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The 2.0 Nonprofit June 4, 2008  <ul><li>Senior Director, Nonprofits and Education </li></ul><ul><li>Salesforce.com </li></...
Salesforce.com’s Mission: Innovation Driver Software as a Service (SaaS) 21 st   Century Platforms Client/Server Late 20 t...
The SaaS Model: Multi-Tenant, Subscriptions Subscription Continuous Innovation Economies of Scale  Scalability Automatic U...
Why Multi-Tenant? Technology Continues to Evolve to Shared Services   Electricity Business Applications Water Software App...
Strong Growth in New Customers Based on publicly available customer and subscriber numbers. Bars represent fiscal quarters...
Our Vision: The World’s First Multi-Application,  Multi-Category SaaS Company
Multi-Tenancy Enables Reactive Innovation 25 Major Releases in 8 Years All Customizations and Integrations  Upgraded Autom...
Application Exchange 750+   Apps 36,000   Apps Installed 280,000  Test Drives 355   Total ISVs 24   Japanese ISVs Secure, ...
The Most Trusted & Secure Infrastructure Security Visibility SAS 70 Type II SysTrust Certified Network and Physical Securi...
1/1/1 Model for Strategic Corporate Philanthropy 1% Time 1% Equity 1% Product <ul><li>6 Paid Days Service </li></ul><ul><l...
Our Technology: For Nonprofits www.salesforcefoundation.org/product <ul><ul><li>First 10 licenses donated </li></ul></ul><...
Case Study:  Red Cross of the Bay Area <ul><li>Challenges:   </li></ul><ul><ul><li>tracking thousands of volunteers & part...
Case Study:  Center for Employment Opportunity <ul><li>Challenges:   </li></ul><ul><ul><li>The organization required a tot...
Case Study 2 :Cross Cultural Solutions <ul><li>Challenges:   </li></ul><ul><ul><li>staff in 12 countries, not all connecte...
National Assembly member successes “ We have found the services of Navatar Group invaluable at helping us both design and ...
Partners Adopting 1/1/1 Model
Delivering to Nonprofits What They Need Technology To Do Fundraising Success Membership Management Results Tracking and Ac...
Salesforce.com Our clients Innovation The Fun Stuff Application Services Security Sharing Integration Customization Web Se...
Your Integrations on Our Service Native ERP Connectors Native Desktop Connectors Integration Middleware Connectors Mash-up...
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The 2.0 Nonprofit June 4, 2008

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  • Our mission at Salesforce.com is to change the software industry! We feel that software, and in particular client-server has failed, and that there is a better way We call this better way On-Demand, and it’s where leaders in technology are heading Think about it this way: 100 years ago every office building had its own generator. They had staff that shoveled coal in the basement. They had to buy all of the generator equipment up-front, keep it running and staff it themselves. Then someone invented utilities and electrical power lines, and companies got rid of their generators. They simply paid a for the power that they used every month. The same thing is happening in software. Our multi-tenant model means that companies can share in our service like a utility, and pay for it as they use it.
  • The work we are doing is part of the natural evolution of IT/IS/Data Management. Just as other vital industries have evolved from “managing it yourself” to shared services; water, electricity, banks, etc…we’re part of that same evolution.
  • This weekend, we’ll be releasing our 25 th major release, Summer 08. If you simply look at the high level release notes, if you can see them, you’ll notice a long list of new features related to our existing product lines, as well as a whole host of new features available on the platform.
  • Email integrations Mailmerge and fullfillment Quickbooks and other accounting package integrations HR services, financial services, integration, analytics…etc… And we also have a nonprofit appexchange where apps have been built for or by nonprofits, mostly for free. Householding for example…..
  • We not only believe in a new technology model and a new business model, but we believe in a new philanthropic model for business too. Our 1/1/1 model is a new model for corporate responsibility. 1% of our equities is held in the Salesforce foundation. 1% of our employees time or 4 hrs per month is dedicated to philanthropy, and 1% of our product goes to nonprofits all over the world. This year we’ve received a lot of recognition for this effort. Salesforce.com was recognized as Corporate Citizen of the year by the Committee to Encourage Corporate Philanthropy. We were recognized as the 7th most ethical company in the world by business ethics magazine. Our strategic corporate philanthropy model is an important part of our vision and what we’re doing for the industry.
  • § Challenges: Required a CRM solution to track thousands of volunteers and partners § An existing system proved too complex and inflexible to effectively manage internal data on 4,000 volunteers § Myriad criteria —such as the ability to centralized data, reporting capabilities, and customizability drove the decision-making process Solutions: § Deployed Salesforce to 70 users to meet the individual needs of the chapter, while ensuring information is centrally accessible when a disaster strikes § Partner information is consolidated so that the chapter can work with partners in a more efficient and comprehensive manner – providing training, coordinating disaster response, receiving donations, Results: § Centralized access to information enables the organization to place volunteers and coordinate partner resources at a moments&apos; notice § Insight into historical data and ongoing activities helps the Red Cross effectively plan and focus efforts § Scarce resources are diverted away from managing cumbersome and costly traditional software to building a solution on demand that fits the way the Red Cross works § The organization can now measure the retention rate of volunteers, conversion rate of interested volunteers, and click-through rate data of who’s reading its newsletters http://www.salesforce.com/customers/education-non-profit/american_redcross.jsp
  • § Challenges: Required a CRM solution to track thousands of volunteers and partners § An existing system proved too complex and inflexible to effectively manage internal data on 4,000 volunteers § Myriad criteria —such as the ability to centralized data, reporting capabilities, and customizability drove the decision-making process Solutions: § Deployed Salesforce to 70 users to meet the individual needs of the chapter, while ensuring information is centrally accessible when a disaster strikes § Partner information is consolidated so that the chapter can work with partners in a more efficient and comprehensive manner – providing training, coordinating disaster response, receiving donations, Results: § Centralized access to information enables the organization to place volunteers and coordinate partner resources at a moments&apos; notice § Insight into historical data and ongoing activities helps the Red Cross effectively plan and focus efforts § Scarce resources are diverted away from managing cumbersome and costly traditional software to building a solution on demand that fits the way the Red Cross works § The organization can now measure the retention rate of volunteers, conversion rate of interested volunteers, and click-through rate data of who’s reading its newsletters http://www.salesforce.com/customers/education-non-profit/american_redcross.jsp
  • Challenge Cross-Cultural Solutions staff in 12 countries weren&apos;t technologically connected; their CRM was only accessible locally at the US office The company lacked an efficient system to coordinate volunteer placements Volunteer paperwork was mailed in-country in bulk—only about half of all volunteers&apos; information would arrive in a timely fashion Most volunteers wouldn&apos;t receive their placement prior to arrival in-country The company needed 24/7 access to their CRM to support international volunteers and staff Solution Cross-Cultural Solutions implemented Salesforce for 200 users in 12 countries Salesforce easily managed over 200,000 contacts and 1,000 new leads per week Volunteers received placements in a timely fashion and could prepare for their trip abroad accordingly Results Cross-Cultural Solutions enrolls volunteers at record rates: 4,104 people enrolled in a volunteer program in 2007 The organization works more efficiently and successfully with a united global team Its overall program satisfaction rating by participants is consistently high: in 2007, overall program satisfaction was 97%  
  • Transcript of "The 2.0 Nonprofit June 4, 2008 "

    1. 1. The 2.0 Nonprofit June 4, 2008 <ul><li>Senior Director, Nonprofits and Education </li></ul><ul><li>Salesforce.com </li></ul>Tucker MacLean
    2. 2. Salesforce.com’s Mission: Innovation Driver Software as a Service (SaaS) 21 st Century Platforms Client/Server Late 20 th Century Platforms Mainframe Mid 20 th Century Platforms
    3. 3. The SaaS Model: Multi-Tenant, Subscriptions Subscription Continuous Innovation Economies of Scale Scalability Automatic Upgrades Multi-Tenancy
    4. 4. Why Multi-Tenant? Technology Continues to Evolve to Shared Services Electricity Business Applications Water Software Applications Onsite Generator Well Software
    5. 5. Strong Growth in New Customers Based on publicly available customer and subscriber numbers. Bars represent fiscal quarters. Fiscal Year 2001 2002 2003 2004 2005 2006 2007 2008 41,000+ Paying Customers 1,100,000+ Paying Subscribers January 31, 2008
    6. 6. Our Vision: The World’s First Multi-Application, Multi-Category SaaS Company
    7. 7. Multi-Tenancy Enables Reactive Innovation 25 Major Releases in 8 Years All Customizations and Integrations Upgraded Automatically Spring ‘08: Now Available!
    8. 8. Application Exchange 750+ Apps 36,000 Apps Installed 280,000 Test Drives 355 Total ISVs 24 Japanese ISVs Secure, fast, and easy Pre-integrated apps Find, Trial, Deploy in a few clicks Build on Force.com CRM & Non-CRM Apps
    9. 9. The Most Trusted & Secure Infrastructure Security Visibility SAS 70 Type II SysTrust Certified Network and Physical Security IP Restricted Access Option Flexible Single Sign-On Options
    10. 10. 1/1/1 Model for Strategic Corporate Philanthropy 1% Time 1% Equity 1% Product <ul><li>6 Paid Days Service </li></ul><ul><li>77,000 hours </li></ul><ul><li>Staff in 5 Countries </li></ul><ul><li>First 10 Donated </li></ul><ul><li>3,700 NPOs in 56 countries </li></ul><ul><li>Specialized Apps </li></ul><ul><li>Pre-IPO Shares </li></ul><ul><li>Over $11 million grants </li></ul><ul><li>BizAcademy </li></ul>#7 Top 100 Best Corporate Citizens Business Ethics Magazine Corporate Citizen of the Year Award Committee Encouraging Corporate Philanthropy Excellence in Giving Codie Awards Award for Using IT to Benefit Society Computerworld 2007 World’s Most Ethical Companies Ethisphere
    11. 11. Our Technology: For Nonprofits www.salesforcefoundation.org/product <ul><ul><li>First 10 licenses donated </li></ul></ul><ul><ul><li>Discounted licenses </li></ul></ul><ul><ul><li>Discounted Training </li></ul></ul><ul><ul><li>Nonprofit Apps on AppExchange </li></ul></ul><ul><ul><li>Expert Assistance </li></ul></ul><ul><ul><li>Nonprofit Discussion boards </li></ul></ul><ul><ul><li>Ideas Exchange </li></ul></ul><ul><ul><li>Committed people who understand the nonprofit sector </li></ul></ul>
    12. 12. Case Study: Red Cross of the Bay Area <ul><li>Challenges: </li></ul><ul><ul><li>tracking thousands of volunteers & partners </li></ul></ul><ul><ul><li>existing system too complex to manage data </li></ul></ul><ul><li>Solutions </li></ul><ul><ul><li>70 users accessing central data when disaster strikes </li></ul></ul><ul><ul><li>Partner and volunteer information consolidated </li></ul></ul><ul><li>Results : </li></ul><ul><ul><li>centralized access, historical data will help plan </li></ul></ul><ul><ul><li>coordinate resources at a moments notice </li></ul></ul><ul><ul><li>measure retention rate of volunteers </li></ul></ul>
    13. 13. Case Study: Center for Employment Opportunity <ul><li>Challenges: </li></ul><ul><ul><li>The organization required a total solution for case management, workflow, reporting, and oversight that was customizable and easy to implement. </li></ul></ul><ul><ul><li>Previous system was a database implemented 13 years ago (limited access to data, complex reporting, limited ability to collaborate) </li></ul></ul><ul><ul><li>Solutions </li></ul></ul><ul><ul><li>Worked with NPower to deploy 70 users made up of Case Workers, sales, marketing, mgmt. </li></ul></ul><ul><ul><li>Leveraged add-ons from the appexchange including; </li></ul></ul><ul><ul><ul><li>Timeline to track participant interactions graphically and </li></ul></ul></ul><ul><ul><ul><li>Crystal reports for advanced reporting requirements </li></ul></ul></ul><ul><li>Results : </li></ul><ul><ul><li>streamlined inter-departmental workflow and more accurate data </li></ul></ul><ul><ul><li>The ability to follow the progress of individual program participants helps job developers, job coaches and retention specialists provide better support. </li></ul></ul>
    14. 14. Case Study 2 :Cross Cultural Solutions <ul><li>Challenges: </li></ul><ul><ul><li>staff in 12 countries, not all connected </li></ul></ul><ul><ul><li>lacked efficient system to coordinate volunteers </li></ul></ul><ul><ul><li>snail mail/fax - incomplete and slow turn around </li></ul></ul><ul><li>Solutions </li></ul><ul><ul><li>200 users accessing in 12 countries </li></ul></ul><ul><ul><li>200,000 contacts and 1,000 new leads per week </li></ul></ul><ul><li>Results : </li></ul><ul><ul><li>increased volunteer enrollment </li></ul></ul><ul><ul><li>efficient and united global team </li></ul></ul>
    15. 15. National Assembly member successes “ We have found the services of Navatar Group invaluable at helping us both design and execute our CRM strategy. Navatar has brought structure to a process which, despite high levels of internal capability, would have stayed conceptual without the external support we received.  We have spent less and achieved much more than we anticipated.” - Michael Schreiber, Executive VP, United Way of America   “ Navatar has been with us every step of the way for our salesforce.com initiative. Friendly, dependable, and thorough, Navatar is the sherpa of our implementation summit.” - Pat Pendergast, CRM Project Lead, AARP   “ COA was fortunate to have selected Navatar Group to design our new CRM system and processes. They have impressed us with their knowledge, professionalism & commitment to getting it right on time & on budget.  We have already begun planning the next phase of the project with them.” - Richard Klarberg, President & CEO, Council On Accreditation  
    16. 16. Partners Adopting 1/1/1 Model
    17. 17. Delivering to Nonprofits What They Need Technology To Do Fundraising Success Membership Management Results Tracking and Accountability Community Outreach and Engagement Serve Your Mission
    18. 18. Salesforce.com Our clients Innovation The Fun Stuff Application Services Security Sharing Integration Customization Web Services API Multi-Language Multi-Currency Operations Services Authentication Availability Monitoring Patch Mgmt Upgrades Backup NOC Business Services Ordering Provisioning Licensing Billing Renewal Upgrades Marketing Sales Infrastructure Services App Server Web Server Data Center Disaster Recovery Network Storage OS Database
    19. 19. Your Integrations on Our Service Native ERP Connectors Native Desktop Connectors Integration Middleware Connectors Mash-ups from AppExchange Developer Toolkits 1 Billion API calls per month 18.7 Billion Total API calls - Phuong Tram, CIO
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