The Power of Salesforce CRM for Nonprofits: Demo & Discussion

1. The Power of Salesforce CRM for Nonprofits:Demo & Discussion July 25, 2012 Teaming for Technology Delivered by: Allison O’Connor

2. Today’s Agenda Introductions(Allison O’Connor, Class Participants) Point vs. Platform Solutions Salesforce Overview & Common Nonprofit Functions Salesforce Demos Questions & Discussion Wrap-Up & Additional Resources

3. Introductions • Allison O’Connor, akaCRM • Business and IT Consultant • Certified Salesforce.com administrator • Works exclusively in the nonprofit and higher education industries • Focused on CRM strategy, long-term technology planning, and Salesforce.com implementations • Delivers Salesforce CRM implementation projects to local, national, and international nonprofits

4. Introductions • Introduce Yourself: • Your name • Your organization • Your goals for today’s session • What do you know about Salesforce? • Have you ever used Salesforce? • Two data or technology issues you face every day at your organization that you want to solve

5. Point Solutions vs. Platform Solutions

6. Salesforce.com Overview • Worldwideleader in cloud-based customer relationship management (CRM) services • 100,000+ customers (organizations) • 2,000,000+ users • Available in 18 languages • Publicly Traded (Ticker: CRM) • First cloud company to reach $2B in revenue • Salesforce.com Foundation gives 1% back (of revenue, time, and product) • 10 Free Licenses given to nonprofits and higher education institutions ($15,000 value) • 1000+ applications available on the AppExchange • Recently named the world’s most innovative company by Forbes

7. Integration IS Possible Social Extended Features CRM Email Mobile

8. Example Nonprofit Functions in Salesforce • GIS Mapping • Internal Approval Processes • Task & Project Management • Payment Processing • Subscription/Recurring Payment Processing • Product Sales (merchandise, publications, etc.) • Web Integration (Forms) • Event Management • Reports, Dashboards, & Analytics • Document Management • Employee Collaboration (Chatter) • Employee Time Tracking • Account (Organization) Data Management • Contact (Individual) Data Management • Prospecting • Solicitations • Grants Management • Committee Management • Relationship Tracking • Volunteering • Email Marketing • Email Templates • Mail Merge Templates (Thank You Letters)

9. Today’s Use Cases • Basic Functions • General Navigation • Data Management • Fundraising • Grants Management • Reporting & Dashboards • Website & Email Integration • Online Donations & Event Registration – via Click & Pledge* • Volunteering – via Volunteers for Salesforce by GroundWire* • Email Marketing – via Vertical Response for Salesforce* *Note: akaCRM recommends analyzing requirements before selecting Salesforce applications. These applications were chosen for this demo due to their popularity and functionality.

10. Questions & Discussion

11. Resources Salesforce Websites: www.salesforce.com – Salesforce www.salesforcefoundation.org– Salesforce Foundation Other Websites: http://akacrm.com/blog.html - akaCRM Blog http://appexchange.salesforce.com/home - Salesforce AppExchange Allison O’Connor Senior Consultant allison@akacrm.com Office: 303.832.1383 Cell: 303.803.7843 Skype: ali.oconnor Gtalk: oconnor.allison