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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...
What is Salesforce? “the boring version”


       “Salesforce.com is a web-
       based Customer
       Relationship Mana...
Some not-so-ancient history (1999)




                        1/1/1 Philanthropy Model
                        • 1% volun...
Originally for Salespeople to track deals…
                   “Hello CONTACT.
                   I would like to sell
    ...
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
...
What do you get when you sign up?

   constituent mgmt         donation / grants mgmt        reports & analytics




campa...
Ready to get started?
Marc’s “Salesforce Stoppers”
           “Our board member told us to get
             this, he loves it at his office.”


...
Marc’s “Salesforce Stoppers”
          “Org Y is using this, so we figured we
                        could too.”


      ...
Marc’s “Salesforce Success Keys”
          Org has done a needs assessment and
           determined Salesforce is the bes...
Marc’s “Salesforce Success Keys”
       Realistic timeline (from 2-3 months to 2+ yrs!)


          Executive support for ...
“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 ...
What are pain points with the current system?




http://2.bp.blogspot.com/-RYkFdryP-Co/Tj7-
0q3DyPI/AAAAAAAABJU/6tETrv8zy...
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?
                Development
                 Q1 FY13

    M...
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…
Nonprofit Starter Pack   Enterprise Edition
(NPSP)                   (EE)
Pre-customized for...
Okay, where do you go from here?
Organizational Process Mapping
              It’s for everyone!

                                   Flow Charts




 Swim ...
Process Mapping Tools
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/nonprofit...
Good luck with your Salesforce journey!
Intro to Salesforce for Nonprofits
Intro to Salesforce for Nonprofits
Intro to Salesforce for Nonprofits
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Intro to Salesforce for Nonprofits

Basic introduction to Salesforce for Nonprofits. Focus on keys to success and implementation. NOT a "techie" presentation. :)

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Intro to Salesforce for Nonprofits

  1. 1. INTRODUCTION TO SALESFORCE Marc Baizman My Computer Guy marc@mcgtraining.com (617) 329-1868
  2. 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. 3. What is Salesforce? “the boring version” “Salesforce.com is a web- based Customer Relationship Management (CRM) Application that runs in the cloud.”
  4. 4. Some not-so-ancient history (1999) 1/1/1 Philanthropy Model • 1% volunteer time • 1% of product • 1% of revenues Marc Benioff, founder
  5. 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. 6. Now…it’s an entire technology platform! And a huge, complicated, beast… which we’ll talk more about shortly.
  7. 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. 8. What do you get when you sign up? constituent mgmt donation / grants mgmt reports & analytics campaign / events mgmt custom objects case management collaborate with Chatter file sharing / content mgmt workflows & approvals email & activity mgmt 1GB file / 1GB data mobile access (Mobile storage Lite)
  9. 9. Ready to get started?
  10. 10. 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.”
  11. 11. 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.”
  12. 12. 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).
  13. 13. 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!”
  14. 14. “free like a puppy” time + skill AND/OR money = SUCCESS
  15. 15. Ask yourself some tough questions…
  16. 16. 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
  17. 17. What are pain points with the current system? http://2.bp.blogspot.com/-RYkFdryP-Co/Tj7- 0q3DyPI/AAAAAAAABJU/6tETrv8zyb4/s1600/OpsSilo.jpg
  18. 18. Have you assessed and prioritized needs? http://www.patents4life.com/wp-content/uploads/2011/09/now-later.jpg
  19. 19. What Business Processes are you planning to track? Now? Later? Development Q1 FY13 Marketing Program Q2 FY14 CRM
  20. 20. What questions will the system help you answer? http://www.37signals.com/svn/images/sxsw-questions-slide.png
  21. 21. What Reports do you need to generate?
  22. 22. How much data can you realistically get?
  23. 23. Have you looked at ALL the available solutions, or are you just picking the free one?
  24. 24. Do you have staff time and/or budget dedicated to successfully implementing AND maintaining a system like this?
  25. 25. Okay, NOW are you ready to get started?
  26. 26. http://www.salesforcefoundation.org
  27. 27. Two choices when you sign up… Nonprofit Starter Pack Enterprise Edition (NPSP) (EE) Pre-customized for: “Vanilla” version, no • donations pre-customizations • grants • memberships • households
  28. 28. Okay, where do you go from here?
  29. 29. Organizational Process Mapping It’s for everyone! Flow Charts Swim Lanes
  30. 30. Process Mapping Tools
  31. 31. REAL LIVE DEMO!
  32. 32. AppExchange: the App Store for SF
  33. 33. These are a few of my favorite…apps!
  34. 34. 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
  35. 35. Good luck with your Salesforce journey!
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Basic introduction to Salesforce for Nonprofits. Focus on keys to success and implementation. NOT a "techie" presentation. :)

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