Salesforce.com™ and theVolunteer Impact Program

Richard SaundersTechnology Consultant

Gaia ICT, LLC

What is Salesforce? http://trust.salesforce.com

http://www.salesforcefoundation.org

Salesforce CRM and Salesforcefoundation.org

SalesforceFoundation.org: http://www.salesforcefoundation.org/products/nonprofit_starter_pack

Salesforce CRM + Apps• Salesforce enables a single database solution

that can deliver a true 360 degree view of your constituents

Constituent & Organization Management

Donation & Grant

Management

Volunteer Management

Campaign & Event

Management

Client/Case Management

And many more…

Implementation Options

• Salesforce CRM vs. Salesforce Nonprofit Starter Pack

• Customization options– On your own -> need to have/obtain admin

expertise– With a volunteer -> need to have/obtain admin

expertise– Consultant -> Higher cost but will more closely

meet your requirements

Flexibility vs. Cost

SalesforceFoundation.org: http://www.salesforcefoundation.org/products/nonprofit_starter_pack

Demos

• How ESCWa uses Salesforce to track its volunteers

• Basic volunteer management included in NPower Seattle’s NPowerforce app

• Other examples of Volunteering applications

Functionality• Adding records• Adding fields• Scheduling shifts• Skills search • General search• Reports• Exporting

Issues• Data security• Backups• Licensing/Number of users• Permission levels• Modifying/customizing the database

Questions• How are duplicate entries corrected?• Can you import data easily?• Is there a limit to the number of records

the system can take?• How stable is the company that makes it?• Is there a users discussion forum?

Prepare and Plan

• Build your team• Define and prioritize your goals• Define your process• Map your process to Salesforce CRM

functionality• Define the reports you need• Train your administrator• Communicate with your users

SalesforceFoundation.org: http://www.salesforcefoundation.org/products/nonprofit_starter_pack

How to get started?

SalesforceFoundation.org: http://www.salesforcefoundation.org/products/nonprofit_starter_pack