What Rebecca described can be another way to track leads. The issue with
actual Leads is that a separate explicit step to "mine" them and convert to
contacts is necessary, and this conversion is fairly hard-coded. You also
cannot store a lot of information in Lead object.
If you collect sufficient information about a lead, that is similar to the
information collected for a contact, then it makes sense to just start a
contact with a special status implying that it's pending
qualification/verification.
*Medha Nanal*
*Strategic Data & CRM Consulting for Nonprofit Organizations*
(Fundraising, Programs, Operations, Communications)
650-600-9374
www.topcloudconsult.com
----------------------------------------------------------------------------------------
On Wed, Mar 20, 2019 at 1:54 PM Rebecca Boughamer <
rebecca.boughamer@umuc.edu> wrote:
> We went live this year with Salesforce but are not using Leads. Instead,
> we built out a primary prospect management section where we track someone
> as a lead. We can indicate their interests, and we have a check box for
> opportunity eligible. Then that triggers a report the moves management team
> uses for qualifying opportunities. Once the opportunity is qualified and
> they are proven to move on to the qualificaiton stage we then assign them
> to a primary manager's portfolio (if there is no primary prospect manager
> already existing). Because a contact can have multiple opportunities open
> and we continue a relationship with them for stewardship purposes after the
> opportunity has closed, this was the easiest solution for us.
>
>
> *Rebecca Boughamer*Assistant Vice President, Advancement Services |
> University of Maryland University College
> 3501 University Blvd E | Adelphi, MD 20783
> Office: 301-985-7561 | Fax: 301-985-7111 | Mobile: 301-892-1277 |
>
rebecca.boughamer@umuc.edu <
rboughamer@umuc.edu>
>
> UMUC Advancement Services Intake Form
> <https://docs.google.com/forms/d/e/1FAIpQLScbK2bxhD80G_TWxn-FFjOYHG3j7uZXPL23BEjEoJA5fKn9_Q/viewform?usp=sf_link>
>
> UMUC IA Data Request Form <http://goo.gl/forms/eKbIEUBqKF> | UMUC IA
> Research Request Form <http://goo.gl/forms/dw7EMtguDR>
>
>
>
>
> On Tue, Mar 19, 2019 at 6:25 AM John Smilde <
jps6@calvin.edu> wrote:
>
>> Thank you Medha. Appreciate it.
>>
>>
>>
>> John
>>
>>
>>
>> *From:* Advancement Services Discussion List <
>>
FUNDSVCS@LISTSERV.FUNDSVCS.ORG> *On Behalf Of *Medha Nanal
>> *Sent:* Monday, March 18, 2019 6:44 PM
>> *To:*
FUNDSVCS@LISTSERV.FUNDSVCS.ORG
>> *Subject:* Re: [FUNDSVCS] Salesforce Leads vs. Opportunities for
>> fundraising
>>
>>
>>
>> Hi John,
>>
>>
>>
>> I'm a process and data consultant and have worked with organizations
>> using Salesforce for fundraising/advancement.
>>
>>
>>
>> The distinction here should be between Leads versus Contacts. Many
>> organizations do not use Leads because the organization needs a special
>> step to go through the leads, and convert them to *Contacts*. It can be
>> redundant based on how light this process is for the organization.
>>
>>
>>
>> Your post suggests that you perform a verification before beginning
>> cultivation. In this case, once verification is done, you can convert Lead
>> to *Contact*. At this stage, you can either create an opportunity on
>> Contact record, or not. (During lead conversion you can check a flag to
>> automatically create an opportunity). The solicitation process is typically
>> tracked through Opportunity stages. When a donation is received, the
>> opportunity is closed.
>>
>>
>>
>> I should also add that this flow of stages can be customized as per the
>> organization's needs, and additional workflows can reduce the manual
>> overhead.
>>
>>
>>
>> Hope this helps. Happy to add/clarify.
>>
>>
>>
>> *Medha Nanal*
>>
>>
>>
>> *Strategic Data & CRM Consulting for Nonprofit Organizations*
>>
>> (Fundraising, Programs, Operations, Communications)
>>
>>
>>
>> 650-600-9374
>>
>>
www.topcloudconsult.com
>> <https://urldefense.proofpoint.com/v2/url?u=http-3A__www.topcloudconsult.com_&d=DwMFaQ&c=4rZ6NPIETe-LE5i2KBR4rw&r=N3xCjyp_KEYuYdV1qWGwAw&m=UdARsuQJQyU_p3QwP2MsPLESY7uguNFEpl2pgZ3OdO0&s=6m_bPSW9Ye6fyFaJfpofG48FZIGReTOORleO4CCQNw0&e=>
>>
>>
>> ----------------------------------------------------------------------------------------
>>
>>
>>
>>
>>
>> On Mon, Mar 18, 2019 at 3:31 PM John Smilde <
jps6@calvin.edu> wrote:
>>
>> Thank you Elizabeth. I really appreciate it.
>>
>>
>>
>> John
>>
>>
>>
>> *From:* Advancement Services Discussion List <
>>
FUNDSVCS@LISTSERV.FUNDSVCS.ORG> *On Behalf Of *Patrick, Elizabeth
>> *Sent:* Monday, March 18, 2019 2:26 PM
>> *To:*
FUNDSVCS@LISTSERV.FUNDSVCS.ORG
>> *Subject:* Re: [FUNDSVCS] Salesforce Leads vs. Opportunities for
>> fundraising
>>
>>
>>
>> Hi, John,
>>
>>
>>
>> We just launched our new Salesforce CRM in December, and we are not using
>> Leads. We are just using Opportunities to track from Identification through
>> the sales cycle and to Closed gift. We built custom workflows for our
>> Public and Private Partnership business (with automated Agreement/Proposal
>> approval Workflows), as well as for our Major Gift individual business.
>>
>>
>>
>> Thanks,
>>
>>
>>
>> *Elizabeth Patrick*
>>
>> Donor Relations Officer
>> 404.523.1873
>>
>>
www.cdcfoundation.org
>>
>> twitter
>> <https://urldefense.proofpoint.com/v2/url?u=http-3A__twitter.com_cdcfound&d=DwMGaQ&c=4rZ6NPIETe-LE5i2KBR4rw&r=N3xCjyp_KEYuYdV1qWGwAw&m=lk-7-V8Dm1AIImqo0hz522LNuakdITZqPp-_WuaNWoU&s=mQJ2aOGP-nCjThCLF0rOGJTaE6KDq4quMlIZP65phMM&e=>
>> . linkedin
>> <https://urldefense.proofpoint.com/v2/url?u=https-3A__www.linkedin.com_company_cdc-2Dfoundation&d=DwMGaQ&c=4rZ6NPIETe-LE5i2KBR4rw&r=N3xCjyp_KEYuYdV1qWGwAw&m=lk-7-V8Dm1AIImqo0hz522LNuakdITZqPp-_WuaNWoU&s=_A6GWTUOTUdJMqqwRzD_DyLdzLqsUq8euUo249oXorY&e=>
>> . facebook
>> <https://urldefense.proofpoint.com/v2/url?u=http-3A__www.facebook.com_CDCFoundation&d=DwMGaQ&c=4rZ6NPIETe-LE5i2KBR4rw&r=N3xCjyp_KEYuYdV1qWGwAw&m=lk-7-V8Dm1AIImqo0hz522LNuakdITZqPp-_WuaNWoU&s=NtddM4In0Dimbb2hqO-ZRd_UiXt-VHrrB2EmCnrLhXQ&e=>
>> . instagram
>> <https://urldefense.proofpoint.com/v2/url?u=http-3A__www.instagram.com_cdcfound&d=DwMGaQ&c=4rZ6NPIETe-LE5i2KBR4rw&r=N3xCjyp_KEYuYdV1qWGwAw&m=lk-7-V8Dm1AIImqo0hz522LNuakdITZqPp-_WuaNWoU&s=FQfpd32N7FfHvY7l7iWzsBBQGDe1PR05xAAF4UL0ARM&e=>
>>
>> [image: CDCF_LOCKUP-RGB-email-final]
>> <https://give.cdcfoundation.org/give/195963/#!/donation/checkout>
>> Your legacy saves lives. Consider a gift to the CDC Foundation through
>> your will or living trust to advance your passion for helping others live
>> safer, healthier, longer lives.
>>
>>
>>
>> *From:* Advancement Services Discussion List <
>>
FUNDSVCS@LISTSERV.FUNDSVCS.ORG> *On Behalf Of *John Smilde
>> *Sent:* Monday, March 18, 2019 2:18 PM
>> *To:*
FUNDSVCS@LISTSERV.FUNDSVCS.ORG
>> *Subject:* [FUNDSVCS] Salesforce Leads vs. Opportunities for fundraising
>>
>>
>>
>> Question for those using Salesforce as their CRM. Could you please share
>> what scenarios you would categorize someone as a Lead vs. Opportunity? We
>> are developing our framework for using Salesforce as our CRM and our IT
>> department (I believe in consultation with the contractor) indicated that
>> we would not need to use Leads.
>>
>>
>>
>> It would seem to me that all suspects would be Leads and after the
>> verification process if they became a prospect, they would become an
>> Opportunity.
>>
>>
>>
>> Thoughts?
>>
>>
>>
>>
>>
>> Thanks
>>
>> John Smilde
>>
>> Director of Advancement Services
>>
>> Campaign Director
>>
>> Calvin College
>>
>>
jps6@calvin.edu
>>
>> 616.526.8577
>>
>> [image: full-color-positive]
>>
>>
>>
>>
>>
>>