Salesforce Salon#14NTCSalesforceSalon

Ken Lewis, Heller ConsultingMatthew Nelson, Idealist Consulting

Salesforce Salon Agenda

- Agenda Review (5 min)

- Salesforce Intro (10 min)

- Salesforce Topic Breakout Discussions (60 min)- Facilitation: You, Us, Topic Experts

- Full Group Discussion Recap (15 min)- 3 tips from each discussion group

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Discussion Group Talking Points

- Best Practices

- Lessons Learned

- Topic Area Features- Example: What features are important in a fundraising

system/application? … event management system/application?

- Success Stories

- Questions for the experts

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Discussion Group Topics

- Fundraising

- Program Management

- Event Management

- Salesforce Implementation and User Adoption

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Benefits of Cloud Computing

Cloud computing levels the technology playing field for nonprofits and makes sophisticated technical solutions more accessible and economical.

Benefits of Cloud Computing to Nonprofits include:-Accessibility – from any device with an internet connection-Flexibility – scale up or down to meet needs, mix and match solutions to meet your unique requirements-Security and Stability – higher investment in security in the cloud, no backups required, 99.9% uptime-Upgrades – happen behind the scenes, you are always using the most recent version of the software

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Salesforce for Nonprofits Intro- Cloud-based CRM application

- Accessible via web browser

- Customer (Constituent) Relationship Management (CRM)

- Salesforce Foundation’s Power of Us program

- First 10 licenses available at no cost to NPOs

- Additional licenses deeply discounted

- Highly customizable and extendable

- Customizable configuration via “point and click” tools

- Custom development via programmatic tools

- Extension via the AppExchange marketplace

- Best in class, industry standard, on-demand CRM platform

- 100,000+ Corporate and 20,000+ Nonprofit customers

- Over $250MM invested in Salesforce.com platform in 2013

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Real-time Cloud Solutions for NonprofitsManaging Your Key Activities and Data

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Information Technology

Productivity, HR & Finance

ManagementTeam

Fundraising Grants Management

CaseManagement

Constituent Service &

Engagement

MissionManagement

Planning & Goal Setting

Visibility & Tracking

Donors & Gifts

Multi-channel Marketing Activities

Multi-channel Service ManagementCommunity & Knowledge Management

Program Management

Social Impact Metrics & Reporting

Client Intake & Case Tracking

Outcome Reporting

Proposals & Response Tracking

Progress Reports

Staff Recruiting, Training & Collaboration

General Ledger & Budgeting

Visual Process Manager

Project & Help Desk Management

Salesforce Salon Agenda

- Agenda Review (5 min)

- Salesforce Intro (10 min)

- Salesforce Topic Breakout Discussions (60 min)- Facilitation: You, Us, Topic Experts

- Full Group Discussion Recap (15 min)- 3 Key Takeaway’s from each discussion group

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The Connected Cause is a place for experts in the nonprofit online space to share perspective,

offer guidance and promote best practices for using today’s technology effectively.

TheConnectedCause.com

@TheConnectCause TheConnectedCause

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