Salesforce is a cloud-based customer relationship management (CRM) system that allows nonprofits to track constituents such as donors, volunteers, and program participants. Over 20,000 nonprofits in the U.S. use Salesforce. The Nonprofit Starter Pack is a free app that customizes Salesforce for nonprofits by allowing them to track things like donors, volunteers, relationships, and recurring donations. Implementing Salesforce helps nonprofits manage data more effectively, meet reporting requirements, improve efficiencies, and break down silos within the organization.

1. Salesforce
101

2. Database app in the cloud
Enterprise-Wide & 360
View of Constituents
20,000 nonprofits using it in
the U.S.
Highly Customizable
About Salesforce

3. About Nonprofit Starter Pack
Free App that adapts
Saleforce for Nonprofits
Tracks Donors, Volunteers, &
Program Participants
Supports Households,
Affiliations, Relationships &
Recurring Donations

4. So What?
Why managing data is important and need for CRM:
•Demanding reporting requirements
•Helps tell your story
•High demand on staff and need for efficiencies
•Capture all the ways constituents engage
•Breaks down the siloes in your organization

5. Comprehensive System for Nonprofits
Development Programs
Volunteer
Management
Communications &
Marketing
Break Down
Siloes

6. Development Programs
Volunteer
Management
Communications &
Marketing
Break Down
Siloes

7. Grant Management
• Track opportunity pipeline
• Stay on top of deadlines
• Track Communications
• Analyze trends over time

8. Donor Management
• Actual vs. Goals
• Track Pledges
• 360 Degree View of Donors

9. Fundraising Campaigns
• Itemized and Rolled Up Data
• Measure ROI
• Manage Events

10. Development Programs
Volunteer
Management
Communications &
Marketing
Break Down
Siloes

11. Track Programs

12. Development Programs
Volunteer
Management
Communications &
Marketing
Break Down
Siloes

13. Volunteer Engagement

14. Development Programs
Volunteer
Management
Communications &
Marketing
Break Down
Siloes

15. Communications
• Track all Communications
Integrate with Email
• Mass Mailing Branding
• Mail Merge

16. Campaigns
A simple way of tracking your outreach activities
or group of people
Ability to measure ROI on efforts
Fundraising
Tracking Cohorts
Manage Events
Volunteer Management

18. Donates
Money
360
View
Active
Volunteer
Attends
Events
Influencer
in getting
grants
Children
Involved

19. Jumping the Wall
Setup &
Migrate Data
Train Staff to
Enter Data
Correctly
Navigation &
Basics
Campaigns
Reports &
Dashboards
T
H
E
W
A
L
L

20. Planning & Design
Have Vision- What are your organizations goals and
how will Salesforce support that
Start with the end in mind – what do you want to
report on?
Get input from all of your stakeholders
Set a realistic timeline for implementation

21. Collaboration
Getting your departments to work together, create
common language, share the space

22. Map your Processes
Define what
to track in SF
Map business
processes
Set up in
Salesforce
Document &
Train Staff

23. Buy-In & User Adoption
Must have Executive Support
Need organization-wide commitment
Staff Training and documentation

24. Realistic Expectations
Do you have the staff time and/or budget
dedicated to successfully to implement and
maintain?
Crawl Walk Run Fly

25. The system alone won’t result in success.
Success requires:
Management buy-in and enforcement
Adequate design and capabilities of system
Clarity of business processes and use of system
Team engagement and accuracy of its use

26. Process for implementation
Apply for
Grant
Plan Configure
Migrate
Data
Document
& Train

27. Where people need help
•Salesforce expertise – knowing what it can and cannot do
•Translating for the nonprofit environment
•Business Process Mapping
•Configuration/Customization
•Integration (apps, other systems)
•Data migration
•Training
•Optimization

28. Resources
Salesforce Success Communities
The Power of Us Hub – Salesforce Foundation
Boston Nonprofit Salesforce User Group
HandsOn Tech
Forcify videos
YouTube videos

29. How to sign up
1. Create a trial
www.salesforcefoundation.org/trial
2. Apply for a grant
www.salesforcefoundation.org/apply

30. Flying with Salesforce
Web-to-Salesforce
Integrate
Self-Service:
Communications
Streamline &
Automate
Processes
Improve
UI &
Mobility

31. Volunteer Management

32. F
Custom Build Classroom Management
F
F
f

33. Streamlining Application Process
• One of first Americorps programs to be fully digital in
application and files
• Application integrates website & Salesforce
• Automated communication to save staff time
• Web portal for volunteer interviewers

34. Improved User Interface & Mobility

35. Us!

36. Salesforce Solutions for Nonprofits
Consulting Custom Apps
Implementation Training