Nonprofit Success Pack Launch Party slide deck.

1. Introducing Nonprofit Success Pack (NPSP) to Toronto and more

2. Forward-Looking Statements
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or use of our services.
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mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our
employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com
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3. Introducing….

4. The Nonprofit Success Tour Overview
A Community-Powered Tour run by User Groups and Partners
20 + events in
over 5 countries
presenting on the
Nonprofit
Success Pack
(NPSP)

5. 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

6. Turns the world’s #1 CRM into the #1 CRM for Nonprofits
AN OPEN, FLEXIBLE
DATA ARCHITECTURE
FOR EVERY NONPROFIT
THE KEY BUILDING BLOCKS
FOR CONSTITUENT
& DONOR MANAGEMENT
Implement faster
Scales with you
Extend with apps
Fundraising & programs together
Streamlined donor engagement
Preconfigured reports
A GLOBAL,
COMMUNITY-POWERED
MOVEMENT
Best practices
Features & documentation
Partners & experts
The Industry Standard to Accelerate Your Time to Impact
Zakk Tapp

7. Nonprofit Success Pack
Partial Soft
Credits,
In-Kind Gifts
Lightning
Experience-
Ready
Matching Gifts,
Honor/
Memorial
NEW FEATURES
Foundational,
Flexible
Architecture
Complex
Constituent
Management
Donation &
Grants
Management
Pre-Built,
Customizable
Reporting &
Analytics
Program &
Volunteer
Management
Social & Mobile-
Ready
+
Engagement
Plans
Levels Spanish,
German,
Japanese

8. Engagement Plans and Levels
Feature Spotlights
Engagement Plans
Develop personalized, repeatable plans
to engage donors and volunteers
Manage volunteer onboarding, major
gift stewardships, programs and more
Levels
Identify top constituents
Create constituent levels based on
donations, volunteer hours and more

9. How to Get Nonprofit Success Pack
Existing Customers
If you’re on NPSP 3.0, new features went live on
launch day
New to Salesforce
Start a Lightning Enterprise Edition + NPSP
Trial on Salesforce.org

10. trailhead.salesforce.comBecome an NPSP expert in no time:
• Intro to NPSP
• Donor Management
• Fundraising
• Volunteer Management NEW
Nonprofit Success Pack Trailhead Trails

11. New Resource: The Solution Exchange
Community-Powered Knowledge Sharing
Find use cases and success stories
from other customers
Connect with customers using
solutions you’re interested in

12. Amazing, Existing Resources
Power of Us Hub
Community of 29K+ users, 7K+ posts/month
99% of questions posted get answered
Weekly Hub Office Hours
Local User Groups
Github
Open-source code available via Github
Power of Us Hub and Github

14. About Traction
• 9 years experience implementing/developing the Salesforce platform
• One of first 500 certified on Salesforce.com
• 1000+ customers & 3300+ projects completed
• HQ in Vancouver, Canada; Offices in Toronto, Montreal & Texas
• People on the ground throughout the US: CA, OR, IL, OH, GA
• 250+ Employees - All full time employees
• No outsourcing, no offshoring, no contractors
• Experts in all Clouds (Sales, Service, Marketing, Analytics, CPQ, Force)
• Fixed fees whenever possible
• Certified B Corporation

15. What does it mean to be a data driven organization
A Culture of Curiosity
• Quality, efficiency & continuous improvement
• Focus on program outcomes
• Intentional and experimental
• Smart spending
• Happy team – proven meaning behind your actions

16. Some key learning from our journey
Every company/non-profit is becoming a technology company/non-profit

17. Some key learning from our journey
Technology does one thing – speeds things up

18. Some key learning from our journey
There is only one path to success in providing Salesforce services:
Enabling companies/non-profits to own it.

19. Some key learning from our journey
The .Org community innovates more effectively than the commercial side

20. Some key learning from our journey
Sectors are converging

21. What’s next
A bright future

22. Traction For Good
Priority #1 – Build non-profit capacity through the
use of technology, enabling non-profits to be more
efficient, innovative, and data-driven, so they can
impact more people.
Salesforce.org
Licensing
Non-Profit
Contribution
3rd Party
Funding
Traction For
Good Grants

23. Traditional non-profit “data model”
Program A Budget Program B Budget Volunteers
Financials Fundraising Facility Info IT Assets Program Results HR Data
Mileage Report Staff Feedback
Client Survey
Event
Registrations
Newsletter

24. The Connected Non-Profit
Fundraising
Marketing Community
Program
Management
AppsAnalytics

25. Talking to your board – Why invest in Salesforce/technology?
• 360 degree view – A unified view of every interaction with clients, supporters, members,
funders, volunteers and affiliates have with your organization.
• Increase efficiency / reduce manual processes
• Raise more resources
• Real-time reporting at your fingertips: Articulate program results to funders and the board
• Understand your clients and their needs leads to better programming

26. Talking to your board
• Strengthen your community: communicate more effectively
• Find anomalies in your spending
• Collaboration – internal and external
• Engage employees and clients in program and quality improvement
• Cheap can be expensive! “We can’t afford a Salesforce admin/IT manager”

27. Building an action plan
Consider:
• Fundraising / donation management
• Volunteer management
• Program Management
• Event management
• Communication / Marketing
• Financial Management
• …
Current
State
Future
State
Require-
ments
Prioritize
Evaluate
Options
Pick a
path!
Questions to ask:
• Our biggest paint points are..
• Wouldn’t it be great if…
• Our constituents would love if…

28. Apply for a Salesforce service grant
Will be emailed to you on Monday!

29. Group discussion
Divide you into 4 groups
• How do you currently leverage technology to achieve your mission?
• How would you like to leverage it?
• Challenges you have faced and brainstorm how to overcome

30. Thank Y u