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Introducing…Introducing…
AgendaAgenda
• Salesforce.com Overview & Benefits
• HandsOn Connect Features
• Implementation Costs
• Questions
About Salesforce.com
Who is Salesforce.com?Who is Salesforce.com?
Salesforce.com brought companies To The Cloud …g p
72,00072,000++ Paying Customers
1,500,000+1,500,000+ Subscribers
11stst Billion Dollar Cloud CompanyBillion Dollar Cloud Company
January 31, 2009
Fi l Y
2001 2002 2003 2004 2005 2006 2007 2008 2009Fiscal Year
Leader & Visionary
Top 100 Innovative Companies
Market Leader Enterprise CRM
Technology of the Year
Best CRM & On-Demand Platform
Top Ten DisruptorsTop Ten Disruptors
And created the world’s first 1/1/1 Corporate Philanthropy Model
Over 200,000 hours of community service1% Time
Over $20 million in grants
Used by 8,2000+ nonprofit organizations
1% Equity
1% Product
+
#7 Top 100 Best Corporate
Citizens
Corporate Citizen of the Year Award
Committee Encouraging
Excellence in Giving
Codie Awards
Award for Using IT to Benefit
Society
2007 World’s Most Ethical Companies
Excellence in Corporate
VolunteerismCitizensBusiness Ethics
Magazine
Committee Encouraging Corporate Philanthropy
Codie Awards SocietyComputerworld
Companies Ethisphere
VolunteerismPoints of Light/Hands On
National Award
I Ti Lik Th N fit N d A N A hIn Times Like These, Nonprofits Need A New Approach
Fast ResultsLow riskLow cost Scalable Fast ResultsLow riskLow cost Scalable
Serving Nonprofits of Every Shape and Size
Nonprofit Customers Report Real Impact
Source: Salesforce.com Customer Relationship Survey conducted June 2009, by an independent third-party MarketTools Inc on
6,000+ Customers randomly selected.
Fundraising in the Cloudg
Donors & HouseholdsEverything you need to know about every donor – all in one place
Real-time AnalyticsMove with speed and efficiency with the insight you need to stay on trackp
AffiliationsLearn how everyone is connected to make stronger connections with your supporters
g y y
Email & ProductivityWork seamlessly with the tools you already use everyday
Marketing & LeadsRun and track campaigns across all channels and know where to invest next
Content LibraryNo more aimless searching…all of your collateral, right at your fingertips
Donations & Recurring GiftsManage one-time and recurring donations from pledge to collection
Social Media IntegrationWherever your supporters are, you’ll be there. Join the conversation
ECommerceQuickly set-up and manage online payments from your donors
Volunteer & Event ManagementSet-up volunteer tracking and events with the most usable CRM for nonprofits
Managing Your Mission in the Cloudg g
ConstituentsEverything you need to know about all of your constituents – donors, board
Social Impact MetricsLay out your plan for affecting social change, and measure it and report it to your team, y ,
members, staff, volunteers and clients
Flexible DatabaseEasily set up our database to manage your d i h i d h lk h h
p y ,your board and your supporters
Program ManagementWith management and tracking tools you can
k ll f h ’ i data with wizards that walk you through the process
Visual Process ManagerDesign and automate any process or
make sure all of the programs you’re running to meet your mission are on track
Volunteer & Event ManagementNeed help to achieve your mission? Set-up Design and automate any process or
workflow needed to execute your mission without code
Real-time Websites
Need help to achieve your mission? Set-up volunteer tracking and events with the most usable CRM for nonprofits
Email & ProductivityGet your mission on the web. Quickly and easily build and run any Web site or Web application
yWork seamlessly with the tools you already use everyday
Why Salesforce comWhy Salesforce.comBest in class, industry standard, on‐demand CRM platform
• 70,000+ Corporate and 8,000+ Nonprofit customersO $30MM i t d i S l f l tf t 10 ith• Over $30MM invested in Salesforce.com platform over past 10 years, with new features added frequently through quarterly release schedule.
Exceptional commitment to the nonprofit communityp p y• Unique Philanthropy Model ( 1 : 1 : 1 )• Salesforce.com Nonprofit Edition + 10 user licenses free to all nonprofits
R b T h i l F d iRobust Technical Foundation• Hosted database and development platform• Open source platform with collaborative development community (App Exchange)• CRM capabilities increase volunteer acquisition and retention• CRM capabilities increase volunteer acquisition and retention
Unanimous Recommendation for Salesforce.com• Made by Technology Task Force after significant client input and hundreds of hours y gy g p
of research defining requirements and evaluating technical partners /platforms.
About HandsOn Connect
HandsOn Connect What is it?HandsOn Connect ‐What is it?
• HandsOn Connect is a full lifecycle volunteer management platform y g pthat expands your capability to manage, track and report on people, programs, trainings and volunteer opportunities in real time.
• HandsOn Connect incorporates decades of best practices in volunteer management from HandsOn Network and our affiliates.
• Is available to any organization that wants a comprehensive data management system for volunteer engagement and project management without the need to buy and update software or g y phardware.
HandsOn Connect What does it do?HandsOn Connect ‐What does it do?
Some of the key features of HandsOn Connect include: y
• Customizable web presence, with • Registration and tracking of a portal for volunteer engagement and management
volunteer activities
• Verification of volunteer activity • User friendly site control panel for creating and editing web pages and posting content
and hours reporting
• Search capabilities for volunteers
• Creation and management of volunteer opportunities
by skill
• Engagement and management of
• Sophisticated search capabilities to find volunteer opportunities
volunteer teams
• Communication capabilities for nonprofits and volunteers
Customizable to support desired brandingpp g
HomepageHomepage• Entry point for Volunteers
and Organizationsand Organizations
• Easy content
management using
WYSIWYG page editor
• Integrates with social
media such as WordPressmedia, such as WordPress
blogs and Facebook
Opportunity SearchVolunteers have robust search capabilities that allow them to filter search results by:
• Keyword
pp y
y• Distance from Zip Code• Opportunity Date Range• Volunteer Availability • Beneficiary
• Organization• Organization• Special Population• Age Group• Gender served
• Social Issue Area addressed• Skills Required by project• Type of Volunteer Activity• Special Event designation• Target Audience
• Invitation Code – for reserved serviceInvitation Code for reserved service opportunities
• By Volunteer Age Range• Appropriate for Groups• Appropriate for Court‐Ordered Service
Opportunity DetailsOpportunity Details• User can view the description of a volunteer
opportunity along with details such as the time and date location number oftime and date, location, number of volunteers needed, special requirements, etc.
• If there are other active occurrences of the opportunity the user will find a link that willopportunity, the user will find a link that will take them to the search results showing all other active occurrences of the opportunity
• The user can also promote the activities thatThe user can also promote the activities that appear on the website using the social media sharing widget on each volunteer opportunity detail page, or via the search widget that can be embedded into external websites.
• Depending on the registration type, the opportunity will either display a button to “sign up” or “express interest” along with options for teams.
Volunteer Opportunity Calendarpp yVolunteers can also use the color‐coded, monthly calendar view to identify volunteer opportunities, special events, trainings, educational programs, fundraisers and other activities of interest.
Volunteer RegistrationVolunteer Registration• New users complete the registration form with minimal required information (which can include custom questions you create), q y ),and optionally answer demographic questions and upload a photo
• A new contact record is added to your database and workflows are triggered as appropriate
• A confirmation page is displayed and confirmation email is sent to the new user
• The user is logged in and can now modify their user profile, join/create teams, define their skills, and sign‐up for volunteer opportunities and other service activitiesopportunities and other service activities
Volunteer Account Profile
• User’s personal info photo• User s personal info, photo (optional), location|
I l d Skill P fil t if• Includes Skill Profiles to specify areas of expertise or certification
E t i f d /ti il bilit• Entering of day/time availability
• Provides volunteers access to ifi d i hi tverified service history
Volunteer Activity ManagementVolunteer Activity Management
T t l b f h d
Logged in user can view and manage their volunteer activity including:
• Total number of hours served(full volunteer history from all HandsOn Connect clients as PDF)
• All upcoming service opportunities (with option to remove themselves; team captains can modify team
i i i )participation)
• All past volunteer opportunities they participated in (with ability tothey participated in (with ability to provide feedback or request hours served to be reported)
My Teams OverviewMy Teams Overview
• Pending team invitations ( d li i i i )
Logged in user can view and manage team activity details including:
(accept or decline invitation)
• Teams Members can remove themselves from teams
Team Captains:• Add/Remove team members
• Email team membersEmail team members
• Modify team participation
• View contact info, status, and hours served for all team members
• Promoting team members to co‐captain
• Delete team
Partner Organization RegistrationPartner Organization Registration
• Partner provides organizationPartner provides organization contact info, uploads logo, and submits registration
• Organization record, and contact record(s) are created and applicable workflow is triggeredpp gg
• Confirmation page is displayed and confirmation email is sentand confirmation email is sent
Volunteer Leader & Partner Organization Portalg
Edit d d t l t d t il f th l t
Partner Organizations and Volunteer Leaders you designate will manage service activities they are assigned and be able to:
• Edit and update select details of the volunteer opportunity, occurrences, location, etc.
• View/Edit select details of related Contact records, and Connection records for tracking attendance and reporting hours
• Print check‐in sheets for on‐site attendance tracking
• View pre‐defined reports
• Search for volunteers based on their skills and send invitations
HandsOn Connect includes a robust reporting tool that l h d l l dclients can use to create their own reports, and also includes a set of pre‐built report templates. These reports include:
V l t R t V l t i R t O ll M t iVolunteer Reports Volunteering Reports Overall Metrics
All active volunteers All active volunteering opportunities
Total service hours across all opportunities
Volunteering activity by volunteer
Feedback received on past opportunities
Overall volunteering metrics by:
Volunteering service hours by volunteer
Attendee lists for volunteer opportunities
•Audience•Impact Areahours by volunteer volunteer opportunities •Impact Area
Volunteer Demographics Location and directionsfor each opportunity
•Self Managed vs. partner managed
Skill f h l t C di t f h O i tiSkills of each volunteer Coordinators for each opportunity
•Organizations Served
Volunteering Teams Opportunity Status (confirmed/pending etc)
Top volunteers (by # opportunities & hours)(confirmed/pending etc) opportunities & hours)
I l t ti C tImplementation Costs
• Yearly Product Licensing costs – (annual fee) $2,000 ‐ $10,000 y g ( ) $ , $ ,Discounts available based on nonprofit status, affiliate status and program budget size
• Training and technical deployment costs ‐ (one time) $1,500 ‐ $4,500Discounts available based on nonprofit status, affiliate status and program budget size
• Yearly Salesforce licensing costs (payable to salesforce.com)
• 9 admin licenses included with nonprofit edition ‐ additional9 admin licenses included with nonprofit edition additional admin licenses $360 per staff person per year
• 5000 volunteer logins per month included
• 500 partner organization / Project Leader logins per month• 500 partner organization / Project Leader logins per month
