How To Plan For The Unknown Costs And Maximize ROI Using SALESFORCE®?

Thanks for Joining Us! Game Plan: 30- Minutes Session Poll for Audience Submit questions in the window provided We’ll email a link to you for the webinar recording For any query contact: wecare@aplusify.com Game Plan:

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Agenda for Today: We will talk about the following: What are the unknown cost of Salesforce Implementation? What is the Total Cost of Ownership (TCO) and Long Term Cost Of Salesforce? How to minimize Spending and Maximize ROI? What are the important factors in the decision-making process of a CRM Investment? How to Choose the best CRM for your Association?

About Aplusify: Guaranteed $65 per hour Ture Salesforce® extended team: Guaranteed $65 per hour 200+ organization with focus on Salesforce® managed services for Associations, Non-Profits, and Higher Ed Institutions Provide Digital Transformation using Salesforce® as a platform Provide blended skills for ongoing Salesforce® success including Admins, SF Architects, Integration experts, Associations technology experts as your true extended team OFFERING FREE 2-10 HR CONSULTATION AND HEALTH CHECK

Poll – What’s your interest with Salesforce®? Using a Salesforce® based AMS for less than 1 year Implementing Salesforce® based AMS Considering Salesforce® or Salesforce® native AMS Just curious

Digital Transformation How has Salesforce® contributed to digital transformation of Associations? Digital transformation — the process by which Associations modernize themselves with new digital technologies in their working system. Role of Salesforce: Meeting Donor expectations Enhanced visibility of the Association Global Connect Ease of donor engagement Enhanced Decision making Data security and increased ROI

What are the unknowns? Licensing costs Implementation costs How do we plan for unknowns? Licensing costs Implementation costs Integration plan and costs Ongoing support, development, administration, and integration cost Training for internal team

Poll – Surprises? Choose your answer: What took you by surprise? Choose your answer: Salesforce® Consulting Company’s Invoice AMS Vendor’s claim on ‘Out-of-scope-work’ Salesforce® adoption not as expected? Data Silo still exist Some thing else?

Should you avoid customization? “One Size Does Not Fit All” --- Is this true? Salesforce® allows you to customize the solution to represent the true uniqueness of your Association. Customization vs. Configuration Agile vs. Waterfall vs. Some thing else Integrate Vs Data Silos

How do you manage your Salesforce®? There should be some appreciation of the ongoing costs involved? Hired a Salesforce Admin? $100,000 per year Hired a Consulting Company? $150 per hour Accidental Salesforce Admin to customize/manage Salesforce? $50-70 per hour Assuming ‘one-and-done’ approach will be Satisfactory?

Summary – How do you ensure success? Change is inevitable; Your organization is changing as we speak; Salesforce® solution must evolve to meet your changing needs. Find and budget for an affordable method to ensure Salesforce® solution aligns with your organizations mission and mandate Avoid costly mistakes in finding the right ‘Out-of-the-box’ apps and AMSs that fit your organization’s needs Include internal team to customize the solution, reports, and interfaces to their needs

Questions & Answers

Our Presenters Teri Carden Regis Ndongo teri@reviewmyams.com Founder, ReviewMyAMS www.ReviewMyAMS.com Regis Ndongo Regis.n@aplusify.com Salesforce Consultant, Aplusify www.aplusify.com

7520 Standish Pl #265, Rockville MD 20855 888-683-8281 (Toll Free) wecare@aplusify.com