Become a Connected Nonprofit with Salesforce for Nonprofits. Part of the mission of Salesforce (the world’s leading CRM app) is to give back. Through the Salesforce Foundation, as a qualified nonprofit, you may be eligible for the world’s leading customer engagement platform at no cost. As a Salesforce Foundation partner Net@Work has created quick and easy configuration programs to help you message, manage and reach your organizational goals. In this live, complimentary webinar we will discuss Salesforce Foundation and how it can help your nonprofit, including: -Why Customer Relationship Management (CRM) matters. -How Salesforce has adopted this platform for nonprofits. -Discuss the Net@Work Quick Start for Salesforce. -Get an overview of the NPSP (Nonprofit Starter Pack), which includes: -Donation and Recurring Donation Management -Basic Membership Management -Volunteer Management -Household Management -Gifts, Pledges & Soft Credits -Nonprofit Relationship Management

1. Salesforce NPSP 3.0
Live Webinar:
We will begin shortly Webinar Audio: You can dial the telephone numbers located on your
webinar panel. Or listen in using your microphone or computer speakers.
Why 23,000 Nonprofits Use Salesforce Foundation to Meet Their Mission…
and Why You Should Be Next!

2. Danny Estrada, Net@Work
CRM Practice Director
 20 Years in CRM
 CRM Magazine Columnist
 Search CRM Blogger
 Practical CRM Blog
Today’s Presenters
David Habib, Salesforce
Salesforce Foundation Sr. Developer
 29 Years in Technology
 15 Years with Nonprofit
 7 Years with Salesforce
 Author of AppExchange Apps

3. Webinar Details
• Presentation is roughly 1 hour
• All phone lines are muted
• Type your questions into your “questions box” located at the
bottom of your webinar panel

4. Nationally Respected Technology Firm with 20 Years of CRM

5. Overview Solutions
Customer Relationship
Management (CRM)
HR Management
Systems (HRMS) /
Employer Solutions
Web/Mobile Development
& eCommerce
Nonprofit
Solutions
Document Management/
SharePoint Implementations
Business Intelligence,
Analytics & Reporting
Cloud / IT Infrastructure
& Managed Services
Enterprise Resource Planning
(ERP) / Accounting Software

6. Today’s Agenda
 The state of the Nonprofit world
 How Salesforce can Help
 Net@Work Salesforce Quick Start
 CRM Concierge Program
 Here’s how the Salesforce Foundation program works
 Take a tour through Salesforce & NPSP
 Q&A

7. How Salesforce Foundation Can Help

8. Net@Work Salesforce Quick Start
Get off and running for $5,000… $6,000 with data loaded
 For up to 10 users
 User/Security/System Configuration Analysis
 System Configuration Implementation
 Customize up to 10 Fields
 Training – 2 Hr. Admin, (2) 2 Hr. Remote End User (2) End
User Remote Follow Ups
 2 Hours of post go live support
 Project Management included

9. CRM Concierge Subscription
Concierge
 Minimum 5 User
 Dedicated Salesforce Team
 User administration
 Configuration of existing forms
 Adoption assistance
 Ad hoc training
Concierge +
Everything in Concierge plus:
 Customizing existing forms
 Report creation
 Dashboard creation
 Quarterly CRM Health Check
$25/User Per Month* $50/User Per Month*
*Annual Subscription Required

10. Here’s How The Salesforce Foundation Program Works
 Must be a qualified 501(c)3, Higher Ed, or K‐12 Org
 Apply online at Salesforcefoundation.org
 Receive 10 Enterprise Edition licenses donated
 Join the Power of Us Community
 Additional licenses at deep discounts
 Come see us at Dreamforce
 Learn about NGO Connect for larger nonprofits

11. Today’s Agenda
INTRODUCING
SALESFORCE FOUNDATION

12. Questions?
Type your questions into your “questions box” located at the
bottom of your webinar panel

13. Thank You For Attending!
For additional information, please contact me (or your Net@Work Account Manager)
Danny Estrada | Net@Work
CRM Practice Director
Phone: 800‐719‐3307 Ext. 1749
destrada@netatwork.com
sgarrity@netatwork.com