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Plone-Salesforce Integration

              Christopher Johnson
                   cjj@ifpeople.net
                      ...
What is ifPeople?
    •
        Social Enterprise

    •
        Partnership-Based

    •
        Strategy Centered
Our Principle:
Cutting-edge technology should be used
to better serve the companies and
organizations that better serve th...
Our Clients:
Nonprofits | Green Businesses | Education
Social Enterprises | Small Businesses




Our Services:
Strategic C...
•
  User-Friendly
•
  Open Source
•
  International Community
•
  Extensive functionality
•
  Customizable

  How do I get information I collect
to where I want to manage it?

  How do I collect more information
from my website...
Van Jones




Click to edit Master subtitle style
All requests
      come in
     through a
         form
•
    Built in Plone
•
    Easy to edit
•
    Dumps directly
    t...
Request dashboard in Salesforce
Click to edit Master subtitle style
Click to edit Master subtitle style
Click to edit Master subtitle style
Click to edit Master subtitle style
Click to edit Master subtitle style
Click to edit Master subtitle style
Click to edit Master subtitle style
Click to edit Master subtitle style
Click to edit Master subtitle style
Click to edit Master subtitle style
Click to edit Master subtitle style
Click to edit Master subtitle style
Click to edit Master subtitle style
Click to edit Master subtitle style
Click to edit Master subtitle style
Click to edit Master subtitle style
Demo #3:
E-Commerce Integration
Click to edit Master subtitle style
Goal: Grow online revenue

                 •
                   Make the giving process
                 easier
         ...
Click to edit Master subtitle style
Shopping cart and additional donations
Checkout = Valuable Information
User data




04/23/09
data




                  order

                  payment




04/23/09
data




                  order

                  payment




                  
                      contact
        ...
Contact record with donation
Donation details include products
All web donations roll up to campaign report
•
    Web-to-x Forms
•
    E-commerce
•
    Events RSVP

•
    Data from salesforce.com
    shown/interactive in Plone
•
 ...
Utilizing the Solution
Website Approach:   Creating Website:

“Bolt On”           Open Source
For simple sites    DIY rout...
Plone-Salesforce Integration Presentation for Salesforce Foundation Partners
Plone-Salesforce Integration Presentation for Salesforce Foundation Partners
Plone-Salesforce Integration Presentation for Salesforce Foundation Partners
Plone-Salesforce Integration Presentation for Salesforce Foundation Partners
Plone-Salesforce Integration Presentation for Salesforce Foundation Partners
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Plone-Salesforce Integration Presentation for Salesforce Foundation Partners

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ifPeople's presentation of Plone-salesforce.com integration for partners of the Salesforce.com Foundation

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Plone-Salesforce Integration Presentation for Salesforce Foundation Partners

  1. 1. Plone-Salesforce Integration Christopher Johnson cjj@ifpeople.net 678 608 3408 www.ifpeople.net
  2. 2. What is ifPeople? • Social Enterprise • Partnership-Based • Strategy Centered
  3. 3. Our Principle: Cutting-edge technology should be used to better serve the companies and organizations that better serve the world. Good Tech + Good Strategy = Success
  4. 4. Our Clients: Nonprofits | Green Businesses | Education Social Enterprises | Small Businesses Our Services: Strategic Consulting | Online Marketing Development: CMS (Plone) | CRM (SFDC) Training | Support
  5. 5. • User-Friendly • Open Source • International Community • Extensive functionality • Customizable
  6. 6.  How do I get information I collect to where I want to manage it?  How do I collect more information from my website?  I don't want to duplicate it all!
  7. 7. Van Jones Click to edit Master subtitle style
  8. 8. All requests come in through a form • Built in Plone • Easy to edit • Dumps directly to Salesforce
  9. 9. Request dashboard in Salesforce
  10. 10. Click to edit Master subtitle style
  11. 11. Click to edit Master subtitle style
  12. 12. Click to edit Master subtitle style
  13. 13. Click to edit Master subtitle style
  14. 14. Click to edit Master subtitle style
  15. 15. Click to edit Master subtitle style
  16. 16. Click to edit Master subtitle style
  17. 17. Click to edit Master subtitle style
  18. 18. Click to edit Master subtitle style
  19. 19. Click to edit Master subtitle style
  20. 20. Click to edit Master subtitle style
  21. 21. Click to edit Master subtitle style
  22. 22. Click to edit Master subtitle style
  23. 23. Click to edit Master subtitle style
  24. 24. Click to edit Master subtitle style
  25. 25. Click to edit Master subtitle style
  26. 26. Demo #3: E-Commerce Integration
  27. 27. Click to edit Master subtitle style
  28. 28. Goal: Grow online revenue • Make the giving process easier • Make tracking and reporting on giving easier • Reduce technical staff costs of data management
  29. 29. Click to edit Master subtitle style
  30. 30. Shopping cart and additional donations
  31. 31. Checkout = Valuable Information
  32. 32. User data 04/23/09
  33. 33. data order payment 04/23/09
  34. 34. data order payment  contact  opportunity 04/23/09  donation details
  35. 35. Contact record with donation
  36. 36. Donation details include products
  37. 37. All web donations roll up to campaign report
  38. 38. • Web-to-x Forms • E-commerce • Events RSVP • Data from salesforce.com shown/interactive in Plone • Login authentication via salesforce.com
  39. 39. Utilizing the Solution Website Approach: Creating Website: “Bolt On” Open Source For simple sites DIY route Website Relaunch Utilize Consultant Most powerful Help with design, products, and training

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