Salesforce Foundation Donation Program Information Package


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An information package for Nonprofit customers in APAC who are considering planning, evaluating, trialing and applying for the Foundation 10 x CRM Licenses Donation.

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Salesforce Foundation Donation Program Information Package

  1. 1. SmithProduct Program Manager, Asia PacificJoin Our Program for ChangeConnect With Your Supporters In A Whole New Way
  2. 2. discountYOUPurchaseadditionallicensesProceedsgo backinto theFoundationWe give tomorenonprofits%cycle ofsustainability
  3. 3. 1%Time • Equity • Product445,000+Hours Service18,000Non-profitorganizations$40 M+Grants
  4. 4. ACRF Engages More EffectivelyCapturing more donor data in an organised manner lead to an accurate analysis oftrends, in turn building more effective and tailored information for donorsCustomised dashboards helped manage project KPIs and ensure effective ROI onprogramsPlatform flexibility enabled the creation of a custom events tab over 1 weekend andused to manage event invitationsWe can see what’s coming in, whichprograms are working best and where toallocate funds.- Deborah Warner, Database & Fundraising Coordinator
  5. 5. Edgar’s Mission Farm Sanctuary Helps SaveAnimalsWe’ll let them tell you about it themselves via their video:
  6. 6. Foundation Donation: Power of Us• 10 Foundation Enterprise Edition licenses at no cost• Deep discounts on additional licenses and/or servicesfrom• Discounts on Training, Events, Apps and participatingPartner implementations• Access to nonprofit user groups and free webinars
  7. 7. Some Basic TranslationsLeadsClientProspectsDonorsProspectsContactsAllIndividualsDonors Volunteers ClientsAccounts Organisations Foundations Corporations PartnersOpportunitiesDonationsMembershipsClasses TransactionsCampaigns Events FundraisingVolunteerManagementOutreachPrograms
  8. 8. Taking a Closer Look: Salesforce CRMConstituent Management: Get a complete picture of your donors, volunteers, clients andother constituents in one placeDonation and Membership Management: Manage the donation cycle from pledge topayment including individual donations and standardise the processVolunteer and Recruitment Management: Efficiently recruit, track, and managevolunteers with Salesforce. Recruit volunteers; track volunteer skills, qualifications andtrainings; schedule and track volunteer events and shiftsTeam Collaboration: Connect to your whole organisation and leverage expertise, smarterinformation sharing, real-time updates and it’s all available on the mobile alsoMobile Workforce: Log calls, respond to donors and volunteers, access vital informationand history anywhere, anytimeCampaigns and Marketing: Manage and track campaigns across all channels. Withreporting you track true ROI and choose where to invest on your next activityScalable: Need to do more? Download apps from our AppExchange, develop yourself orhave a Partner assist to create automation unique to your organisation
  9. 9. Next Steps and Resources
  10. 10. Join Our Program for Change1 2 3 4Plan YourImplementationApply for theDonation!Check YourEligibility andResourcesTake Out a 30-Day Trial
  11. 11. Step 1: Planning Your ImplementationDocument a clear idea of what you want to achieve with your SalesforceCRMSpend some time determining how you want your organisation to work andtranslate those ideas into processes and or workflows you’d like to see insalesforce.Workbook: Getting Started WorkbookDecide on Key People and Implementation PlanYou require a champion:- Take the time to consider how your key person will be trained up and skilled tochampion the use of salesforce internally.Help Resources: Getting Started Resources for NonprofitsExecutive and/or Board buy-in and supportEnsure that you have the full support of the Board and Management Team toensure elements such as budget, scope and adoption.
  12. 12. Step 2: 30 Day Free TrialWho Should Use This?Organisation who want to trackindividual donors out-of-the-boxOrganisations who want completecontrol over their customisationWhats the Difference?Enterprise Edition + FREE NonprofitStater Pack (NPSP)Native Enterprise EditionFREE 30-Day TrialPre-configured for DonorManagement“Clean” Slate
  13. 13. Step 3: Check Everything is in Order IncludingEligibility Documentationa.• Have an Active Trial Organisation ID• Please contact me directly if you need to extend your trial:drew.smith@salesforce.comb.• Identify a member of staff to be the named SystemAdministrator• Secure authorisation from your Board and/or ManagementTeamc.• Have your TAX ID and Charity ID numbers ready• Prepare the required documentation to confirm eligibility:
  14. 14. Step 4: Apply for the Donation24-48hr Turnaround on Applications
  15. 15. Where to Visit Next: Your Email Package ContentPre-Donation• NonprofitDonationInformationPackageNewApplicant• Nonprofit 5 Stepsto ImplementationSuccess• Find a NonprofitCertified Partnerto Help on yourImplementationTraining &Support• Email Drew Smithfor NonprofitdiscountedTraining/Support• Join our GettingStarted WebinarSeries
  16. 16. Where to Visit Next: ResourcesStep 1 - Planning Your ImplementationStep 2 - 30 Day Free TrialStep 3 - Check Everything is in Order Including Eligibility DocumentationStep 4 - Apply for the DonationNonprofit Self-HELP: Getting More HelpNonprofit Finding a Partner: Using Consulting Partner To Help yourImplementationSalesforce Getting Started Information: Getting Started SeriesFace-To-Face Training: Administration EssentialsWebinars: Enlightenment Series WebinarsPremier Support Plan: Premier Support DetailsSalesforce Foundation YouTube Channel: YouTube Information
  17. 17. FREE Webinars, Training and Premier Support PlansFreeWebinarsGettingStartedRegister HereDiscountedTrainingUp to 75% offFace-FaceClassesWhat: HereDiscountedSupportPlansUp to 50% offPremierSupport PlansWhat: HereTo know more email Drew Smith directly