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Salesforce 101
Database app in the cloud
Enterprise-Wide & 360View of Constituents
20,000 nonprofits using it in the U.S.
Highly Customizable
About Salesforce
Free App that adapts Saleforce for Nonprofits
Tracks Donors, Volunteers, & Program Participants
Supports Households, Affiliations, Relationships & Recurring Donations
About Nonprofit Starter Pack
So What?Why managing data is important and need for CRM:
•Demanding reporting requirements
•Helps tell your story
•High demand on staff and need for efficiencies
•Capture all the ways constituents engage
•Breaks down the siloes in your organization
Comprehensive System for Nonprofits
Development Programs
Volunteer Management
Communications & Marketing
Break Down Siloes
Development Programs
Volunteer Management
Communications & Marketing
Break Down Siloes
Grant Management
• Track opportunity pipeline• Stay on top of deadlines• Track Communications• Analyze trends over time
Donor Management
• Actual vs. Goals
• Track Pledges
• 360 Degree View of Donors
Fundraising Campaigns
• Itemized and Rolled Up Data• Measure ROI • Manage Events
Development Programs
Volunteer Management
Communications & Marketing
Break Down Siloes
Track Programs
Development Programs
Volunteer Management
Communications & Marketing
Break Down Siloes
Volunteer Engagement
Development Programs
Volunteer Management
Communications & Marketing
Break Down Siloes
Communications
• Track all Communications
Integrate with Email
• Mass Mailing Branding
• Mail Merge
A simple way of tracking your outreach activities or group of people
Ability to measure ROI on efforts
FundraisingTracking CohortsManage EventsVolunteer Management
Campaigns
360View
Donates Money
Active Volunteer
Attends Events
Children Involved
Influencer in getting
grants
Jumping the Wall
Setup & Migrate Data
Train Staff to Enter Data Correctly
Navigation & Basics
Campaigns
Reports & Dashboards
THE WALL
Planning & Design
Have Vision- What are your organizations goals and how will Salesforce support that
Start with the end in mind – what do you want to report on?
Get input from all of your stakeholders
Set a realistic timeline for implementation
Collaboration
Getting your departments to work together, create common language, share the space
Map your Processes
Define what to track in SF
Map business processes
Set up in Salesforce
Document & Train Staff
Buy-In & User Adoption
Must have Executive Support
Need organization-wide commitment
Staff Training and documentation
Realistic Expectations
Do you have the staff time and/or budget dedicated to successfully to implement and maintain?
CrawlWalk Run Fly
The system alone won’t result in success.
Success requires:Management buy-in and enforcement Adequate design and capabilities of systemClarity of business processes and use of system Team engagement and accuracy of its use
Process for implementation
Apply for Grant
Plan ConfigureMigrate
DataDocument
& Train
Where people need help•Salesforce expertise – knowing what it can and cannot do
•Translating for the nonprofit environment
•Business Process Mapping
•Configuration/Customization
•Integration (apps, other systems)
•Data migration
•Training
•Optimization
ResourcesSalesforce Success Communities
The Power of Us Hub – Salesforce Foundation
Boston Nonprofit Salesforce User Group
HandsOn Tech
Forcify videos
YouTube videos
How to sign up
1. Create a trial
www.salesforcefoundation.org/trial
2. Apply for a grant
www.salesforcefoundation.org/apply
Flying with Salesforce
Integrate Communications
Self-Service: Web-to-Salesforce
Streamline & Automate Processes
Improve UI & Mobility
Volunteer Management
F
FF
f
Custom Build Classroom Management
Streamlining Application Process
• One of first Americorps programs to be fully digital in
application and files
• Application integrates website & Salesforce
• Automated communication to save staff time
• Web portal for volunteer interviewers
Improved User Interface & Mobility
Us!
Salesforce Solutions for Nonprofits
Consulting Custom Apps
Implementation Training
