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Welcome to the Real-Time Cloud for Nonprofits Jill Kenney Senior Sales Engineer Salesforce.com Foundation.

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Presentation on theme: "Welcome to the Real-Time Cloud for Nonprofits Jill Kenney Senior Sales Engineer Salesforce.com Foundation."— Presentation transcript:

1 Welcome to the Real-Time Cloud for Nonprofits Jill Kenney Senior Sales Engineer Salesforce.com Foundation

2 Who is Salesforce.com?

3 Over 179,500 hours of community service Nearly $20 million in grants Used by 8,000 nonprofit organizations 1% Time 1% Equity 1% Product 1/1/1 Model for Strategic Corporate Philanthropy + #7 Top 100 Best Corporate Citizens Business Ethics Magazine Corporate Citizen of the Year Award Committee Encouraging Corporate Philanthropy Excellence in Giving Codie Awards Award for Using IT to Benefit Society Computerworld 2007 World’s Most Ethical Companies Ethisphere Excellence in Corporate Volunteerism Points of Light/Hands On National Award

4 Product Discount Program Social Enterprise Funds Scale to Increase Impact Empower nonprofits to achieve their mission effectively Create positive social change around the globe

5 Paying Customers Strong Growth In New Customers 72,500+

6 Product Donations and Discounts Driving Huge Impact Nonprofit Customers 8,200+ CY2010 CY2009 CY2008 CY2007 CY2006 CY2005 CY2004 CY2003 CY2002

7 Serving Nonprofits of Every Shape and Size

8 Managing Constituent Relationships Well Is Crucial STAFF VOLUNTEERS CHAPTERS

9 The Real-Time Cloud Has Transformed the Private Sector

10 What Does the Real-Time Cloud Mean for the Nonprofit Sector? CRM (Relationship Mgmt) Fundraising Marketing & Outreach Constituent Service Contact Centers Knowledge Management Portals Mission Management Grant Management Programs & Projects

11 Real-time Cloud Solutions for Nonprofits Managing Your Key Activities and Data Information Technology Productivity, HR & Finance Management Team Fundraising Grants Management Case Management Constituent Service & Engagement Mission Management 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

12 Goodwill Increases Effectiveness of Donor Management Deployed to manage financial and material donations for 17 locations and online store Able to cross-sell customers, donors, and plan corporate donation drives Increased donor database from 2,000 to 80,353 by mail and more than 40,000 by email Targeted emails increased frequency of donations

13 Nonprofits Managing Every Kind of Mission Recruit, Train and Support Tomorrows Education Leaders Manages program participants through the complete program cycle ensuring increased program effectiveness Connect Homeless With Care to Get Into Housing Track and manage services delivered at events connecting thousands of volunteers with thousands of individuals Transform College Prep Education at Low Income School Provides a platform for students, faculty, parents and advisors to engage and manage the education process Identify and Support Social Entrepreneurs Globally Manage 9 programs globally to empower with tools needed to become Changemakers and measure performance quickly

14 New Leaders for New Schools Increased Program Effectiveness Program participants tracked through the complete program cycle ensuring increased program effectiveness Reduced systems maintenance costs by 85% Employees spend less time on administration so they can focus on strategy instead More timely and reliable reports improve decision making and business planning Mission: Ensure high academic achievement for every student by attracting and preparing outstanding leaders and supporting the performance of the urban public schools they lead at scale

15 Center for Employment Opportunities Helps Formerly Incarcerated Find Long-Term Employment Easily implemented total solution for case management, workflow, and reporting Customized to manage varied program requirements and enhanced case management Provides better support because now able to follow the progress of program Reports are easily accessible, providing faster response to placement and retention trends

16 Nonprofit Customers Report Real Impact Source: Salesforce.com Customer Relationship Survey conducted June 2009, by an independent third-party MarketTools Inc on 6,000+ Customers randomly selected.

17 Check out the Nonprofit Starter Pack  Manage complex relationships with individuals and households  Maximize the value of your relationships by tracking affiliations  Easily create recurring donations and eliminate tedious manual entry What is the Nonprofit Starter Pack? Implementation tool to get up and running fast Find out if the Nonprofit Starter Pack is right for you. Visit: www.salesforcefoundation.org/products/nonprofit_starter_pack

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19 Get Started Today with A Free Trial My Apps Sales Cloud Service Cloud Custom Cloud Chatter Free For 30 Days The World’s Leading Cloud Computing Apps Prospective Customers: Ask your AE to work with you in real-time Existing Customers: Try the Service Cloud Get a Free Force.com account

20 Fundraising in the Cloud Donors & Households Everything you need to know about every donor – all in one place Affiliations Learn how everyone is connected to make stronger connections with your supporters Marketing & Leads Run and track campaigns across all channels and know where to invest next Donations & Recurring Gifts Manage one-time and recurring donations from pledge to collection ECommerce Quickly set-up and manage online payments from your donors Real-time Analytics Move with speed and efficiency with the insight you need to stay on track Email & Productivity Work seamlessly with the tools you already use everyday Content Library No more aimless searching…all of your collateral, right at your fingertips Social Media Integration Wherever your supporters are, you’ll be there. Join the conversation Volunteer & Event Management Set-up volunteer tracking and events with the most usable CRM for nonprofits

21 Managing Your Mission in the Cloud Constituents Everything you need to know about all of your constituents – donors, board members, staff, volunteers and clients Flexible Database Easily set up our database to manage your data with wizards that walk you through the process Visual Process Manager Design and automate any process or workflow needed to execute your mission without code Real-time Websites Get your mission on the web. Quickly and easily build and run any Web site or Web application Social Impact Metrics Lay out your plan for affecting social change, and measure it and report it to your team, your board and your supporters Program Management With management and tracking tools you can make sure all of the programs you’re running to meet your mission are on track Volunteer & Event Management Need help to achieve your mission? Set-up volunteer tracking and events with the most usable CRM for nonprofits Email & Productivity Work seamlessly with the tools you already use everyday


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