July 25, 2012Teaming for Technology

Delivered by: Allison O’Connor

Introductions (Allison O’Connor, Class Participants)

Salesforce Demos

Salesforce Overview & Common Nonprofit Functions

Questions & Discussion

Wrap-Up & Additional Resources

Point vs. Platform Solutions

IntroductionsIntroductions

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

IntroductionsIntroductions

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

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Point Solution Platform SolutionDefinition Software that provides a solution to a

single problem rather than addressing all the requirements that might otherwise be met with a multipurpose or multiservice system. 

A set of cloud computing services that when combined provide a technology platform and a solution stack that can be tailored to any and all business functions. Often referred to as ‘Platform as a Service’ or ‘PaaS’

Benefits • Software is often available ‘off-the-shelf’ with little customization, as the solution is extremely standardized

• Business function and industry-specific applications are built around industry studies and best practices

• Ability to customize and scale the solution to address exact business requirements without changing process to match system

• Variable costs for implementation and access (per-license or per-use basis) but limited long-term costs apply

Challenges

• Major changes in core functionality or processes not possible or very costly as the product is owned by the vendor, not the organization

• Often requires 3rd party support to manage and enhance the solution

• Expansive functionality and integration possibilities seem overwhelming and project management is critical to ensure proper scoping and rollout

• Development language is up to the provider, requiring boutique skills for complex work

Examples QuickBooksPeopleSoft ERPMS Outlook

SalesforceGoogleWaveMaker for Web

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Worldwide leader 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

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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)

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

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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.

Questions & DiscussionQuestions & Discussion

ResourcesResources

Allison O’ConnorSenior Consultant

allison@akacrm.comOffice: 303.832.1383

Cell: 303.803.7843Skype: ali.oconnor

Gtalk: oconnor.allison

Salesforce Websites:

www.salesforce.com – Salesforcewww.salesforcefoundation.org – Salesforce Foundation

Other Websites:

http://akacrm.com/blog.html - akaCRM Bloghttp://appexchange.salesforce.com/home - Salesforce AppExchange