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Salesforce Foundation New Customer Getting Started


More than 18,000 nonprofit and education institutions globally are transforming their organisations using Salesforce CRM …

More than 18,000 nonprofit and education institutions globally are transforming their organisations using Salesforce CRM

Through the Power of Us Product Donation & Discount Program, nonprofit organisations can get access to products and resources to help expand our collective impact.

Head to our FREE Webinars page to register for this Webinar:


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  • 1. SmithProduct Program Manager, Asia PacificAccelerate Your MissionBecome a Customer Company with Salesforce
  • 2. Salesforce FoundationEmpowering Social Change
  • 3. #1 in Cloud Computing and Customer RelationshipManagement#1Sales, Service,MarketingCloudComputingInnovation2011, 2012
  • 4. 1%Time • Equity • Product445,000+Hours Service18,000Non-profitorganizations$40 M+Grants
  • 5. discountYOUPurchaseadditionallicensesProceedsgo backinto theFoundationWe give tomorenonprofits%cycle ofsustainability
  • 6. Why is Salesforce ForNonprofits?
  • 7. Sound Familiar?ManualProcessesDisconnectedSystemsSpreadsheetsConnectedProgramsConnectedPartnersConnectedCustomersConnectedEmployees
  • 8. Benefits of Multi-Tenant Cloud ComputingFast Easy Open Flexible TrustedNo HardwareNo SoftwareAutomatic UpgradesScalableAny DeviceData PortabilityTransparencyReal-time StatusApp MarketplaceExtensibleEnterpriseCloud Computing
  • 9. Foundation Donation and Discounted Sales Program:Power of Us• 10 Foundation Enterprise Edition licenses donated• Deep discounts on additional licenses and/or servicesfrom• Discounts on Training, Events, Apps and participatingPartner implementations• Access to nonprofit user groups and free webinars
  • 10. World’s #1 Sales ApplicationWork Smarter to grow your business
  • 11. Let’s Take a Look
  • 12. Seven Questions To Become a Customer Company:How do you sell asa team?How do you servicedonorseverywhere?How do you createdonor, partner, andemployeecommunities?How do you connectyour programs?How do you scale?How do you listento every Donor?How do youengage on everychannel?5 634 712ConnectedPrograms
  • 13. ACRF Engages More EffectivelyCapturing more donor data in an organised manner lead to an accurate analysis oftrends, in turn building more effective and tailored information for donorsCustomised dashboards helped manage project KPIs and ensure effective ROI onprogramsPlatform flexibility enabled the creation of a custom events tab over 1 weekend andused to manage event invitationsWe can see what’s coming in, whichprograms are working best and where toallocate funds.- Deborah Warner, Database & Fundraising Coordinator
  • 14. Diabetes Australia Connects ProgramsFundraising and Member Services staff working on 17 databases were moved toone on salesforceOver 1 million contacts are now serviced as one supporting more effectivefundraising and service support initiativesCase tracking improved significantly along with a 25% increase in revenueWe now have a 360 degree view of animportant part of our organisation – ourmembers and support base.- Lalith Abeysena, CFO
  • 15. CompleteInsightIncrease TeamProductivityTrack YourDonorsCaptureOpportunities
  • 16. 4x Key Challenges NonprofitsFace When Getting Started
  • 17. 1. We didn’t know what we were getting into in terms oftime, budget, or complexityA Must For New Customers – Our Readiness Survey2. We didn’t know how or where to startStep 1 - Planning Your ImplementationStep 2 - 30 Day Free TrialStep 3 - Check Everything is in Order Including Eligibility DocumentationStep 4 - Apply for the DonationConsulting Partner: How to Choose a Salesforce Consulting PartnerSalesforce Apps: Questions to Ask When Choosing a Salesforce App
  • 18. Salesforce Getting Started Information: Getting Started SeriesWebinars: Enlightenment Series Webinars3. Data migration and ongoing data managementData Migration Assistance: Thinking About Data Migration and Integrity4. Training and AdoptionBuilding Aptitude: Building You Salesforce AptitudeWebinars: Enlightenment Series WebinarsPremier Support Plan: Premier Support Details
  • 19. Training and Premier Support PlansDiscountedTrainingUp to 75% offFace-FaceClassesWhat: HereDiscountedSupportPlansUp to 50% offPremierSupport PlansWhat: HereTo know more email Drew Smith directly