Salesforce.com™ and the V olunteer I mpact P rogram Richard Saunders Technology Consultant Gaia ICT, LLC.

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Presentation transcript:

Salesforce.com™ and the V olunteer I mpact P rogram Richard Saunders Technology Consultant Gaia ICT, LLC

What is Salesforce?

Salesforce CRM and Salesforcefoundation.org SalesforceFoundation.org:

Salesforce CRM + Apps Salesforce enables a single database solution that can deliver a true 360 degree view of your constituents And many more…

Implementation Options Salesforce CRM vs. Salesforce Nonprofit Starter Pack Customization options – On your own -> need to have/obtain admin expertise – With a volunteer -> need to have/obtain admin expertise – Consultant -> Higher cost but will more closely meet your requirements

Flexibility vs. Cost SalesforceFoundation.org:

Demos How ESCWa uses Salesforce to track its volunteers Basic volunteer management included in NPower Seattle’s NPowerforce app Other examples of Volunteering applications

Functionality Adding records Adding fields Scheduling shifts Skills search General search Reports Exporting

Issues Data security Backups Licensing/Number of users Permission levels Modifying/customizing the database

Questions How are duplicate entries corrected? Can you import data easily? Is there a limit to the number of records the system can take? How stable is the company that makes it? Is there a users discussion forum?

Prepare and Plan Build your team Define and prioritize your goals Define your process Map your process to Salesforce CRM functionality Define the reports you need Train your administrator Communicate with your users SalesforceFoundation.org:

How to get started? SalesforceFoundation.org: