connecting plone cms and salesforce.com crm webinar
DESCRIPTION
ifPeople's demo of the power of integration the Plone (open source) Content Management System with with Salesforce CRM to create an engagement management platform. Contact [email protected] for help in setting up your itnegrated CMS-CRM.TRANSCRIPT
What is ifPeople?
• Social Enterprise • Partnership-Based • Strategy Centered
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We help our clients use techto nurture effective, long-term relationships with stakeholders.
How? With Integrated Systems
You might use Plone &/or Salesforce.
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But before we begin, let's review...
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• Content Management System • User-Friendly • Open Source• International Community• Extensive functionality • Customizable
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• Customer Relationship Management • Free to nonprofits• 80% off for green businesses • Functional, customizable, adaptable • Plays well with Plone
Different (and same) data in many places
Data collected from several sources
Duplication frequent
Managing multiple and complex relationships is hard!
The Problem
• Web-to-x Forms • Events RSVP• E-commerce
• Data from salesforce.com shown/interactive in Plone
• Login authentication
The Solution
PART ISending Information from
Plone to Salesforce
Online Forms
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Van Jones
Requests come in through form
Built in Plone
Easy to edit
Dumps directly to Salesforce
Request dashboard in Salesforce
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Form Creation
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Form Creation
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Form Creation
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Form Creation
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Form Creation
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Form Creation
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Form Creation
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Form Creation
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Form Creation
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Form Creation
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Form Creation
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Form Creation
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Form Creation
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Form Creation
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Form Creation
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Form Creation
Event RSVPs
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Create campaign in Salesforce
Create campaign in Salesforce
Allow RSVPs in Plone event
Allow RSVPs in Plone event
Allow RSVPs in Plone event
Allow RSVPs in Plone event
Allow RSVPs in Plone event
Registration form
Registration form
Campaign members in Salesforce
E-commerce
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Client: Trees for Life
Make the giving process easier
Make tracking and reporting on giving easier
Reduce technical staff, costs of data management
Goal: Grow online revenue
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Online catalogue
Shopping cart & additional donations
Checkout
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User data
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user data
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payment
order
user data
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contact opportunity donation details
payment
order
user data
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contact opportunity donation details
payment
order
user data
Contact record with donation
Donation details
Web donations create campaign reports
PART IIMaking Salesforce Data
Interactive in Plone
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Interacting with Data from Salesforce
Fancy front-end
All business in back
Plone website presents data stored in Salesforce.com
The Basics: SF Queries
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Add a SalesforceQuery
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Tell query what SF data you want shown
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Salesforce data appears in Plone
Member Portal
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6/14/09
NCTC
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Newsletter sign up requires registration
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User registration
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User Now Has a Contact in Salesforce
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Class registration when logged in
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Registered for class
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Class registration in Salesforce
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Pay for the class
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Enter buyer information
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Enter payment information
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Payment is made
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Payment recorded in Salesforce
New or Renewing Affiliate Screen
Existing Affiliate's Info Loaded
Payment From Same Form
Confirmation Screen
Record Status Updated in Salesforce
Payment Recorded
Online Directory
Client: Oregon Environmental Council
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Find providers on Google map
New providers request certification packet
Provider info flows into Salesforce
Volunteer Management
Client: Center for Economic Progress
Register or Login
Registration Page 1
Registration Form Creates Plone User
Registration Creates Contact...
...and Volunteer Information
And Volunteer Gets Email Confirmation
Sign Up for Training Sessions
Registration Recorded
Status Updated in Salesforce
Volunteer Selects Location to Work
Volunteer Selects Location to Work
Site Capacity Updated For Shift
Volunteer Dashboard
Volunteer Management
• Registration• Secure Login• Training Sign Up• Hours Logging• Site Managers Request Supplies/Help• Site Managers Approve Hours• Site Manager Gets Schedule• Site Manager Contacts Volunteers
Site Manager Dashboard
Site Manager Approves Hours
Site Manager Gets Volunteer Schedule
Site Manager Gets Volunteer Schedule
• Web-to-x Forms • Events RSVP• E-commerce
• Data from salesforce.com shown/interactive in Plone
• Login authentication
Skill Levels
Easy
Hard
Salesforce Service Levels
Less Features
More Features
Tools You Need
Salesforce Integration:
SalesforceBaseConnectorConnects Plone site to SFDC via API login
Specific ProductsRSVP, SFDC PFG Adapter, getpaid.SalesforceOrderRecorder
Plone Products:
PloneFormGenPoint-and-click form creation tool
PloneGetPaidE-commerce engine for Plone
Learn More
www.ifpeople.netsnurl.com/[email protected] | 678.608.3408
Product Documentation:snurl.com/plonesfdoc
Plone-Salesforce Mailing List:snurl.com/plonesflist
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