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A N D R E A G R E E N , J U A N V E G A , D A N O G N I S S A N T I , C H R I S H U F F , C H R I S C I F E L L I , T I M J O Y C E , K R I S T E N B E N E D U C E
Tracking Data in Excel…
Tracking Data in a Cloud Database…
What it’s
like…
What it’s like…
Getting to work like this… Getting to work like this…
-Slow-Unwieldy-Stops to eat grass (amongst other things)-Has the ability to catapult you off-Responds only to the name Rex-The only ways to spruce it up are by giving it a mullet or sharpening sanding its horns daily
-Reaches speeds greater than 30mph -Can be parallel parked in the same spot as the motorcycle taking up an entire fudgin’ space -Can carry multiple passengers at once -Extra trunk space -Has safety airbags-Cost efficient-Can be suped-up with chrome monster wheels, fire-y decals, and a convertible top.
What it’s like…
Drinking in NYC, on a budget…
Drinking in Germany, even if on a budget…
Better QualityGreater QuantityCost Efficiency
Bottom Line: More for your $$
FEATURES & SOLUTION IN SALESFORCEBenefits:
IDC believes that the rise of Cloud computing has the potential to be among the most transformative developments in the world of information technology in the last 20 years.
Lower cost. Reduces TCO (Total Cost of Ownership) Reduce MS Office Suite licenses Reduce time spent maintaining Excel sheets SalesForce.org is free!
Higher quality.
Users of the custom applications built on the Force.com platform reduce Annual Downtime
Reduce maintenance time Reduce time to produce mailings Reduce time to producing reports
Better performanc
e.
The combination of the first two benefits contribute to better business performance and generate additional annual revenue
More contacts and mail = more dentations Ability to manage simultaneous campaigns
Accelerated pace of
innovation.
Force.com changed the process of custom application development so much that companies tripled their output of custom applications and doubled annual enhancements
SVH has foundation to produce more reports and automated features: - Lead generation from current contacts - Automated campaigns, reminders, thank you's - Incorporate Adoption Data
Instant browser-
based access
to very high-quality compute resources, storage resources, application logic, and development and deployment environments
Access -Multiple users, simultaneously, anywhere Application Logic -Relationships amongst data -Automated processes Development -SalesForce add-on resources -Tools to create more custom features
SOLUTIONS IN SALESFORCE
After holding two conference calls with the client…
Solutions for SVH:“Cloud” Database
Track Donors
Track Donations, including type and value
Track Event and Campaign Progress
Create Automated Reports
Email Merge
Provide structural foundation for future automated procedures, email and electronic campaigns should SVH decide to expand with SalesForce.org
OBJECTIVES
Goals for SVH: Reduce time spent tracking and soliciting donations
Increase annual donations
Reduce overhead costs
Allow simultaneous access
Under Commit, Over Deliver.
SCOPE
Training: Provide 10 hours of onsite training before December 3rd.
Client will, at minimum, be able to input data, runs a report, exports data.
Maintenance: Provided by Villanova team during duration of project
Provided by Salesforce after December 7th, and future Villanovans at clients discretion.
Under Commit, Over Deliver.
SCOPE CONTINUED…
Budget:
$0. Priceless.
SVH team has option to buy extra licenses and support beyond 10 free licenses.
Under Commit, Over Deliver.
1st MILESTONE!
PROJECT PLAN
SYSTEM DIAGRAM
Internet
St. VincentsSalesforce/Villanova University Project
Donation
Donor
Event
Salesforce
· Mail merge· Sort by category· Print Label· Print individualized
letters
St. Vincent User(s)
St. Vincent Network
DonationsDB
User Queries Database for Letter/Repor
t
UserEnters
Donation Amount/Type
Into System
Donation Made
Thank You Letter Sent to Donor
Data Flow Diagram
Donor in
Database?
Is the Donor a Compan
y?
Page 3 Page 2
NN
Y Y
DonationsDB
Name,Address,
Phone, etc. Entered in
by User
Adding Single Donor Flow Chart
Part of Compan
y?
Company
Matching
Donation?
Page 2
Attach to Non-Affiliated Company
Record
Does Compa
nyExist?
Page 3
Y
Y
Y
N
N
N
DonationsDB
Company Name,
Address, Phone, etc. Entered in
by User
Adding Company Donor Flow Chart
Other Donor
Members?
Company
MatchingDonation
?
Page 3
YY
N
N
ERD ENTITY – RELATIONSHIP - DIAGRAM
SOLUTIONS IN SALESFORCE
After holding two conference calls with the client…
Solutions for SVH:“Cloud” Database
Track Donors
Track Donations, including type and value
Track Event and Campaign Progress
Create Automated Reports
Email Merge
Provide structural foundation for future automated procedures, email and electronic campaigns should SVH decide to expand with SalesForce.org
SYSTEM TESTS
Test 1: Calendar
Test 2: Contact Creation
Test 3: Create Household
Test 4: View Organizations and Related Data
Test 5: Add/View Donations
Test 7: Dashboard Views
Test 6: Test Report Views
Test 8: Create Folders
Test 9: Create Recurring Donation & Pledge
Test 10: Contact Record Merge
Test 11: Training and Help Review
PASS
TRAININGONSITE USER GUIDES
