Salesforce Non-Profit Success Pack EventNovember 29th, 2016 – “Giving Tuesday”Hotel Monaco, Baltimore, MDSponsored by Aptaria and Wealth Engine

AgendaWelcomeSalesforce.Org Overview – SFDOAptaria Overview – AptariaNon-Profit Success Pack Overview – AptariaNon-Profit Success Pack Demo – AptariaWealth Engine Overview – Wealth EngineCustomer Success Story – National AquariumCustomer Success Demo – National AquariumQuestionsSocial Hour

2013 • 2014 • 2015 2008 • 2009 • 20102011 • 2012 • 2013

2014 • 2015

2011 • 2012 2013 • 2014

2015

Most innovative

companies in the world

4th Largest Enterprise Software Company in the World

Salesforce.org 1:1:1 17 Years of Impact & Innovation

1.3M+Service Hours

People

$115M+Grants

Resources

29K+Nonprofit Organizations

Technology

pledge1percent.org

$250MDonated Product

will recommend Salesforce to

others

92%

say Salesforce has improved their

ability to operate effectively

93%

Proven Success Across the Nonprofit Sector

Legacy Databases ERP External Systems HR Spreadsheets

Program Management Fundraising

Partners

DonorsCommunity

VolunteersEmployees

Constituents

Board

The Connected Nonprofit

System ofRecord

System ofIntelligence

System ofEngagement

Analytics

Salesforce forNonprofits

Marketing CommunicationsCommunity Engagement

Donor ManagementEvents Management

Volunteer ManagementGrants Management

Multi-channel Campaigns – Automation

Journey Building – Social EngagementCommunities for:

Donors – Volunteers – Chapters/Partners – Employees

Case ManagementCall Centers & Hotlines

Advocacy & Policy TrackingGrant Portfolios

NPSP Build AppsAutomation

APIs & IntegrationNonprofit

CRMAdmin &

Governance Platform Services

About AptariaFounded in 2002, enterprise application integration services with CRM focus

Exclusive Salesforce.com consultants since 2007

Hundreds of Salesforce.com implementations completed.

Salesforce.com Consulting Partner serving the Mid-Atlantic (10/10 customer satisfaction rating)

Salesforce.org Impact Partner

Based in McLean, Virginia

Onshore + offshore development for delivering high quality, best value solutions

Agile software development approach ensures successful, on-time, on-budget projects

Deep experience developing Apps for Salesforce partners (including Wealth Engine)

Aptaria Non-Profit / NPSP Clients

What is NPSP?

The Nonprofit Success Pack is Salesforce.org’s solution for nonprofits of all sizes.

It’s an application, or “app,” built on top of the Salesforce Platform that provides tons of out-of-the-box functionality for nonprofits.

The Nonprofit Success Pack helps you manage donors and donations, organizations, grants, relationships, and many other things.

Because it’s built on the Salesforce platform, it also lets you build customized functionality when the out-of-the-box functionality doesn’t suffice.

.

The Nonprofit Success Pack is a series of Apps installed on top of Salesforce Enterprise Edition

Key NPSP Features• Contact & Household Management• Volunteer Management• Organization & Affiliation Management• Track Relationships Between Contacts• Track Donations & Payments• Track Memberships• Grant Lifecycle Management

NPSP DemoDemo of key features of the NPSP featuring a fictitious non-profit.