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

1. www.salesforcefoundation.org/intl
@tetsuwandrew
Drew Smith
Product Program Manager, Asia Pacific
Join Our Program for Change
Connect With Your Supporters In A Whole New Way

2. discount
YOU
Purchase
additional
licenses
Proceeds
go back
into the
Foundation
We give to
more
nonprofits
%
cycle of
sustainability

3. 1%
Time • Equity • Product
445,000+
Hours Service
18,000
Non-profit
organizations
$40 M+
Grants

4. ACRF Engages More Effectively
Capturing more donor data in an organised manner lead to an accurate analysis of
trends, in turn building more effective and tailored information for donors
Customised dashboards helped manage project KPIs and ensure effective ROI on
programs
Platform flexibility enabled the creation of a custom events tab over 1 weekend and
used to manage event invitations
We can see what’s coming in, which
programs are working best and where to
allocate funds.
- Deborah Warner, Database & Fundraising Coordinator

5. Edgar’s Mission Farm Sanctuary Helps Save
Animals
We’ll let them tell you about it themselves via their video:

6. Foundation Donation: Power of Us
• 10 Foundation Enterprise Edition licenses at no cost
• Deep discounts on additional licenses and/or services
from Salesforce.com
• Discounts on Training, Events, Apps and participating
Partner implementations
• Access to nonprofit user groups and free webinars

7. Some Basic Translations
Leads
Client
Prospects
Donors
Prospects
Contacts
All
Individuals
Donors Volunteers Clients
Accounts Organisations Foundations Corporations Partners
Opportuniti
es
Donations
Membership
s
Classes Transactions
Campaigns Events Fundraising
Volunteer
Management
Outreach
Programs

8. Taking a Closer Look: Salesforce CRM
Constituent Management: Get a complete picture of your donors, volunteers, clients and
other constituents in one place
Donation and Membership Management: Manage the donation cycle from pledge to
payment including individual donations and standardise the process
Volunteer and Recruitment Management: Efficiently recruit, track, and manage
volunteers with Salesforce. Recruit volunteers; track volunteer skills, qualifications and
trainings; schedule and track volunteer events and shifts
Team Collaboration: Connect to your whole organisation and leverage expertise, smarter
information sharing, real-time updates and it’s all available on the mobile also
Mobile Workforce: Log calls, respond to donors and volunteers, access vital information
and history anywhere, anytime
Campaigns and Marketing: Manage and track campaigns across all channels. With
reporting you track true ROI and choose where to invest on your next activity
Scalable: Need to do more? Download apps from our AppExchange, develop yourself or
have a Partner assist to create automation unique to your organisation

9. Next Steps and Resources

10. Join Our Program for Change
1 2 3 4
Plan Your
Implementation
Apply for the
Donation!
Check Your
Eligibility and
Resources
Take Out a 30-
Day Trial

11. Step 1: Planning Your Implementation
Document a clear idea of what you want to achieve with your Salesforce
CRM
Spend some time determining how you want your organisation to work and
translate those ideas into processes and or workflows you’d like to see in
salesforce.
Workbook: Getting Started Workbook
Decide on Key People and Implementation Plan
You require a champion:
- Take the time to consider how your key person will be trained up and skilled to
champion the use of salesforce internally.
Help Resources: Getting Started Resources for Nonprofits
Executive and/or Board buy-in and support
Ensure that you have the full support of the Board and Management Team to
ensure elements such as budget, scope and adoption.

12. Step 2: 30 Day Free Trial
Who Should Use This?
Organisation who want to track
individual donors out-of-the-box
Organisations who want complete
control over their customisation
Whats the Difference?
Enterprise Edition + FREE Nonprofit
Stater Pack (NPSP)
Native Enterprise Edition
FREE 30-Day Trial
Pre-configured for Donor
Management
“Clean” Slate

13. Step 3: Check Everything is in Order Including
Eligibility Documentation
a.
• Have an Active Trial Organisation ID
• Please contact me directly if you need to extend your trial:
drew.smith@salesforce.com
b.
• Identify a member of staff to be the named System
Administrator
• Secure authorisation from your Board and/or Management
Team
c.
• Have your TAX ID and Charity ID numbers ready
• Prepare the required documentation to confirm eligibility:
http://www.salesforcefoundation.org/intl/documentation

14. Step 4: Apply for the Donation
24-48hr Turnaround on Applications

15. Where to Visit Next: Your Email Package Content
Pre-
Donation
• Nonprofit
Donation
Information
Package
New
Applicant
• Nonprofit 5 Steps
to Implementation
Success
• Find a Nonprofit
Certified Partner
to Help on your
Implementation
Training &
Support
• Email Drew Smith
for Nonprofit
discounted
Training/Support
• Join our Getting
Started Webinar
Series

16. Where to Visit Next: Resources
Step 1 - Planning Your Implementation
Step 2 - 30 Day Free Trial
Step 3 - Check Everything is in Order Including Eligibility Documentation
Step 4 - Apply for the Donation
Nonprofit Self-HELP: Getting More Help
Nonprofit Finding a Partner: Using Consulting Partner To Help your
Implementation
Salesforce Getting Started Information: Getting Started Series
Face-To-Face Training: Administration Essentials
Webinars: Enlightenment Series Webinars
Premier Support Plan: Premier Support Details
Salesforce Foundation YouTube Channel: YouTube Information

17. FREE Webinars, Training and Premier Support Plans
Free
Webinars
Getting
Started
Register Here
Discounted
Training
Up to 75% off
Face-Face
Classes
What: Here
Discounted
Support
Plans
Up to 50% off
Premier
Support Plans
What: Here
To know more email Drew Smith directly