World-Class Industrial Network

• Who is “WIN” anyway?

• More than 50 nonprofit clients

• Successfully completed HUNDREDS of projects

• Helped clients generate more than 77 MILLION

• What brings us together to discuss NPSP 3.0?

• The Free Workshop (pilot): a dynamic forum

The Salesforce 1 | 1 | 1 Model

TIME Promoting a culture of

caring and helping

employees give back.

PRODUCT Offering donated and

discounted

technologies to

nonprofits and higher

ed. Institutions.

EQUITY Providing grants

inspired by our

employees,

technologies, and

communities.

More than 24 THOUSAND nonprofits and higher education

institutions are using Salesforce today!

Salesforce 1 for Nonprofits

PROGRAM

MANAGEMENT

• Case Management

• Call Centers &

Hotlines

• Advocacy & Policy

Tracking

• Grant Portfolios

COMMUNITY

MANAGEMENT

• Social Intranet

• Member Community

• Affiliate & Chapter

Community

• Partner Community

MARKETING

MANAGEMENT

• Mobile Marketing

• Email Marketing

• Marketing

automation

• Social Media

Engagement

FUNDRAISING

• Donor Management

• Events Management

• Volunteer

Management

• Grants Management

Salesforce Nonprofit Starter Pack

Key Enhancements in NPSP 3.0

FOR USERS

• Full Salesforce1 Support • Ability to Customize

Household Names • Ability to Track Multiple

Addresses & Seasonal Addresses

• Sync Addresses between Members of a Household

• Built-in Support for Address Verification

• New Donation Stats • Support for Primary Contacts

& Affiliations • Brand New Documentation

FOR ADMINS

• Hassle free upgrades

• Introducing Health Check

• New Settings Interface

• New Configuration Options

across all Features

• Support for Household

Account Model

• Streamlined Contribution

Process

NPSP 3.0 DEMO

Most Common Questions

• What’s an account model, again? And how is the

Household Account Model different?

• How would I handle a mixed model, right now I

have an individual bucket and company accounts.

• Can we look at customized naming again?

• Will the Household Account Model impact my

Outlook or Gmail integrations?

• What are the common applications that conflict with

NPSP 3.0?

What’s Next?

Considering

Salesforce

• Planning

• Get the most out of the

30 day trial environment

• Understand the

difference between the

trial and the Power of Us

Program grant

Considering

Upgrading

• Planning

• Can I do nothing?

• Keep your account model

• Convert to the new

household account model

Download the Nonprofit Starter Pack Workbook from the Power of Us HUB

Upgrading and Converting

• Time to deploy a Sandbox

• Ask: “How am I currently using the Household Object?”

• Are there Custom Fields

• Are there Customs Formulas or Relationships

• Are there Workflow Rules

• Are there Code Dependencies

• Are you using referential Reports or Dashboards

• Are any Applications dependent on households

• Have you developed Custom Permissions

Additional Considerations

• What version of NPSP do I have?

• What applications are installed in my org?

• Let’s talk downtime…

• Think about what you’ll be touching: All Accounts!

• Stop the traffic from users, code and apps

• The Salesforce Foundation’s conversion utility works

in small batches

• Best Practice: Expect the unexpected

• Review the documentation!

• Download the Importing Data Guide

• Read the NPSP 3.0 Release Notes

Takeaways

• The Salesforce Foundation is more invested than

ever before in the success of its nonprofit customers

• The only deadline is your deadline

• WIN is offering a conversion service starting at $435

• DISCOVERY

• VETTING

• IMPLEMENTATION

Contact us for a proposal at info@winnets.com

Thanks again to our hosts,

to our sponsors

and to you.