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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
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Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
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Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
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• This seminar will be available on the TechSoup website along with past webinar presentations:– www.techsoup.org/go/webinars
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• Ask follow-up questions in the forums: http://forums.techsoup.org/cs/forums/t/29208.aspx
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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
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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
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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
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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
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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
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Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
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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
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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
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