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Slide 1: talks! 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
Slide 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, re-dial the phone number and re-join. • ReadyTalk support: 800-843-9166 Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
Slide 3: You are being recorded… • 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: • Twitter hashtag: #techsoup Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 http://forums.techsoup.org/cs/forums/t/29208.aspx
Slide 4: talks! Is Salesforce CRM Right for Your Organization? Presenters: Lindsey Anderson, Salesforce.com Foundation Wen-Hua Yang, NAPAWF Sponsored by
Slide 5: Today’s Speakers Becky Wiegand TechSoup Lindsey Anderson Salesforce.com Foundation Wen-Hua Yang NAPAWF Answering chat questions: Meghan Nesbit, Salesforce.com Foundation and Elliot Harmon, TechSoup Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
Slide 6: Agenda • Introductions • What Is Salesforce? • How It Has Helped Nonprofits • Features and Nonprofit Starter Pack • Case Study • Getting Started & Resources • Q&A Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
Slide 7: talks! What Is Salesforce?
Slide 8: Today, It’s Impossible to Stay on Top of Everything Development Donors Donations Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
Slide 9: Developme nt Donors Donatio ns Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
Slide 10: Our Mission: Cloud Computing Driver, Catalyst & Evangelist 1960’s Mainframe 1980’s Client/server Today Enterprise Cloud Computing Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
Slide 11: Manage All Your Constituents Maximize Productivity • Gain a 360°constituent view • Centralize information • Log calls, emails, tasks, and events • Track activity history • Cultivate relationships Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
Slide 12: talks! Value to Nonprofits
Slide 13: Serving Nonprofits of Every Shape and Size Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
Slide 14: 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 Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
Slide 15: One Nonprofit’s Story NAPAWF 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. Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
Slide 16: We’re Small but Need 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 Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
Slide 17: Paying Members & Activists 350 paid members 2,100 people on our national listserve Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
Slide 18: Strategic Goals… • Increase our 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. Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
Slide 19: …Lead to Searching for a CRM Enter Salesforce! We are using it to track: • Individual Donors • Membership Management • Foundation Grant Management • Chapter Leaders • Event & Training Participation Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
Slide 20: talks! Features & Nonprofit Starter Pack
Slide 21: What Is Included in 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 Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
Slide 22: The Nonprofit Starter Pack • 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 Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
Slide 23: 1. Salesforce CRM The award winning Enterprise Edition used across industries Opportunities Salesforce CRM Accounts & Contacts AppExchange Email & Productivity Partners Leads Real-Time Approvals & Campaigns & Workflow Forecasting & Analytics Integrated Content Library Genius Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
Slide 24: 2. Salesforce CRM Plus the Nonprofit Starter Pack Enterprise Edition with some nonprofit tweaks Salesforce CRM plus the Nonprofit Starter Pack Donations Organizations & Contacts Recurring Donations Affiliations Relationships Households AppExchange Leads & Campaigns Real-Time Approvals & Workflow Forecasting & Analytics Email & Productivity Integrated Content Library Partners Genius Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
Slide 25: Packages Included in the Nonprofit Starter Pack Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
Slide 26: Home Page Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
Slide 27: Dashboards Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
Slide 28: Reports and Analytics Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
Slide 29: Contact Records Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
Slide 30: 360 Degrees Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
Slide 31: talks! One Nonprofit’s Experience
Slide 32: Donation Records Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
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Slide 34: Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
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Slide 36: Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
Slide 37: talks! Considerations & Getting Started
Slide 38: Things To Consider Develo pment     Time Process People Money Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
Slide 39: Resources Your Organization Should 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 Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
Slide 40: An Online Self-Service Application Process http://www.salesforcefoundation.org/products/donation Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
Slide 41: Tips for Success 1. 2. 3. Dig 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 Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
Slide 42: talks! Questions? Submit your questions using the chat box.
Slide 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 Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
Slide 44: Thank You to Our Webinar Sponsor! ReadyTalk offers dedicated product demos for TechSoup organizations 4 times per week: Monday   Wednesday   Thursday   Friday   1:00 pm Mountain Standard Time (MST) 9:00 am MST 1:00 pm MST 9:00 am MST For more information: pages.readytalk.com/techsoup.html Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392
Slide 45: talks! Thank You! Please complete the post-event survey. For more information contact: Becky@techsoupglobal.org