2. World-Class Industrial Network
• Who is “WIN” anyway?
• More than 50 nonprofit clients
• Successfully completed HUNDREDS of projects
• Helped clients generate more than 77 MILLION
• What brings us together to discuss NPSP 3.0?
• The Free Workshop (pilot): a dynamic forum
3. The Salesforce 1 | 1 | 1 Model
TIME
Promoting a culture of
caring and helping
employees give back.
PRODUCT
Offering donated and
discounted
technologies to
nonprofits and higher
ed. Institutions.
EQUITY
Providing grants
inspired by our
employees,
technologies, and
communities.
More than 24 THOUSAND nonprofits and higher education
institutions are using Salesforce today!
4. Salesforce 1 for Nonprofits
PROGRAM
MANAGEMENT
• Case Management
• Call Centers &
Hotlines
• Advocacy & Policy
Tracking
• Grant Portfolios
COMMUNITY
MANAGEMENT
• Social Intranet
• Member Community
• Affiliate & Chapter
Community
• Partner Community
MARKETING
MANAGEMENT
• Mobile Marketing
• Email Marketing
• Marketing
automation
• Social Media
Engagement
FUNDRAISING
• Donor Management
• Events Management
• Volunteer
Management
• Grants Management
6. Key Enhancements in NPSP 3.0
FOR USERS
• Full Salesforce1 Support
• Ability to Customize
Household Names
• Ability to Track Multiple
Addresses & Seasonal
Addresses
• Sync Addresses between
Members of a Household
• Built-in Support for Address
Verification
• New Donation Stats
• Support for Primary Contacts
& Affiliations
• Brand New Documentation
FOR ADMINS
• Hassle free upgrades
• Introducing Health Check
• New Settings Interface
• New Configuration Options
across all Features
• Support for Household
Account Model
• Streamlined Contribution
Process
8. Most Common Questions
• What’s an account model, again? And how is the
Household Account Model different?
• How would I handle a mixed model, right now I
have an individual bucket and company accounts.
• Can we look at customized naming again?
• Will the Household Account Model impact my
Outlook or Gmail integrations?
• What are the common applications that conflict with
NPSP 3.0?
9. What’s Next?
Considering
Salesforce
• Planning
• Get the most out of the
30 day trial environment
• Understand the
difference between the
trial and the Power of Us
Program grant
Considering
Upgrading
• Planning
• Can I do nothing?
• Keep your account model
• Convert to the new
household account model
Download the Nonprofit Starter Pack Workbook from the Power of Us HUB
10. Upgrading and Converting
• Time to deploy a Sandbox
• Ask: “How am I currently using the Household Object?”
• Are there Custom Fields
• Are there Customs Formulas or Relationships
• Are there Workflow Rules
• Are there Code Dependencies
• Are you using referential Reports or Dashboards
• Are any Applications dependent on households
• Have you developed Custom Permissions
11. Additional Considerations
• What version of NPSP do I have?
• What applications are installed in my org?
• Let’s talk downtime…
• Think about what you’ll be touching: All Accounts!
• Stop the traffic from users, code and apps
• The Salesforce Foundation’s conversion utility works
in small batches
• Best Practice: Expect the unexpected
• Review the documentation!
• Download the Importing Data Guide
• Read the NPSP 3.0 Release Notes
12. Takeaways
• The Salesforce Foundation is more invested than
ever before in the success of its nonprofit customers
• The only deadline is your deadline
• WIN is offering a conversion service starting at $435
• DISCOVERY
• VETTING
• IMPLEMENTATION
Contact us for a proposal at info@winnets.com
