Skoll Foundation's Next Generation Grantmaking with Salesforce

Skoll Foundation’s Next Generation Grantmaking with Salesforce

Naomi Morenzoni

Director of Philanthropy

Salesforce Foundation

@mandelstein

Cristina Yoon

Grants Manager

Skoll Foundation

@skollfoundation

@yooncristina

Swati Tyagi

Director, Product Management

roundCorner

Safe Harbor Safe harbor statement under the Private Securities Litigation Reform Act of 1995:

This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.

The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site.

Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

#1 in Enterprise Cloud Computing & CRM

#1

#1

Enterprise Cloud

Computing Market

Share

World’s Most Innovative

Company 2011, 2012,

2013, 2014

#1 Salesforce: World’s

Most #1 CRM

Market Leader:

Enterprise, MidMarket,

SMB & Salesforce

Automation

#1

1-1-1 Model adopted by:

sharethemodel.org

1% 1% 1% Time Equity Product

$73M+

Grants

743K+

Volunteer Hours

23K+

Nonprofits & Higher Eds

Celebrating 15 Years of Giving Back

Proven Success Across the Nonprofit Sector

Improved Ability to Achieve Mission

Improved Overall Efficiency

% 84

86 %

Foundations Face A Changing Landscape

A Changing Landscape

Greater

Accountability

Legacy

Systems Collective

Impact

Connected

World

5B Smart

Phones By

2017

Mobile

• Fragmented systems create

silos

• Expensive and difficult to

use

• Lack mobile and social

Social

Connected

50B Connected Products

4.5B Aggregate

Social Users

Image source: silabs.com/iot

58% Faster

Deploy ment

4.5B Aggregate

Social Users

Social

Cloud

• 80% of nonprofits report

increased demand but only

44% can meet that demand

• New funding models,

collaborations and tools are

needed

“You can achieve amazing

progress if you set a clear goal

and find a measure that will

drive progress toward that goal.

This may seem pretty basic, but

it is amazing to me how often it

is not done and how hard it is to

get right.”

Bill & Melinda Gates Foundation

Annual Letter, 2013

Marketing

Communications Relationship

Management

• Multi-Channel Marketing

• Email Marketing &

Automation

• Social Engagement

• Grantee Management

• Donor Management

• Partner Management

Community

Engagement

• Social Intranet

• Grantee Community

• Partner & Supporter

Community

Program & Grants

Management

• Grants Management

• Measurement &

Evaluation

• Advocacy/Policy

Tracking

• Events Management

Be a Connected Philanthropy with Salesforce

Cristina Yoon Skoll Foundation

Our Vision is to live in a sustainable

world of peace and prosperity

Invest

Celebrate Connect

Invest

Connect

Celebrate

fileserver

Outlook

Cybergrants

paper

files

staff

Invest

Celebrate Connect

for

Grants Management

Pipeline Management

Organized

by year

Organized

by year

Submitted via

grantee

portal

Another option:

Manually create

a pipeline record

Due Diligence

Custom object

to capture

meetings, site

visits, reference

calls

for

Document Management

Grant Compliance

Record of

public

charity

verification

Checks

IRS BMF

Custom

object

Record of

pre-grant

inquiry

Payments and Budget

Payments

roll up to

Budget

Program staff

can request

payment

release

All payments

applied to

budget are

listed

Approval

Option 1:

Reply

“approve”

Option 2:

Salesforce1

Mobile App

Approval by

email or mobile

app is reflected

in Foundation

Connect

Grantee Reports

Learning

and

Communications

Reports from

grantees are

linked to

payments and

request records

Notable media

coverage of our

grantees

Custom object

captures updates,

challenges and

accomplishments

Chatter for issue

area knowledge

and discussions

Impact

Demo Swati Tyagi, roundCorner

Main modules

• Budgeting • Manage program budgets • Review program commitments for current & future years

• Portal Management • Design Applications • Manage portal related features

• Eligibility Quiz Management • Manage Eligibility criteria for unsolicited applications

• Request Management • Manage Application submissions, reviews, approvals, post award stages • Manage LOIs • Define and Review Payments, Progress Reports and Outcomes • Manage Grant Coding, Reports and Dashboards

foundationConnect Highlights

• Grant Seeker • Login to the portal • Ask a question • Submit an application

• Grants and Program Staff • Create and Manage new

Applications • Review an application • View application communication • Assign a Reviewer

• Reviewer • View assigned application

• Submit a Review

• Executive Management • View Dashboards

• View Reports

• Organization Commitment summary

Q&A Don’t forget to visit the Power of Us Hub for more resources: powerofus.force.com

Thank you