salesforce foundation new customer getting started

www.salesforcefoundation.org/intl

@tetsuwandrew

Drew Smith

Product Program Manager, Asia Pacific

Accelerate Your MissionBecome a Customer Company with Salesforce

Salesforce Foundation Empowering Social Change

#1 in Cloud Computing and Customer Relationship Management

#1Sales, Service,

MarketingCloud

ComputingInnovation 2011, 2012

1%

Time • Equity • Product

445,000+Hours Service

18,000Non-profit

organizations

$40 M+Grants

discount

YOU

Purchase additional licenses

Proceeds go back into the

Foundation

We give to more

nonprofits

%

cycle of sustainability

Why is Salesforce For Nonprofits?

Sound Familiar?

Manual Processes

Disconnected SystemsSpreadsheets

Connected Programs

Connected PartnersConnected

Customers

Connected Employees

Benefits of Multi-Tenant Cloud Computing

Fast Easy Open Flexible Trusted

No Hardware

No Software

Automatic Upgrades

Scalable

Any Device

Data Portability

Transparency

Real-time Status

App Marketplace

Extensible

Enterprise

Cloud Computing

Foundation Donation and Discounted Sales Program: Power of Us

• 10 Foundation Enterprise Edition licenses donated

• Deep discounts on additional licenses and/or services from Salesforce.com

• Discounts on Training, Events, Apps and participating Partner implementations

• Access to nonprofit user groups and free webinars

World’s #1 Sales Application

Work Smarter to grow your business

Let’s Take a Look

Seven Questions To Become a Customer Company:

How do you sell as a team?

How do you service donorseverywhere?

How do you create donor, partner, and employee communities?

How do you connect your programs?

How do you scale?

How do you listen to every Donor?

How do you engage on every channel?

5 63

4 7

1

2

ConnectedPrograms

ACRF Engages More Effectively

Capturing more donor data in an organised manner lead to an accurate analysis of trends, in turn building more effective and tailored information for donors

Customised dashboards helped manage project KPIs and ensure effective ROI on programs

Platform flexibility enabled the creation of a custom events tab over 1 weekend and used to manage event invitations

Capturing more donor data in an organised manner lead to an accurate analysis of trends, in turn building more effective and tailored information for donors

Customised dashboards helped manage project KPIs and ensure effective ROI on programs

Platform flexibility enabled the creation of a custom events tab over 1 weekend and used to manage event invitations

We can see what’s coming in, which programs are working best and where to allocate funds. - Deborah Warner, Database & Fundraising Coordinator

Diabetes Australia Connects Programs

Fundraising and Member Services staff working on 17 databases were moved to one on salesforce

Over 1 million contacts are now serviced as one supporting more effective fundraising and service support initiatives

Case tracking improved significantly along with a 25% increase in revenue

Fundraising and Member Services staff working on 17 databases were moved to one on salesforce

Over 1 million contacts are now serviced as one supporting more effective fundraising and service support initiatives

Case tracking improved significantly along with a 25% increase in revenue

We now have a 360 degree view of an important part of our organisation – our members and support base.- Lalith Abeysena, CFO

CompleteInsight

Increase Team Productivity

Track Your Donors

CaptureOpportunities

4x Key Challenges Nonprofits Face When Getting Started

1. We didn’t know what we were getting into in terms of time, budget, or complexity

A Must For New Customers – Our Readiness Survey

2. We didn’t know how or where to start

Step 1 - Planning Your Implementation

Step 2 - 30 Day Free Trial

Step 3 - Check Everything is in Order Including Eligibility Documentation

Step 4 - Apply for the Donation

Consulting Partner: How to Choose a Salesforce Consulting Partner

Salesforce Apps: Questions to Ask When Choosing a Salesforce App

Salesforce Getting Started Information: Getting Started Series

Webinars: Enlightenment Series Webinars

3. Data migration and ongoing data management

Data Migration Assistance: Thinking About Data Migration and Integrity

4. Training and Adoption

Building Aptitude: Building You Salesforce Aptitude

Webinars: Enlightenment Series Webinars

Premier Support Plan: Premier Support Details

Training and Premier Support Plans

Discounted Training

Up to 75% off Face-Face

ClassesWhat: Here

Discounted Support

Plans

Up to 50% off Premier

Support PlansWhat: Here

To know more email Drew Smith directly