FNI
The Network Member who designed the tool
This step must be completed before Network Members are ready for a CRM implementation.
What is a CRM Discovery and Design Project
This is the consulting group that is developing the Community Data Dashboards.
Who is January Advisors.
This person was the Queen of getting Network Member Data in recent years.
Who is Ashley.
These two activities are conducted during the initial Assessment phase of the FNI.
What are parcel mapping and community resident surveys.
The final deliverable for the CRM requirements project.
What is a Request for Proposal sent to Salesforce implementation partners
The number of Network Members who participated in the Outcomes Pilot.
What is eleven
Prior to using Salesforce, this is where we collected Network Member data.
What is PBCx.
Who are East Lake Foundation, Growing Together Tulsa, and Lift Orlando.
The consultants who can help Network Members with developing a data strategy and/or CRM Requirements Gathering.
Who are January Advisors and Marian Doub Consulting.
The Community Data Dashboards are aligned with this part of our Theory of Change.
What are short-term outcome measures.
The people who have been meeting with Karen and Juan to populate updated Network Member data in Salesforce.
Who are Portfolio Managers: Alex, Andrea, and Damon.
The number of phases of the Flourishing Neighborhood Index.
What is three: Assessment, Alignment, and Activation.
The Network Members who are ready to develop their data strategy in the first two quarters of 2025
Who are Blueprint 15, Canopy South
This is the level of data being used in the Community Data Dashboards.
What is population data.
These organizations are served by Purpose Built Communities but don't have their data in PBCx.
Who are leads, prospects, and emerging Network Members.