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Salesforce Webinar
The document provides an overview of a webinar discussing the suitability of Salesforce CRM for nonprofit organizations, highlighting its features, benefits, and case studies. Presenters share insights on how Salesforce can help manage relationships, streamline processes, and enhance organizational capacity. Participants are encouraged to connect through forums and social media for further engagement and support.
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Salesforce Webinar
- 1. Is Salesforce CRMRight for Your Organization? Audio is only available by calling this number: Conference Call: 866-740-1260 Access Code: 6339392 Sponsored by
- 2. Using ReadyTalk Chat& raise hand Mute = *6, Unmute = *7 If you lose your internet connection, reconnect using the link emailed to you. If you lose your phone connection, r e-dial the phone number and re-join. ReadyTalk support: 800-843-9166
- 3. You are beingrecorded… This seminar will be available on the TechSoup website along with past webinar presentations: www.techsoup.org/go/webinars You will receive a link to this presentation, material and links. Ask follow-up questions in the forums: http://forums.techsoup.org/cs/forums/t/29208.aspx Twitter hashtag: #techsoup
- 4. Presenters: Lindsey Anderson,Salesforce.com Foundation Wen-Hua Yang, NAPAWF Is Salesforce CRM Right for Your Organization? Sponsored by
- 5. Today’s Speakers Answeringchat questions: Meghan Nesbit, Salesforce.com Foundation and Elliot Harmon, TechSoup Becky Wiegand TechSoup Lindsey Anderson Salesforce.com Foundation Wen-Hua Yang NAPAWF
- 6. Agenda Introductions WhatIs Salesforce? How It Has Helped Nonprofits Features and Nonprofit Starter Pack Case Study Getting Started & Resources Q&A
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- 8. Today, It’s Impossibleto Stay on Top of Everything Development Donations Donors
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- 10. Our Mission: Cloud Computing Driver, Catalyst & Evangelist 1960’s Mainframe 1980’s Client/server Today Enterprise Cloud Computing
- 11. Manage All YourConstituents Maximize Productivity Gain a 360 ° constituent view Centralize information Log calls, emails, tasks, and events Track activity history Cultivate relationships
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- 13. Serving Nonprofits ofEvery Shape and Size
- 14. volunteered by salesforce.comemployees using donated and discounted licenses awarded to enable positive change Leveraging our people, products and resources to strengthen our communities
- 15. One Nonprofit’s StoryNAPAWF is a policy advocacy and grassroots organizing nonprofit that works to advance social justice and human rights for Asian and Pacific Islander women and girls. Programs: Reproductive Justice, Anti-Human Trafficking, Immigration Reform, and Youth Leadership Development.
- 16. We’re Small butNeed to Be Everywhere Four Full-Time Staff Three Offices Washington, DC New York City Bay Area, CA Eleven Chapters Seattle, Bay Area, Sacramento, L.A., Las Vegas Chicago, St. Cloud, MN, Ann Arbor New York City, Washington, DC, Yale
- 17. Paying Members &Activists 350 paid members 2,100 people on our national listserve
- 18. Strategic Goals… Increaseour national capacity, expertise, and financial sustainability. Increase paid membership to 2,000. Build the leadership, empowerment, political capacity and consciousness to drive an API women and girls’ agenda.
- 19. …Lead to Searchingfor a CRM Enter Salesforce! We are using it to track: Individual Donors Membership Management Foundation Grant Management Chapter Leaders Event & Training Participation
- 20. Features & NonprofitStarter Pack
- 21. What Is Includedin the Product Donation? 10 Enterprise Edition Licenses on one account Licenses auto-renew on an annual basis at $0 cost Choice of configuration (Nonprofit, Standard, or Partner) Extreme nonprofit discounts for additional products Access to our nonprofit community Access to AppExchange Applications
- 22. The Nonprofit StarterPack Based on three years of feedback from our community of users Focuses on an organization’s ability to manage all kinds of relationships Enables all the power of standard salesforce with nonprofit specific customizations Open source project with community feedback encouraged
- 23. 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
- 24. 2. Salesforce CRMPlus 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
- 25. Packages Included inthe Nonprofit Starter Pack
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- 37. Considerations & GettingStarted
- 38. Things To ConsiderTime Process People Money Development
- 39. Resources Your OrganizationShould Consider How Many users will you have logging in? First ten licenses donated Additional licenses are extremely discounted (approx. 80%) Will you invest the help of a partner to get you up and running? Find one that meets your needs and schedule free scoping session Are you going to attend training on how to use salesforce.com? Nonprofit discounts available on admin trainings On-demand trainings through salesforce.com free Etherios.com offers specific nonprofit salesforce.com trainings
- 40. An Online Self-ServiceApplication Process http:// www.salesforcefoundation.org /products/donation
- 41. Tips for SuccessDig Into Your Trial Nonprofit Demo – Wednesdays at 10 am Admin Workshop – 4 day in person training On demand Training – Help and Training link in Salesforce. Etherios – Nonprofit Starter Pack Training Get Connected with Organizations Similar to Your Own Nonprofit Q&A Forum – online community forum User Groups – Nonprofit specific once a month in person NPSF Google Group – Online user/developer/consultant-monthly Enlist the Help of Partners Partners can help plan, migrate data, implement, customize your Salesforce account and train your organization on best practices http:// www.salesforcefoundation.org /partners 1. 2. 3.
- 42. Questions? Submit yourquestions using the chat box.
- 43. Continue the Discussion…Ask follow-up questions in the our community forums: http://forums.techsoup.org/cs/forums/t/29208.aspx Join the conversation on Twitter with the #techsoup hashtag
- 44. Thank You toOur 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
- 45. Thank You! Pleasecomplete the post-event survey. For more information contact: [email_address]
Editor's Notes
- #11 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
- #12 360 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
- #13 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.
- #14 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
- #15 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
- #24 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.
- #32 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.