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Salesforce for Nonprofits: An
Introduction
May 13, 2014
About Upwardly Global
2
2,000+
Professionals back in
their careers
5,000+
Immigrants participating
in our programs
700+
Em...
Event Management Flow
Plan Market
Manage
Registrations
Analyze
Attendance
• Update participation status
• Un-publish past ...
Event Management Demo
4
How Salesforce Helped
• All event-related information and tools in one system
• Streamlined registration and attendance tr...
Individual Giving Lifecycle
Develop/Segment
Target List
• Salesforce reports
Create Campaign
• Sub-campaigns
• Add prospec...
Individual Giving Demo
7
Also Check Out
8
Donor Management Apps Payment Processing Apps
Where to start?
2010 2011 2012 2013 2014
9
Program Events,
Volunteer Mgmt
& Job Seeker
Portal
Basic donation
tracking
Job ...
Thank you!
Aaron Winters
aaron@upwardlyglobal.org
@aaronwinters
Training Resources:
• End Users: http://bit.ly/free-salesf...
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Intro to Salesforce for Nonprofits

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Example of how Salesforce and the Nonprofit Starter Pack can be used to to meet the needs of nonprofit organizations.

Event organized by the Foundation Center and HandsOn Tech Silicon Valley

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Intro to Salesforce for Nonprofits

  1. 1. Salesforce for Nonprofits: An Introduction May 13, 2014
  2. 2. About Upwardly Global 2 2,000+ Professionals back in their careers 5,000+ Immigrants participating in our programs 700+ Employers in our network $30,000 Average income gain one year after placement THE CHALLENGE OUR PROGRESS SO FAR 1.8 million The number of skilled, college-educated immigrants in the United States who are underemployed or unemployed. (Migration Policy Institute) 300% Return on investment in placing participants in skilled jobs. (Upwardly Global Economic Impact Report, April 2013) RETURN ON INVESTMENT
  3. 3. Event Management Flow Plan Market Manage Registrations Analyze Attendance • Update participation status • Un-publish past events • Attendance reports • Topic and description • Location or Webinar • Date, Time • Publish on public website • Publish on Job Seeker Portal • Invitation only • Track registrants • Event-related communication • Build registration list
  4. 4. Event Management Demo 4
  5. 5. How Salesforce Helped • All event-related information and tools in one system • Streamlined registration and attendance tracking • Automated event-related communications • Native mass email tool for one-off personalized messages • Large community of integrated products for event management on AppExchange 5
  6. 6. Individual Giving Lifecycle Develop/Segment Target List • Salesforce reports Create Campaign • Sub-campaigns • Add prospects Outreach • Track emails, calls & meetings Collect Donations • Data entry & reconciliation Thank You and Follow up • Based on gift size Analyze • New vs recurring • Gift level 6
  7. 7. Individual Giving Demo 7
  8. 8. Also Check Out 8 Donor Management Apps Payment Processing Apps
  9. 9. Where to start? 2010 2011 2012 2013 2014 9 Program Events, Volunteer Mgmt & Job Seeker Portal Basic donation tracking Job Seeker Intake & Onboarding Fundraising Events Individual Giving Job Seeker E-learning Site E-learning Site UI Upgrade Job Board Integration IT Support Tech Release Mgmt Financial Reporting Coaching Services Case Mgmt Programs Fundraising& Administration Grants Mgmt Upwardly Global’s Salesforce Journey
  10. 10. Thank you! Aaron Winters aaron@upwardlyglobal.org @aaronwinters Training Resources: • End Users: http://bit.ly/free-salesforce-end-user-training • Admins: http://bit.ly/free-salesforce-administrator-training 10

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