This document provides an introduction to Salesforce, a cloud-based customer relationship management platform. It outlines the presentation topics which include an overview of what Salesforce is, keys to Salesforce success and common roadblocks. The document discusses Salesforce's history and capabilities. It also addresses important questions organizations should consider around goals, needs, processes, data and resources before implementing Salesforce. The presentation will include a live demo and overview of additional apps and the Salesforce community for non-profits.

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?

27. http://www.salesforcefoundation.org

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!

31. Process Mapping Tools

34. REAL LIVE DEMO!

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!