it’s yours forever, because that will never get Updated by salesforce. But when they update nonprofit cloud 3 times a year you get the benefit of all those feature upgrades right? And so that’s the difference is that you could be in a situation where you rolled your own

187
00:29:11.530 –> 00:29:20.760
Derek Cassese: now, having to make a decision on so I just spent all this time and effort building my own stuff, do I do. I want to just bail on the custom and go to a purpose. Built cloud.

188
00:29:20.870 –> 00:29:25.880
Andy Whiteside: right? Which sounds painful.

189
00:29:26.050 –> 00:29:27.000
Derek Cassese: the term

190
00:29:27.210 –> 00:29:30.439
Derek Cassese: health painful for the move and painful for the regret of

191
00:29:30.850 –> 00:29:32.130
Andy Whiteside: rolling your own.

192
00:29:33.090 –> 00:29:42.610
Derek Cassese: Yeah, I mean, ee, there’d have to be a very. There has to be a compelling reason to change for anything right? I mean, you don’t want to just change for the sake of change, in my opinion.

193
00:29:42.950 –> 00:29:49.780
Derek Cassese: So. And I think that they’re making that this article is making that clear that you want to go through and do the due diligence of

194
00:29:50.720 –> 00:29:53.999
Derek Cassese: understanding. Why you’re making a change to this cloud

195
00:29:54.520 –> 00:29:57.049
Derek Cassese: at this point in time, I think, is the key

196
00:29:57.130 –> 00:29:59.300
Derek Cassese: right? Would you agree to design on that?

197
00:30:00.740 –> 00:30:07.400
Josiah Nisbett: Yeah, for sure. I mean, every every nonprofit’s gonna be in such a different different chapter of their roadmap. But

198
00:30:08.810 –> 00:30:10.469
Derek Cassese: it’s big decisions

199
00:30:12.130 –> 00:30:20.290
Andy Whiteside: alright. And then, finally, for net, new customers who are not current salesforce customers. Oh, where should they start?

200
00:30:23.160 –> 00:30:33.920
Derek Cassese: Yeah. So see how. See how some of these are worded or are interesting, right? Nonprofit cloud is advancing swiftly, capable of handling the vast majority, if not all, of what was achievable in the success pack

201
00:30:34.350 –> 00:30:40.650
Derek Cassese:  and it’s even better in certain areas. But as we mentioned, there are gaps.

202
00:30:40.900 –> 00:30:46.660
Derek Cassese: and it’s all it’s gonna it’s, you know, again. Come down to those gaps. It’s also gonna come down to.

203
00:30:46.900 –> 00:30:47.990
Derek Cassese: How

204
00:30:48.480 –> 00:30:57.320
Derek Cassese: aggressive does the customer wanna be? Do you wanna be on something that’s been out for a long time. And there’s a ton of resources on and like videos. And

205
00:30:57.460 –> 00:31:03.400
Derek Cassese: you know, webinars and documents, because it’s been out for so long, or do you want to be on something that’s fairly new?

206
00:31:03.860 –> 00:31:05.390
Andy Whiteside: But where things are going?

207
00:31:05.740 –> 00:31:07.930
Derek Cassese: But exactly so.

208
00:31:08.370 –> 00:31:21.549
Derek Cassese:  I that’s a that’s a a decision that would have to be made with the appropriate people that are looking at risk and looking at benefits and pros and cons.

209
00:31:21.650 –> 00:31:38.070
Derek Cassese: And that’s I mean, that’s something that we could certainly sit down help with, too, from a partner perspective like, let’s let’s sit down and talk about all your processes. What are you doing? What do you really wanna get out of this? Not? Let’s not just cliche the terms that fall into nonprofit world. But what do you really wanna get out of it?

210
00:31:38.520 –> 00:31:39.910
Derek Cassese: And then

211
00:31:40.140 –> 00:31:46.799
Derek Cassese: who also, who’s maintaining it like? Do you have a bunch of Admins? Do you have somebody that’s an admin, but also not an admin.

212
00:31:46.890 –> 00:31:49.480
Derek Cassese: All that stuff is gonna determine. I think

213
00:31:49.940 –> 00:31:55.900
Derek Cassese: so. You know which way you go out of the gate because I would. I would not recommend anybody.

214
00:31:56.030 –> 00:32:04.459
Derek Cassese: That’s why you may disagree with me. But I would not recommend any company. Go with a nonprofit cloud that doesn’t have a dedicated admin.

215
00:32:06.060 –> 00:32:11.409
Derek Cassese: Right now, we’re a tightly integrated partner that’s really gonna help them all the way through it.

216
00:32:11.810 –> 00:32:29.659
Josiah Nisbett: right? Because I mean, it’s gonna it’s gonna need some Karen feeding as opposed to the the Nsp. The the success pack has been out, and there’s a little bit more set and forget it, ish? And there was a second point on one of those bullet lists we had. That was, we don’t have an answer yet around

217
00:32:29.670 –> 00:32:35.269
Josiah Nisbett: the volunteer hours. So if you’re on the nonprofit success packet, you get.

218
00:32:35.840 –> 00:32:45.220
Josiah Nisbett: you get access to a bunch of volunteer hours, and if you move to the nonprofit cloud. We don’t know yet we do that can be good and bad, though right as we’ve talked about in that

219
00:32:46.100 –> 00:32:55.789
Derek Cassese: I mean, volunteer hours are great. Let me back up. That’s great. But I think that you need to be careful that you don’t have, like 10 different people come into the org

220
00:32:56.090 –> 00:33:05.450
Josiah Nisbett: and 10 different design ideas. It’s definitely not ideal. But there’s certainly a lot of nonprofits that are budgeted into that. that reality that sucks

221
00:33:06.840 –> 00:33:21.009
Andy Whiteside: which takes us full circle background to the investment Z integrals making in computers for community where we’re reaching, we’re we’re trying to help people in a lower cost sustainable advising advisement first, consulting model.

222
00:33:21.380 –> 00:33:27.850
Andy Whiteside: And you’re doing it for the sake of profits. We don’t want profits. We want. We want to have an impact.

223
00:33:28.150 –> 00:33:36.460
Andy Whiteside: which is one of the reasons why we chose to do this podcast today is to talk about the movement to nonprofit cloud and how it’s

224
00:33:37.030 –> 00:33:43.549
Andy Whiteside: it’s not black and white at this point, and you know it’d be interesting to to revisit this topic, you know, and

225
00:33:43.950 –> 00:33:45.580
Derek Cassese: I don’t know 10

226
00:33:45.680 –> 00:33:51.059
Derek Cassese: 10 months something like that, just to see, like, you know, to see how some of these things are going are moving.

227
00:33:51.350 –> 00:34:11.680
Derek Cassese: Going? Was it 10 months, or I’m jokingly here saying this 10 years. Oh, yeah, you don’t know right? And so I think with some of these topics that we do on on this pod, it’d be great to just we’ll circle back at times and check in and see, hey, are we still where we were, or have we made any any, you know? Have we made progress. Because I think that’s important as well.

228
00:34:11.820 –> 00:34:18.139
Andy Whiteside: Well, I wanna highlight this when it comes to the for-profit world, things get done, things move forward.

229
00:34:18.449 –> 00:34:23.520
Andy Whiteside: I’m worried that in the nonprofit world it could linger for a very long time, because it’s important.

230
00:34:23.880 –> 00:34:33.769
Andy Whiteside: But things that are more profitable always end up being more more. Yeah, I do, I do think. And maybe this is a topic for another pod. But I think that there is a miss

231
00:34:34.060 –> 00:34:35.400
Derek Cassese: conception

232
00:34:35.420 –> 00:34:41.269
Derek Cassese: that you can get the salesforce free licenses and run salesforce with no cost.

233
00:34:41.570 –> 00:34:49.859
Derek Cassese:  and everything that from from all the nonprofits that I spoke to at Dreamforce. And

234
00:34:50.780 –> 00:35:14.380
Derek Cassese: you know. Conversations I’ve had. There’s got to be some spend in there to be successful with this. It’s not. Salesforce is not a platform that can just be left alone. So that’s just something I’m gonna put out there that it it needs to be understood that. And it doesn’t need to be like a million bucks. But there needs to be, you know, an admin there needs to be some type of an investment in this to make it successful.

235
00:35:15.050 –> 00:35:30.310
Derek Cassese: They’re 100 should be. And if you’re not willing to invest in that, you shouldn’t adopt salesforce and the other interesting tidbit there I’ll throw out is that even if you buy, you buy a license or 2 of something you are now a paid customer

236
00:35:30.900 –> 00:35:34.200
Derek Cassese: of which gives you an account manager.

237
00:35:34.800 –> 00:35:36.230
Derek Cassese: Yeah. So

238
00:35:36.270 –> 00:35:39.899
Derek Cassese: just whatever that license cost you

239
00:35:40.530 –> 00:35:42.890
Andy Whiteside: to have somebody representing you on the inside.

240
00:35:43.140 –> 00:35:43.930
Derek Cassese: Yep.

241
00:35:45.400 –> 00:35:55.919
Andy Whiteside: Well, gentlemen, I appreciate the time, Josiah, you’re the guest host here. Anything that we didn’t cover, as it relates to computers for community nonprofits in this discussion.

242
00:35:57.150 –> 00:36:06.380
Josiah Nisbett: No, we’re, I mean, we’re here to help. I think you’re everyone’s able to hear that from Andy, from Derek. Just the heart is there. The organization is structured as a nonprofit, which kind of

243
00:36:06.780 –> 00:36:11.390
Josiah Nisbett: forces us to put our money where our mouth is on that, on that investment of

244
00:36:12.040 –> 00:36:16.029
Josiah Nisbett: helping the nonprofits. You know, all the money goes back into

245
00:36:16.270 –> 00:36:19.290
Josiah Nisbett: the community. Everything we can do is just

246
00:36:19.630 –> 00:36:24.519
Josiah Nisbett: from a heart posture of of trying to take the success that we’ve seen, and and push it back into

247
00:36:24.560 –> 00:36:26.429
Josiah Nisbett: nonprofits that are doing good work.

248
00:36:26.830 –> 00:36:30.749
Andy Whiteside: I call it, do good and good business all the same time.

249
00:36:32.580 –> 00:36:33.879
Josiah Nisbett: It’s a beautiful thing.

250
00:36:34.410 –> 00:36:38.950
Andy Whiteside: Love it, I appreciate it, and we’ll do another one in a couple of weeks. Thanks.

251
00:36:38.960 –> 00:36:41.289
Josiah Nisbett: alright, thanks, Andy, thanks, Eric.