Education Donation: Power of Us• 10 Foundation Enterprise Edition licenses at no cost• Deep discounts on additional licenses and/or servicesfrom Salesforce.com• Discounts on Training, Events, Apps and participatingPartner implementations
Education Donation: Eligibility in ANZAustralia• Multi-campus Universities, Self-Accrediting Higher EducationInstitutions and State & Territory Accredited Higher EducationInstitutions with Charitable Tax Concession Status and registered as aCharitable Institution on the Australian Business Register (ABR).New Zealand• State-Owned Tertiary Institutions: Universities, Colleges of Education,Polytechnics and Wānanga.
Taking a Closer Look: Salesforce CRMConstituent Management: Get a complete picture of your students, alumni, donors andother constituents in one placeDonation and Membership Management: Manage the donation cycle from pledge topayment including individual donations and standardise the processTeam Collaboration: Connect to your whole organisation and leverage expertise, smarterinformation sharing, real-time updates and it’s all available on the mobile alsoMobile Workforce: Salesforces mobile capabilities keep you connected so you can logcalls, respond to prospects, donors and faculty, and access vital information like givinghistory, prospect information, and reports and dashboards wherever you areStudent Recruitment & Marketing: Manage and track campaigns across all channels fromprospect to student, alumni, or donor.Scalable: Need to do more? Download apps from our AppExchange, develop yourself orhave a Partner assist to create automation unique to your organisationMobile Workforce: Get an at-a-glance, personalised view of your institution, all in real time
Join Our Program for Change1 2 3 4Plan YourImplementationApply for theDonation!Check YourEligibility andResourcesTake Out a 30-Day Trial
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.
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
Step 3: Check Everything is in Order IncludingEligibility Documentationa.• Have an Active Trial Organisation ID• Please contact Drew directly if you need to extend your trial:email@example.com.• Identify a member of staff to be the named SystemAdministrator• Secure authorisation from your Board and/or ManagementTeamc.• Have your eligibility documentation prepared for submission• Prepare the required documentation to confirm eligibility: onpage 5
Step 4: Apply for the Donation24-48hr Turnaround on Applications
Review of Resources Available to YouStep 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 HelpSalesforce Getting Started Information: Getting Started SeriesFace-To-Face Training: Administration EssentialsWebinars: Enlightenment Series WebinarsPremier Support Plan: Premier Support DetailsSalesforce Foundation Education YouTube Channel: YouTube Information
FREE Webinars, Training and Premier Support PlansFreeWebinarsGettingStartedRegister HereDiscountedTrainingUp to 75% offFace-FaceClassesWhat: HereDiscountedSupportPlansUp to 50% offPremierSupport PlansWhat: HereTo know more email your Account Executive or Drew Smith directly