Intro to Salesforce for Nonprofits

Marc Baizman
Marc BaizmanAdmin Evangelist at Salesforce
INTRODUCTION TO
SALESFORCE
Marc Baizman
My Computer Guy
marc@mcgtraining.com
(617) 329-1868
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
What is Salesforce? “the boring version”
“Salesforce.com is a web-
based Customer
Relationship Management
(CRM) Application that runs
in the cloud.”
Some not-so-ancient history (1999)
Marc Benioff, founder
1/1/1 Philanthropy Model
• 1% volunteer time
• 1% of product
• 1% of revenues
Originally for Salespeople to track deals…
“Hello CONTACT.
I would like to sell
OPPORTUNITIES
to your ACCOUNT”
Lots of things look “Sales-y” – don’t freak out!
Now…it’s an entire technology platform!
And a huge, complicated, beast…
which we’ll talk more about shortly.
What do you get when you sign up?
+
ORG 10 DONATED
LICENSES
Additional licenses can be purchased from the Foundation
(Current cost as of this writing is $360/user license/year)
What do you get when you sign up?
mobile access (Mobile
Lite)
reports & analytics
constituent mgmt donation / grants mgmt
campaign / events mgmt custom objects case management
collaborate with Chatter file sharing / content mgmt workflows & approvals
email & activity mgmt 1GB file / 1GB data
storage
Ready to get started?
Intro to Salesforce for Nonprofits
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.”
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.”
Marc’s “Salesforce Success Keys”
Org has done a needs assessment and
determined Salesforce is the best fit.
www.idealware.org www.techsoup.org
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).
Marc’s “Salesforce Success Keys”
Realistic timeline (from 2-3 months to 2+ yrs!)
Executive support for a change of this
magnitude.
If hiring a vendor, defined budget range and
scope.
Time allocated for all-staff training, system
maintenance, data cleansing.
Org understands this is not a “technology
project” but a “change management project!”
“free like a puppy”
time + skill
AND/OR
money =
SUCCESS
Ask yourself some tough questions…
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,
Realistic, Time-based
What are pain points with the current system?
http://2.bp.blogspot.com/-RYkFdryP-Co/Tj7-
0q3DyPI/AAAAAAAABJU/6tETrv8zyb4/s1600/OpsSilo.jpg
Have you assessed and prioritized needs?
http://www.patents4life.com/wp-content/uploads/2011/09/now-later.jpg
What Business Processes are you
planning to track? Now? Later?
CRM
Marketing
Q2
Development
Q1 FY13
Program
FY14
What questions will the system help you
answer?
http://www.37signals.com/svn/images/sxsw-questions-slide.png
What Reports do you need to generate?
How much data can you realistically get?
Have you looked at ALL the available
solutions, or are you just picking the free one?
Do you have staff time and/or
budget dedicated to successfully
implementing AND maintaining a
system like this?
Okay, NOW are you
ready to get started?
http://www.salesforcefoundation.org
Two choices when you sign up…
Enterprise Edition
(EE)
“Vanilla” version, no
pre-customizations
Nonprofit Starter Pack
(NPSP)
Pre-customized for:
• donations
• grants
• memberships
• households
Okay, where do you go from here?
Organizational Process Mapping
Flow Charts
Swim Lanes
It’s for everyone!
Process Mapping Tools
Intro to Salesforce for Nonprofits
Intro to Salesforce for Nonprofits
REAL LIVE DEMO!
AppExchange: the App Store for SF
These are a few of my favorite…apps!
Join the Salesforce Community!
• Salesforce Foundation Nonprofit Starter Pack Help:
www.salesforcefoundation.org/nonprofitstarterpack
• Nonprofit Starter Pack Support Group:
groups.google.com/forum/?fromgroups#!forum/nonprofit-
starter-pack-users
• Boston Nonprofit Salesforce User Group:
www.nonprofitsalesforceboston.org
• Nonprofit Salesforce Practioner's Google Group: general
Salesforce for nonprofits discussion
groups.google.com/group/npsf
• Salesforce Community Group (Answers and Ideas):
success.salesforce.com
Good luck with your Salesforce journey!
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Intro to Salesforce for Nonprofits

  • 1. INTRODUCTION TO SALESFORCE Marc Baizman My Computer Guy marc@mcgtraining.com (617) 329-1868
  • 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- based Customer Relationship Management (CRM) Application that runs in the cloud.”
  • 4. Some not-so-ancient history (1999) Marc Benioff, founder 1/1/1 Philanthropy Model • 1% volunteer time • 1% of product • 1% of revenues
  • 5. Originally for Salespeople to track deals… “Hello CONTACT. I would like to sell OPPORTUNITIES to your ACCOUNT” Lots of things look “Sales-y” – don’t freak out!
  • 6. Now…it’s an entire technology platform! And a huge, complicated, beast… which we’ll talk more about shortly.
  • 7. What do you get when you sign up? + ORG 10 DONATED LICENSES Additional licenses can be purchased from the Foundation (Current cost as of this writing is $360/user license/year)
  • 8. What do you get when you sign up? mobile access (Mobile Lite) reports & analytics constituent mgmt donation / grants mgmt campaign / events mgmt custom objects case management collaborate with Chatter file sharing / content mgmt workflows & approvals email & activity mgmt 1GB file / 1GB data storage
  • 9. Ready to get started?
  • 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. www.idealware.org www.techsoup.org 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 magnitude. If hiring a vendor, defined budget range and scope. Time allocated for all-staff training, system maintenance, data cleansing. Org understands this is not a “technology project” but a “change management project!”
  • 15. “free like a puppy” time + skill AND/OR money = SUCCESS
  • 16. Ask yourself some tough questions…
  • 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, Realistic, Time-based
  • 18. What are pain points with the current system? http://2.bp.blogspot.com/-RYkFdryP-Co/Tj7- 0q3DyPI/AAAAAAAABJU/6tETrv8zyb4/s1600/OpsSilo.jpg
  • 19. Have you assessed and prioritized needs? http://www.patents4life.com/wp-content/uploads/2011/09/now-later.jpg
  • 20. What Business Processes are you planning to track? Now? Later? CRM Marketing Q2 Development Q1 FY13 Program FY14
  • 21. What questions will the system help you answer? http://www.37signals.com/svn/images/sxsw-questions-slide.png
  • 22. What Reports do you need to generate?
  • 23. How much data can you realistically get?
  • 24. Have you looked at ALL the available solutions, or are you just picking the free one?
  • 25. Do you have staff time and/or budget dedicated to successfully implementing AND maintaining a system like this?
  • 26. Okay, NOW are you ready to get started?
  • 28. Two choices when you sign up… Enterprise Edition (EE) “Vanilla” version, no pre-customizations Nonprofit Starter Pack (NPSP) Pre-customized for: • donations • grants • memberships • households
  • 29. Okay, where do you go from here?
  • 30. Organizational Process Mapping Flow Charts Swim Lanes It’s for everyone!
  • 35. AppExchange: the App Store for SF
  • 36. These are a few of my favorite…apps!
  • 37. Join the Salesforce Community! • Salesforce Foundation Nonprofit Starter Pack Help: www.salesforcefoundation.org/nonprofitstarterpack • Nonprofit Starter Pack Support Group: groups.google.com/forum/?fromgroups#!forum/nonprofit- starter-pack-users • Boston Nonprofit Salesforce User Group: www.nonprofitsalesforceboston.org • Nonprofit Salesforce Practioner's Google Group: general Salesforce for nonprofits discussion groups.google.com/group/npsf • Salesforce Community Group (Answers and Ideas): success.salesforce.com
  • 38. Good luck with your Salesforce journey!

Editor's Notes

  1. Additional licenses can be purchased from the Salesforce.com Foundation (Current cost as of this writing is $360/user license/year)
  2. 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.
  3. Lucidchart.com Gliffy.com