Salesforce Webinar

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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

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Unmute = *7• If you lose your

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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

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

Is Salesforce CRM Right for Your Organization?


Today’s Speakers

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

Elliot Harmon, TechSoup

Becky WiegandTechSoup

Lindsey AndersonSalesforce.com Foundation

Wen-Hua YangNAPAWF


Agenda

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

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What Is Salesforce?


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

Development

Donations

Donors


Development

Donations

Donors


Our Mission: Cloud Computing Driver, Catalyst &

Evangelist

1960’sMainframe

1980’sClient/server

TodayEnterprise Cloud

Computing


Manage All Your Constituents

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

events• Track activity history• Cultivate relationships

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Value to Nonprofits


Serving Nonprofits of Every Shape and Size


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


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.


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


Paying Members & Activists

350 paid members2,100 people on our national listserve


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.


…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

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Features & Nonprofit Starter Pack


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


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


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


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


Packages Included in the Nonprofit Starter Pack


Home Page


Dashboards


Reports and Analytics


ContactRecords


360 Degrees

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One Nonprofit’s Experience


Donation Records


Blah• blah



blah


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Considerations & Getting Started


Things To Consider

Development Time

Process People Money


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


An Online Self-Service Application Process

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


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.

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Questions?

Submit your questions using the chat box.


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


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

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