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Salesforce Webinar


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Great slides from our Slideshare presentation on Salesforce- Customer Relationship Management software.

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Salesforce Webinar

  1. 1. Is Salesforce CRM Right for Your Organization? Audio is only available by calling this number: Conference Call: 866-740-1260 Access Code: 6339392 Sponsored by
  2. 2. Using ReadyTalk <ul><li>Chat & raise hand </li></ul><ul><li>Mute = *6, Unmute = *7 </li></ul><ul><li>If you lose your internet connection, reconnect using the link emailed to you. </li></ul><ul><li>If you lose your phone connection, r e-dial the phone number and re-join. </li></ul><ul><li>ReadyTalk support: 800-843-9166 </li></ul>
  3. 3. You are being recorded… <ul><li>This seminar will be available on the TechSoup website along with past webinar presentations: </li></ul><ul><ul><li> </li></ul></ul><ul><li>You will receive a link to this presentation, material and links. </li></ul><ul><li>Ask follow-up questions in the forums: </li></ul><ul><li>Twitter hashtag: #techsoup </li></ul>
  4. 4. Presenters: Lindsey Anderson, Foundation Wen-Hua Yang, NAPAWF Is Salesforce CRM Right for Your Organization? Sponsored by
  5. 5. Today’s Speakers Answering chat questions: Meghan Nesbit, Foundation and Elliot Harmon, TechSoup Becky Wiegand TechSoup Lindsey Anderson Foundation Wen-Hua Yang NAPAWF
  6. 6. Agenda <ul><li>Introductions </li></ul><ul><li>What Is Salesforce? </li></ul><ul><li>How It Has Helped Nonprofits </li></ul><ul><li>Features and Nonprofit Starter Pack </li></ul><ul><li>Case Study </li></ul><ul><li>Getting Started & Resources </li></ul><ul><li>Q&A </li></ul>
  7. 7. What Is Salesforce?
  8. 8. Today, It’s Impossible to Stay on Top of Everything Development Donations Donors
  9. 9. Development Donations Donors
  10. 10. Our Mission: Cloud Computing Driver, Catalyst & Evangelist 1960’s Mainframe 1980’s Client/server Today Enterprise Cloud Computing
  11. 11. Manage All Your Constituents <ul><li>Maximize Productivity </li></ul><ul><li>Gain a 360 ° constituent view </li></ul><ul><li>Centralize information </li></ul><ul><li>Log calls, emails, tasks, and events </li></ul><ul><li>Track activity history </li></ul><ul><li>Cultivate relationships </li></ul>
  12. 12. Value to Nonprofits
  13. 13. Serving Nonprofits of Every Shape and Size
  14. 14. volunteered by employees using donated and discounted licenses awarded to enable positive change Leveraging our people, products and resources to strengthen our communities
  15. 15. One Nonprofit’s Story <ul><li>NAPAWF is a policy advocacy and grassroots organizing nonprofit that works to advance social justice and human rights for Asian and Pacific Islander women and girls. </li></ul><ul><li>Programs: </li></ul><ul><li>Reproductive Justice, </li></ul><ul><li>Anti-Human Trafficking, </li></ul><ul><li>Immigration Reform, and </li></ul><ul><li>Youth Leadership Development. </li></ul>
  16. 16. We’re Small but Need to Be Everywhere <ul><li>Four Full-Time Staff </li></ul><ul><li>Three Offices </li></ul><ul><ul><li>Washington, DC </li></ul></ul><ul><ul><li>New York City </li></ul></ul><ul><ul><li>Bay Area, CA </li></ul></ul><ul><li>Eleven Chapters </li></ul><ul><li>Seattle, Bay Area, Sacramento, L.A., Las Vegas </li></ul><ul><li>Chicago, St. Cloud, MN, Ann Arbor </li></ul><ul><li>New York City, Washington, DC, Yale </li></ul>
  17. 17. Paying Members & Activists <ul><li>350 paid members </li></ul><ul><li>2,100 people on our national listserve </li></ul>
  18. 18. Strategic Goals… <ul><li>Increase our national capacity, expertise, and financial sustainability. </li></ul><ul><li>Increase paid membership to 2,000. </li></ul><ul><li>Build the leadership, empowerment, political capacity and consciousness to drive an API women and girls’ agenda. </li></ul>
  19. 19. …Lead to Searching for a CRM <ul><li>Enter Salesforce! We are using it to track: </li></ul><ul><li>Individual Donors </li></ul><ul><li>Membership Management </li></ul><ul><li>Foundation Grant Management </li></ul><ul><li>Chapter Leaders </li></ul><ul><li>Event & Training Participation </li></ul>
  20. 20. Features & Nonprofit Starter Pack
  21. 21. What Is Included in the Product Donation? <ul><li>10 Enterprise Edition Licenses on one account </li></ul><ul><li>Licenses auto-renew on an annual basis at $0 cost </li></ul><ul><li>Choice of configuration (Nonprofit, Standard, or Partner) </li></ul><ul><li>Extreme nonprofit discounts for additional products </li></ul><ul><li>Access to our nonprofit community </li></ul><ul><li>Access to AppExchange Applications </li></ul>
  22. 22. The Nonprofit Starter Pack <ul><li>Based on three years of feedback from our community of users </li></ul><ul><li>Focuses on an organization’s ability to manage all kinds of relationships </li></ul><ul><li>Enables all the power of standard salesforce with nonprofit specific customizations </li></ul><ul><li>Open source project with community feedback encouraged </li></ul>
  23. 23. Accounts & Contacts 1. Salesforce CRM AppExchange Integrated Content Library Email & Productivity Real-Time Approvals & Workflow Partners Genius Forecasting & Analytics Opportunities Leads & Campaigns Salesforce CRM The award winning Enterprise Edition used across industries
  24. 24. 2. Salesforce CRM Plus the Nonprofit Starter Pack Enterprise Edition with some nonprofit tweaks Salesforce CRM plus the Nonprofit Starter Pack Organizations & Contacts AppExchange Integrated Content Library Email & Productivity Real-Time Approvals & Workflow Partners Genius Forecasting & Analytics Donations Leads & Campaigns Recurring Donations Affiliations Households Relationships
  25. 25. Packages Included in the Nonprofit Starter Pack
  26. 26. Home Page
  27. 27. Dashboards
  28. 28. Reports and Analytics
  29. 29. Contact Records
  30. 30. 360 Degrees
  31. 31. One Nonprofit’s Experience
  32. 32. Donation Records
  33. 33. <ul><li>Blah </li></ul><ul><li>blah </li></ul>
  34. 35. blah
  35. 37. Considerations & Getting Started
  36. 38. Things To Consider <ul><li>Time </li></ul><ul><li>Process </li></ul><ul><li>People </li></ul><ul><li>Money </li></ul>Development
  37. 39. Resources Your Organization Should Consider <ul><li>How Many users will you have logging in? </li></ul><ul><ul><li>First ten licenses donated </li></ul></ul><ul><ul><li>Additional licenses are extremely discounted (approx. 80%) </li></ul></ul><ul><li>Will you invest the help of a partner to get you up and running? </li></ul><ul><ul><li>Find one that meets your needs and schedule free scoping session </li></ul></ul><ul><li>Are you going to attend training on how to use </li></ul><ul><ul><li>Nonprofit discounts available on admin trainings </li></ul></ul><ul><ul><li>On-demand trainings through free </li></ul></ul><ul><ul><li> offers specific nonprofit trainings </li></ul></ul>
  38. 40. An Online Self-Service Application Process http:// /products/donation
  39. 41. Tips for Success <ul><li>Dig Into Your Trial </li></ul><ul><ul><li>Nonprofit Demo – Wednesdays at 10 am </li></ul></ul><ul><ul><li>Admin Workshop – 4 day in person training </li></ul></ul><ul><ul><li>On demand Training – Help and Training link in Salesforce. </li></ul></ul><ul><ul><li>Etherios – Nonprofit Starter Pack Training </li></ul></ul><ul><ul><li>Get Connected with Organizations Similar to Your Own </li></ul></ul><ul><ul><li>Nonprofit Q&A Forum – online community forum </li></ul></ul><ul><ul><li>User Groups – Nonprofit specific once a month in person </li></ul></ul><ul><ul><li>NPSF Google Group – Online user/developer/consultant-monthly </li></ul></ul><ul><li>Enlist the Help of Partners </li></ul><ul><li>Partners can help plan, migrate data, implement, customize your </li></ul><ul><li>Salesforce account and train your organization on best practices </li></ul><ul><li>http:// /partners </li></ul>1. 2. 3.
  40. 42. Questions? Submit your questions using the chat box.
  41. 43. Continue the Discussion… <ul><li>Ask follow-up questions in the our community forums: </li></ul><ul><li>Join the conversation on Twitter with the #techsoup hashtag </li></ul>
  42. 44. Thank You to Our Webinar Sponsor! ReadyTalk offers dedicated product demos for TechSoup organizations 4 times per week: Monday   1:00 pm Mountain Standard Time (MST) Wednesday   9:00 am MST Thursday   1:00 pm MST Friday   9:00 am MST For more information:
  43. 45. Thank You! Please complete the post-event survey. For more information contact: [email_address]