Intro to Salesforce for Nonprofits


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Basic introduction to Salesforce for Nonprofits. Focus on keys to success and implementation. NOT a "techie" presentation. :)

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  • Additional licenses can be purchased from the Foundation(Current cost as of this writing is $360/user license/year)
  • Really tempting to just sign in and start changing things. Take a step back. First step before beginning to use Salesforce, or even deciding whether or not to use Salesforce, you need to define what your organization does and how it does it. This is an integral step in using Salesforce effectively. Without it you won’t get anywhere or will get somewhere where you don’t want to go. This process can help you figure out whether or not you should use Salesforce, it can help you identify inefficiencies in your organization, and can help you structure your database to fit your organizational needs.
  • Intro to Salesforce for Nonprofits

    1. 1. INTRODUCTION TO SALESFORCE Marc Baizman My Computer Guy (617) 329-1868
    2. 2. Presentation Topics• What is this thing called “Salesforce?”• Salesforce Stoppers• Salesforce Success Keys• Some Tough Questions• Getting Started• Business Process Mapping• The all-important “Live Demo”• The AppExchange• The Salesforce Community
    3. 3. What is Salesforce? “the boring version” “ is a web- based Customer Relationship Management (CRM) Application that runs in the cloud.”
    4. 4. Some not-so-ancient history (1999) 1/1/1 Philanthropy Model • 1% volunteer time • 1% of product • 1% of revenuesMarc Benioff, founder
    5. 5. Originally for Salespeople to track deals… “Hello CONTACT. I would like to sell OPPORTUNITIES to your ACCOUNT” Lots of things look “Sales-y” – don’t freak out!
    6. 6. Now…it’s an entire technology platform! And a huge, complicated, beast… which we’ll talk more about shortly.
    7. 7. What do you get when you sign up? + ORG 10 DONATED LICENSESAdditional licenses can be purchased from the Foundation(Current cost as of this writing is $360/user license/year)
    8. 8. What do you get when you sign up? constituent mgmt donation / grants mgmt reports & analyticscampaign / events mgmt custom objects case managementcollaborate with Chatter file sharing / content mgmt workflows & approvals email & activity mgmt 1GB file / 1GB data mobile access (Mobile storage Lite)
    9. 9. Ready to get started?
    10. 10. Marc’s “Salesforce Stoppers” “Our board member told us to get this, he loves it at his office.” “It’s free! That’s all I needed to hear, and all we can afford.” “Our VISTA/New Sector volunteer is really smart. She’ll figure this out! “We need to get this up and running in the next 3 weeks.”
    11. 11. Marc’s “Salesforce Stoppers” “Org Y is using this, so we figured we could too.” “We just got a new staff person, and this is their only project!” “Our data is a total mess.” “I’m still trying to convince our ED to make this switch.”
    12. 12. Marc’s “Salesforce Success Keys” Org has done a needs assessment and determined Salesforce is the best fit. 1 or more staff people with organizational knowledge and technical skills. Time available for administrator to attend training, webinars, and learn Salesforce. Org deeply understands their business processes (more to come on process).
    13. 13. Marc’s “Salesforce Success Keys” Realistic timeline (from 2-3 months to 2+ yrs!) Executive support for a change of this magnitude. If hiring a vendor, defined budget range and scope. Time allocated for all-staff training, system maintenance, data cleansing. Org understands this is not a “technology project” but a “change management project!”
    14. 14. “free like a puppy”time + skillAND/ORmoney =SUCCESS
    15. 15. Ask yourself some tough questions…
    16. 16. What are your organizational goals?• Increase total amount donated by 25% for FY2012• Decrease case resolution time by 30 minutes/case in the next 6 mos.SMART = Specific, Measureable, Achievable, Realistic, Time-based
    17. 17. What are pain points with the current system?
    18. 18. Have you assessed and prioritized needs?
    19. 19. What Business Processes are youplanning to track? Now? Later? Development Q1 FY13 Marketing Program Q2 FY14 CRM
    20. 20. What questions will the system help youanswer?
    21. 21. What Reports do you need to generate?
    22. 22. How much data can you realistically get?
    23. 23. Have you looked at ALL the availablesolutions, or are you just picking the free one?
    24. 24. Do you have staff time and/orbudget dedicated to successfullyimplementing AND maintaining a system like this?
    25. 25. Okay, NOW are youready to get started?
    26. 26.
    27. 27. Two choices when you sign up…Nonprofit Starter Pack Enterprise Edition(NPSP) (EE)Pre-customized for: “Vanilla” version, no• donations pre-customizations• grants• memberships• households
    28. 28. Okay, where do you go from here?
    29. 29. Organizational Process Mapping It’s for everyone! Flow Charts Swim Lanes
    30. 30. Process Mapping Tools
    31. 31. REAL LIVE DEMO!
    32. 32. AppExchange: the App Store for SF
    33. 33. These are a few of my favorite…apps!
    34. 34. Join the Salesforce Community!• Salesforce Foundation Nonprofit Starter Pack• Nonprofit Starter Pack Support!forum/nonprofit-starter-pack-users• Boston Nonprofit Salesforce User• Nonprofit Salesforce Practioners Google Group: general Salesforce for nonprofits• Salesforce Community Group (Answers and Ideas)
    35. 35. Good luck with your Salesforce journey!