Salesforce - an introduction

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  • Today you are here because you need a solution, because you want to serve your clients, or track your donations, or help your beneficiaries, all while creating the infrastructure to help your organisation grow. Today you’ll hear about three different ideas, three different tools, that just might solve your problem. I’m here today to introduce one of the solutions, and what I think might be the best solution: Salesforce. But first of all, let me tell you a bit about myself, and how I came to be an evangelist for Salesforce in the Non-profit community.
  • Limitless: unlimited scale of users / company size, as well as unlimited complexity and configuration. And that limitless size means, you get the tools paid for by massive companies, and the possibilities needed by complex requirements. Sleep: peace of mind, uninterrupted sleep, not your problem - ever
  • Salesforce - an introduction

    1. 1. Salesforce <ul><li>Cloud Computing for Non-Profits </li></ul>
    2. 2. My Mission <ul><li>Came from Windows centric small business consulting </li></ul><ul><li>Started working with Google Apps </li></ul><ul><li>When, Where, Who, What, Why </li></ul><ul><li>Leaving my legacy </li></ul>
    3. 3. Cloud Computing <ul><li>Beyond the buzzwords. Cloud Computing Breakfast Cereal? </li></ul><ul><li>Mantra of Cloud Computing </li></ul><ul><li>Now. Anywhere. Limitless. Security. Sleep. </li></ul>
    4. 4. Salesforce <ul><li>If you want the Cloud mantra, you want Salesforce </li></ul><ul><li>Salesforce.com and the Salesforce.com Foundation </li></ul><ul><li>10 Donated Licenses, after that discounted 80% </li></ul><ul><li>Free as in Puppies / Free as in Beer </li></ul><ul><li>Escape from Excel Spreadsheet hell </li></ul><ul><li>Even more powerful when led by dream, not a need </li></ul>
    5. 5. Nitty Gritty <ul><li>Manage, track, record: all interaction with all customers, donors, beneficiaries, donations, grants, assets. </li></ul><ul><li>Record unlimited fields on these and your own custom objects. </li></ul><ul><li>Powerful, accessible reports on everything you do in Salesforce </li></ul><ul><li>Integrated, third party tools to allow online payments, surveys, customer portal, </li></ul>
    6. 6. Community <ul><li>Regular NfP London Usergroup </li></ul><ul><li>Weekly Webinars </li></ul><ul><li>Phone support & email support </li></ul><ul><li>Free web-based training, discounted classroom </li></ul><ul><li>Large network of NfP Consultants </li></ul>

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