www.salesforcefoundation.org/intl

@tetsuwandrew

Drew Smith

Product Program Manager, Asia Pacific

Join Our Program for Change Connect With Your Supporters In A Whole New Way

discount

YOU

Purchase additional

licenses

Proceeds go back into the

Foundation

We give to more

nonprofits

%

cycle of

sustainability

1%

Time • Equity • Product

445,000+ Hours Service

18,000 Non-profit

organizations

$40 M+ Grants

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

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

Edgar’s Mission Farm Sanctuary Helps Save

Animals

We’ll let them tell you about it themselves via their video:

Foundation Donation: Power of Us

• 10 Foundation Enterprise Edition licenses at no cost

• 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

Some Basic Translations

Leads Client

Prospects Donors

Prospects

Contacts All

Individuals Donors Volunteers Clients

Accounts Organisations Foundations Corporations Partners

Opportunities

Donations Membership

s Classes Transactions

Campaigns Events Fundraising Volunteer

Management Outreach Programs

Taking a Closer Look: Salesforce CRM

Constituent Management: Get a complete picture of your donors, volunteers, clients and

other constituents in one place

Donation and Membership Management: Manage the donation cycle from pledge to

payment including individual donations and standardise the process

Volunteer and Recruitment Management: Efficiently recruit, track, and manage

volunteers with Salesforce. Recruit volunteers; track volunteer skills, qualifications and

trainings; schedule and track volunteer events and shifts

Team Collaboration: Connect to your whole organisation and leverage expertise, smarter

information sharing, real-time updates and it’s all available on the mobile also

Mobile Workforce: Log calls, respond to donors and volunteers, access vital information

and history anywhere, anytime

Campaigns and Marketing: Manage and track campaigns across all channels. With

reporting you track true ROI and choose where to invest on your next activity

Scalable: Need to do more? Download apps from our AppExchange, develop yourself or

have a Partner assist to create automation unique to your organisation

Next Steps and Resources

Join Our Program for Change

1 2 3 4

Plan Your Implementation

Apply for the

Donation!

Check Your

Eligibility and

Resources

Take Out a 30-Day Trial

Step 1: Planning Your Implementation

Document a clear idea of what you want to achieve with your Salesforce

CRM

Spend some time determining how you want your organisation to work and

translate those ideas into processes and or workflows you’d like to see in

salesforce.

Workbook: Getting Started Workbook

Decide on Key People and Implementation Plan

You require a champion:

- Take the time to consider how your key person will be trained up and skilled to

champion the use of salesforce internally.

Help Resources: Getting Started Resources for Nonprofits

Executive and/or Board buy-in and support

Ensure that you have the full support of the Board and Management Team to

ensure elements such as budget, scope and adoption.

Step 2: 30 Day Free Trial

Who Should Use This?

Organisation who want to track individual donors out-of-the-box

Organisations who want complete control over their customisation

Whats the Difference?

Enterprise Edition + FREE Nonprofit Stater Pack (NPSP)

Native Enterprise Edition

FREE 30-Day Trial

Pre-configured for Donor Management

“Clean” Slate

Step 3: Check Everything is in Order Including

Eligibility Documentation

a.

• Have an Active Trial Organisation ID

• Please contact me directly if you need to extend your trial: drew.smith@salesforce.com

b.

• Identify a member of staff to be the named System Administrator

• Secure authorisation from your Board and/or Management Team

c.

• Have your TAX ID and Charity ID numbers ready

• Prepare the required documentation to confirm eligibility: http://www.salesforcefoundation.org/intl/documentation

Step 4: Apply for the Donation

24-48hr Turnaround on Applications

Where to Visit Next: Your Email Package Content

Pre-Donation

• Nonprofit Donation Information Package

New Applicant

• Nonprofit 5 Steps to Implementation Success

• Find a Nonprofit Certified Partner to Help on your Implementation

Training & Support

• Email Drew Smith for Nonprofit discounted Training/Support

• Join our Getting Started Webinar Series

Where to Visit Next: Resources

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

Nonprofit Self-HELP: Getting More Help

Nonprofit Finding a Partner: Using Consulting Partner To Help your

Implementation

Salesforce Getting Started Information: Getting Started Series

Face-To-Face Training: Administration Essentials

Webinars: Enlightenment Series Webinars

Premier Support Plan: Premier Support Details

Salesforce Foundation YouTube Channel: YouTube Information

FREE Webinars, Training and Premier Support Plans

Free Webinars

Getting Started

Register Here

Discounted Training

Up to 75% off Face-Face

Classes What: Here

Discounted Support

Plans

Up to 50% off Premier

Support Plans What: Here

To know more email Drew Smith directly