Automating NonProfit Business Processes using Salesforce.com Non-Profit Edition

www.gtr.net/nonprofits

Automating Nonprofit Business Processes with Salesforce.com Foundation’s NPSP; ademo.

Managing Data with Salesforce for Nonprofits.

Advantage’s of Salesforce.com’s Free Offerings for Nonprofits.

Global Tech & Resources (GTR)

http://www.gtr.net/nonprofits


Charlie HavensTrainer

Nonprofit Practice Consultant/Manager

Salesforce.com Certified AdministratorSalesforce.com Certified Advanced Administrator Salesforce.com Certified Force.com [email protected] | 773-848-0154

Global Tech & ResourcesCreating Possibilities:

• Staffing with High Performance Salesforce.com People

• Salesforce.com Implementations.

• Developing Your Salesforce.com Talent™




Recent projects with nonprofits:

o 3 year research project following 40 mentors each contracted to work with

a CPS teacher– using SFDC for communicating w/mentors, managing

Mentors/CPS teacher contracts, and to report on activities and results.

o Eco-science children’s camp– using SFDC to manage contracts with school

districts, to manage the camp experience, and to manage fund raising.

o Program for assisting blind adults to obtain employment– using SFDC for

the initial intake assessment.




Discounts for Nonprofits Viewing this Slide Deck:

● By Feb 28, 2014, register for an upcoming class, mention this slide deck, and get 10% of course price as show at http://gtr.net/training_coaching/.

● By June 30, 2014, contract and pay for a NonProfit Project and get 10% off a QuickStart, or for custom projects get 10% off our hourly rates.

Talk to Charlie Havens

773-848-0154

[email protected]



http://gtr.net/training_coaching/



AutomatingNonprofit Business Processes Using

Salesforce.com NonProfit Edition



Today, we will learn about options for using Salesforce to:

● Automate back-office workflow.

● Manage Mentorships

● Communicate with Donors

● Solicit Funding/Manage Campaigns/Track Donations

● Track Volunteers

● Manage the intake process





Starting with the basics!




Starting with the basics!

Let’s log into a Salesforce org and do somethings:● Create a Company record● Add a Contact● Within Contact’s Household and add a related Contact● Share a Contact with another User● Enter a donation made by one of these Contacts● See donation in a report, in Household, and on Contact● Send a Chatter message● Update Chatter Notification Settings



The Basics:● What is Salesforce.com?

● Why Salesforce.com Nonprofit Edition? NPSP?

● Why NPSP it a great tool for nonprofits?

● What can I do with my NonProfit Edition?





What is Salesforce.com?



When customized,Salesforce.com is used for many

business purposes.

Global Tech & Resources

• Japanese mail delivery system, each piece of mail a record.• Get-out-the vote activity. It ran the Obama campaign.• Coke maintains inventory at vending machines and stocks trucks accordingly.• Customer services requested and delivered by a television cable company.• Inventory product being sold from a web site.• Toyota car performance & maintenance needs reported to customer.• GE uses to monitor performance and maintenance needs of new jet engine.




When customized,Salesforce.com NonProfit Edition

used for diverse purposes:


• San Francisco Catholic Charities uses it to manage client services at 50 sites.• Year Up uses it to stay connected to students, staff, and intern partners..• VolunteerMatch organizes all its organizational data in one place.• American Red Cross manages community outreach: volunteers, partners, donors.• Fair Trade USA uses SF to track products, certifications, etc. with mobile access.• Chicago Light House for the Blind is using it for intake into Job Readiness Dept.• Columbia Community Arts Partnership is using it for tracking mentoring program.• Indiana Dunes Learning Center is using it to manage contracts with school

districts and donor campaigns.




But why Salesforce in particular?

•Access applications, data, reports… from anywhere you have internet.

•Platform independent– Windows, Macs, tablets, smart phones.

•Lower hardware demands– remote processing, no local server.

•Quicker Deployment and more free support

● Salesforce.com You Tube Channel

● Salesforce.com Help & Support

● AppExchange

•Trained implementers need, but generally, but less need for programmers.

•Auto update every 4 months. You don't do it. Nor, do you pay for updates.


http://www.youtube.com/user/salesforce

http://www.youtube.com/user/salesforce

https://help.salesforce.com/hthome

https://help.salesforce.com/hthome

https://appexchange.salesforce.com/

https://appexchange.salesforce.com/


What is Salesforce?

It isn't a single thing, but rather a cloud-based

platform allowing you various ways:

•to organize your data.

•view your data.

•automate your business processes.



•A cloud-based Constituent Relationship Management tool.

•A database that can be viewed and edited from a browser.

•Like your “smart-phone”, its extended through adding apps.

•A business automation system used by over 20,000 nonprofits.



It is a platform.● A platform allows other things to be built or happen upon it.

● It doesn’t care so much what happens on top of it.

● Think of an oil platform at sea, repurposed for oceanic research.

● Think of a box of Legos©, used to create and play many things.

What can we build on our platform? Apps! Applications to manage volunteers, silent

auctions, donations, fund raising events, mentoring programs, to manage camp

registrations, to manage an intake process.



It is a platform on which to build!

Let’s build something

with Schema Builder: Demo



It is a platform from which to

automate!

Let’s build automate

something:Demo



It is a platform from which to

communicate something!

Let’s communicate something:

Demo



But why Salesforce in particular?

Salesforce1 - YouTube video

Its a platform from which to do

something mobile!


http://www.youtube.com/watch?v=vNl69desxcY



Why Salesforce NonProfit Edition?

Discounted Licenses

and

The Nonprofit Starter Pack



Salesforce.com Foundation


http://www.salesforcefoundation.org/nonprofit

http://www.salesforcefoundation.org/nonprofit


Nonprofit Edition = no cost to use(1st Ten licenses discounted 100%. Next ones 80%.)

•You pay staff or consultant to configure, document, and train.

•Other packages involve an on-going financial transaction.





Why is NPSP it a great tool for nonprofits?



Under one umbrella with NPSP!!!

▪ Continual testing and validating.

▪ 20,000+ organizations using it.

▪ Improvements based on user feedback.

▪ Active user community.

▪ Twice a year Salesforce.com developers sprints

▪ Two data models from which to choose.

▪ Six Apps comprise this package. Some may be used without using others.

▪ Many third-party apps have been built to be compatible with this package.

▪ Large base of consultants and third-party apps committed to this product.

▪ Large Active Community of Users and Support:

○ Salesforce.com Foundation’s Power of Us Hub.

○ Salesforce.com’s Success Community

○ Salesforce Foundation’s YouTube Channel

○ Salesforce Foundation’s Online Help



http://blogs.salesforcefoundation.org/2013/07/15/welcome-to-the-power-of-us-hub/

https://success.salesforce.com/

http://www.youtube.com/user/SalesforceFoundation

http://www.youtube.com/user/SalesforceFoundation

http://www.salesforcefoundation.org/help


Contacts and Organizations (customization to allow Contacts to be primary, rather

than requiring that every Contact be associated with a company Account)

Households (Allows tracking of information and communication by household)

Recurring Donations (Tracking of recurring pledged donations)

Relationships (Allows creation of relationship between non-household Contacts)

Affiliations (Allows Contacts to be affiliated with an organization besides employer)

Batch Data Entry (Batch entry of data into this package’s apps)

Six Apps comprise the Nonprofit Starter Pack (NPSP):



http://www.salesforcefoundation.org/nonprofitstarterpack

http://www.salesforcefoundation.org/nonprofitstarterpack



• No on-demand support.

• No volunteer, service, or event management.

• End-user documentation is limited.

• Larger organizations with detailed

• tracking and complex reporting need to spend time

figuring out how best to use, or customize it.

Why wouldn't you use the Nonprofit Starter Pack?




What else can I do with my NonProfit Edition?



Automate business processes:● Sending an email thank-you/receipt, when a donation is entered.

● Sending an email reminder of a grant proposal due date.

● Creating a task for another staff person, which is logged in

system, shows up on their home page, and they get via email, .

● Creating a new donor lead from a web site form.

● Creating a new client case from a web site form.

● Not allowing an email address to be saved, if it doesn’t contain

an @ symbol and a period; and many other data validations.




● Manage Campaigns and Communicate with Donors.

● Manage Mentorships.

● Track Volunteers: Demo

● Manage the Intake Process: Demo


https://appexchange.salesforce.com/results?keywords=volunteer

https://appexchange.salesforce.com/results?keywords=volunteer

https://na15.salesforce.com/home/home.jsp?tsid=02ui00000007kKJ

https://na15.salesforce.com/home/home.jsp?tsid=02ui00000007kKJ


References you may find useful:

Search Google for “The New World of Donor Management Apps for Nonprofits”, Heller Consulting, 2012.

Learning centerhttp://www.salesforce.com/customer-resources/learning-center/#before-you-start

Salesforce webinars

http://www.salesforce.com/events/online/webinars-sales.jsp

Nonprofit eligibility

http://foundation.force.com/products_donation_eligibility

Calendar of Salesforce live webinars

http://salesforcefoundation.org/products/community/events#Weekly

Salesforce training sessions (discounts for nonprofits)

http://salesforcefoundation.org/products/community/resources

Nonprofit Starter Pack

http://www.nonprofitstarterpack.org/



http://www.salesforce.com/customer-resources/learning-center/









http://salesforcefoundation.org/products/community/events










Questions




Take-aways...● Automate back-office workflow.

● Manage Mentorships

● Communicate with Donors

● Solicit Funding

● Track Volunteers

● Manage the intake process

● Find your own way to make data work for your organization!




Automating Nonprofit Business Processes with Salesforce.com Foundation’s NPSP; ademo.

Managing Data with Salesforce for Nonprofits.

Advantage’s of Salesforce.com’s Free Offerings for Nonprofits.




Charlie HavensTrainer

Nonprofit Practice Consultant/Manager

Salesforce.com Certified AdministratorSalesforce.com Certified Advanced Administrator Salesforce.com Certified Force.com [email protected] | 773-848-0154

Global Tech & ResourcesCreating Possibilities:

• Staffing with High Performance Salesforce.com People

• Salesforce.com Implementations.

• Developing Your Salesforce.com Talent™



Automating NonProfit Business Processes using Salesforce.com Non-Profit Edition

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