Salesforce Webinar

talks!

Is Salesforce CRM Right for Your Organization?

Audio is only available by calling this number:Conference Call: 866-740-1260 Access Code: 6339392

Sponsored by

Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392

Using ReadyTalk

• Chat & raise hand • Mute = *6,

Unmute = *7• If you lose your

internet connection, reconnect using the link emailed to you.

• If you lose your phone connection, re-dial the phone number and re-join.

• ReadyTalk support: 800-843-9166

Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392

You are being recorded…

• This seminar will be available on the TechSoup website along with past webinar presentations:– www.techsoup.org/go/webinars

• You will receive a link to this presentation, material and links.

• Ask follow-up questions in the forums: http://forums.techsoup.org/cs/forums/t/29208.aspx

• Twitter hashtag: #techsoup

talks!

Presenters: Lindsey Anderson, Salesforce.com FoundationWen-Hua Yang, NAPAWF Sponsored by

Is Salesforce CRM Right for Your Organization?

Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392

Today’s Speakers

Answering chat questions: Meghan Nesbit, Salesforce.com Foundation and

Elliot Harmon, TechSoup

Becky WiegandTechSoup

Lindsey AndersonSalesforce.com Foundation

Wen-Hua YangNAPAWF

Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392

Agenda

• Introductions• What Is Salesforce?• How It Has Helped Nonprofits• Features and Nonprofit Starter Pack• Case Study• Getting Started & Resources • Q&A

talks!

What Is Salesforce?

Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392

Today, It’s Impossible to Stay on Top of Everything

Development

Donations

Donors

Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392

Development

Donations

Donors

Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392

Our Mission: Cloud Computing Driver, Catalyst &

Evangelist

1960’sMainframe

1980’sClient/server

TodayEnterprise Cloud

Computing

Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392

Manage All Your Constituents

Maximize Productivity• Gain a 360°constituent view• Centralize information• Log calls, emails, tasks, and

events• Track activity history• Cultivate relationships

talks!

Value to Nonprofits

Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392

Serving Nonprofits of Every Shape and Size

Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392

volunteered by salesforce.com employees

using donated and discounted licenses

awarded to enable positive change

Leveraging our people, products and resources to strengthen our communities

Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392

One Nonprofit’s Story

NAPAWF is a policy advocacy and grassroots organizing nonprofit that works to advance social justice and human rights for Asian and Pacific Islander women and girls.

Programs: • Reproductive Justice, • Anti-Human Trafficking, • Immigration Reform, and • Youth Leadership Development.

Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392

We’re Small but Need to Be EverywhereFour Full-Time StaffThree Offices

– Washington, DC– New York City– Bay Area, CA

Eleven Chapters

Seattle, Bay Area, Sacramento, L.A., Las VegasChicago, St. Cloud, MN, Ann ArborNew York City, Washington, DC, Yale

Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392

Paying Members & Activists

350 paid members2,100 people on our national listserve

Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392

Strategic Goals…

• Increase our national capacity, expertise, and financial sustainability.

• Increase paid membership to 2,000.• Build the leadership, empowerment,

political capacity and consciousness to drive an API women and girls’ agenda.

Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392

…Lead to Searching for a CRM

Enter Salesforce! We are using it to track:

• Individual Donors• Membership Management• Foundation Grant Management• Chapter Leaders• Event & Training Participation

talks!

Features & Nonprofit Starter Pack

Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392

What Is Included in the Product Donation? 10 Enterprise Edition Licenses on one account Licenses auto-renew on an annual basis at $0

cost Choice of configuration (Nonprofit, Standard, or

Partner) Extreme nonprofit discounts for additional

products Access to our nonprofit community Access to AppExchange Applications

Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392

The Nonprofit Starter Pack

• Based on three years of feedback from our community of users

• Focuses on an organization’s ability to manage all kinds of relationships

• Enables all the power of standard salesforce with nonprofit specific customizations

• Open source project with community feedback encouraged

Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392

Accounts & Contacts

1. Salesforce CRM

AppExchange

Integrated Content Library

Email & Productivity

Real-Time Approvals & Workflow

Partners

GeniusForecasting & Analytics

Opportunities

Leads & Campaigns

Salesforce CRM

The award winning Enterprise Edition used across industries

Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392

2. Salesforce CRM Plus the Nonprofit Starter PackEnterprise Edition with some nonprofit tweaks

Organizations

& ContactsAppExchange

Integrated Content

LibraryEmail &

Productivity

Real-Time Approvals

& WorkflowPartners GeniusForecasting

& Analytics

Donations

Leads

& Campaigns

Recurring Donations Affiliations HouseholdsRelationshipsSalesforce CRM plus the Nonprofit Starter Pack

Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392

Packages Included in the Nonprofit Starter Pack

Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392

Home Page

Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392

Dashboards

Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392

Reports and Analytics

Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392

ContactRecords

Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392

360 Degrees

talks!

One Nonprofit’s Experience

Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392

Donation Records

Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392

Blah• blah

Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392

Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392

blah

Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392

talks!

Considerations & Getting Started

Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392

Things To Consider

Development Time

Process People Money

Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392

Resources Your Organization Should Consider

How Many users will you have logging in? First ten licenses donated

Additional licenses are extremely discounted (approx. 80%)

Will you invest the help of a partner to get you up and running? Find one that meets your needs and schedule free scoping session

Are you going to attend training on how to use salesforce.com? Nonprofit discounts available on admin trainings

On-demand trainings through salesforce.com free

Etherios.com offers specific nonprofit salesforce.com trainings

Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392

An Online Self-Service Application Process

http://www.salesforcefoundation.org/products/donation

Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392

Tips for Success

Dig Into Your Trial

Nonprofit Demo – Wednesdays at 10 am

Admin Workshop – 4 day in person training

On demand Training – Help and Training link in Salesforce.

Etherios – Nonprofit Starter Pack Training

Get Connected with Organizations Similar to Your Own

Nonprofit Q&A Forum – online community forum

User Groups – Nonprofit specific once a month in person

NPSF Google Group – Online user/developer/consultant-monthly

Enlist the Help of Partners

Partners can help plan, migrate data, implement, customize your

Salesforce account and train your organization on best practices

http://www.salesforcefoundation.org/partners

1.1.

2.2.

3.3.

talks!

Questions?

Submit your questions using the chat box.

Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392

Continue the Discussion…

• Ask follow-up questions in the our community forums: http://forums.techsoup.org/cs/forums/t/29208.aspx

• Join the conversation on Twitter with the #techsoup hashtag

Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392

Thank You to Our Webinar Sponsor!

ReadyTalk offers dedicated product demos for TechSoup organizations 4 times per week:Monday   1:00 pm Mountain Standard Time (MST)Wednesday   9:00 am MSTThursday   1:00 pm MSTFriday   9:00 am MST

For more information: pages.readytalk.com/techsoup.html

talks!

Thank You! Please complete the post-event survey.

For more information contact:Becky@techsoupglobal.org