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Introducing Nonprofit Success Pack (NPSP) to Toronto and more
Forward-Looking Statements
Safe harbor statement under the Private Securities Litigation Reform Act of 1995:
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any
of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking
statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or
service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for
future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts
or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our
service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth,
interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible
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
products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of
salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most
recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information
section of our Web site.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not
be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available.
Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
Introducing….
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)
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
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
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
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
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
trailhead.salesforce.comBecome an NPSP expert in no time:
• Intro to NPSP
• Donor Management
• Fundraising
• Volunteer Management NEW
Nonprofit Success Pack Trailhead Trails
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
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
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
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
Some key learning from our journey
Every company/non-profit is becoming a technology company/non-profit
Some key learning from our journey
Technology does one thing – speeds things up
Some key learning from our journey
There is only one path to success in providing Salesforce services:
Enabling companies/non-profits to own it.
Some key learning from our journey
The .Org community innovates more effectively than the commercial side
Some key learning from our journey
Sectors are converging
What’s next
A bright future
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
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
The Connected Non-Profit
Fundraising
Marketing Community
Program
Management
AppsAnalytics
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
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”
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…
Apply for a Salesforce service grant
Will be emailed to you on Monday!
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
Thank Y u

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Nonprofit Success Pack Launch - Toronto 2016

  • 1. Introducing Nonprofit Success Pack (NPSP) to Toronto and more
  • 2. Forward-Looking Statements Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible 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 products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
  • 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
  • 13.
  • 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
  • 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