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Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsSalesforce.com for N...
Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsWhat does Global Tec...
Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsToday’s focus:● What...
Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsOften, in our nonpro...
Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsCommon goals for non...
Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsCommon needs address...
Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofits• Track time• Acknow...
Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsWhat is your vision ...
Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofits● begin with your vi...
Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsAny number of techno...
Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsWhen customized, the...
Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsWhat is Salesforce?I...
www.gtr.net/nonprofitsGlobal Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.What is Salesforce?I...
www.gtr.net/nonprofitsGlobal Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.Side trip:•Like your...
Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsWhat is a platform?A...
Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsAccess your data fro...
Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsAnd, what are automa...
Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsBut why Salesforce i...
Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsBut why Salesforce i...
Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsBy default,Salesforc...
Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsB2BCampaign –> Leads...
Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsNP O2O•Track your or...
Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsEnsure a good fit.Wi...
Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsBuild-Your-Own(BYO)A...
Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofits•Nonprofit Starter P...
Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsSalesforce.com Found...
Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsFree Trial– Salesfor...
Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsNonprofit Starter Pa...
Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsNo strings attached....
Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsUnder one umbrella w...
Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsContacts and Organiz...
Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofits● No on-demand suppo...
And the Winner is…Nonprofit Starter Pack!Most often, it will fit the bill.Global Tech & ResourcesSalesforce.com solutions ...
www.gtr.net/nonprofitsGlobal Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.Side trip:•Lets look...
Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsIn Conclusion…A good...
Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsReferences you may f...
Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsQuestions
Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsCharlie HavensConsul...
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Salesforce.com for NonProfits, an Introduction

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Does your organization rely on antiquated methods for tracking contacts, clients, and donors? Do you use several different databases that aren't cohesive?

If you are considering moving to a unified database system, view this intro to Salesforce.com, as presented at the HandsOn Tech's workshop April 10, 2013 at the Arlington Heights Public Library.

Salesforce.com is a leading cloud-based CRM. Their sister foundation, Salesforce.com Foundation, offers discounts on licenses for nonprofits with the first 10 being discounted 100%. This workshop provided an introduction to Salesforce and described how it could be used by nonprofits to organize data, view their data, and manage their business processes in useful ways.

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Salesforce.com for NonProfits, an Introduction

  1. 1. Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsSalesforce.com for NonProfits,An IntroductionApril 10, 2013Charlie Havens, Consultant & Trainer
  2. 2. Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsWhat does Global Tech & Resources do for nonprofits?○ Help meet mission goals by designing CRM systems to manage process.○ Help grow and scale your business processes using Salesforce.com.○ Help make your constituent relationship management mobile and social.●
  3. 3. Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsToday’s focus:● What is Salesforce CRM?● How might it be useful tononprofits?
  4. 4. Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsOften, in our nonprofit world, it is the many relationships withand between individuals that we track and manage.Constituent Relationship Management systems (CRM) do that.
  5. 5. Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsCommon goals for nonprofits’ using CRMs■ find, attract, and win new constituents■ nurture and retain current constituents■ entice former constituents back into the fold■ reduce costs of communications and service and/or in-crease efficacy
  6. 6. Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsCommon needs addressed by CRMs•Increase the pipeline of donations or grants.•Decrease the number of data silos.•Reduce effort tracking info or increase gain.•Reduce time to document work.•Increase ability to easily report on data.
  7. 7. Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofits• Track time• Acknowledge volunteers and donors• Client interfacing/sharing resources• Inter-organizational communication• Service coordinationCommon Opportunities found for CRMs
  8. 8. Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsWhat is your vision for your CRM system?● Our donors will feel more invested in our mission.● Our case management clients feel known by us regardless ofthe location or site where they are receiving service.● Our constituents feel their advocacy effective andappreciated.● Staff can locate each other quickly and easily.
  9. 9. Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofits● begin with your vision● define the problem or opportunity● identify constraints:○ time, money, requirementsCreate a Roadmap
  10. 10. Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsAny number of technology toolsmight accomplish the task. Right?Why Salesforce?
  11. 11. Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsWhen customized, theSalesforce.com data model is usedfor many purposes.For-Profit Tracking/Reporting Examples:• Japanese mail delivery system, each piece of mail a record.• Get-out-the vote activity. It ran the Obama campaign.• Coke maintains inventory at vending machines and stocks trucks accordingly.• Customer services requested and delivered by a television cable company.• Inventory product being sold from a web site.• Toyota car performance & maintenance needs reported to customer.• GE uses to monitor performance and maintenance needs of new jet engine.
  12. 12. Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsWhat is Salesforce?It isnt a single thing, but rather a platform allowingyou various ways:•to organize your data.•view your data.•manage your business processes.
  13. 13. www.gtr.net/nonprofitsGlobal Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.What is Salesforce?It isnt a single thing, but rather a platform…•A cloud-based Constituent Relationship Management (CRM) tool.•A database that can be viewed and edited from a browser.•Like your “smart-phone”, functionality is extended thru apps.•Used by over 16,000 nonprofits. Configured to their needs.
  14. 14. www.gtr.net/nonprofitsGlobal Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.Side trip:•Like your “smart-phone”, functionality is extended thru apps.Extending functionality thru apps: http://appexchange.salesforce.com
  15. 15. Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsWhat is a platform?A platform allows other things to be built or happen upon it.Think of an oil platform at sea. That same platform could have an oceanic researchstation built on top of it. It doesn’t care so much what happens on top of it.Salesforce.com might also be likened to a box of Legos©, used to createand play many things.
  16. 16. Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsAccess your data from anywhere youchoose, the library, the coffee shop,home, phone…Access your data from anywhere– the library, the coffee shop, home, phone…
  17. 17. Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsAnd, what are automated business processes:Automatically doing things like:•Sending a response, when a donation is entered.•Sending you a reminder of a grant proposal due date.•Creating a next step task for another staff person to do.•Creating a new donor lead in Salesforce from a web site form.
  18. 18. Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsBut why Salesforce in particular?•Access applications, data, reports… from almost anywhere.•Platform independent– Windows, Macs, tablets, smart phones.•Lower hardware demands– remote processing, no local server.•Quick Deployment•Need trained implementers, but generally, no need for coders.•Auto update every 4 months. You dont do it. Nor, do you pay for updates.
  19. 19. Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsBut why Salesforce in particular?for nonprofits, the big reasons to consider:Discounted LicensesandThe Nonprofit Starter PackWe will come back to these two, later;first, lets look at how the Salesforce data model fits in the nonprofit world.
  20. 20. Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsBy default,Salesforce.com is about selling.•business to business•not business to consumerWhat is a nonprofit to do with that???
  21. 21. Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsB2BCampaign –> Leads –> Contacts at Accounts –>representing Opportunities –>... which we sell…or we don’t …
  22. 22. Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsNP O2O•Track your organization’s grant proposals and receipts from/toother organizations.•Track coalition/partnership building campaigns betweenorganizations.•Manage member organizations in an association oforganizations.If all relationships are between organizations via contacts ateach, then Salesforce base data model is great starting point.
  23. 23. Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsEnsure a good fit.Without customization, thedefault Salesforce.com CRMmodel doesn’t work well inmanaging relationships with andbetween individuals. Lets look atoptions for how we do that.
  24. 24. Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsBuild-Your-Own(BYO)Advantages DisadvantagesIt works the way you designed it. It works the way you designed it.It works as well as you tested it. It works as well as you tested it.You can involve your entire organization. You can involve your entire organization.It is focused on your processes. It costs money to become so focused.Someone in your organization understands it. Tough customization when they leave.It may fit better. It takes longer to plan and deployIt may include specific niche functionality. It will cost more.
  25. 25. Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofits•Nonprofit Starter Pack•Affinaquest•Causeview•Luminate CRM•roundCause•Soapbox Engage•Click and PledgeAdd-on packages cost less and take less time
  26. 26. Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsSalesforce.com Foundation
  27. 27. Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsFree Trial– Salesforce.com Enterprise Edition
  28. 28. Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsNonprofit Starter Pack = no cost to use•You pay staff or consultant to configure, document, and train.•Other packages involve an on-going financial transaction.
  29. 29. Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsNo strings attached.● Nonprofits, schools or religious organizations are eligible● 10 free enterprise edition licenses● Discounts on additional licenses, training and AppExchange● $15,000 value each year● Active nonprofit community
  30. 30. Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsUnder one umbrella with NPSP!!!■■ 1st Ten licenses discounted 100%. Next ones 80%.■ Continual testing and validating.■ 5,000+ organizations using it.■ Improvements based on user feedback.■ Active user community.■ Twice a year Salesforce.com developers sprints■ Two data models from which to choose.■ Six Apps comprise this package. Some may be used without using others.■ Many third-party apps have been built to be compatible with this package.■ Large base of consultants and third-party apps committed to this product.
  31. 31. Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsContacts and Organizations (customization to allow Contacts to be primary, ratherthan requiring that every Contact be associated with a company Account)Households (Allows tracking of information and communication by household)Recurring Donations (Tracking of recurring pledged donations)Relationships (Allows creation of relationship between non-household Contacts)Affiliations (Allows Contacts to be affiliated with an organization besides employer)Batch Data Entry (Batch entry of data into this package’s apps)Six Apps comprise theNonprofit Starter Pack (NPSP):
  32. 32. Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofits● No on-demand support.● No volunteer, service, or event management.● End-user documentation is limited.● Larger organizations with detailed● tracking and complex reporting need to spend timefiguring out how best to use, or customize it.Why wouldntyou use theNonprofitStarter Pack?
  33. 33. And the Winner is…Nonprofit Starter Pack!Most often, it will fit the bill.Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofits
  34. 34. www.gtr.net/nonprofitsGlobal Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.Side trip:•Lets look around the a Salesforce instance with NPSP installed:http://login.salesforce.comchavens.demo@gtr.net
  35. 35. Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsIn Conclusion…A good CRM is a journey.The destination is mission.Take the first step.Choose a system on which to build process, not merely track data.Those processes, that system, needs to be scalable, grow with your needs.It should help accomplish your mission.
  36. 36. Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsReferences you may find useful:Search Google for “The New World of Donor Management Apps for Nonprofits”, Heller Consulting, 2012.Learning centerhttp://www.salesforce.com/customer-resources/learning-center/#before-you-startSalesforce webinarshttp://www.salesforce.com/events/online/webinars-sales.jspNonprofit eligibilityhttp://foundation.force.com/products_donation_eligibilityCalendar of Salesforce live webinarshttp://salesforcefoundation.org/products/community/events#WeeklySalesforce training sessions (discounts for nonprofits)http://salesforcefoundation.org/products/community/resourcesNonprofit Starter Packhttp://www.nonprofitstarterpack.org/
  37. 37. Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsQuestions
  38. 38. Global Tech & ResourcesSalesforce.com solutions for growing 501c3 organizations.www.gtr.net/nonprofitsCharlie HavensConsultant & TrainerSalesforce.com Certified Advanced Administrator& Force.com DeveloperChavens@gtr.net | 773-848-0154Global Tech & ResourcesAssisting small growing organizations to:● Meet mission goals via CRM solutions.● Transform scalability using Salesforce.com.● Make their data communities mobile and social.Thank You!

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