Fundraising and management tools for foundations and Non-profit organizations

Focus on your mission not your technology

What is Salesforce.com?

•  The World Leader in Customer Relationship Management (CRM)

Platform strengths

•  In the cloud – Nothing to install or update. Real-time upgrades •  Mobile access – Wherever you are, stay up-to-date •  Easy to use – Turn-key solution for your front or back office •  Adapts to your business – Customize it with just a few clicks •  Trustworthy provider – Salesforce.com is used by more than 10,000

nonprofit organizations and 100,000 companies •  Secure and reliable – Proven reliability and most advanced protection

1/1/1 Model and the Salesforce Foundation

1% Time 1% Equity 1% Product

•  6 Paid Days Service •  100,000 hours •  Staff in 5 Countries

•  First 10 Donated •  5,600+ NPOs in 60 countries •  Specialized Apps

•  Pre-IPO Shares •  Over $11 million grants •  BizAcademy

What is a Salesforce Account?

1 User Fund Development 1 User

Volunteering Coordinator

1 User Board Member

Scales easily

Can create security controls to limit access to information

1 User = 1 License

One Salesforce account gives your organization common access to information. The product donation includes 10 licenses, meaning 10 users have access to one account.

What is the Donation? •  10 Nonprofit Edition Licenses/annually •  $15,000 USD/year List Price Value •  Donations auto renew on an annual basis at a $0 cost. •  Additional licenses 80% discount •  Implementation services NOT included in donation

1% Product Donation Program

Nonprofits have many different use cases of their Salesforce licenses

Stanford Business School uses salesforce to manage all of its corporate relationships allowing students better opportunities to expand their education through tracking these relationships

Foundations like Google.org are using salesforce to manage grant tracking.

Family Service Agency is using salesforce to track clinician client relationships to improve case management and better report program outcomes.

Susan G. Komen Breast Cancer Foundation is using salesforce to track donations and operational processes with national affiliates.

Nature Conservancy is tracking their parcels they protect using salesforce and processes around this to improve environmental conversation.

American Red Cross Bay Area uses salesforce tracking volunteer engagement to better match volunteers with disaster skill set so when the next disaster strikes they are ready to prepare

Is Salesforce CRM right for you?

1.  Try out the trial!!!

2. Participate in our nonprofit demo webinar to see different aspects of Salesforce

3. Research what Salesforce can and cannot do

4. Talk with your organization

5. Think about the budget and commitment you are making

Sign up for a Trial

Email: Your email is your username. This is what defines your unique trial.

Sign up for a trial at http://www.salesforcefoundation.org/default-trial-signup

1.  You must sign up on the foundation site, not the company’s website.

2.  The person who signs up for the trial is the system administrator

3.  The system administrator can add other users to the trial by going to setup I manage users I user l new user

4.  Never share your password but always include your username when talking to Salesforce staff.

quick tips -

Benefits for your organization

Institutional memory Keep institutional knowledge across the organization

External communication Track every interaction you have with your constituents – donors, board members, staff, volunteer and clients

Fundraising tools Tools for prospecting, campaign management, event & volunteer management and social networking

Improved access to information Share information and collaborate in real time

Real-time Analytics Get the insight you need to stay on track

CloudTango services

Cloud computing service provider We integrate business applications in the cloud

Salesforce consultants We are Salesforce certified consultants

Implementation & integration We deliver quick success

Customization We adapt the solution to your business

Training & Education We help you and provide support

•  Home page •  Contacts and Organization Management •  Campaigns •  Reports and Dashboards •  Calendar, meetings and tasks •  Outlook sync

Demo overview