Salesforce for Nonprofits Webinar - Presentation by Raymond Hearn

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Raymond Hearn, Senior Consultant at Community IT Innovators, will discuss how to use Salesforce to streamline program management and more accurately track and measure your impact.

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  • These are possibilities, not available right out of the box. Point and click configuration required at a minimum.
  • Salesforce for Nonprofits Webinar - Presentation by Raymond Hearn

    1. 1. Nonprofit Mission Management June 14, 2012 12:30PM
    2. 2. Presenter Raymond Hearn Senior Consultant, Community IT Innovators rhearn@citidc.com (202)446-6703 www.citidc.com : Twitter @CommunityIT
    3. 3. Salesforce.com Benefits Software as a Service SaaSLow cost Low risk Scalable Fast ResultsSubscription Initial Investment, Walk  Jog  Run Easy to start no hardware/IT
    4. 4. Constituent Relationship Management360˚ View Mission Direct Beneficiary Mail Program Major Gifts Participant Online Our Team Giving Team Raiser / Advocacy
    5. 5. Traditional Approach – (Integrated?) Silos Donor Online Management Marketing Programs Website
    6. 6. Alternative Approach – Salesforce CRMPlatform 6
    7. 7. Serving Nonprofits of every size & sector Arts & Culture Little Kids Rock Bay Area Video CoalitionHealth & Human Services Arts & Bus. Council of Greater Philadelphia American Thoracic Society Tibet House Union Rescue Mission Cross-Cultural Solutions Family Service Agency SF United Way Susan G Komen National Council on Aging Education KIPP New Leaders for New Schools Breakthrough Collaborative Villanova Faith-Based Northeastern Christian Broadcasting NetworkEnvironment & Animal First Church of Christ Scientist Wildlife Victoria Austin Stone Community Church Heal the Bay Mizel Museum Rainforest Alliance Stadia New Church Strategies Nature Conservancy Public / Social Benefit Npower Taproot Donors Choose Center for American Progress Points of Light Foundation
    8. 8. Case Study: Community College ReformOrganization Startup Nonprofit Grants Mission Constituent Management Management Service & Engagement Proposals & Constituents & Response Stakeholders Tracking Program Email Management Network of Nonprofits Activity Tracking Automation & Workflow Portals Dashboards Point & Click Configuration
    9. 9. Common Questions• How useful is non-profit starter pack? – Depends on where you’re starting from • Spreadsheets/Access  NPSP • Off the shelf donor database  Convio, Affinaquest• Training resources? – Forcify.me – Etherios – ½ off certification training• Useful Apps (See Salesforce Appexchange) – Email marketing: Vertical Response, iContact, many more – CongaComposer – PicNet’s Soapbox – Linvio Payment Gateway – Eventbrite – CRM Fusion: DemandTools, Dupeblocker, PeopleImport

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