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Itirio Non-Profit Excellence

Itirio Non-Profit Excellence



Share the Model - Salesforce.com CRM for Non-Profits

Share the Model - Salesforce.com CRM for Non-Profits



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    Itirio Non-Profit Excellence Itirio Non-Profit Excellence Presentation Transcript

    • Enabling Progress On - Demand Enabling Progress On-Demand “ doing well by doing good”
    • How can this help our organization?
      • Lower costs
      • Eliminates the cost of purchasing on-premise software & hardware
      • Lowers maintenance costs (no reconfiguring or upgrading software/hardware)
      • Lowers electricity costs
      • Better Innovation
      • Redeploy resources on helping your cause, not administration
      • Shorten development time for new applications
      • Focus more on addressing business needs than on building infrastructure
    • How can we use Salesforce.com?
      • Utilize Salesforce.com to increase productivity within your organization. Features include:
        • Donations – track giving, grants, matching & recurring gifts
        • Households – organize contacts, addresses, dates, activity history
        • Volunteers – manage skill-based resources, activities, volunteer time
        • Tasks/activities – organize daily tasks & set reminders for follow-up
      • Other uses:
        • Programs - build custom applications to track progress
        • Reporting – build custom reports and dashboards to measure success and facilitate communication to boards and executive management.
        • On-line database – utilize the platform to replace spreadsheets to more effectively collaborate across teams.
      • Reduce paper-based processes to
        • operate more efficiently
      • Improve automation to
      • increase capacity
      • Enable automated workflow to
      • eliminate redundancy
      • Effectively route approvals to
      • improve productivity
      • Enable continuous improvement to
        • measure success
      Spend Less Time Administering, More Time Serving Lower administration leads to increased productivity of your organization which means that every dollar donated goes farther, does more and has greater impact.
    • New Growth Opportunities
      • The Foundation reaches out to the community and increases the effectiveness of non-profit organizations so they can better achieve their goals.
      • Approximately 5500 non-profits worldwide using Salesforce CRM
      • Strong Satisfaction:
        • 97% Will Continue to Use
        • 96% Would Recommend to Others
        • 84% Have Already Recommended
      • Uses:
        • - Constituent relationship management - Fund-raising efforts - Volunteer opportunities - Program delivery - Recruiting
      • “ Salesforce CRM enables us to be more efficient in managing many aspects of our operation, from contacts and relations management, to tracking and maintaining donor relationships, to managing all correspondence, tasks and events. We’re able to focus on our core mission to advance healthcare resources for people living in rural communities in developing nations.”
      • Gayle King
      • Executive Director
      • Metro Atlanta Neurosurgery Foundation
      Source: Salesforcefoundation.org; http://salesforcefoundation.org/donation Voice of the Non-profit
    • Corporate Responsibility “ Share the Model ” was launched shortly after the inception of Salesforce.com with a vision of giving back to the community. Itirio supports this model and is committed to helping your organization get the most from Salesforce.com How may we help you? Itirio provides consulting services to ensure your non-profit organization realizes the full value of the technology available from Saleforce.com to more effectively serve your cause. Contact us to learn more: foundation@itirio.com