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Building Engaged Communities
December 2013
Safe Harbor
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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
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Two Ways to Ask Questions…
•  Use question box on webinar
•  Tweet questions with
#connectednonprofit

To be contacted by a nonprofit specialist,
email events@salesforcefoundation.org
Today’s Presenters

Brian Komar

VP, Marketing,
Salesforce.com
Foundation

Derek Bennett

Chief of Staff,
Iraq and Afghanistan
Veterans of America

Chris Thomas

Chuck Mortimore

Chief Innovation
Officer
The Sierra Club

VP, Product
Management
salesforce.com
Agenda

1

Introductions

2

Iraq & Afghanistan Veterans of America

3

The Sierra Club

4

Demo

5

Q&A
%
1

530,000+

Time • Equity • Product

Hours Service

$53M+

20,000

Grants

Nonprofit
organizations
Become A Connected Nonprofit
Transform Your Community. Prove your Impact.

Connected

Connected

Employees

Connected

Programs

Partners

Executive
Director

Finance
Communications
Research

Outreach
Development

Connected

Supporters

New Media
Volunteers

Connected

Community
Trends Of The Leading Nonprofit Innovators…
Serve

Case Management

Call Centers &
1-800 Hotlines

Innovate

Engage

Teaching & Learning
Programs

Email Marketing

Mobile Field Reporting

Social Media Engagement

Empower

Support

Social Intranet

Staff & Volunteer Hubs

Affiliate Services

Legislation & Policy
Tracking

Social Recruiting

Global Development
Programs

Data-driven Websites

Partner Communities

Constituent & Donor
Management

Member Communities

Training Services

Fundraising

Grants & Portfolio
Management

Events Management
& Ticketing

Nonprofit Impact
improved
efficiency

improved
effectiveness

improved
ability to
achieve mission
Derek Bennett
Iraq & Afghanistan Veterans of America
@dhb00
IAVA Overview
VISION:
An empowered generation of veterans who provide sustainable
leadership in their communities.
MISSION:
IAVA’s mission is to improve the lives of Iraq and Afghanistan
veterans and their families.

PROGRAM AREAS
Health
Education
Employment
Community
	
  

PROGRAM TYPES
Assistance
Advocacy
Awareness
	
  

"We’ve	
  got	
  your	
  back"	
  

10	
  
Post 9/11 Veterans: Less Geographic
Density, Younger

IAVA’s Average Member1
• Male (89%)
• 26-30 years old (33%)
• Iraq War Vet (68%)
• Served in the Army (68%)
• Student (37%)
• Has a Civilian Job (36%)
• Married w/ children (40%)
• Homeowner(45%)
• Political independent (35%)
• Registered to vote (90%)

"We’ve	
  got	
  your	
  back"	
  

1.	
  Based	
  on	
  2013	
  Annual	
  Member	
  Survey	
  Data,	
  February	
  2013,	
  n=	
  4,104	
  

11	
  
5	
  Most	
  Common	
  Injuries	
  
How	
  to	
  address	
  
without	
  increasing	
  
stigma?	
  	
  

"We’ve	
  got	
  your	
  back"	
  

	
  
I. IAVA Overview
IAVA’s Model
In Action:
The Veteran
Member
Engagement
Experience
Several key
points that we
rely on
Salesforce

"We’ve	
  got	
  your	
  back"	
  

13	
  
Connec1ng	
  Veterans	
  On	
  and	
  Off	
  Line	
  

Our	
  Challenge:	
  
Connecting	
  veterans	
  
with	
  the	
  ‘Sea	
  of	
  
Goodwill’	
  in	
  the	
  
country	
  and	
  to	
  each	
  
other	
  
	
  
Our	
  Solution:	
  	
  
A	
  digital	
  distribution	
  
system	
  
Upda1ng	
  Our	
  Online	
  Community	
  
Successful	
  Beta:	
  Integra1ng	
  Key	
  Experiences	
  

Leverages	
  
Communities	
  
platform	
  to	
  drive	
  
new	
  engagement:	
  
	
  
•  ConQidential	
  
forums	
  
•  Connection	
  to	
  
resources	
  
•  Rucksack	
  
integration	
  
•  Event	
  
Integration	
  
•  Peer	
  
ConQirmation	
  
•  Single	
  sign-­‐in	
  
•  Connection	
  to	
  
supporters	
  
	
  	
  
	
  
Expanding	
  Features	
  on	
  the	
  	
  2014	
  Roadmap	
  
Ques1ons?	
  

"We’ve got your back"
Chris Thomas
The Sierra Club
@cxthom
Digital	
  Strategies	
  

We	
  Draw	
  Crowds	
  

2.2m	
  reachable	
  on	
  our	
  lists	
  
6m	
  annual	
  ac3ons	
  across	
  campaigns	
  and	
  poli3cs	
  
$3m	
  annual	
  fundraising	
  online	
  
40K	
  show	
  up	
  for	
  rallies	
  
218K	
  on	
  Facebook	
  
	
  
Digital	
  Strategies	
  

We	
  Need	
  to	
  Build	
  a	
  Movement	
  

While	
  we	
  enjoy	
  aGri3on	
  rates	
  lower	
  than	
  industry	
  
standard	
  (1.65%	
  v.	
  1.09%),	
  we	
  need	
  people	
  to	
  s3ck	
  
to	
  create	
  a	
  legi3mate	
  online	
  grassroots	
  movement.	
  
21	
  
Challenges	
  

Rela1onships	
  

Haven’t	
  translated	
  our	
  unique	
  ability	
  to	
  nurture	
  and	
  sustain	
  
grassroots	
  rela3onships	
  in	
  the	
  online	
  world.	
  
Linear	
  and	
  not	
  very	
  interac3ve	
  –	
  few	
  engagement	
  

Paradigm	
   opportuni3es.	
  
Clarity	
  
Diverse	
  
streams	
  
Tech	
  

Opaque	
  to	
  all	
  but	
  the	
  ini3ated.	
  We	
  need	
  to	
  open	
  the	
  doors,	
  
be	
  transparent	
  and	
  invi3ng.	
  
Technology	
  thrives	
  on	
  diversity,	
  variety	
  and	
  mul3plicity.	
  
Outdated	
  systems	
  are	
  unsustainable	
  and	
  not	
  capitalizing	
  on	
  
new	
  innova3ons.	
  
Crea3ng	
  the	
  Bridge	
  

PlaUorm	
  

Offline	
  

Bringing	
  It	
  	
  
All	
  Together	
  
‣  The	
  power	
  of	
  the	
  Club	
  is	
  our	
  
strong	
  offline	
  infrastructure.	
  
‣  Salesforce	
  is	
  the	
  knowledge	
  
base	
  of	
  the	
  Club.	
  

Data	
  

‣  Bridging	
  online	
  and	
  offline	
  is	
  
our	
  greatest	
  strength.	
  

Social/	
  
Web	
  

Email	
  
Program	
  
Demo: Chuck Mortimore
VP, Product Management
salesforce.com
Q&A
Sierra Club and IAVA Build Engaged Communities

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Sierra Club and IAVA Build Engaged Communities

  • 2. Safe Harbor 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.
  • 3. Two Ways to Ask Questions… •  Use question box on webinar •  Tweet questions with #connectednonprofit To be contacted by a nonprofit specialist, email events@salesforcefoundation.org
  • 4. Today’s Presenters Brian Komar VP, Marketing, Salesforce.com Foundation Derek Bennett Chief of Staff, Iraq and Afghanistan Veterans of America Chris Thomas Chuck Mortimore Chief Innovation Officer The Sierra Club VP, Product Management salesforce.com
  • 5. Agenda 1 Introductions 2 Iraq & Afghanistan Veterans of America 3 The Sierra Club 4 Demo 5 Q&A
  • 6. % 1 530,000+ Time • Equity • Product Hours Service $53M+ 20,000 Grants Nonprofit organizations
  • 7. Become A Connected Nonprofit Transform Your Community. Prove your Impact. Connected Connected Employees Connected Programs Partners Executive Director Finance Communications Research Outreach Development Connected Supporters New Media Volunteers Connected Community
  • 8. Trends Of The Leading Nonprofit Innovators… Serve Case Management Call Centers & 1-800 Hotlines Innovate Engage Teaching & Learning Programs Email Marketing Mobile Field Reporting Social Media Engagement Empower Support Social Intranet Staff & Volunteer Hubs Affiliate Services Legislation & Policy Tracking Social Recruiting Global Development Programs Data-driven Websites Partner Communities Constituent & Donor Management Member Communities Training Services Fundraising Grants & Portfolio Management Events Management & Ticketing Nonprofit Impact improved efficiency improved effectiveness improved ability to achieve mission
  • 9. Derek Bennett Iraq & Afghanistan Veterans of America @dhb00
  • 10. IAVA Overview VISION: An empowered generation of veterans who provide sustainable leadership in their communities. MISSION: IAVA’s mission is to improve the lives of Iraq and Afghanistan veterans and their families. PROGRAM AREAS Health Education Employment Community   PROGRAM TYPES Assistance Advocacy Awareness   "We’ve  got  your  back"   10  
  • 11. Post 9/11 Veterans: Less Geographic Density, Younger IAVA’s Average Member1 • Male (89%) • 26-30 years old (33%) • Iraq War Vet (68%) • Served in the Army (68%) • Student (37%) • Has a Civilian Job (36%) • Married w/ children (40%) • Homeowner(45%) • Political independent (35%) • Registered to vote (90%) "We’ve  got  your  back"   1.  Based  on  2013  Annual  Member  Survey  Data,  February  2013,  n=  4,104   11  
  • 12. 5  Most  Common  Injuries   How  to  address   without  increasing   stigma?     "We’ve  got  your  back"    
  • 13. I. IAVA Overview IAVA’s Model In Action: The Veteran Member Engagement Experience Several key points that we rely on Salesforce "We’ve  got  your  back"   13  
  • 14. Connec1ng  Veterans  On  and  Off  Line   Our  Challenge:   Connecting  veterans   with  the  ‘Sea  of   Goodwill’  in  the   country  and  to  each   other     Our  Solution:     A  digital  distribution   system  
  • 15. Upda1ng  Our  Online  Community  
  • 16. Successful  Beta:  Integra1ng  Key  Experiences   Leverages   Communities   platform  to  drive   new  engagement:     •  ConQidential   forums   •  Connection  to   resources   •  Rucksack   integration   •  Event   Integration   •  Peer   ConQirmation   •  Single  sign-­‐in   •  Connection  to   supporters        
  • 17. Expanding  Features  on  the    2014  Roadmap  
  • 19. Chris Thomas The Sierra Club @cxthom
  • 20. Digital  Strategies   We  Draw  Crowds   2.2m  reachable  on  our  lists   6m  annual  ac3ons  across  campaigns  and  poli3cs   $3m  annual  fundraising  online   40K  show  up  for  rallies   218K  on  Facebook    
  • 21. Digital  Strategies   We  Need  to  Build  a  Movement   While  we  enjoy  aGri3on  rates  lower  than  industry   standard  (1.65%  v.  1.09%),  we  need  people  to  s3ck   to  create  a  legi3mate  online  grassroots  movement.   21  
  • 22. Challenges   Rela1onships   Haven’t  translated  our  unique  ability  to  nurture  and  sustain   grassroots  rela3onships  in  the  online  world.   Linear  and  not  very  interac3ve  –  few  engagement   Paradigm   opportuni3es.   Clarity   Diverse   streams   Tech   Opaque  to  all  but  the  ini3ated.  We  need  to  open  the  doors,   be  transparent  and  invi3ng.   Technology  thrives  on  diversity,  variety  and  mul3plicity.   Outdated  systems  are  unsustainable  and  not  capitalizing  on   new  innova3ons.  
  • 23.
  • 24. Crea3ng  the  Bridge   PlaUorm   Offline   Bringing  It     All  Together   ‣  The  power  of  the  Club  is  our   strong  offline  infrastructure.   ‣  Salesforce  is  the  knowledge   base  of  the  Club.   Data   ‣  Bridging  online  and  offline  is   our  greatest  strength.   Social/   Web   Email   Program  
  • 25. Demo: Chuck Mortimore VP, Product Management salesforce.com
  • 26. Q&A