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Salesforce 101
Salesforce is a cloud-based customer relationship management (CRM) system that allows nonprofits to track constituents such as donors, volunteers, and program participants. Over 20,000 nonprofits in the U.S. use Salesforce. The Nonprofit Starter Pack is a free app that customizes Salesforce for nonprofits by allowing them to track things like donors, volunteers, relationships, and recurring donations. Implementing Salesforce helps nonprofits manage data more effectively, meet reporting requirements, improve efficiencies, and break down silos within the organization.
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Salesforce 101
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- 2. Database app inthe cloud Enterprise-Wide & 360 View of Constituents 20,000 nonprofits using it in the U.S. Highly Customizable About Salesforce
- 3. About Nonprofit StarterPack Free App that adapts Saleforce for Nonprofits Tracks Donors, Volunteers, & Program Participants Supports Households, Affiliations, Relationships & Recurring Donations
- 4. So What? Whymanaging data is important and need for CRM: •Demanding reporting requirements •Helps tell your story •High demand on staff and need for efficiencies •Capture all the ways constituents engage •Breaks down the siloes in your organization
- 5. Comprehensive System forNonprofits Development Programs Volunteer Management Communications & Marketing Break Down Siloes
- 6. Development Programs Volunteer Management Communications & Marketing Break Down Siloes
- 7. Grant Management •Track opportunity pipeline • Stay on top of deadlines • Track Communications • Analyze trends over time
- 8. Donor Management •Actual vs. Goals • Track Pledges • 360 Degree View of Donors
- 9. Fundraising Campaigns •Itemized and Rolled Up Data • Measure ROI • Manage Events
- 10. Development Programs Volunteer Management Communications & Marketing Break Down Siloes
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- 12. Development Programs Volunteer Management Communications & Marketing Break Down Siloes
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- 14. Development Programs Volunteer Management Communications & Marketing Break Down Siloes
- 15. Communications • Trackall Communications Integrate with Email • Mass Mailing Branding • Mail Merge
- 16. Campaigns A simpleway of tracking your outreach activities or group of people Ability to measure ROI on efforts Fundraising Tracking Cohorts Manage Events Volunteer Management
- 18. Donates Money 360 View Active Volunteer Attends Events Influencer in getting grants Children Involved
- 19. Jumping the Wall Setup & Migrate Data Train Staff to Enter Data Correctly Navigation & Basics Campaigns Reports & Dashboards T H E W A L L
- 20. Planning & Design Have Vision- What are your organizations goals and how will Salesforce support that Start with the end in mind – what do you want to report on? Get input from all of your stakeholders Set a realistic timeline for implementation
- 21. Collaboration Getting yourdepartments to work together, create common language, share the space
- 22. Map your Processes Define what to track in SF Map business processes Set up in Salesforce Document & Train Staff
- 23. Buy-In & UserAdoption Must have Executive Support Need organization-wide commitment Staff Training and documentation
- 24. Realistic Expectations Doyou have the staff time and/or budget dedicated to successfully to implement and maintain? Crawl Walk Run Fly
- 25. The system alonewon’t result in success. Success requires: Management buy-in and enforcement Adequate design and capabilities of system Clarity of business processes and use of system Team engagement and accuracy of its use
- 26. Process for implementation Apply for Grant Plan Configure Migrate Data Document & Train
- 27. Where people needhelp •Salesforce expertise – knowing what it can and cannot do •Translating for the nonprofit environment •Business Process Mapping •Configuration/Customization •Integration (apps, other systems) •Data migration •Training •Optimization
- 28. Resources Salesforce SuccessCommunities The Power of Us Hub – Salesforce Foundation Boston Nonprofit Salesforce User Group HandsOn Tech Forcify videos YouTube videos
- 29. How to signup 1. Create a trial www.salesforcefoundation.org/trial 2. Apply for a grant www.salesforcefoundation.org/apply
- 30. Flying with Salesforce Web-to-Salesforce Integrate Self-Service: Communications Streamline & Automate Processes Improve UI & Mobility
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- 32. F Custom BuildClassroom Management F F f
- 33. Streamlining Application Process • One of first Americorps programs to be fully digital in application and files • Application integrates website & Salesforce • Automated communication to save staff time • Web portal for volunteer interviewers
- 34. Improved User Interface& Mobility
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- 36. Salesforce Solutions forNonprofits Consulting Custom Apps Implementation Training