2. Presentation Topics
• What is this thing called “Salesforce?”
• Salesforce Stoppers
• Salesforce Success Keys
• Some Tough Questions
• Getting Started
• Business Process Mapping
• The all-important “Live Demo”
• The AppExchange
• The Salesforce Community
3. What is Salesforce? “the boring version”
“Salesforce.com is a web-
(CRM) Application that runs
in the cloud.”
11. Marc’s “Salesforce Stoppers”
“Our board member told us to get
this, he loves it at his office.”
“It’s free! That’s all I needed to
hear, and all we can afford.”
“Our VISTA/New Sector volunteer
is really smart. She’ll figure this out!
“We need to get this up and
running in the next 3 weeks.”
12. Marc’s “Salesforce Stoppers”
“Org Y is using this, so we
figured we could too.”
“We just got a new staff person,
and this is their only project!”
“Our data is a total mess.”
“I’m still trying to convince our
ED to make this switch.”
13. Marc’s “Salesforce Success Keys”
Org has done a needs assessment and
determined Salesforce is the best fit.
1 or more staff people with organizational
knowledge and technical skills.
Time available for administrator to attend
training, webinars, and learn Salesforce.
Org deeply understands their business
processes (more to come on process).
14. Marc’s “Salesforce Success Keys”
Realistic timeline (from 2-3 months to 2+ yrs!)
Executive support for a change of this
If hiring a vendor, defined budget range and
Time allocated for all-staff training, system
maintenance, data cleansing.
Org understands this is not a “technology
project” but a “change management project!”
17. What are your organizational goals?
• Increase total amount donated by 25% for FY2012
• Decrease case resolution time by 30 minutes/case
in the next 6 mos.
SMART = Specific, Measureable, Achievable,
18. What are pain points with the current system?
19. Have you assessed and prioritized needs?
37. Join the Salesforce Community!
• Salesforce Foundation Nonprofit Starter Pack Help:
• Nonprofit Starter Pack Support Group:
• Boston Nonprofit Salesforce User Group:
• Nonprofit Salesforce Practioner's Google Group: general
Salesforce for nonprofits discussion
• Salesforce Community Group (Answers and Ideas):
Additional licenses can be purchased from the Salesforce.com Foundation
(Current cost as of this writing is $360/user license/year)
Really tempting to just sign in and start changing things.
Take a step back.
First step before beginning to use Salesforce, or even deciding whether or not to use Salesforce, you need to define what your organization does and how it does it.
This is an integral step in using Salesforce effectively.
Without it you won’t get anywhere or will get somewhere where you don’t want to go.
This process can help you figure out whether or not you should use Salesforce, it can help you identify inefficiencies in your organization, and can help you structure your database to fit your organizational needs.