1. talks! Is Salesforce CRM Right for Your Organization? Audio is only available by calling this number: Conference Call: 866-740-1260 Access Code: 6339392 Sponsored by

2. Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 Using ReadyTalk Chat & raise hand Mute = *6, Unmute = *7 If you lose your internet connection, reconnect using the link emailed to you. If you lose your phone connection, re-dial the phone number and re-join. ReadyTalk support: 800-843-9166

3. Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 You are being recorded… This seminar will be available on the TechSoup website along with past webinar presentations: –www.techsoup.org/go/webinarswww.techsoup.org/go/webinars You will receive a link to this presentation, material and links. Ask follow-up questions in the forums: http://forums.techsoup.org/cs/forums/t/29208.aspx http://forums.techsoup.org/cs/forums/t/29208.aspx Twitter hashtag: #techsoup

4. talks! Presenters: Lindsey Anderson, Salesforce.com Foundation Wen-Hua Yang, NAPAWF Sponsored by Is Salesforce CRM Right for Your Organization?

5. Conference Call: 866-740-1260 Access Code: 6339392 Today’s Speakers Answering chat questions: Meghan Nesbit, Salesforce.com Foundation and Elliot Harmon, TechSoup Becky Wiegand TechSoup Lindsey Anderson Salesforce.com Foundation Wen-Hua Yang NAPAWF

6. Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 Agenda Introductions What Is Salesforce? How It Has Helped Nonprofits Features and Nonprofit Starter Pack Case Study Getting Started & Resources Q&A

7. talks! What Is Salesforce?

8. Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 Today, It’s Impossible to Stay on Top of Everything Development Donations Donors

9. Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 Developme nt Donatio ns Donors

10. Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 Our Mission: Cloud Computing Driver, Catalyst & Evangelist 1960’s Mainframe 1980’s Client/server Today Enterprise Cloud Computing

11. Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 Manage All Your Constituents Maximize Productivity Gain a 360°constituent view Centralize information Log calls, emails, tasks, and events Track activity history Cultivate relationships

12. talks! Value to Nonprofits

13. Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 Serving Nonprofits of Every Shape and Size

14. Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 volunteered by salesforce.com employees using donated and discounted licenses awarded to enable positive change Leveraging our people, products and resources to strengthen our communities

15. Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 One Nonprofit’s Story NAPAWF is a policy advocacy and grassroots organizing nonprofit that works to advance social justice and human rights for Asian and Pacific Islander women and girls. Programs: Reproductive Justice, Anti-Human Trafficking, Immigration Reform, and Youth Leadership Development.

16. Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 We’re Small but Need to Be Everywhere Four Full-Time Staff Three Offices –Washington, DC –New York City –Bay Area, CA Eleven Chapters Seattle, Bay Area, Sacramento, L.A., Las Vegas Chicago, St. Cloud, MN, Ann Arbor New York City, Washington, DC, Yale

17. Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 Paying Members & Activists 350 paid members 2,100 people on our national listserve

18. Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 Strategic Goals… Increase our national capacity, expertise, and financial sustainability. Increase paid membership to 2,000. Build the leadership, empowerment, political capacity and consciousness to drive an API women and girls’ agenda.

19. Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 …Lead to Searching for a CRM Enter Salesforce! We are using it to track: Individual Donors Membership Management Foundation Grant Management Chapter Leaders Event & Training Participation

20. talks! Features & Nonprofit Starter Pack

21. Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 What Is Included in the Product Donation? 10 Enterprise Edition Licenses on one account Licenses auto-renew on an annual basis at $0 cost Choice of configuration (Nonprofit, Standard, or Partner) Extreme nonprofit discounts for additional products Access to our nonprofit community Access to AppExchange Applications

22. Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 The Nonprofit Starter Pack Based on three years of feedback from our community of users Focuses on an organization’s ability to manage all kinds of relationships Enables all the power of standard salesforce with nonprofit specific customizations Open source project with community feedback encouraged

23. Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 Accounts & Contacts 1. Salesforce CRM AppExchange Integrated Content Library Email & Productivity Real-Time Approvals & Workflow Partners Genius Forecasting & Analytics Opportunities Leads & Campaigns Salesforce CRM The award winning Enterprise Edition used across industries

24. Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 2. Salesforce CRM Plus the Nonprofit Starter Pack Enterprise Edition with some nonprofit tweaks Organizations & Contacts AppExchange Integrated Content Library Email & Productivity Real-Time Approvals & Workflow Partners Genius Forecasting & Analytics Donations Leads & Campaigns Recurring Donations Affiliations Households Relationships Salesforce CRM plus the Nonprofit Starter Pack

25. Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 Packages Included in the Nonprofit Starter Pack Contacts and Orgs RelationshipsAffiliations Recurring Donations Households

26. Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 Home Page

27. Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 Dashboards

28. Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 Reports and Analytics

29. Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 Contact Records

30. Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 360 Degrees

31. talks! One Nonprofit’s Experience

32. Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 Donation Records

33. Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 Blah blah

34. Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392

35. Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 blah

36. Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392

37. talks! Considerations & Getting Started

38. Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 Things To Consider Develo pment Time Process People Money

39. Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 Resources Your Organization Should Consider  How Many users will you have logging in?  First ten licenses donated  Additional licenses are extremely discounted (approx. 80%)  Will you invest the help of a partner to get you up and running?  Find one that meets your needs and schedule free scoping sessionone Are you going to attend training on how to use salesforce.com?  Nonprofit discounts available on admin trainings  On-demand trainings through salesforce.com free  Etherios.com offers specific nonprofit salesforce.com trainings

40. Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 An Online Self-Service Application Process http://www.salesforcefoundation.org/products/donation

41. Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 Tips for Success Dig Into Your Trial Nonprofit Demo Nonprofit Demo – Wednesdays at 10 am Admin Workshop Admin Workshop – 4 day in person training On demand Training On demand Training – Help and Training link in Salesforce. EtheriosEtherios – Nonprofit Starter Pack Training Get Connected with Organizations Similar to Your Own Nonprofit Q&A Forum Nonprofit Q&A Forum – online community forum User Groups User Groups – Nonprofit specific once a month in person NPSF Google Group NPSF Google Group – Online user/developer/consultant-monthly Enlist the Help of Partners Partners can help plan, migrate data, implement, customize your Salesforce account and train your organization on best practices http://www.salesforcefoundation.org/partners1. 2. 3.

42. talks! Questions? Submit your questions using the chat box.

43. Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 Continue the Discussion… Ask follow-up questions in the our community forums: http://forums.techsoup.org/cs/forums/t/29208.aspx http://forums.techsoup.org/cs/forums/t/29208.aspx Join the conversation on Twitter with the #techsoup hashtag

44. Is Salesforce CRM Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 Thank You to Our Webinar Sponsor! ReadyTalk offers dedicated product demos for TechSoup organizations 4 times per week: Monday 1:00 pm Mountain Standard Time (MST) Wednesday 9:00 am MST Thursday 1:00 pm MST Friday 9:00 am MST For more information: pages.readytalk.com/techsoup.html

45. talks! Thank You! Please complete the post-event survey. For more information contact: Becky@techsoupglobal.org