Welcome To The Real Time Cloud Salesforce Foundation Final Baseline 2k3

Welcome to the Real-Time Cloud for Higher Education

Enrique A. Ortiz-Mundo, MSPresident/Co-FounderThe Value Management Company

What does every Non-Profit Want Today?

Demonstrate Cost Effective Social Impact

Minimize Risk in Unpredictable Times

Deepen Constituent Relationships

The Tools and Technology To Achieve Change

Applications and Platforms Moving to the Cloud

TodayCloud Computing

Applications

1960’sMainframe

1980’sClient/server

The Cloud Serves Organizations of Every Size

ENTERPRISE

MID-MARKET

SMALL BUSINESS

63,000+ Paying Customers

7,000+ Non Profit Organizations

Nonprofits Use the Same Force.com Platform as Business

First Cloud Company to Exceed:

FY2005 FY2006 FY2007 FY2008 FY2009

Qua

rter

ly R

even

ue (

$M)

Annual Revenue

Revenue through fiscal quarter ended 1/31/09

$1.4 Billion +$1.4 Billion +

35 41 4655

6472

8391

105118

130144

162177

192

217

248263

276290

305

FY2010

1/1/1 Model for Strategic Corporate Philanthropy

Partners Are Sharing Salesforce Model to Serve You

Manage All Your Constituent and Org Information

DonorManagement

Integrated Content Library

Forecasting & Analytics

Donations

Leads & Campaigns

Client Support

Partners

Ideas

Social

Events

Non-ProfitStarter Pack

DonorManagement


AppExchange

Email & Productivity

Real-Time Approvals & Workflow

Partners

Events

Forecasting & Analytics

Donations

Leads & Campaigns

• Centralized and 360°view of donors and constituents in

one place

• Manage multi-channel campaigns and manage events

effectively

• Track donations and activity history

• Maximize donations forecast

• Deliver the right message with the latest content

• Work more effectively with other non-profits and

organizations

The World’s Most Complete Sales Application

Service Cloud Manager

Client Support

EmailSearch

Social

Join the Conversation!

Partners

Chat

Customer PortalIdeas

• Complete Case Management

• Capture every donor and customer inquiry in real

time

• Maximize social impact ; Serves customer 24/7

• Source donors and constituents ideas ; Build an

online community and let them vote on ideas

• Driver better service and increase efficiencies

working with other organizations

• Capture customer conversations and knowledge

The Sky is the Limit When You are in the Cloud!

EconomicDevelopment

HumanServices

HealthServices Citizen Ideas

CollaborationBetween Orgs

VolunteerManagement

HealthRecordSchool

Management

EvacueeManagement

Housing

EmploymentOpportunities

Family Services

Unlimited Real-Time Customization

Granular Security & Sharing

Programmable Cloud Logic

Real-Time Workflow & Approvals

Programmable User Interface

Real-Time Mobile Deployment

Real-Time Analytics

AppExchange


Real-Time Web Sites

The Fastest Way to Build Custom Cloud Apps

• Easy, real-time customization

• Maximize user productivity with the right user interface

• Fast Application development without the cost of infrastructure

• Automated business rules

• Increase the speed of real time websites development

• Write once, run everywhere - real-time mobile deployment

• Share the best content across the organizations

• Real-time visibility with easy to create reports

• Flexible data sharing rules and granular real-time security model

World’s First Real-Time Cloud

3 Global Data Centers & Disaster

Recovery

Real-Time Upgrades

ISO 27001 Certified Security

Real-Time Sandbox Environment

Salesforce to Salesforce

Real-Time Transparent System

Status

Real-Time Query Optimizer

Proven Reliability

Proven Real-Time Scalability

Proven Real-Time Integration

• ISO 27001, SSL Encryption, SAS70 II Type, Systrust

• Application, Network, and Facility Security ; >99.9% Proven Reliability

• Fast deployment, proven real-time scalability

• Fast data access with massive scale and multiple dimensions

• Confidence, transparency, and trust ; Real-time upgrades

• Proven real-time integration with other systems…connect the clouds

• Eliminate risk in deployment with sandbox environments

• Real-time data exchange between organizations

• 3 Graphically dispersed, mirrored data centers, seamless disaster

recovery no single points of failure

We do this to make change

Better Data ManagementBetter Data

Management

More Efficient Operational Processes

More Efficient Operational Processes

More Visibility into Towards

Program Goals

More Visibility into Towards

Program Goals

Defined Social Impact

Defined Social Impact

We Do This to Make Change – Case Studies

Every day, hundreds of nonprofits participate to answer questions, suggest ideas, and contribute to

our community.

Join….

The Program

The Steps

Overview of the Product Donation Process

By offering nonprofits 10 donated

licenses—and deep discounts on

additional licenses—the

Salesforce.com Foundation is

revolutionizing the ability of social

change organizations to achieve their missions.

Want to learn more about the program?

– Watch the 7-minute program introduction to find out how Salesforce.com

can work for your organization.

Please visit: http://www.salesforcefoundation.org/products/donation

http://www.salesforcefoundation.org/products/introduction

http://www.salesforcefoundation.org/products/donation

The Product Donation Process

1. See if you're eligible. Find out if your organization is eligible to

apply for this program.

2. Sign up for and attend the weekly webinar. Learn how our

program works, get answers to all your questions and watch a

demo.

3. Select a configuration. Find out which configuration will best

meet your organization’s needs.

4. Sign up for a free trial. Try Salesforce.com for 30 days to

make sure it's a good fit for your organization.

5. Start your application process. You must do steps 1–4 before

you start the application process

Is Your Organization Eligible?

It is important that you visit the site to verify your organization eligibility

Sign Up For and Attend a Webinar

Select the Configuration

It is important that before selecting the configuration get advise

from The Value Management Company to select the best

fit for your organization.

Then sign up for the free trial!

Sign Up for the Free Trial

Apply for Product Donation

Contact Information

Organization Information

Nonprofit Industry

Organization ID of the trial

Date you attended to the

weekly Webinar

Organization’s Mission

How do you see

salesforce.com helping

further your mission

Nonprofit documentation that

proves that you are

eligible

Implementation Services

Achieve Salesforce for Non-Profit success with the Value Management Company NPO Services

ValorRapido Implementation Services OverviewSoluciones ValorRapido

• Paquetes subsidiados para implementación de la herramienta en muy corto tiempo. The Value Management Company ofrece 5

opciones de implementación Llave en mano, en conjunto con un menú de opciones adicionales de extensión para apoyar sus

necesidades o soluciones completamente adaptables para apoyar sus requerimientos mas complejos.

Supuestos:

• Para poder ser exitoso en el camino al éxito en la nube mientras mantenemos los tiempos y costos arriba mencionados, abajo

presentamos varios supuestos que debe ser cumplidos. Si el alcance de trabajo cae fuera de estos supuestos, usted tiene la

oportunidad de contratar servicios complementarios a un costo adicional.

Migración de Datos:

• El numero total de registros a ser migrados no debe exceder 7,500 a través de todos los objetos

• Organización proveerá los datos para importación a Value Management en el formato especificado. Value Management no realizara

extracciones, formato y/o limpieza o depuración de datos a ser importados.

Configuración:

• campos personalizados ("custom") no pueden exceder de 10 por objeto.

• el total de usuario no debe exceder 25 usuarios*

• entidad debe proveer el apoyo necesario y accesos a sus recursos para lograr la implementación de forma puntual

• las funcionalidades de salesforce CRM a ser implementadas se definen en el taller de descubrimiento básico como las prioridades

según el tiempo de implementación y se limitan a un numero de funcionalidades según el paquete seleccionado por usted. (para

ValorExpandido y ValorCompleto usted escoje 2 areas de procesos primarios

Implementation Options – ValorRapido (<4semanas)

ValorExperto 1 Dia — $980

• Taller de Descubrimiento Básico Discovery (Revisión de Procesos)

• Diseño General Funcional - Mapa de Adopción Recomendado

• Recursos: 1 Consultor Funcional dedicado

• Duración: 2 días

ValorEsencial — $10,080

• Inicio de Proyecto & Taller de Descubrimiento Básico Discovery (Revisión de Procesos)

• Diseño Funcional y de Datos

• Construcción (Configuración)

• Pruebas/Aseguramiento de Calidad u capacitación de salesforce basada en casos de uso


• Duración: 2-3 semanas calendario

ValorCreciente (sin importación de datos) — $13,790






• 1 Arquitecto de Datos a tiempo parcial


ValorCreciente (con importación de datos) — $16,800




• Mapa y Migración de Datos

• - Cuentas & Contactos





Implementation Options – ValorRapido (>4semanas)

ValorExpandido — $21,000





• - Prospectos






ValorCompleto — $26,950





• - Prospectos


• - Donaciones





NPO Starter Pack Business Process Area Selector

FunctionalityThe Nonprofit Starter Pack attempts to support a number of business process that Nonprofits need to handle in their CRM. It is broken into individual packages to address each of the key processes:

Nonprofit Starter Pack Contacts And OrganizationsSupports the tracking of individuals as well as organizations

Nonprofit Starter Pack HouseholdsMakes it easy to group people living in the same household

Nonprofit Starter Pack Recurring DonationsAllows for tracking donations pledged over time

Nonprofit Starter Pack RelationshipsAllows for the tracking of key relationships between individuals

Nonprofit Starter Pack AffiliationsTracks relationships between individuals and organizations

Welcome To The Real Time Cloud Salesforce Foundation Final Baseline 2k3

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