your fundraising with the world’s best CRM tool

Fundraising with Salesforce 2

A lot of functionality out of the box

VSO

We’ve made about a

1000% return on

investment

Choices for Kids

Every week there’s someone donating online and that never happened before

Choices for Kids

Lets us dream big about results without having to dream big

on how to code

Invisible Children

Mobile Loaves & Fishes

● Systems that don’t talk to each other ● Data in different places – donors, campaigning, emails,

online giving, web and service delivery ● 360 Supporter View – much talked about…rarely

achieved ● ‘Central Mothership’ model ● Systems that people are reluctant to use ● Training and consultancy – limited supply and

expensive ● Over-reliance upon IT infrastructure and resources

3

The status quo is unacceptable __________________________________________________________

What is Salesforce anyway?

“The world’s most innovative company” Forbes

4

Salesforce is the world-class CRM solution that powers thousands of successful organisations including Facebook, Virgin and Obama 2012

It is suitable for all types of non-profits – large and small – across all functions

The Salesforce Foundation provides massive discounts and special configurations to suit non-profits

Salesforce is built on an open technology platform so it is easier, cheaper and less risky to build and deploy

People love using Salesforce because it is user-friendly and intuitive

The AppExchange enables you to build in best-of-breed tools at the touch of a button

Salesforce is designed and built for online, social and mobile relationships

A range of fundraising tools is now available that are more effective and less expensive than those from traditional non-profit CRM vendors

What’s different about Salesforce __________________________________________________________

5

Eight game-changing facts

1. A platform, not a point solution 2. Non-profit pricing and discounts 3. It brings people together 4. Plug in best of breed tools with the AppExchange 5. The cloud is not the same as hosting 6. Social through and through 7. One place for data and intelligence 8. Simple, flexible reporting

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Salesforce platform architecture

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Users experience the interface(s) of apps using a web browser – on PC, mobile phone or tablet

Choose a combination of

apps to suit your business needs

Third party developers publish their services as apps on the AppExchange

Salesforce manages

underlying services – servers,

upgrades, security, backup

Force.com is the developer toolkit for

building custom applications

Optimised across platforms – data, mobile and web, and in multiple languages and currencies

What does Salesforce offer

fundraisers?

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Build in best-of-breed tools at the touch of a button with the AppExchange Salesforce is designed and built for online, social and mobile relationships Highly configurable across business needs People love using Salesforce because it is user-friendly and intuitive Accessible from any device, any location Open technology platform is easier, cheaper and less risky to build and

deploy The Salesforce Foundation provides massive discounts and special

configurations to suit non-profits A range of fundraising tools is now available that are more effective and

less expensive than those from traditional non-profit CRM vendors No software, no hardware, fewer headaches More time to fundraise, more data to fundraise with

Benefits for fundraising ____________________________________

Fundraising with Salesforce 9

Select the right fundraising app at the core of your Salesforce system _____________________________________

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By Affinaquest (USA) By Breakeven (Canada) By Fonteva (USA) By Salesforce Foundation (USA/Global) By RoundCorner (USA) By Appichar (Australia/UK)

Salesforce Signposting

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Visioning

• Involve senior stakeholders

• Understand tech trends • Fit to organisational vision and strategy

• Agree scope: data, functional and organisational

• Set high-level improvements

• Establish project governance

• Outcome: Terms of Reference

Discovery

• Involve operational team members

• Review & test objectives • Walkthrough key business processes

• Identify opportunities for improvements

• Identify cultural and change issues

• Outcome: Business Process Review

Findings and Recommendations

• Confirm high-level opportunity

• Process diagrams • Assess people/ process/culture issues

• Estimate project cost and resourcing

• Salesforce solution signposting

• Outcome: Findings & Recommendations Report, + Workshop

The Signposting Process _______________________________________________________

Salesforce Signposting

Examples of outcomes

Fundraising with Salesforce 13

Global NGO secretariat requiring multi-platform contact and relationship management with integration of Gmail and low admin overhead Sales Cloud + Vertical Response + Cirrus Insight

Membership organisation looking for self service membership management with events and online publishing. Must integrate seamlessly with existing CMS DonorNation + Authorize.net + Drupal + Mailchimp

Fundraising and campaigning charity aiming to monitor, acquire and develop new supporters through social media as well as many small event attendees Nonprofit Starter Pack + Eventbrite + Hootsuite

Fundraising with Salesforce

““VSO chose Salesforce as its primary platform in 2012, but we have been using Chatter to share ideas, information and stories about our programmes for nearly two years. We have started to move existing systems across, starting with HR and volunteer management. I was a VSO volunteer and am now a VSO staff member so it makes a lot of sense to have both systems on the same platform. It’s early days, but Salesforce delivers a lot of functionality out of the box (e.g. links to social media) and development happens quickly so users can see their input appear in a mock-up system within a couple of weeks” Nikki Hill, Global Income Programme Manager - VSO International

Case Study: Unleashing the power of people by enabling them to collaborate online

+44 (0)845 458 0250 www.purple-vision.com

Purple Vision can help you fundraise with Salesforce Download the full White Paper via www.purple-vision.com/whitepapers