Is it true Salesforce is free for nonprofits? What exactly IS Salesforce? What is the Salesforce Nonprofit Success Pack? What tools and resources are out there to learn how to use Salesforce? How can the local nonprofit user group help me? In this workshop Jacki and Joseph will address all of these topics, cover the basics of Salesforce, explore use cases for Salesforce in nonprofit organizations, and answer questions ranging from first steps to specific troubleshooting from attendees.

1. Everything You Always Wanted
to Know About Salesforce for
Nonprofits
Jacki Askelson, TandemCRM
Joseph Piearson, Iowa Department of Cultural Affairs

2. 1. What IS Salesforce?
2. It’s Free. Really.
3. Customization & the AppExchange
4. Nonprofit Success Pack
5. Manage Relationships
6. Manage Funding
7. Volunteers
8. Reports & Dashboards
9. Complexity
10. Resources
Jacki & Joseph’s Top 10 NPO Salesforce Tips

3. 1. What IS Salesforce?

7. 2. It’s Free. Really.

9. Celebrating 16 Years of Giving Back
​1-1-1 Model
1.1M+
Service Hours
1%
Time
$
100M+
Grants
1%
Equity
26K+
Nonprofit Organizations1%
Product
pledge1percent.org
$
250M
Donated Product

10. Power of Us Program
Source: Salesforce Customer Relationship Survey conducted March 2014 - May 2014, by an independent third-party, Confirmit Inc., on 4,100+ customers randomly selected. Response sizes per question vary.

11. 3. Customization & the AppExchange

18. 4. Nonprofit Success Pack

19. Introducing….

20. NPSP: 10 Years of Community-Driven Innovation
“Wild
West”
Nonprofit
Template
Nonprofit
Starter
Pack 2
Nonprofit
Starter
Pack 3
Today
How We Created the Industry Standard Together
With the Nonprofit Success Pack, we have a 360 view of a
donor at any give time so we can continue to build and
cultivate these relationships.”
- Melanie Bricker, National Aquarium
“The power of the Nonprofit Success Pack allows us not only to
manage our entire multi-site national program in one place, but
also to see the incredible impact of our work in real-time,
anytime” - Kylee Durant, RP/6
“NPSP is as much a guiding light as it is guided by
the light of the community’s needs.”
- Tracy Kronzak, TK Endeavours
2005
2006
2008
2014
2016

22. 5. Manage Relationships

23. 5. Manage Relationships

25. 6. Manage Funding

26. Donations
● Monetary
● Major Gifts
● In-Kind Donations
● Pledges and Payments toward pledges
● Recurring
● Matching Donations
● Memberships
● Donation Acknowledgements

27. Donation Rollups

28. Soft Credits

29. Grant Management

30. 7. Volunteers

34. 8. Dashboards & Reporting

37. 9. Complexity

38. 9. Complexity

40. 10. Resources

41. Salesforce Success Community

42. Power of Us HUB

43. Salesforce Trailhead

46. http://events.salesforceusergroups.com/iowausergroups
Local User Groups

47. User Group Leaders
Jacki Askelson
jaskelson@tandemcrm.com
@jackilaskelson
Joseph Piearson
joseph.piearson@iowa.gov
@josephpiearson
Questions?