Plone-Salesforce Integration Presentation for Salesforce Foundation Partners

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ifPeople's presentation of Plone-salesforce.com integration for partners of the Salesforce.com Foundation

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Plone-Salesforce Integration Presentation for Salesforce Foundation Partners

  1. 1. Plone-Salesforce Integration Christopher Johnson cjj@ifpeople.net 678 608 3408 www.ifpeople.net
  2. 2. What is ifPeople? • Social Enterprise • Partnership-Based • Strategy Centered
  3. 3. Our Principle: Cutting-edge technology should be used to better serve the companies and organizations that better serve the world. Good Tech + Good Strategy = Success
  4. 4. Our Clients: Nonprofits | Green Businesses | Education Social Enterprises | Small Businesses Our Services: Strategic Consulting | Online Marketing Development: CMS (Plone) | CRM (SFDC) Training | Support
  5. 5. • User-Friendly • Open Source • International Community • Extensive functionality • Customizable
  6. 6.  How do I get information I collect to where I want to manage it?  How do I collect more information from my website?  I don't want to duplicate it all!
  7. 7. Van Jones Click to edit Master subtitle style
  8. 8. All requests come in through a form • Built in Plone • Easy to edit • Dumps directly to Salesforce
  9. 9. Request dashboard in Salesforce
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  26. 26. Demo #3: E-Commerce Integration
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  28. 28. Goal: Grow online revenue • Make the giving process easier • Make tracking and reporting on giving easier • Reduce technical staff costs of data management
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  30. 30. Shopping cart and additional donations
  31. 31. Checkout = Valuable Information
  32. 32. User data 04/23/09
  33. 33. data order payment 04/23/09
  34. 34. data order payment  contact  opportunity 04/23/09  donation details
  35. 35. Contact record with donation
  36. 36. Donation details include products
  37. 37. All web donations roll up to campaign report
  38. 38. • Web-to-x Forms • E-commerce • Events RSVP • Data from salesforce.com shown/interactive in Plone • Login authentication via salesforce.com
  39. 39. Utilizing the Solution Website Approach: Creating Website: “Bolt On” Open Source For simple sites DIY route Website Relaunch Utilize Consultant Most powerful Help with design, products, and training

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