1. Salesforce Salon #14NTCSalesforceSalon Ken Lewis, Heller Consulting
Matthew Nelson, Idealist Consulting

2. Salesforce Salon Agenda
Agenda Review (5 min)
Salesforce Intro (10 min)
Salesforce Topic Breakout Discussions (60 min)
Facilitation: You, Us, Topic Experts
Full Group Discussion Recap (15 min)
3 tips from each discussion group
Salesforce Salon

3. Discussion Group Talking Points
Best Practices
Lessons Learned
Topic Area Features
Example: What features are important in a fundraising system/application? … event management system/application?
Success Stories
Questions for the experts
Salesforce Salon

4. Discussion Group Topics
Fundraising
Program Management
Event Management
Salesforce Implementation and User Adoption
Salesforce Salon

5. Benefits of Cloud Computing
Cloud computing levels the technology playing field for nonprofits and makes sophisticated technical solutions more accessible and economical.
Benefits of Cloud Computing to Nonprofits include:
Accessibility – from any device with an internet connection
Flexibility – scale up or down to meet needs, mix and match solutions to meet your unique requirements
Security and Stability – higher investment in security in the cloud, no backups required, 99.9% uptime
Upgrades – happen behind the scenes, you are always using the most recent version of the software
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6. Salesforce for Nonprofits Intro
Cloud-based CRM application
Accessible via web browser
Customer (Constituent) Relationship Management (CRM)
Salesforce Foundation’s Power of Us program
First 10 licenses available at no cost to NPOs
Additional licenses deeply discounted
Highly customizable and extendable
Customizable configuration via “point and click” tools
Custom development via programmatic tools
Extension via the AppExchange marketplace
- Best in class, industry standard, on-demand CRM platform
,000+ Corporate and 20,000+ Nonprofit customers
- Over $250MM invested in Salesforce.com platform in 2013
Salesforce Salon

7. Constituent Service & Engagement
Real-time Cloud Solutions for Nonprofits Managing Your Key Activities and Data
Information Technology
Productivity, HR & Finance
Management
Team
Fundraising
Grants
Case
Constituent Service & Engagement
Mission
Planning & Goal Setting
Visibility & Tracking
Donors & Gifts
Multi-channel Marketing Activities
Multi-channel Service Management
Community & Knowledge Management
Program Management
Social Impact Metrics & Reporting
Client Intake & Case Tracking
Outcome Reporting
Proposals & Response Tracking
Progress Reports
Staff Recruiting, Training & Collaboration
General Ledger & Budgeting
Visual Process Manager
Project & Help Desk Management
Salesforce Salon

8. Salesforce Salon Agenda
Agenda Review (5 min)
Salesforce Intro (10 min)
Salesforce Topic Breakout Discussions (60 min)
Facilitation: You, Us, Topic Experts
Full Group Discussion Recap (15 min)
3 Key Takeaway’s from each discussion group
Salesforce Salon

9. TheConnectedCause.com The Connected Cause is a place for experts
in the nonprofit online space to share perspective,
offer guidance and promote best practices
for using today’s technology effectively.
TheConnectedCause.com
@TheConnectCause TheConnectedCause
Salesforce Salon

10. What did you think?
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