Salesforce Training

INTRODUCTIONSalesforce.com• Salesforce is a world leader on demand customer relationship

management tool. Salesforce.com is also known as Customer Relationship Management (CRM).

• Salesforce.com was founded in march 1999 by farmer executive Marc Benioff as a Software as a service (Saas)

• CRM is originally software for managing customer interaction, such as scheduling tasks, emailing, texting, and many more tasks.

• Salesforce grew into a cloud software solution and acquired several other companies for Paas and Saas.

Platform as a service (PaaS) is a category of cloud computing services that provides a computing platform and a solution stack as a service. The provider provides the networks, servers, storage, and other services that are required to host the consumer's application

Software as a service (SaaS) is a software distribution model in which applications are hosted by a vendor or service provider and made available to customers over a network, typically the Internet.

A Few Reasons…

Good Cause: Private sector helping to advance the public sector with more than just talk…Product, Equity and Time.

Affordability: Nonprofit gift delivered at a quarter of the price of similar database solutions.

Accessibility: Web based solution allowing you to utilize volunteers, interns and staff more effectively. Utilize Mac and/or PC interchangeably and reduce the need to upgrade and maintain hardware and expensive networks.

Security: Web based solution allowing to forgo the need for backups and providing a safe environment for your data.

Tried and Tested: Used by more than 2000 qualified nonprofit organizations world wide.

Best of Breed: The most affordable, dynamic CRM on the market for Nonprofit organizations.

Support: Contact Idealist Consulting or other Nonprofit Partners to support you with your adoption of Salesforce.

Dynamic: Manage track and report on… constituent data, fundraising campaigns, volunteer opportunities, memberships, donations, grants and much more.

Salesforce.com Overview

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

INTEGRATION

Salesforce is divided into different sets of tools referred to as "clouds”

Sales Cloud

Service Cloud

Collaboration Cloud

Sales Cloud - Sales Cloud helps to sell products and Services, manage connection with customer, and close more deals. Sales Cloud include Chatter, Social Contact, Marketing and Leads, Data.com, Opportunities and quotes, Approval and Work process, Files and Libraries, Analytics and Forecasting, Partner Management, AppExchange, Email and calendaring

Service Cloud - Service cloud increase agent productivity, reduces service costs, and gain better visibility into Service Organization. It includes Customer Portal, Live Agent, Contract and entitlement

Collabration Cloud - Collabration cloud consist of Salesforce Chatter and Radian6 service cloud which helps to connect with co-workers, customers, and partners to share experience and information across.

Custom Cloud - Custom Cloud is infrastructure used to for building customized cloud application development for automation, analytics and approval processes.

Types of applicationsPartners built ERP on Salesforce Human oriented sizeStructured Data Like approval process Internet & Portal type of applications Long-tail apps

Salesforce TerminologyIcon Definition

OpportunityA potential sales deal that you want to trackLeadA leads is a prospect or potential opportunity – a person who expresses interestAccountAny company or organization you want to manage, including prospects, customers, vendors, or partnersContactA person who works for an accountTasks and EventsActivities associated to an opportunity, contact, or accountReportsReal-time summaries generated based on information entered into Salesforce

How Salesforce is Useful

Salesforce.com offers a conclusive concept to deliver an easy to use CRM Software as a service using a dynamic, scale free cloud computing approach.

This satisfies the customer demand and leverages cost benefits for the customers of Salesforce.com.

Salesforce does a lot to create a productive, collaborative CRM environment.

The success of Salesforce.com is based on an excellent management, a clear company strategy and a business model, which uses cutting edge technology combined with a developer community and an easy to use platform, which is delivered in a very cost effective manner