SlideShare a Scribd company logo
Is Salesforce CRM Right for  Your Organization?  Audio is only available by calling this number: Conference Call: 866-740-1260  Access Code: 6339392 Sponsored by
Using ReadyTalk ,[object Object],[object Object],[object Object],[object Object],[object Object]
You are being recorded… ,[object Object],[object Object],[object Object],[object Object],[object Object]
Presenters: Lindsey Anderson, Salesforce.com Foundation Wen-Hua Yang, NAPAWF Is Salesforce CRM Right for  Your Organization? Sponsored by
Today’s Speakers Answering chat questions:  Meghan Nesbit, Salesforce.com Foundation and  Elliot Harmon, TechSoup Becky Wiegand TechSoup Lindsey Anderson Salesforce.com Foundation Wen-Hua Yang NAPAWF
Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What Is Salesforce?
Today, It’s Impossible to Stay on Top of Everything Development Donations Donors
Development Donations Donors
Our Mission:  Cloud Computing Driver, Catalyst & Evangelist 1960’s Mainframe 1980’s Client/server Today Enterprise Cloud Computing
Manage All Your Constituents ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Value to Nonprofits
Serving Nonprofits of Every Shape and Size
volunteered by salesforce.com employees using donated and discounted licenses awarded to enable positive change Leveraging our people, products and resources to strengthen our communities
One Nonprofit’s Story ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
We’re Small but Need to Be Everywhere ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Paying Members & Activists ,[object Object],[object Object]
Strategic Goals… ,[object Object],[object Object],[object Object]
…Lead to Searching for a CRM ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Features & Nonprofit Starter Pack
What Is Included in the Product Donation? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The Nonprofit Starter Pack ,[object Object],[object Object],[object Object],[object Object]
Accounts  & Contacts 1. Salesforce CRM AppExchange Integrated Content  Library Email &  Productivity Real-Time Approvals  & Workflow Partners Genius Forecasting  & Analytics Opportunities Leads  & Campaigns Salesforce CRM The award winning Enterprise Edition used across industries
2. Salesforce CRM Plus the Nonprofit Starter Pack Enterprise Edition with some nonprofit tweaks Salesforce CRM  plus the  Nonprofit Starter Pack Organizations & Contacts AppExchange Integrated Content  Library Email &  Productivity Real-Time Approvals  & Workflow Partners Genius Forecasting  & Analytics Donations Leads  & Campaigns Recurring Donations Affiliations Households Relationships
Packages Included in the Nonprofit Starter Pack
Home Page
Dashboards
Reports and Analytics
Contact Records
360 Degrees
One Nonprofit’s Experience
Donation Records
[object Object],[object Object]
 
blah
 
Considerations & Getting Started
Things To Consider ,[object Object],[object Object],[object Object],[object Object],Development
Resources Your Organization Should Consider ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
An Online Self-Service Application Process http:// www.salesforcefoundation.org /products/donation
Tips for Success ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],1. 2. 3.
Questions? Submit your questions using the chat box.
Continue the Discussion… ,[object Object],[object Object]
Thank You to Our Webinar Sponsor! ReadyTalk offers dedicated product demos for  TechSoup organizations 4 times per week: Monday   1:00 pm Mountain Standard Time (MST) Wednesday   9:00 am MST Thursday   1:00 pm MST Friday   9:00 am MST For more information:   pages.readytalk.com/techsoup.html
Thank You! Please complete the post-event survey.  For more information contact: [email_address]

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Salesforce Webinar

Editor's Notes

  1. Industry shifting to enterprise cloud computing With the cloud (the internet) companies can build and run applications with just a browser No need for servers or software today
  2. 360 degree view- one central place to manage all your customer information and interactions Bring in the best of other web services like Google Maps, newsfeeds, and Twitter to get a better picture of what’s happening at your accounts With Sales and Service on the same platform, you have visibility into any outstanding service issues – great to know before asking for more business - Plan account strategies with your extended sales team for long term customer success
  3. I need to find an image or two for this transition page as well. My Flickr Creative Commons pages were loading really slowly today. I’ll search over the weekend.
  4. Salesforce serves small, medium, and large sized companies Small companies benefit with access to enterprise apps and infrastructure that they might not be able to afford - Large companies benefit with the innovation, rapid scalability, and rapid deployment of people and apps in the cloud
  5. The 1/1/1/1 model defines an integrated philanthropic model where salesforce.com’s core strengths and resources are contributed back to community. 1% Equity: founding equity to fund the foundation – a separate 501c3 organization 1% of the company’s Time – each employee receives 6 paid days a year to volunteer within the community 1% of the salesforce.com product. And most recently, we have adopted our 1 with the Earth initiative where we working to minimize our carbon footprint and work towards becoming a carbon neutral company
  6. The World’s most complete sales application Accounts & Contacts – one central repository for all customer information – 360 degree view Leads & Campaigns – generate more business and align marketing and sales Opportunities & Deals – track all deal activities and accelerate sales cycles Forecasting & Analytics – Offer real time visibility into performance Approvals & Workflow – automate your business, reduce administration, and keep deals moving quickly Email & Productivity – seamless integration between the apps you use most often Content Library – central repository to manage all presentations, collateral, and documents Genius – iTunes recommends songs, Amazon recommends books, Salesforce tells you how to close more deals Partners – revolutionary technology that makes selling with your partners as coordinated as your direct sales team AppExchange – extend your sales success with easy to deploy apps and components built by salesforce labs and our customers and partners Access the Sales Cloud from anywhere – any browser, desktop, laptop, or mobile device.
  7. I need to find an image or two for this transition page as well. My Flickr Creative Commons pages were loading really slowly today. I’ll search over the weekend.