Automating NonProfit Business Processes using Salesforce.com Non-Profit Edition

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Take Advantage of Salesforce.com Foundations's Offerings for Nonprofits. Salesforce is a powerful and heavily customizable CRM tool that can be used to seamlessly track, automate, and integrate your …

Take Advantage of Salesforce.com Foundations's Offerings for Nonprofits. Salesforce is a powerful and heavily customizable CRM tool that can be used to seamlessly track, automate, and integrate your various business processes. Learn how your nonprofit can use Salesforce.com's Nonprofit Edition to streamline your backend work flow–
Solicit funding
Communicate with donors
Track volunteers
Manage mentorships
Manage the intake process.

Charlie Havens, trainer and consultant, and the Salesforce Nonprofit Practice Manager at Global Tech & Resources, leds this online demonstration of the Salesforce Nonprofit Starter Pack, a suite of tools granted to eligible nonprofits with 10 donated (free of charge) licenses by the Salesforce Foundation.

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  • 1. Global Tech & Resources (GTR) Automating Nonprofit Business Processes with Salesforce.com Foundation’s NPSP; a demo. Managing Data with Salesforce for Nonprofits. Advantage’s of Salesforce.com’s Free Offerings for Nonprofits. www.gtr.net/nonprofits
  • 2. Global Tech & Resources (GTR) Charlie Havens Trainer Nonprofit Practice Consultant/Manager Salesforce.com Certified Administrator Salesforce.com Certified Advanced Administrator Salesforce.com Certified Force.com Developer Chavens@gtr.net | 773-848-0154 Global Tech & Resources Creating Possibilities: • • • Staffing with High Performance Salesforce.com People Salesforce.com Implementations. Developing Your Salesforce.com Talent™ www.gtr.net/nonprofits
  • 3. Global Tech & Resources (GTR) Recent projects with nonprofits: o 3 year research project following 40 mentors each contracted to work with a CPS teacher– using SFDC for communicating w/mentors, managing Mentors/CPS teacher contracts, and to report on activities and results. o Eco-science children’s camp– using SFDC to manage contracts with school districts, to manage the camp experience, and to manage fund raising. o Program for assisting blind adults to obtain employment– using SFDC for the initial intake assessment. www.gtr.net/nonprofits
  • 4. Global Tech & Resources (GTR) Discounts for Nonprofits Viewing this Slide Deck: ● By Feb 28, 2014, register for an upcoming class, mention this slide deck, and get 10% of course price as show at http://gtr.net/training_coaching/. ● By June 30, 2014, contract and pay for a NonProfit Project and get 10% off a QuickStart, or for custom projects get 10% off our hourly rates. Talk to Charlie Havens 773-848-0154 chavens@gtr.net www.gtr.net/nonprofits
  • 5. Global Tech & Resources (GTR) Automating Nonprofit Business Processes Using Salesforce.com NonProfit Edition www.gtr.net/nonprofits
  • 6. Global Tech & Resources (GTR) Today, we will learn about options for using Salesforce to: ● Automate back-office workflow. ● Manage Mentorships ● Communicate with Donors ● Solicit Funding/Manage Campaigns/Track Donations ● Track Volunteers ● Manage the intake process www.gtr.net/nonprofits
  • 7. Global Tech & Resources (GTR) Starting with the basics! www.gtr.net/nonprofits
  • 8. Global Tech & Resources (GTR) Starting with the basics! ● ● ● ● ● ● ● ● Let’s log into a Salesforce org and do somethings: Create a Company record Add a Contact Within Contact’s Household and add a related Contact Share a Contact with another User Enter a donation made by one of these Contacts See donation in a report, in Household, and on Contact Send a Chatter message Update Chatter Notification Settings www.gtr.net/nonprofits
  • 9. Global Tech & Resources (GTR) The Basics: ● ● ● ● What is Salesforce.com? Why Salesforce.com Nonprofit Edition? NPSP? Why NPSP it a great tool for nonprofits? What can I do with my NonProfit Edition? www.gtr.net/nonprofits
  • 10. Global Tech & Resources (GTR) What is Salesforce.com? www.gtr.net/nonprofits
  • 11. Global Tech & Resources (GTR) When customized, Salesforce.com is used for many business purposes. • Japanese mail delivery system, each piece of mail a record. • Get-out-the vote activity. It ran the Obama campaign. • Coke maintains inventory at vending machines and stocks trucks accordingly. • Customer services requested and delivered by a television cable company. • Inventory product being sold from a web site. • Toyota car performance & maintenance needs reported to customer. • GE uses to monitor performance and maintenance needs of new jet engine. www.gtr.net/nonprofits
  • 12. Global Tech & Resources (GTR) When customized, Salesforce.com NonProfit Edition used for diverse purposes: • • • • • • • • San Francisco Catholic Charities uses it to manage client services at 50 sites. Year Up uses it to stay connected to students, staff, and intern partners.. VolunteerMatch organizes all its organizational data in one place. American Red Cross manages community outreach: volunteers, partners, donors. Fair Trade USA uses SF to track products, certifications, etc. with mobile access. Chicago Light House for the Blind is using it for intake into Job Readiness Dept. Columbia Community Arts Partnership is using it for tracking mentoring program. Indiana Dunes Learning Center is using it to manage contracts with school districts and donor campaigns. www.gtr.net/nonprofits
  • 13. Global Tech & Resources (GTR) But why Salesforce in particular? •Access applications, data, reports… from anywhere you have internet. •Platform independent– Windows, Macs, tablets, smart phones. •Lower hardware demands– remote processing, no local server. •Quicker Deployment and more free support ● Salesforce.com You Tube Channel ● Salesforce.com Help & Support ● AppExchange •Trained implementers need, but generally, but less need for programmers. •Auto update every 4 months. You don't do it. Nor, do you pay for updates. www.gtr.net/nonprofits
  • 14. Global Tech & Resources (GTR) What is Salesforce? It isn't a single thing, but rather a cloud-based platform allowing you various ways: •to organize your data. •view your data. •automate your business processes. www.gtr.net/nonprofits
  • 15. Global Tech & Resources (GTR) •A cloud-based Constituent Relationship Management tool. •A database that can be viewed and edited from a browser. •Like your “smart-phone”, its extended through adding apps. •A business automation system used by over 20,000 nonprofits. www.gtr.net/nonprofits
  • 16. Global Tech & Resources (GTR) It is a platform. ● A platform allows other things to be built or happen upon it. ● It doesn’t care so much what happens on top of it. ● Think of an oil platform at sea, repurposed for oceanic research. ● Think of a box of Legos©, used to create and play many things. What can we build on our platform? Apps! Applications to manage volunteers, silent auctions, donations, fund raising events, mentoring programs, to manage camp registrations, to manage an intake process. www.gtr.net/nonprofits
  • 17. Global Tech & Resources (GTR) It is a platform on which to build! Let’s build something with Schema Builder: Demo www.gtr.net/nonprofits
  • 18. Global Tech & Resources (GTR) It is a platform from which to automate! Let’s build automate something:Demo www.gtr.net/nonprofits
  • 19. Global Tech & Resources (GTR) It is a platform from which to communicate something! Let’s communicate something: Demo www.gtr.net/nonprofits
  • 20. Global Tech & Resources (GTR) But why Salesforce in particular? Salesforce1 - YouTube video Its a platform from which to do something mobile! www.gtr.net/nonprofits
  • 21. Global Tech & Resources (GTR) Why Salesforce NonProfit Edition? Discounted Licenses and The Nonprofit Starter Pack www.gtr.net/nonprofits
  • 22. Global Tech & Resources (GTR) Salesforce.com Foundation www.gtr.net/nonprofits
  • 23. Global Tech & Resources (GTR) Nonprofit Edition = no cost to use (1st Ten licenses discounted 100%. Next ones 80%.) •You pay staff or consultant to configure, document, and train. •Other packages involve an on-going financial transaction. www.gtr.net/nonprofits
  • 24. Global Tech & Resources (GTR) Why is NPSP it a great tool for nonprofits? www.gtr.net/nonprofits
  • 25. Global Tech & Resources (GTR) Under one umbrella with NPSP!!! ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ Continual testing and validating. 20,000+ organizations using it. Improvements based on user feedback. Active user community. Twice a year Salesforce.com developers sprints Two data models from which to choose. Six Apps comprise this package. Some may be used without using others. Many third-party apps have been built to be compatible with this package. Large base of consultants and third-party apps committed to this product. Large Active Community of Users and Support: ○ Salesforce.com Foundation’s Power of Us Hub. ○ Salesforce.com’s Success Community ○ Salesforce Foundation’s YouTube Channel ○ Salesforce Foundation’s Online Help www.gtr.net/nonprofits
  • 26. Global Tech & Resources (GTR) Six Apps comprise the Nonprofit Starter Pack (NPSP): Contacts and Organizations (customization to allow Contacts to be primary, rather than requiring that every Contact be associated with a company Account) Households (Allows tracking of information and communication by household) Recurring Donations (Tracking of recurring pledged donations) Relationships (Allows creation of relationship between non-household Contacts) Affiliations (Allows Contacts to be affiliated with an organization besides employer) Batch Data Entry (Batch entry of data into this package’s apps) www.gtr.net/nonprofits
  • 27. Global Tech & Resources (GTR) • Why wouldn't you use the Nonprofit Starter Pack? No on-demand support. • No volunteer, service, or event management. • End-user documentation is limited. • Larger organizations with detailed • tracking and complex reporting need to spend time figuring out how best to use, or customize it. www.gtr.net/nonprofits
  • 28. Global Tech & Resources (GTR) What else can I do with my NonProfit Edition? www.gtr.net/nonprofits
  • 29. Global Tech & Resources (GTR) Automate business processes: ● Sending an email thank-you/receipt, when a donation is entered. ● Sending an email reminder of a grant proposal due date. ● Creating a task for another staff person, which is logged in system, shows up on their home page, and they get via email, . ● Creating a new donor lead from a web site form. ● Creating a new client case from a web site form. ● Not allowing an email address to be saved, if it doesn’t contain an @ symbol and a period; and many other data validations. www.gtr.net/nonprofits
  • 30. Global Tech & Resources (GTR) ● Manage Campaigns and Communicate with Donors. ● Manage Mentorships. ● Track Volunteers: Demo ● Manage the Intake Process: Demo www.gtr.net/nonprofits
  • 31. Global Tech & Resources (GTR) References you may find useful: Search Google for “The New World of Donor Management Apps for Nonprofits”, Heller Consulting, 2012. Learning center http://www.salesforce.com/customer-resources/learning-center/#before-you-start Salesforce webinars http://www.salesforce.com/events/online/webinars-sales.jsp Nonprofit eligibility http://foundation.force.com/products_donation_eligibility Calendar of Salesforce live webinars http://salesforcefoundation.org/products/community/events#Weekly Salesforce training sessions (discounts for nonprofits) http://salesforcefoundation.org/products/community/resources Nonprofit Starter Pack http://www.nonprofitstarterpack.org/ www.gtr.net/nonprofits
  • 32. Global Tech & Resources (GTR) Questions www.gtr.net/nonprofits
  • 33. Global Tech & Resources (GTR) Take-aways... ● ● ● ● ● ● ● Automate back-office workflow. Manage Mentorships Communicate with Donors Solicit Funding Track Volunteers Manage the intake process Find your own way to make data work for your organization! www.gtr.net/nonprofits
  • 34. Global Tech & Resources (GTR) Automating Nonprofit Business Processes with Salesforce.com Foundation’s NPSP; a demo. Managing Data with Salesforce for Nonprofits. Advantage’s of Salesforce.com’s Free Offerings for Nonprofits. www.gtr.net/nonprofits
  • 35. Global Tech & Resources (GTR) Charlie Havens Trainer Nonprofit Practice Consultant/Manager Salesforce.com Certified Administrator Salesforce.com Certified Advanced Administrator Salesforce.com Certified Force.com Developer Chavens@gtr.net | 773-848-0154 Global Tech & Resources Creating Possibilities: • • • Staffing with High Performance Salesforce.com People Salesforce.com Implementations. Developing Your Salesforce.com Talent™ www.gtr.net/nonprofits