Welcome To The Real Time Cloud   Salesforce Foundation Final Baseline 2k3
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Welcome To The Real Time Cloud Salesforce Foundation Final Baseline 2k3

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  • Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company's Third Sector Group & The Salesforce.com Foundation
  • Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company's Third Sector Group & The Salesforce.com Foundation
  • Shift started with CRM applications ten years ago Now, many other applications are now in the cloud: HR, desktop & productivity, finance, supply chain, etc. You can run your business in the cloud Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company's Third Sector Group & The Salesforce.com Foundation
  • Salesforce serves small, medium, and large sized companies Small companies benefit with access to enterprise apps and infrastructure that they might not be able to afford - Large companies benefit with the innovation, rapid scalability, and rapid deployment of people and apps in the cloud Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company's Third Sector Group & The Salesforce.com Foundation
  • Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company's Third Sector Group & The Salesforce.com Foundation
  • Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company's Third Sector Group & The Salesforce.com Foundation
  • Salesforce has also received recognition as being a leader for strategic corporate philanthropy Our 1/1/1 program means we donate 1% of equity, time, and product to philanthropic causes - [tell a personal story] Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company's Third Sector Group & The Salesforce.com Foundation
  • Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company's Third Sector Group & The Salesforce.com Foundation
  • Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company's Third Sector Group & The Salesforce.com Foundation
  • Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company's Third Sector Group & The Salesforce.com Foundation
  • The World’s most complete sales application Accounts & Contacts – one central repository for all customer information – 360 degree view Leads & Campaigns – generate more business and align marketing and sales Opportunities & Deals – track all deal activities and accelerate sales cycles Forecasting & Analytics – Offer real time visibility into performance Approvals & Workflow – automate your business, reduce administration, and keep deals moving quickly Email & Productivity – seamless integration between the apps you use most often Content Library – central repository to manage all presentations, collateral, and documents Genius – iTunes recommends songs, Amazon recommends books, Salesforce tells you how to close more deals Partners – revolutionary technology that makes selling with your partners as coordinated as your direct sales team AppExchange – extend your sales success with easy to deploy apps and components built by salesforce labs and our customers and partners Access the Sales Cloud from anywhere – any browser, desktop, laptop, or mobile device. Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company's Third Sector Group & The Salesforce.com Foundation
  • The service cloud is a new approach for modern customer service It connects traditional channels, like phone, email, and chat… With new channels that today’s customers use more and more: Web service, partners, web search, and social networks And it all runs on a single cloud computing platform that ties every thing together So now you can join every conversation that your customers are having Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company's Third Sector Group & The Salesforce.com Foundation
  • We have delivered these key elements for customizing the Sales Cloud, the Service Cloud or building your own custom apps. Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company's Third Sector Group & The Salesforce.com Foundation
  • We have delivered these key elements for customizing the Sales Cloud, the Service Cloud or building your own custom apps. Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company's Third Sector Group & The Salesforce.com Foundation
  • Let’s take a look at our cloud infrastructure. Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company's Third Sector Group & The Salesforce.com Foundation
  • Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company's Third Sector Group & The Salesforce.com Foundation
  • Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company's Third Sector Group & The Salesforce.com Foundation
  • Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company's Third Sector Group & The Salesforce.com Foundation
  • Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company's Third Sector Group & The Salesforce.com Foundation
  • Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company's Third Sector Group & The Salesforce.com Foundation
  • Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company's Third Sector Group & The Salesforce.com Foundation
  • Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company's Third Sector Group & The Salesforce.com Foundation
  • Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company's Third Sector Group & The Salesforce.com Foundation
  • Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company's Third Sector Group & The Salesforce.com Foundation
  • Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company's Third Sector Group & The Salesforce.com Foundation
  • Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company's Third Sector Group & The Salesforce.com Foundation
  • Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company's Third Sector Group & The Salesforce.com Foundation
  • Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company's Third Sector Group & The Salesforce.com Foundation
  • Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company's Third Sector Group & The Salesforce.com Foundation
  • Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company's Third Sector Group & The Salesforce.com Foundation
  • Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company's Third Sector Group & The Salesforce.com Foundation
  • Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company's Third Sector Group & The Salesforce.com Foundation
  • Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company's Third Sector Group & The Salesforce.com Foundation

Transcript

  • 1. Welcome to the Real-Time Cloud for Higher Education Enrique A. Ortiz-Mundo, MS President/Co-Founder The Value Management Company
  • 2. What does every Non-Profit Want Today? Demonstrate Cost Effective Social Impact Minimize Risk in Unpredictable Times Deepen Constituent Relationships The Tools and Technology To Achieve Change
  • 3. Applications and Platforms Moving to the Cloud Today Cloud Computing Applications 1960’s Mainframe 1980’s Client/server
  • 4. The Cloud Serves Organizations of Every Size 63,000+ Paying Customers 7,000+ Non Profit Organizations ENTERPRISE MID-MARKET SMALL BUSINESS
  • 5. Nonprofits Use the Same Force.com Platform as Business
  • 6. First Cloud Company to Exceed: FY2005 FY2006 FY2007 FY2008 FY2009 Quarterly Revenue ($M) Annual Revenue Revenue through fiscal quarter ended 1/31/09 $1.4 Billion + 35 41 46 55 64 72 83 91 105 118 130 144 162 177 192 217 248 263 276 290 305 FY2010
  • 7. 1/1/1 Model for Strategic Corporate Philanthropy
  • 8. 1/1/1 Model for Strategic Corporate Philanthropy
  • 9. Partners Are Sharing Salesforce Model to Serve You
  • 10. Manage All Your Constituent and Org Information Donor Management Integrated Content Library Forecasting & Analytics Donations Leads & Campaigns Client Support Partners Ideas Social Events Non-Profit Starter Pack
  • 11.
    • Centralized and 360 ° view of donors and constituents in one place
    • Manage multi-channel campaigns and manage events effectively
    • Track donations and activity history
    • Maximize donations forecast
    • Deliver the right message with the latest content
    • Work more effectively with other non-profits and organizations
    The World’s Most Complete Sales Application Donor Management Integrated Content Library AppExchange Email & Productivity Real-Time Approvals & Workflow Partners Events Forecasting & Analytics Donations Leads & Campaigns
  • 12. Service Cloud Manager Email Social Join the Conversation! Chat Customer Portal Ideas
    • Complete Case Management
    • Capture every donor and customer inquiry in real time
    • Maximize social impact ; Serves customer 24/7
    • Source donors and constituents ideas ; Build an online community and let them vote on ideas
    • Driver better service and increase efficiencies working with other organizations
    • Capture customer conversations and knowledge
    Client Support Search Partners
  • 13. The Sky is the Limit When You are in the Cloud! Economic Development Human Services Health Services Citizen Ideas Collaboration Between Orgs Volunteer Management Health Record School Management Evacuee Management Housing Employment Opportunities Family Services
  • 14. The Fastest Way to Build Custom Cloud Apps
    • Easy, real-time customization
    • Maximize user productivity with the right user interface
    • Fast Application development without the cost of infrastructure
    • Automated business rules
    • Increase the speed of real time websites development
    • Write once, run everywhere - real-time mobile deployment
    • Share the best content across the organizations
    • Real-time visibility with easy to create reports
    • Flexible data sharing rules and granular real-time security model
    Unlimited Real-Time Customization Granular Security & Sharing Programmable Cloud Logic Real-Time Workflow & Approvals Programmable User Interface Real-Time Mobile Deployment Real-Time Analytics AppExchange Integrated Content Library Real-Time Web Sites
  • 15. World’s First Real-Time Cloud
    • ISO 27001, SSL Encryption, SAS70 II Type, Systrust
    • Application, Network, and Facility Security ; >99.9% Proven Reliability
    • Fast deployment, proven real-time scalability
    • Fast data access with massive scale and multiple dimensions
    • Confidence, transparency, and trust ; Real-time upgrades
    • Proven real-time integration with other systems…connect the clouds
    • Eliminate risk in deployment with sandbox environments
    • Real-time data exchange between organizations
    • 3 Graphically dispersed, mirrored data centers, seamless disaster recovery no single points of failure
    3 Global Data Centers & Disaster Recovery Real-Time Upgrades ISO 27001 Certified Security Real-Time Sandbox Environment Salesforce to Salesforce Real-Time Transparent System Status Real-Time Query Optimizer Proven Reliability Proven Real-Time Scalability Proven Real-Time Integration
  • 16. We do this to make change Better Data Management More Efficient Operational Processes More Visibility into Towards Program Goals Defined Social Impact
  • 17. We Do This to Make Change – Case Studies
  • 18. We Do This to Make Change – Case Studies
  • 19. Every day, hundreds of nonprofits participate to answer questions, suggest ideas, and contribute to our community. Join….
  • 20.  
  • 21. The Program The Steps
  • 22. Overview of the Product Donation Process
    • By offering nonprofits 10 donated
    • licenses—and deep discounts on
    • additional licenses—the
    • Salesforce.com Foundation is
    • revolutionizing the ability of social
    • change organizations to achieve their missions.
    • Want to learn more about the program?
      • Watch the 7-minute  program introduction  to find out how Salesforce.com can work for your organization.
    • Please visit: http://www.salesforcefoundation.org/products/donation
  • 23. The Product Donation Process
    • See if you're eligible.  Find out if your organization is eligible to apply for this program.
    • Sign up for and attend the weekly webinar . Learn how our program works, get answers to all your questions and watch a demo.
    • Select a configuration . Find out which configuration will best meet your organization’s needs.
    • Sign up for a free trial.  Try Salesforce.com for 30 days to make sure it's a good fit for your organization.
    • Start your application process . You must do steps 1–4 before you start the application process
  • 24. Is Your Organization Eligible?
    • It is important that you visit the site to verify your organization eligibility
  • 25. Sign Up For and Attend a Webinar
  • 26. Select the Configuration
    • It is important that before selecting the configuration get advise from The Value Management Company to select the best fit for your organization.
    • Then sign up for the free trial!
  • 27. Sign Up for the Free Trial
  • 28. Apply for Product Donation
    • Contact Information
    • Organization Information
    • Nonprofit Industry
    • Organization ID of the trial
    • Date you attended to the weekly Webinar
    • Organization’s Mission
    • How do you see salesforce.com helping further your mission
    • Nonprofit documentation that proves that you are eligible
  • 29. Implementation Services Achieve Salesforce for Non-Profit success with the Value Management Company NPO Services
  • 30. ValorRapido Implementation Services Overview
    • Soluciones ValorRapido
    • Paquetes subsidiados para implementación de la herramienta en muy corto tiempo.  The Value Management Company ofrece 5 opciones de implementación Llave en mano, en conjunto con un menú de opciones adicionales de extensión para apoyar sus necesidades o soluciones completamente adaptables para apoyar sus requerimientos mas complejos. 
    • Supuestos:
    • Para poder ser exitoso en el camino al éxito en la nube mientras mantenemos los tiempos y costos arriba mencionados, abajo presentamos varios supuestos que debe ser cumplidos.  Si el alcance de trabajo cae fuera de estos supuestos, usted tiene la oportunidad de contratar servicios complementarios a un costo adicional. 
    • Migración de Datos:
    • El numero total de registros a ser migrados no debe exceder 7,500 a través de todos los objetos
    • Organización proveerá los datos para importación a Value Management en el formato especificado.  Value Management no realizara extracciones, formato y/o limpieza o depuración de datos a ser importados. 
    • Configuración:
    • campos personalizados ("custom") no pueden exceder de 10 por objeto.
    • el total de usuario no debe exceder 25 usuarios*
    • entidad debe proveer el apoyo necesario y accesos a sus recursos para lograr la implementación de forma puntual
    • las funcionalidades de salesforce CRM a ser implementadas se definen en el taller de descubrimiento básico como las prioridades según el tiempo de implementación y se limitan a un numero de funcionalidades según el paquete seleccionado por usted. (para ValorExpandido y ValorCompleto usted escoje 2 areas de procesos primarios
  • 31. Implementation Options – ValorRapido (<4semanas)
    • ValorExperto 1 Dia — $980
    • Taller de Descubrimiento Básico Discovery (Revisión de Procesos)
    • Diseño General Funcional - Mapa de Adopción Recomendado
    • Recursos: 1 Consultor Funcional dedicado
    • Duración: 2 días
    • ValorEsencial — $10,080
    • Inicio de Proyecto & Taller de Descubrimiento Básico Discovery (Revisión de Procesos)
    • Diseño Funcional y de Datos
    • Construcción (Configuración)
    • Pruebas/Aseguramiento de Calidad u capacitación de salesforce basada en casos de uso
    • Recursos: 1 Consultor Funcional dedicado
    • Duración: 2-3 semanas calendario
    • ValorCreciente (sin importación de datos) — $13,790
    • Inicio de Proyecto & Taller de Descubrimiento Básico Discovery (Revisión de Procesos)
    • Diseño Funcional y de Datos
    • Construcción (Configuración)
    • Pruebas/Aseguramiento de Calidad u capacitación de salesforce basada en casos de uso
    • Recursos: 1 Consultor Funcional dedicado
    • 1 Arquitecto de Datos a tiempo parcial
    • Duración: 3-4 semanas calendario
    • ValorCreciente (con importación de datos) — $16,800
    • Inicio de Proyecto & Taller de Descubrimiento Básico Discovery (Revisión de Procesos)
    • Diseño Funcional y de Datos
    • Construcción (Configuración)
    • Mapa y Migración de Datos
    • - Cuentas & Contactos
    • Pruebas/Aseguramiento de Calidad u capacitación de salesforce basada en casos de uso
    • Recursos: 1 Consultor Funcional dedicado
    • 1 Arquitecto de Datos a tiempo parcial
    • Duración: 3-5 semanas calendario
  • 32. Implementation Options – ValorRapido (>4semanas)
    • ValorExpandido — $21,000
    • Inicio de Proyecto & Taller de Descubrimiento Básico Discovery (Revisión de Procesos)
    • Diseño Funcional y de Datos
    • Construcción (Configuración)
    • Mapa y Migración de Datos
    • - Prospectos
    • - Cuentas & Contactos
    • Pruebas/Aseguramiento de Calidad u capacitación de salesforce basada en casos de uso
    • Recursos: 1 Consultor Funcional dedicado
    • 1 Arquitecto de Datos a tiempo parcial
    • Duración: 4-6 semanas calendario
    • ValorCompleto — $26,950
    • Inicio de Proyecto & Taller de Descubrimiento Básico Discovery (Revisión de Procesos)
    • Diseño Funcional y de Datos
    • Construcción (Configuración)
    • Mapa y Migración de Datos
    • - Prospectos
    • - Cuentas & Contactos
    • - Donaciones
    • Pruebas/Aseguramiento de Calidad u capacitación de salesforce basada en casos de uso
    • Recursos: 1 Consultor Funcional dedicado
    • 1 Arquitecto de Datos a tiempo parcial
    • Duración: 6-8 semanas calendario
  • 33. NPO Starter Pack Business Process Area Selector Functionality The Nonprofit Starter Pack attempts to support a number of business process that Nonprofits need to handle in their CRM. It is broken into individual packages to address each of the key processes: Nonprofit Starter Pack Contacts And Organizations Supports the tracking of individuals as well as organizations Nonprofit Starter Pack Households Makes it easy to group people living in the same household Nonprofit Starter Pack Recurring Donations Allows for tracking donations pledged over time Nonprofit Starter Pack Relationships Allows for the tracking of key relationships between individuals Nonprofit Starter Pack Affiliations Tracks relationships between individuals and organizations