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NTEN.org's Nonprofit Technology Conference (14NTC) - Salesforce Salon
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NTEN.org's Nonprofit Technology Conference (14NTC) - Salesforce Salon

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Presented by Heller Consulting and Idealist Consulting at the NTEN.org's 2014 Nonprofit Technology Conference (14NTC) the Salesforce Salon covers all things Salesforce for nonprofit organizations. Ken ...

Presented by Heller Consulting and Idealist Consulting at the NTEN.org's 2014 Nonprofit Technology Conference (14NTC) the Salesforce Salon covers all things Salesforce for nonprofit organizations. Ken Lewis of Heller Consulting introduced the Salon with the benefits of cloud computing, and an intro Salesforce for those nonprofit organizations who wanted more information. The rest of the session was spent answering questions from the audience and helping them understand why they should move their constituent data to Salesforce to have a 360 degree view of their constituent.

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    NTEN.org's Nonprofit Technology Conference (14NTC) - Salesforce Salon NTEN.org's Nonprofit Technology Conference (14NTC) - Salesforce Salon Presentation Transcript

    • Salesforce Salon #14NTCSalesforceSalon Ken Lewis, Heller Consulting Matthew Nelson, Idealist Consulting
    • Salesforce Salon Agenda - Agenda Review (5 min) - Salesforce Intro (10 min) - Salesforce Topic Breakout Discussions (60 min) - Facilitation: You, Us, Topic Experts - Full Group Discussion Recap (15 min) - 3 tips from each discussion group Slide 1Salesforce Salon
    • Discussion Group Talking Points - Best Practices - Lessons Learned - Topic Area Features - Example: What features are important in a fundraising system/application? … event management system/application? - Success Stories - Questions for the experts Slide 2Salesforce Salon
    • Discussion Group Topics - Fundraising - Program Management - Event Management - Salesforce Implementation and User Adoption Slide 3Salesforce Salon
    • Benefits of Cloud Computing Cloud computing levels the technology playing field for nonprofits and makes sophisticated technical solutions more accessible and economical. Benefits of Cloud Computing to Nonprofits include: -Accessibility – from any device with an internet connection -Flexibility – scale up or down to meet needs, mix and match solutions to meet your unique requirements -Security and Stability – higher investment in security in the cloud, no backups required, 99.9% uptime -Upgrades – happen behind the scenes, you are always using the most recent version of the software Slide 4Salesforce Salon
    • Salesforce for Nonprofits Intro - Cloud-based CRM application - Accessible via web browser - Customer (Constituent) Relationship Management (CRM) - Salesforce Foundation’s Power of Us program - First 10 licenses available at no cost to NPOs - Additional licenses deeply discounted - Highly customizable and extendable - Customizable configuration via “point and click” tools - Custom development via programmatic tools - Extension via the AppExchange marketplace - Best in class, industry standard, on-demand CRM platform - 100,000+ Corporate and 20,000+ Nonprofit customers - Over $250MM invested in Salesforce.com platform in 2013 Slide 5Salesforce Salon
    • Real-time Cloud Solutions for Nonprofits Managing Your Key Activities and Data Slide 6Salesforce Salon Information Technology Productivity, HR & Finance Management Team Fundraising Grants Management Case Management Constituent Service & Engagement Mission Management Planning & Goal Setting Visibility & Tracking Donors & Gifts Multi- channel Marketing Activities Multi- channel Service Managemen t Community & Knowledge Managemen t Program Managemen t Social Impact Metrics & Reporting Client Intake & Case Tracking Outcome Reporting Proposals & Response Tracking Progress Reports Staff Recruiting, Training & Collaboration General Ledger & Budgeting Visual Process Manager Project & Help Desk Management
    • Salesforce Salon Agenda - Agenda Review (5 min) - Salesforce Intro (10 min) - Salesforce Topic Breakout Discussions (60 min) - Facilitation: You, Us, Topic Experts - Full Group Discussion Recap (15 min) - 3 Key Takeaway’s from each discussion group Slide 7Salesforce Salon
    • Slide 8Salesforce Salon The Connected Cause is a place for experts in the nonprofit online space to share perspective, offer guidance and promote best practices for using today’s technology effectively. TheConnectedCause.com @TheConnectCause TheConnectedCause
    • What did you think? Evaluate this session! #14NTCSalesforceSalon Or, search by session title at www.nten.org/ntc/eval When you evaluate a session, you will be entered to win a prize!