Salesforce Foundation Implementation Support - 5 Steps to Success
www.salesforcefoundation.org/intl@tetsuwandrewDrew SmithProduct Program Manager, Asia Pacific5 Steps to ImplementationHelping Nonprofit Implementation Success on Salesforce
How Do You Prepare For Success?1 2 3 4 5ChooseYourImplementationPathMapBusinessObjectivesCreateYourRolloutPlanDefineYourVisionIdentifyKeyContacts
Partners Self Implement121. Choose Your Implementation Path
• Fast time to value• Track record of success• High customer satisfaction scores• Ability to scale• Industry/product expertise• Local presenceWhy Choose A Partner?Where can I find a partner?Nonprofit Certified Partners Ask Drew Smith atthe Foundation!
Strong in-house expertiseSmall deployment / low complexityLack of budgetGetting StartedImplementationGuideGettingStartedWorkbookFREE OnlineWebinarsPremierSupport Plansand Face-to-Face TrainingPremier Support and Face-to-Face Training is Discounted for NonprofitsContact Drew Smith for PricingWhy Self Implement?
Articulates the value Encourages adoption Communicates the strategyExecutive Sponsor Business process expert Ability to configure Salesforce Train and support end usersSystem Administrator2. Identify Key Contacts
“To provide ourorganisation withindustry-leadingcapability to maximizefundraising andproductivity, acceleratedonations, and worksmarter.”ClearpurposeAlign on acommon goal3. Define Your Vision
Goal:Increase DonationsObjectives:Acquire new donors andbetter manage andmarket to existing donorsCapabilities:Capture Web leadsTrack campaigneffectivenessManage the programspendClick here to download our Free Dashboards!Salesforce CRM Dashboards4. Map Business Objectives
LimitedFunctionalityBusinessImpactLowHighExtensiveContactManagementReporting & TaskManagementCustomer ServiceVolunteerManagementCampaignManagementLead TrackingDonation andGrantsManagementAccountingIntegration5. Create Your Rollout Plan