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Connecting Plone CMS and Salesforce.com CRM Webinar
 

Connecting Plone CMS and Salesforce.com CRM Webinar

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ifPeople's demo of the power of integration the Plone (open source) Content Management System with with Salesforce CRM to create an engagement management platform. Contact info@ifpeople.net for help ...

ifPeople's demo of the power of integration the Plone (open source) Content Management System with with Salesforce CRM to create an engagement management platform. Contact info@ifpeople.net for help in setting up your itnegrated CMS-CRM.

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    Connecting Plone CMS and Salesforce.com CRM Webinar Connecting Plone CMS and Salesforce.com CRM Webinar Presentation Transcript

    • Integrating CMS & Salesforce Christopher Johnson cjj@ifpeople.net 678 608 3408 www.ifpeople.net
    • What is ifPeople? • Social Enterprise • Partnership-Based • Strategy Centered
    • We help our clients use tech to nurture effective, long-term relationships with stakeholders. Click to edit Master subtitle style
    • How? With Integrated Systems
    • You might use Plone &/or Salesforce. links But before we begin, let's review...
    • • Content Management System • User-Friendly • Open Source • International Community links • Extensive functionality • Customizable
    • • Customer Relationship Management • Free to nonprofits • 80% off for green businesses • links Functional, customizable, adaptable • Plays well with Plone
    • The Problem Managing multiple and complex relationships is hard! Different (and same) data in many places Data collected from several sources Duplication frequent
    • The Solution • Web-to-x Forms • Events RSVP • E-commerce • Data from salesforce.com shown/interactive in Plone • Login authentication
    • PART I Sending Information from Plone to Salesforce
    • Online Forms links
    • Van Jones Click to edit Master subtitle style
    • Requests come in through form Built in Plone Easy to edit Dumps directly to Salesforce
    • Request dashboard in Salesforce
    • Form Creation Click to edit Master subtitle style
    • Form Creation Click to edit Master subtitle style
    • Form Creation Click to edit Master subtitle style
    • Form Creation Click to edit Master subtitle style
    • Form Creation Click to edit Master subtitle style
    • Form Creation Click to edit Master subtitle style
    • Form Creation Click to edit Master subtitle style
    • Form Creation Click to edit Master subtitle style
    • Form Creation Click to edit Master subtitle style
    • Form Creation Click to edit Master subtitle style
    • Form Creation Click to edit Master subtitle style
    • Form Creation Click to edit Master subtitle style
    • Form Creation Click to edit Master subtitle style
    • Form Creation Click to edit Master subtitle style
    • Form Creation Click to edit Master subtitle style
    • Form Creation Click to edit Master subtitle style
    • Event RSVPs links
    • Create campaign in Salesforce
    • Create campaign in Salesforce
    • Allow RSVPs in Plone event
    • Allow RSVPs in Plone event
    • Allow RSVPs in Plone event
    • Allow RSVPs in Plone event
    • Allow RSVPs in Plone event
    • Registration form
    • Registration form
    • Campaign members in Salesforce
    • E-commerce links
    • Client: Trees for Life Click to edit Master subtitle style
    • Goal: Grow online revenue Make the giving process easier Make tracking and reporting on giving easier Reduce technical staff, costs of data management
    • Online catalogue Click to edit Master subtitle style
    • Shopping cart & additional donations
    • Checkout
    • User data 04/23/09
    • user data 04/23/09
    • user data order payment 04/23/09
    • user data order payment  contact  opportunity  donation details 04/23/09
    • user data order payment  contact  opportunity  donation details 04/23/09
    • Contact record with donation
    • Donation details
    • Web donations create campaign reports
    • PART II Making Salesforce Data Interactive in Plone
    • Interacting with Data from Salesforce Fancy front-end All business in back Plone website links presents data stored in Salesforce.com
    • The Basics: SF Queries
    • Add a SalesforceQuery links
    • Tell query what SF data you want shown links
    • Salesforce data appears in Plone links
    • Member Portal links
    • NCTC Click to edit Master subtitle style 6/14/09
    • Newsletter sign up requires registration Click to edit Master subtitle style 6/14/09
    • User registration Click to edit Master subtitle style 6/14/09
    • User Now Has a Contact in Salesforce Click to edit Master subtitle style 6/14/09
    • Class registration when logged in Click to edit Master subtitle style 6/14/09
    • Registered for class Click to edit Master subtitle style 6/14/09
    • Class registration in Salesforce Click to edit Master subtitle style 6/14/09
    • Pay for the class Click to edit Master subtitle style 6/14/09
    • Enter buyer information Click to edit Master subtitle style 6/14/09
    • Enter payment information Click to edit Master subtitle style 6/14/09
    • Payment is made Click to edit Master subtitle style 6/14/09
    • Payment recorded in Salesforce Click to edit Master subtitle style 6/14/09
    • New or Renewing Affiliate Screen
    • Existing Affiliate's Info Loaded
    • Payment From Same Form
    • Confirmation Screen
    • Record Status Updated in Salesforce
    • Payment Recorded
    • Online Directory
    • Client: Oregon Environmental Council
    • Find providers on Google map .
    • New providers request certification packet
    • Provider info flows into Salesforce
    • Volunteer Management
    • Client: Center for Economic Progress
    • Register or Login
    • Registration Page 1
    • Registration Form Creates Plone User
    • Registration Creates Contact...
    • ...and Volunteer Information
    • And Volunteer Gets Email Confirmation
    • Sign Up for Training Sessions
    • Registration Recorded
    • Status Updated in Salesforce
    • Volunteer Selects Location to Work
    • Volunteer Selects Location to Work
    • Site Capacity Updated For Shift
    • Volunteer Dashboard
    • Volunteer Management • Registration • Secure Login • Training Sign Up • Hours Logging • Site Managers Request Supplies/Help • Site Managers Approve Hours • Site Manager Gets Schedule • Site Manager Contacts Volunteers
    • Site Manager Dashboard
    • Site Manager Approves Hours
    • Site Manager Gets Volunteer Schedule
    • Site Manager Gets Volunteer Schedule
    • Skill Levels Easy • Web-to-x Forms • Events RSVP • E-commerce • Data from salesforce.com shown/interactive in Plone Hard • Login authentication
    • Salesforce Service Levels Less Features More Features
    • Tools You Need Salesforce Integration: Plone Products: SalesforceBaseConnector PloneFormGen Connects Plone site to Point-and-click form SFDC via API login creation tool Specific Products PloneGetPaid RSVP, SFDC PFG Adapter, E-commerce engine for getpaid.SalesforceOrderRec Plone order
    • Learn More www.ifpeople.net snurl.com/plone-sfdc cjj@ifpeople.net | 678.608.3408 + Product Documentation: snurl.com/plonesfdoc Plone-Salesforce Mailing List: snurl.com/plonesflist