1. Presented by: Milner Grimsled
May 18
Introduction and Overview
Presented by:
Milner Grimsled

2. Why use a web-based CRM? Equally available to all staff / locations
May 18
Equally available to all staff / locations

3. Why use Salesforce CRM? The “gold standard” of its field.
Low/no cost to non-profits – 501(c)(3)
10 licenses free
Additonal licenses $360/year (70% discount)
Customizable to our needs

4. CITEC’s journey
November 2011 – started using another cloud CRM (and paying $120/month)
July 2012 – heard from MassMEP that Salesforce was free for non-profits
August 2012
applied with Salesforce for “free use” approval, which was granted
Activated account, installed MEPOL’s “package” in “Sandbox”

5. CITEC’s journey September 2012 imported CRM data from MS Access
October 2012 – went “live” for all except time records (parallel system for 2 months)
November 2012 – went “live” for time records.
December 2012 – first used for quarterly NYSTAR/MEP reporting

6. Gratitude List MEPOL – Corinne Dupuy
for the “package”, webinar, and phone calls
Mass MEP – Kathie & Kim – “show & tell”
VMEC – Bill Kuhns for the “Event” package
Salesforce Support Staff – and phone

7. Salesforce functions Current CITEC Uses Not Implemented Yet
Sales Pipeline
CITEC uses for reporting
Accounts / Contacts
Opportunities (projects)
Time Entries
Workshops / Events
Chatter
Google Docs, Notes, Attachments (minimally)
Campaign
Products
Contract
Approval history
MEP survey data

8. Opportunity Detail

9. Opportunity Detail cont.

10. Custom Dashboards

11. Salesforce functions Current CITEC Uses Not Implemented Yet
Sales Pipeline
CITEC uses for reporting
Accounts / Contacts
Opportunities (projects)
Time Entries
Workshops / Events
Chatter
Google Docs, Notes, Attachments (minimally)
Campaign
Products
Contract
Approval history
MEP survey data

12. AppExchange – extended functionality
Appirio Cloud Sync
Sync calendars, contacts & tasks with Google Apps
Cirrus Insight
Links gmail to Salesforce contact / account/ opportunity data
Kugamon Account/Contact Sync
Batch update of an Account’s contact records
Many are free. Some discounted for 501(c)(3)
see

13. Salesforce Structure Account (client) is primary
Contacts
Opportunities
Time Entries linked to
Opportunity (and thus to Account)
Employee making the entry

14. Another way to look at it
Account
(Contact Roles)
Contacts
Opportunities
Staff
Time Entries

15. Data Import
As data is imported, Salesforce assigned its own unique “key” –a url for this account:
To link data properly must correlate new Salesforce “key” with previous “key” from source file.
Export data from last import to get the “key” with which to link the next import.

16. Data Import Import data in order of Salesforce Hierarchy Accounts
Opportunities
Contacts
Time Entries

17. Custom Items Fields Buttons Relationships Validation Rules
Work Flows (automatic notifications)
Linked Reports (e.g., Time Totals for this Project)
Views

18. Salesforce Reports
Report Type: selects the data tables you wish to query (Accounts, Opportunities, et al)
Customize the “Sample Reports” and save in a new folder for your own use
All the reports CITEC has created are in folders starting with “CITEC …”

19. NIST/MEP Reports CITEC CIF – Client Information File
CITEC PIF – Project Information File

20. Questions? Thank you. Milner Grimsled
May 18
Questions? Thank you.
Milner Grimsled
Phone: (315) ext. 22