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Driving Social Return with Salesforce and the AppExchange


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Driving Social Return with Salesforce and the AppExchange

  1. 1. Driving Social Return with Salesforce and the AppExchange Greg Price, VolunteerMatch Donna Baranski-Walker, The Rebuilding Alliance Lee Davis, NESsT Jon Eldan, Life After Exoneration Project Track: Nonprofits
  2. 2. Safe Harbor Statement <ul><li>“ Safe harbor” statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements the achievement of which involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions proves incorrect, our results could differ materially from the results expressed or implied by the forward-looking statements we make.  All statements other than statements of historical fact could be deemed forward-looking, including any projections of subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. </li></ul><ul><li>The risks and uncertainties referred to above include - but are not limited to - risks associated with the integration of Sendia Corporation’s technology, operations, infrastructure and personnel with ours; unexpected costs or delays incurred in integrating Sendia with, which could adversely affect our operating results and rate of growth; any unknown errors or limitations in the Sendia technology; any third party intellectual property claims arising from the Sendia technology; customer and partner acceptance and deployment of the AppExchange and AppExchange Mobile platforms; interruptions or delays in our service or our Web hosting; our new business model; breach of our security measures; possible fluctuations in our operating results and rate of growth; the emerging market in which we operate; our relatively limited operating history; our ability to hire, retain and motivate our employees and manage our growth; competition; our ability to continue to release and gain customer acceptance of new and improved versions of our CRM service; unanticipated changes in our effective tax rate; fluctuations in the number of shares outstanding; the price of such shares; foreign currency exchange rates and interest rates. </li></ul><ul><li>Further information on these and other factors that could affect our financial results is included in the reports on Forms 10-K, 10-Q and 8-K and in other filings we make with the Securities and Exchange Commission from time to time, including our Form 10-K for the fiscal year ended January 31, 2006. These documents are available on the SEC Filings section of the Investor Information section of our website at . </li></ul><ul><li>Any unreleased services or features referenced in this or other press releases or public statements are not currently available and may not be delivered on time or at all.  Customers who purchase our services should make purchase decisions based upon features that are currently available., inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law. </li></ul>
  3. 3. Greg Price Executive Officer VolunteerMatch Solutions [email_address]
  4. 4. Software…with a Social Mission. <ul><li>VolunteerMatch…Where Volunteering Begins </li></ul><ul><ul><li>43,000 nonprofits </li></ul></ul><ul><ul><li>5 million visitors </li></ul></ul><ul><ul><li>Search & match </li></ul></ul><ul><ul><li>Skilled volunteering </li></ul></ul><ul><li>VolunteerMatch Solutions </li></ul><ul><ul><li>Sustainability </li></ul></ul><ul><ul><li>40+ clients </li></ul></ul><ul><ul><li>Nonprofit platform for volunteer recruitment </li></ul></ul><ul><ul><li>Customers / viewers volunteering </li></ul></ul>Active volunteer opportunities, July 2006
  5. 5. Key Challenges <ul><li>Business Challenge </li></ul><ul><ul><li>Sales tracking. Long sales cycle </li></ul></ul><ul><ul><li>Renewals tracking </li></ul></ul><ul><ul><li>Donor tracking. 700,000 members </li></ul></ul><ul><ul><li>Grant tracking. Submissions. Funding reports. Deadlines </li></ul></ul><ul><li>Technology Challenge </li></ul><ul><ul><li>Distributed sales team </li></ul></ul><ul><ul><li>One central repository </li></ul></ul><ul><ul><li>Easy access </li></ul></ul><ul><ul><li>Configurable </li></ul></ul><ul><ul><li>Track relationships </li></ul></ul>INDUSTRY: Software / Internet National nonprofit EMPLOYEES: 25 GEOGRAPHY: US PRODUCT(S) USED: SFA, Marketing, Office Integration # USERS: 19
  6. 6. The Solution <ul><li>Salesforce Enterprise Edition </li></ul><ul><ul><li>Replaced excel. Now tracking all contacts, donors and opportunities </li></ul></ul><ul><ul><li>Single repository for client/donor information and history </li></ul></ul><ul><ul><li>Tracking products, revenue, contracts, grants, donations </li></ul></ul><ul><ul><li>Reporting & dashboards, forecasting </li></ul></ul><ul><ul><li>Marketing campaigns </li></ul></ul><ul><ul><li>Web-to-lead </li></ul></ul><ul><li>Consultant </li></ul><ul><li>Other Tools </li></ul><ul><ul><li>Hoovers Company Research </li></ul></ul><ul><ul><li>GoToMeeting – web conferencing </li></ul></ul><ul><ul><li>Survey Monkey </li></ul></ul>
  7. 7. Commitment to Volunteering <ul><li>KaBoom build Saturday </li></ul><ul><li>Volunteer Management (for employees) </li></ul><ul><ul><li>Tools to engage employee volunteers </li></ul></ul><ul><ul><li>Get involved in your communities </li></ul></ul><ul><ul><li>Tracking and Reporting </li></ul></ul><ul><li>VolunteerMatch </li></ul><ul><ul><li>Diverse Network. Robust. Employee passions </li></ul></ul><ul><li>Volunteer Management (for nonprofits) </li></ul><ul><ul><li>Register at Free . Find volunteers </li></ul></ul><ul><ul><li>Most robust network, now extended to the community. </li></ul></ul><ul><ul><li>Further integrations. Salesforce and VM working on back end, linking AppExchange module with VolunteerMatch network. </li></ul></ul>
  8. 8. Donna Baranski-Walker Executive Director [email_address]
  9. 9. <ul><li>Rebuilds homes and communities in regions </li></ul><ul><li>of war and occupation </li></ul><ul><li>Advocates for government policies towards these regions based on human rights and international law </li></ul>Our projects are symbols of hope that help rebuild shattered communities and offer people around the world immediate ways to make peace
  10. 10. About Us 60 volunteers nationwide, partner organizations overseas 4500 donors in 8 countries Speaking tours in 7 states, three weeks long, 25 events/tour INDUSTRY: Human Rights/ Social Services EMPLOYEES: 3 GEOGRAPHY: Global PRODUCT(S) USED: 1) Salesforce Automation with Accounts, Contacts, Opportunities, Campaigns, Leads, Reports, Documents; 2) Pollzter - for surveys; 3) Event Planner.
  11. 11. What We Do
  12. 12. Why We Do It
  13. 13. How We Do It House Party Fundraisers Speaking Tours Our Team
  14. 14. Recognition
  15. 15. Challenges <ul><li>Business Challenge </li></ul><ul><ul><li>Grassroots fundraising requires lots of face and phone time </li></ul></ul><ul><ul><li>Successful speaking tour in 7 states, 23 events, lots of press leads to rapid growth, w/o staffing capacity </li></ul></ul><ul><li>Technology Challenge </li></ul><ul><ul><li>Database crashed when we needed to send 800 thank you notes </li></ul></ul><ul><li>Find a way to manage growth and build capacity </li></ul><ul><li>Engage volunteers </li></ul><ul><li>Find a way to hire staff </li></ul>
  16. 16. Our Solution: + New Talent <ul><li> Donation </li></ul><ul><li>Salesforce Administrator Training </li></ul><ul><li>We hired Monica Quinn and the State of California reimbursed her salary during training </li></ul>
  17. 17. Success Story: Monica Quinn <ul><li>Entering donations from all sources </li></ul><ul><li>Creating Accounts, Contacts and Opportunities </li></ul><ul><li>Generating gift & campaign Reports </li></ul><ul><li>Sending handwritten thank you notes </li></ul><ul><li>Inviting & scheduling Rotary and peace group speaking events </li></ul>
  18. 18. Employer of the Year Award, 2006 <ul><li>San Francisco Mayor’s Office Committee for </li></ul><ul><li>Employment of Persons with Disabilities </li></ul>
  19. 19. Here’s the Question <ul><li>How many of you want to find and hire the best talent, the most qualified people? </li></ul>
  20. 20. A Value-Added Labor Pool <ul><li>In the U.S., 54 million people , about one in every six, has a disability </li></ul><ul><li>Though millions of people with disabilities work, two-thirds of this labor pool is still untapped </li></ul><ul><li>In the San Jose district alone, out of 5054 registered, about 500 people with disabilities are seeking jobs right now </li></ul>
  21. 21. Growth Opportunity for Your Company: TRA Job Training Program <ul><li>Each quarter five students learn to </li></ul><ul><ul><li>Run Campaigns, build Contacts & close Opportunities </li></ul></ul><ul><ul><li>With MailMerge, Log-a-call, Reports & more </li></ul></ul><ul><li>Trainees graduate with hands-on experience </li></ul><ul><li>State of California can help your company hire our graduates! </li></ul>the meeting place Salesforce
  22. 22. We Invite You <ul><li>To shape our training program </li></ul><ul><li>so that your company benefits </li></ul><ul><li>when talented people with proven Salesforce skills join your team! </li></ul>
  23. 23. Now Raise Your Hand <ul><li>If you want to hire talented people with disabilities who know Salesforce! </li></ul>
  24. 24. So Next Year… Employer of the Year 2007 Your Company name here
  25. 25. Lee Davis Co-Founder & CEO [email_address]
  26. 26. NESsT Introduction <ul><li>Dedicated to finding lasting solutions to poverty and social injustice through the development of social enterprises. </li></ul>Example: RUF Cunco Social Mission: RUF Cunco provides economic opportunities for rural indigenous women. Social Enterprise: Line of beauty products (lotions, creams, soaps) made from locally-grown native plants, sold to a high-end market of consumers. Social Impact: Provides employment for rural indigenous Mapuche women, covers operational costs of RUF Cunco, and increases awareness of problems facing indigenous people.
  27. 27. NESsT Introduction <ul><li>NESsT initiatives: </li></ul><ul><ul><li>NESsT Venture Fund: capital & technical support to social enterprises </li></ul></ul><ul><ul><li>NESsT University: further the field through conferences, research, publishing </li></ul></ul><ul><ul><li>NESsT Consulting: services to international organizations & donors </li></ul></ul><ul><ul><li>NESsT Marketplace: social enterprise shopping portal </li></ul></ul>INDUSTRY: social enterprise development (international) EMPLOYEES: 10 FT; 3 PT GEOGRAPHY: Global (emerging markets), offices in Budapest, Santiago and California. PRODUCT(S) USED: SFA, Marketing, and multiple AppExchange applications # USERS: 15
  28. 28. Challenges <ul><li>Overall problem with tracking, interpreting and disseminating the results of our efforts in three areas: </li></ul><ul><ul><li>Performance Management </li></ul></ul><ul><ul><li>Fundraising & Consulting </li></ul></ul><ul><ul><li>Communications & Marketing </li></ul></ul>
  29. 29. The Solution (“Turn It Up”) <ul><li>Performance Management </li></ul><ul><ul><li>Custom fields </li></ul></ul><ul><ul><li>Class Enrollment AppExchange (&quot;Workshop Tracking&quot;) </li></ul></ul><ul><ul><li>Better use of reports & dashboards </li></ul></ul><ul><li>Fundraising & Consulting Management </li></ul><ul><ul><li>Custom fields, reports & dashboards </li></ul></ul><ul><ul><li>Workflow rules </li></ul></ul><ul><ul><li>Project & Issue Management AppExchange </li></ul></ul><ul><ul><li>Contact Connector AppExchange </li></ul></ul><ul><li>Marketing & Communications </li></ul><ul><ul><li>VerticalResponse AppExchange </li></ul></ul><ul><ul><li>AppExchange &quot;Excel Connector“ </li></ul></ul><ul><ul><li>AppExchange &quot;Recruiting App&quot; </li></ul></ul>
  30. 30. Demo Template
  31. 31. Results <ul><ul><li>Improved management of social enterprises in NESsT portfolio </li></ul></ul><ul><ul><ul><li>Up-to-date information on status & performance </li></ul></ul></ul><ul><ul><ul><li>More regular & efficient communication </li></ul></ul></ul><ul><ul><li>Improved relationship management with donors, board, clients </li></ul></ul><ul><ul><ul><li>Tracking donor prospects, deadlines, reporting requirements </li></ul></ul></ul><ul><ul><ul><li>More regular communication, progress reports </li></ul></ul></ul><ul><ul><li>Improved intra-NESsT staff communication </li></ul></ul><ul><ul><ul><li>Shared, up-to-date global database accessible 24-7 </li></ul></ul></ul><ul><ul><ul><li>Easily coordinate travel, meetings, calls with shared calendars </li></ul></ul></ul><ul><ul><ul><li>Better informed using meeting notes, shared documents </li></ul></ul></ul>
  32. 32. Jon Eldan Legal Coordinator [email_address]
  33. 33. LAEP Introduction <ul><li>Only national organization dedicated to helping survivors of wrongful conviction re-enter society and rebuild their lives. </li></ul><ul><ul><li>Coordinating Direct Services to Exonerees </li></ul></ul><ul><ul><li>Building a Network of the Exonerated </li></ul></ul><ul><ul><li>Supporting Legislative and Policy Change </li></ul></ul>INDUSTRY: Social Services EMPLOYEES: 2.5 FTE GEOGRAPHY: United States PRODUCT(S) USED: Contacts and Custom Exoneree tracking application # USERS: 4
  34. 34. Challenges <ul><li>Business Challenge </li></ul><ul><ul><li>Tracking Exoneree Profiles </li></ul></ul><ul><ul><li>Managing services </li></ul></ul><ul><ul><ul><li>Counseling, Job Training, Legal Assistance, etc… </li></ul></ul></ul><ul><ul><li>Tracking Organizational Performance </li></ul></ul><ul><ul><li>Fundraising </li></ul></ul><ul><li>Technology Challenge </li></ul><ul><ul><li>No central system for geographically dispersed team </li></ul></ul><ul><li>Difficult to manage exoneree services with limited volunteer time </li></ul><ul><li>Difficult to track program effectiveness </li></ul><ul><li>Fundraising goals below expectations </li></ul>
  35. 35. The Solution <ul><li>How did we address the challenges? </li></ul><ul><ul><li>Central system to track Exoneree Profiles, services provided, progress notes </li></ul></ul><ul><ul><li>Dashboards & Reports to keep everyone on same page </li></ul></ul>
  36. 36. Results <ul><li>What were the results? </li></ul><ul><ul><li>Efficiency </li></ul></ul><ul><ul><ul><li>No shared records to interactivity and monitoring </li></ul></ul></ul><ul><ul><li>Consistency </li></ul></ul><ul><ul><ul><li>All clients treated and tracked according to consistent metrics </li></ul></ul></ul><ul><ul><li>Accuracy </li></ul></ul><ul><ul><ul><li>Quantifiable status reports </li></ul></ul></ul>
  37. 37. Demo Template <ul><li># Users: 5 </li></ul><ul><li>Key Requirements </li></ul><ul><ul><li>Support virtual team </li></ul></ul><ul><ul><li>Ease of use </li></ul></ul><ul><li>Key Benefits </li></ul><ul><ul><li>Access anywhere/anytime </li></ul></ul><ul><ul><li>Reporting and dashboard visibility </li></ul></ul>
  38. 38. Greg Price VolunteerMatch Donna Baranski-Walker The Rebuilding Alliance Lee Davis NESsT QUESTION & ANSWER SESSION John Eldan Life After Exoneration Project
  39. 39. Session Feedback Let us know how we’re doing! <ul><li>Please score the session from 5 to 1 (5=excellent,1=needs improvement) on the following categories: </li></ul><ul><ul><li>Overall rating of the session </li></ul></ul><ul><ul><li>Quality of content </li></ul></ul><ul><ul><li>Strength of presentation delivery </li></ul></ul><ul><ul><li>Relevance of the session to your organization </li></ul></ul>Save time! Use your cell phone or mobile device to send Feedback via SMS/Text Messaging! Send a message to 26335 In the message body: Session 207, #### For example, “ Session 207, 5555 ” Session ID: 207 Session ID # Scores for 4 categories SMS Voting powered by: