1. What is CRM?
The simplest, broadest definition can be found in the name: CRM is a comprehensive way to manage the relationship with your customers — including potential customers — for long-lasting and mutual benefit. More specifically, modern CRM systems enable you to capture information surrounding customer interactions and integrate it with every customer-related function and data point. The resulting information mosaic is then used to create and automate a variety of processes that identify, and describe, valuable customers. Most important, these processes help you personalize new and ongoing interactions to cost-effectively acquire, stay close to, and retain these "good" customers. Put another way, there are good customers and not-so-good customers. Can you tell them apart? What will it take to keep the good ones good (or make them better) — and how can you get more of them? Can you improve the not-so-good ones — and is it worth the effort? Now apply these principles automatically, to your entire customer base and prospect pool, as your business and the market evolve over time. That is CRM.
CRM: The Payoff
On the plus side, customers with successful CRM systems report higher profits; lower costs to attract and retain customers; greater customer loyalty; and smoother, more streamlined workflows. Specific benefits cited include: More timely and targeted customer services
Increased per-customer revenues
Greater cross-sell and up-sell success
Trimmed sales cycles
More-efficient call center operations
Improved sales forecasting
Fewer customer problems
Better-informed marketing decisions

2. Acquire New Customers and Grow Your Business
Generate leads by advertising your business online with Google AdWords.
Turn those leads into new customers with Salesforce CRM.
Convert leads into customers
Update deal information, track opportunity milestones, and record all opportunity-related interactions.
Manage customer relationships
Acquire deep knowledge of every account, facilitate collaboration, and build and maintain strong, lasting customer relationships.
Manage the follow-up process
Log calls, send s, and update the status of your leads so that you never miss an opportunity.
Capture leads
from your Web site
Prospects fill out a Web form, which creates a lead in Salesforce that is routed to your sales team.
People click on your ad
When people search on Google, your ad is displayed and traffic is driven to your site.
Advertise your business on Google
Take five minutes
to write your ad
and select a couple keywords—even target your ad locally.
Measure what’s working
A real-time view of your business
A single solution for insight
Customizable reports

3. Manage Customer Relationships
When you get a call, start by searching Salesforce. You can quickly review the account and see who else at your company has been working with them. You can then use Salesforce to capture call notes and create a follow-up task if need be.
Gather Insight
By clicking on a contact or account, you can view all their activity history, outstanding follow-up items, and other pertinent information.
Update Information
Salesforce provides a place to log call notes, save important s, and update information so everyone knows where things stand.
Assign Tasks
Often times you’ll need to assign a follow-up task for yourself or someone else on your team.
Search Salesforce
The first thing you want to do is search Salesforce to see what information is available.
A Customer Calls
The customer may be calling you directly or they may have been transferred to you.
Follow Up
Assigning tasks in Salesforce improves collaboration and creates true accountability.
I prefer option B, thought I think we have to make that decision in the context of how it fits between Sales and Support.
Somehow we need to draw out the fact that these people are all working to service a customer.
Ideally we’d use the same customer (red shirt) and make the woman (at the table in step 6 of the sales process map) be the account manager and the guy in the tan shirt (also at the table) be the support agent.
The overall flow of this looks like it’s a puzzle piece that fits in with sales and support maps, but it’s the same shape as the sales map. Do you think it would be better as a linear path?
Acquire New Customers and Grow Your Business
Advertise Your Business on Google
People Click on Your Ad
Capture Leads from Your Website
Manage the Follow Up Process
Convert Leads into Customers
Manage the Relationship
Manage Relationships and Flow Up Activities
Get a Call from the Customer
Search Salesforce
Gather Insight
Log Call Notes
Assign a Task
Follow Up
Manage Relationships and Flow Up Activities (Option B)
Open a Task
Review the Account
Call the Customer
Resolve Support Cases and Reduce Support Costs
13. Customer Logs a Case
14. Case is Assigned
15. Agent Researches the Entitlements
16. Agent Researches the Solution
17. Communicates Solution to Customer
18. Closes Case
If we went with metrics at the bottom instead of more characters the metrics you’d want to track would be.
-TOP ACCOUNTS
-OPEN TASKS
-# OF ACTIVITIES
-ADD-ON BUSINESS
Measure what’s working
A real-time view of your business
A single solution for insight
Customizable reports

4. Streamline Your Service and Support Organization
Effective customer service benefits everyone—customers, agents, supervisors, and the company’s bottom line. Deliver outstanding and consistent service and support across many channels including phone, , Web, and chat.
Customer Logs a Case
When a customer has a problem, they can log a case online or call your support team.
Case Is Routed
Cases can be automatically routed to a queue based upon business rules.
Gather Insight
An agent works the case, reviewing account information such as entitlements and activity history.
Find Solutions
The agent can quickly solve the case using suggested solutions from the knowledgebase.
Case Closed
The agent communicates the solution over the phone uses an template and closes the case.
Customer Portal
The customer has 24/7 self-service access to their case history, the knowledgebase, and the online community through the customer portal.

5. Sales and Marketing Activity Management Service and Support
Visit or search Google for “Sales Process Map”
Activity Management
Visit or search Google for “Activity Management Process Map”
Service and Support
Visit or search Google for “Support Process Map”

6. Aaron Bagchee
IT Sr. Manager

7. All About Seagate Technology
Seagate Technology engages in the design, manufacture, and marketing of disc drives for enterprise, desktop, mobile computing, consumer electronics, and branded solutions markets of the disc drive industry
INDUSTRY: Manufacturing
EMPLOYEES: 55,000
GEOGRAPHY: Global
Revenue: $12 B
# USERS:
Internal: 1500
PRM: 370
Customer Portal: 18,500
PRODUCT(S) USED: Salesforce CRM SFA, Service & Support, PRM, Customer Portal, Content

8. Salesforce CRM Evolution at Seagate
a failed CRM implementation of YOUcentric/JDEdwards platform
2002 – Salesforce CRM first used
Originally intended for channel sales teams, but it soon grew to be used by our marketing teams as well, especially once we coupled it with Eloqua and the SPP program.
Focal platform for customer data quality management
API integration with Sales and Marketing Database, TrueComp and other Seagate IT platforms
Globalized Seagate Partner Program Portal Deployed
IT took over management of the platform
Business defined CRM Strategy
IT defined Salesforce CRM technical strategy

9. Salesforce CRM at Seagate Today
Customer Data Management
Account and Contact Management
Activity Management
Track pre and post sales activity
Sales Forecasting
Opportunity Mgmt
Sales Performance Tracking (Commissions)
Sales Productivity and Workflow Applications
Reporting
Content Collaboration
Direct Partners and Customers
Indirect Customers and Partners
Consumers
Customer Service
SFDC
Case Mgmt
Knowledge Base
Chat
New
Marketing
PRM
Lead Mgmt and Qualification
Campaign Definition
Campaign Targeting and Segmentation
Partner Portal
Channel Partner Program Registration and Database
Manage Channel Programs
Channel Communications

10. Seagate SalesCenter Portal
SSO
Enabled

11. Salesforce.com System Map
350
Users
3500
Users
15000
Users
1500
Users

12. How did we get there? 4 Keys to Success Align IT with Business
Apply core IT processes and principals to the management of the platform
Implement key foundational infrastructure and strategy
Leverage partner to accelerate adoption and time to value

13. Keys to Success – Business/IT Partnership
The business needs to think more like IT
IT needs to think more like the business
Strategy Planning
Roadmap Planning
Quarterly Business Reviews
Need to speak the same language and also be willing to learn a new language.
Important to have IT lead technical discussions. Lends more credibility.

14. Keys to Success – IT Ownership/Governance
IT inherited a system that had been managed by the business with little oversight
Support and development coming from mulitiple and disparate vendors
No change control or release management process
No security or access control policies
No formal app development practices
No strategy for the platform
Business was no longer able to keep up
IT took ownership of the platform so the business could focus on new initiatives

15. Keys to Success – Operationalize Salesforce CRM
Centralize development and support into single group
Train IT staff on the platform
Establish change management process according to Seagate standards
Improve controls for user access management
Perform internal audit to identify gaps in current operations
eSecurity, SOX Reviews
Follow SDLC processes
“Breakthrough dept system admin barrier”

16. Keys to Success – Build Foundation
Key foundational infrastructure and processes need to be developed in order for Salesforce CRM as a platform to be accepted and more readily adopted into the Enterprise IT portfolio
Scale Operations
Accelerate deployment of new applications

17. Keys to Success – Build Foundation
Infrastructure
Data Integration
Implemented Informatica for ETL data integration
Automate synch of key customer data
Extended existing Tibco Business Works infrastructure to support web services integration
Single Sign On (SSO)
Integrated SFDC with our Siteminder SSO infrastructure
Implemented auto provisioning using SFDC API
Process
Establish Data Governance for customer data in Salesforce CRM
Define data and security architecture for Salesforce CRM

18. Keys to Success – Technical Strategy
Define how Salesforce CRM as a technology platform will be utilized within your IT landscape
Create consensus and stake holder buy in from both business and IT groups
Eliminate need to evaluate different technology when specific criteria are met
Identify the resources and investments needed to enhance and sustain the platform

19. Keys to Success – Technical Strategy Focus Areas
CRM Database
Define what customer types will be supported
Define what data will be stored in Salesforce CRM and what will not
Integration
Identify the tools and methods for which we do integration
Identify when/what data will be stored in Salesforce CRM and what data will not
BI/Reporting
How will reporting be integrated into Salesforce CRM ?
What tools/methods will be used?
How does this align with long term BI/EDW strategy?
Security
Identify the security architecture that will support current and future initiatives
Define security governance
Entitlement Framework
Define how Salesforce CRM will be used to store and manage customer profiles to be leveraged by internal/external applications to drive personalization, entitlement
Applications
Identify what types of applications will be delivered through the platform
Identify the criteria that needs to be met in order for Salesforce CRM to be the right solution
Mobile
Identify how Salesforce CRM will support mobile and offline access

20. Keys to Success – Seagate’s Salesforce CRM Platform Strategy
Salesforce CRM is Seagate’s CRM platform and will support core CRM processes
Salesforce CRM will drive the SalesCenter portal
Force.com platform will be used to build and deliver web form based approval and workflow applications
Salesforce CRM will be used for entitlement, drive personalization and provide single view of customer
Salesforce CRM will be a front end to Seagate backend transactional processes and BI
Salesforce CRM will be used to deliver mobile services to the Sales teams

21. Keys to Success – Strategic Partner
Our strategic partner, Wipro, allowed us to scale operations to support and accelerate new business initiatives
Consolidate suppliers to reduce administrative overhead and lower total cost of ownership
Implement onsite/offshore Model
Provide technology oversight role as well as provide ongoing technical support and operations of the infrastructure
Align outside services under IT
Optimize ability to allocate resources to new projects and support ongoing operations
Optimize internal IT staff to work on higher value activities

22. Challenges Platform Challenges Process Challenges Governor Limits
APEX Class Limits
Managing testing and deployment
Code Management
Process Challenges
Data Governance
How do you manage shared data across many business functions?
Balancing speed and quality
Getting it done right vs. just getting it done
Don’t overlook usability

23. Case Study – Visual Force
A debit SPA is a request from either a distributor or Seagate sales rep to sell a product to a unique reseller at a price lower than the list price.
Business Problem
The existing SPA Create application was inflexible and difficult to modify
Needed to replace the legacy Special Pricing Request application that was end of life
Sales representatives were not able to approve Debit SPA’s via their Blackberry (PDA), resulting in greater Turn-Around-Time as Sales Reps can only approve SPA’s from an Internet connected PC.
Additionally, Seagate cannot quantify which opportunities in Salesforce.com are underpinned with Debit SPA’s

24. Case Study – Visual Force
Solution
Build a wizard driven workflow application using Visual Force that met our corporate branding standards and was easy to use
Integrate with our back office pricing approval system

25. SPA Home

26. Create SPA

27. Search Bill to Customers

28. Step 2 - Capture Product Pricing Information

29. Step 3 – Justification and Comments

30. Step 4 – SPA Summary

31. SPA – Partner Home

32. SPA - Partner Create

33. Search SPA

34. Manage. Share. Build. – Apply what you’ve learned
4 Keys to Success
Speak the same language in business and IT
Ensure stability and compliance through IT governance
Focus on foundational infrastructure and process in order to scale efficiently
Get professional help: Outside consultants are good

35. C S Swaminathan General Manager – CRM and SCM

36. On Demand Delivery for lower TCO
Wipro Practice Overview – Powered by Strategic Alliance with Salesforce.Com
Quick Facts
One of the largest Salesforce Practices with large number of certified and authorized consultants
Experience in implementing multiple projects using Global Delivery model
Product Expertise
Expertise in all applications of Salesforce
Expertise in integrating Salesforce CRM with Mobile/Hand held applications
Expertise in integrating Salesforce with Legacy and Other packaged applications
Process Expertise
Robust Implementation Processes and Methodology
Robust knowledge management & hand-off processes
Service Offerings
Business Consultancy
End to end Implementation
Support & Maintenance
Global Rollouts
Application Migration & Consolidation
**CSAT stands for Customer Satisfaction Survey Rating

37. Process Improvements – Increase the Quality of Deliverables
Knowledge Management & Re-usable frameworks – Minimizes Implementation timelines and cost
Center of Excellence
Expert Services – Provide global experience from across the industry to implementation / project teams
New Tools & Technology – To maintain thought leadership in Technical and Functional Domain
Improve Customer Experience
Reduce Cost of Implementation

38. Wipro’s Value proposition
One of the largest Salesforce Practices with large number of certified and authorized consultants
On Demand Delivery for lower TCO
Expertise in integrating Salesforce with Mobile/Hand held applications
Expertise in integrating Salesforce with Legacy and Other packaged applications
Partnership with OEM for the implementation of Force.com solutions
Dedicated Center of Excellence to carry out proof of concepts and pilots
Premier Strategic Alliance partner for salesforce.com
Joint Go To Market Initiatives
Partner with Salesforce.com Professional Services

39. Seagate objectives – How we Align
Solution Elements Adopted
Resources that are familiar with the system
Transition & Knowledge Transfer in 4 weeks
Minimize
Risk
Governance & Change management
Experience, tools & re-usability of processes
Effective offshore
usage
Improve productivity by managing mix of resources & cross training
Maximize
Savings
Seagate Objectives
Optimizing workload
across locations
Process improvement
Implement best practices for long-term problem resolution
Enrich
Customer Experience
Flexibility to match Seagate’s business needs
Service based model allowing for ramp-up/down

40. Session Feedback Let us know how we’re doing and enter to win an iPod nano!
Please score the session from 5 to 1 (5=excellent,1=needs improvement) in the following categories:
Overall rating of the session
Quality of content
Strength of presentation delivery
Relevance of the session to your organization
Additionally, please fill in the name of each speaker & score them on overall delivery.
We strive to improve, thank you for filling out our survey.

41. QUESTION & ANSWER SESSION
Aaron Bagchee
IT Sr. Manager
William Coker
Sr. Manager, Sales Productivity Operations
C S Swaminathan
Global Practice Head – CRM, SCM

42. Introduction to Salesforce for Nonprofits
Good morning, we will get started in a couple minutes . . .
1. Make sure you join our audio portion. The dial in is in the gotowebinar portion on the right side of your screen.
2. Due to the high number of participants your line has been muted. Questions can be asked by typing them into the question section of the goto meeting window.

43. Salesforce for Nonprofits
Introductions
Overview of Salesforce.com
Nonprofit Product Donation Program
Steps to Participating in Program
Resources and Tools
Overview of Application
In the next 90 minutes we will:
Do a few introductions to get a sense of who is on the call and what you’re hoping salesforce might help you do at your nonprofit organization
Introduce you to salesforce.com & the salesforce.com foundation
Take a deeper dive in to our product donation program for nonprofits including how to apply for a license donation
View a demo of how some nonprofits currently use salesforce to manage their constituents
Point you to the tools and resources you need to join our product donation program
Does that sound alright for everyone?
Mute your phone line!
*6* will mute & un-mute your line.
introduction • overview • product donation • steps • resources

44. How to Get the Most Out of this Morning
1. Ask Questions – This is you forum to be able to talk with staff.
2. Do not multitask
3. Take notes.
Agenda Review -
Overview of Salesforce.com
Nonprofit Product Donation Program
Steps to Participating in Program
Resources and Tools
Overview of Application
introduction • overview • product donation • steps • resources

45. What is Salesforce.com? The World Leader in On-Demand
Customer Relationship Management Services (CRM)
Mainframe
Client/Server
Software as a Service (SaaS)
Mid 20th Century Platforms
21st Century Platforms
Late 20th Century Platforms
Salesforce.com was officially launched in 1999 with the vision of becoming the worldwide leader in on-demand customer relationship management (CRM) services. I want take a moment to discuss 2 of these terms and how they relate to nonprofits. Let’s look at the term Customer Relationship Management (CRM) as well as what it means that salesforce is an On-Demand application.
We feel that software, and in particular client-server has failed, and that there is a better way
We call this better way On-Demand, and it’s where leaders in technology are heading
Think about it this way: 100 years ago every office building had its own generator. They had staff that shoveled coal in the basement. They had to buy all of the generator equipment up-front, keep it running and staff it themselves.
Then someone invented utilities and electrical power lines, and companies got rid of their generators. They simply paid a for the power that they used every month.
The same thing is happening in software. Our multi-tenant model means that companies can share in our service like a utility, and pay for it as they use it.
introduction • overview • product donation • steps • resources

46. Innovation. Not Infrastructure
You
salesforce.com
Infrastructure
Services
Application
Services
Operations
Services
Business
Services
Innovation
The Important Stuff
App Server
Web Server
Data Center
Disaster Recovery
Security
Sharing
Integration
Customization
Authentication
Availability
Monitoring
Patch Mgmt
Fundraising
Outreach
Volunteer
Advocacy
Renewal
Network
Storage OS
Database
Web Services
API
Multi-Language
Multi-Currency
Upgrades
Backup
NOC
Salesforce.com is a hosted solution where all of your data lives online on salesforce.com servers. The only thing you need in order to access your information is an internet connection. So just like google, yahoo, or ebay – salesforce is an online/hosted service that you access via the internet. This is particularly useful for nonprofit organizations with minimal IT budgets as you never have to worry about maintaining servers or having running data back-ups, salesforce.com handles all of that for you.
Volunteer
Recruiting
introduction • overview • product donation • steps • resources

47. What is a Salesforce Account?
One Salesforce account gives your organization
common access to information. The product donation includes 10 licenses, meaning
10 users have access to one account.
Scales easily
1 User
Board Member
Can create security controls to limit access to information
In the audience today we have folks from companies of all sizes. Another benefit of being On-Demand is that our technology is designed for everyone, unlike certain software products that are so expensive they only work for enterprises, or that scale up quickly but lack depth for a growing business.
At Salesforce.com we offer Enterprise class depth of functionality, customization and integration. As a small customer you benefit from the same technology that Merrill, Sprint and other global leaders use.
and
Small company class near instant deployment and ROI for enterprises. In fact, our customer symantec rolled out Salesforce to nearly 4000 users in a couple of months. Amazing!
1 User = 1 License
1 User
Fund Development
1 User
Volunteering Coordinator
introduction • overview • product donation • steps • resources 47

48. Nonprofits have many different use cases of their Salesforce licenses
Stanford Business School uses salesforce to manage all of its corporate relationships allowing students better opportunities to expand their education through tracking these relationships
Foundations like Google.org are using salesforce to manage grant tracking.
Family Service Agency is using salesforce to track clinician client relationships to improve case management and better report program outcomes.
Susan G. Komen Breast Cancer Foundation is using salesforce to track donations and operational processes with national affiliates.
Nature Conservancy is tracking their parcels they protect using salesforce and processes around this to improve environmental conversation.
American Red Cross Bay Area uses salesforce tracking volunteer engagement to better match volunteers with disaster skill set so when the next disaster strikes they are ready to prepare
salesforce.com was a not only a pioneer in building and delivering on-demand business applications, but also in the world of corporate philanthropy. At the same time the company was created, the founders also founded the salesforce.com foundation was also created. This is a unique model – typically companies wait until they reach a certain level of profitability, before even considering making a contribution to their communities. Salesforce.com was the exact opposite - the founders were committed to making a social investment as much as a business investment from the inception of the company. The result is that community giving lives in the DNA of every salesforce.com department, team, and employee.
How could you use Salesforce to better achieve your stated mission?
introduction • overview • product donation • steps • resources

49. 1/1/1 Model and the Salesforce Foundation
1% Time
1% Product
1% Equity
6 Paid Days Service
100,000 hours
Staff in 5 Countries
First 10 Donated
5,600+ NPOs in 60 countries
Specialized Apps
Pre-IPO Shares
Over $11 million grants
BizAcademy
The 1/1/1/1 model defines an integrated philanthropic model where salesforce.com’s core strengths and resources are contributed back to community.
1% Equity: founding equity to fund the foundation – a separate 501c3 organization
1% of the company’s Time – each employee receives 6 paid days a year to volunteer within the community
1% of the salesforce.com product.
And most recently, we have adopted our 1 with the Earth initiative where we working to minimize our carbon footprint and work towards becoming a carbon neutral company
introduction • overview • product donation • steps • resources

50. Implementation services NOT included in donation
1 % Product – Nonprofit Donation Program
What is the Donation?
10 Nonprofit Edition Licenses/annually
$15,000 USD/year List Price Value
Donations auto renew on an annual basis at a $0 cost.
Additional licenses 80% discount
Implementation services NOT included in donation
introduction • overview • product donation • steps • resources

51. Steps to Getting Product Donation
think
trial
learn
submit 1 2 3 4 5
Why do you want the product donation?
Sign up for a trial
Make sure Salesforce is the tool for your organization
Submit your charitable status documentation
Create a plan on how your organization is going to manage and use Salesforce.com
plan
introduction • overview • product donation • steps • resources

52. “ ” Think!!! 1. What do you want Salesforce to do for you?
Which template should you choose?
Who in my organization is taking ownership of this?
4. What training do you need to help your organization be successful? “
Salesforce is extremely easy to use and very intuitive, our internal processes for managing data changed significantly as a result of the Salesforce implementation. If I were to do this over again I would have spent more time planning with my organization on understanding what this tool was and how we could get the most out of it. ”
- Timothy Stockert Council on Accreditation
introduction • overview • product donation • steps • resources

53. 2. Sign up for a Trial quick tips -
Sign up for a trial at
quick tips -
You must sign up on the foundation site, not the company’s website.
The person who signs up for the trial is the system administrator
The system administrator can add other users to the trial by going to setup I manage users I user l new user
Never share your password but always include your username when talking to Salesforce staff.
Your is your username. This is what defines your unique trial.
introduction • overview • product donation • steps • resources

54. Which version should I choose?
Salesforce CRM plus Nonprofit Starter Pack
Salesforce CRM
5 packages built on Standard Salesforce CRM
Customizations to help with
Householding
Fundraising
Donations
Tries to address core functionality traditionally found in nonprofit sector
Standard Salesforce.com version
Existing Users – You will be able to install the Nonprofit Starter pack onto your existing account. Learn more at:
introduction • overview • product donation • steps • resources

55. 3. Make sure Salesforce.com is the best tool for your organization
1. Try out the trial!!!
2. Participate in our nonprofit demo webinar
to see different aspects of Salesforce
3. Research what Salesforce can and cannot do
4. Talk with your organization
5. Think about the budget and commitment you are making
Resources
Nonprofit Webinar
Nonprofit Community Boards
Nonprofit Success Snapshots
introduction • overview • product donation • steps • resources

56. 4. Submit your Charitable Status Documentation
Your Salesforce.com application consists of two parts
The online “application” you submit when you sign up for a trial and must be an active trial
Your 501c3 IRS determination letter or other nationally issued charity documentation.
We will not review your request for licenses until we receive both these items.
introduction • overview • product donation • steps • resources

57. Documentation and where to submit
Must be from the IRS or other national entity
Non-US Based Nonprofits
Must have your current organizations name listed
Non US based nonprofits are welcome to apply for the product donation and will need to submit their nationally issued charitable documentation.
Please view our FAQs to find out about where to send international documentation.
Must state your organization has 501c3 status
US Based Nonprofits
introduction • overview • product donation • steps • resources

58. Documentation and where to submit
Cover Letter or that includes:
National charity issued documentation
Send to:
For US and Latin America
Fax
Asia Pacific:
Fax
Europe, Middle East and Africa:
Fax
Japan:
Fax
1. Username of the trial you want activated or the organization ID
(setup I company profile I company information)
2. Name of organization
3. Contact person’s name +
introduction • overview • product donation • steps • resources

59. What Happens Next?
You wait. (But not too long ).
We will review your request for licenses once we have received both a trial sign up and your 501c3 IRS determination letter and if needed other supporting documents
We will review your request and respond to this process within a week
We have a large number of nonprofits that are requesting these licenses. Please be patient with our limited resources as we verify documentation for your request.
introduction • overview • product donation • steps • resources

60. How do I know I have been approved?
Keep this as it indicates the fair market value of your donation and may need to be used in the future for any auditing or tax purposes.
You will receive a $0 invoice from Salesforce.com indicating your licenses have been activated
The trial with the username you indicated on your documentation becomes your active account. (10 licenses)
3. You will no longer see a countdown in the corner of your trial
What if I complete all these steps and I don’t hear back from anyone?
Review the steps to make sure you submitted the proper documentation and included the proper username. If you don’t hear back from us and it has been more than a week please In this please include the organization ID of the trial you want activated which can be found in by logging into your trial then going to setup > company profile > company information.
introduction • overview • product donation • steps • resources

61. 5. Planning to Use Salesforce
These two websites have a plethora of resources to get you started with Salesforce.
introduction • overview • product donation • steps • resources

62. Resources to Drive Success
Community
Nonprofit Demo – Tuesdays at 10 am
Admin Workshop – 4 day in person training
On demand Training – Help and Training link in Salesforce.
Training
Nonprofit Q&A Forum – online community forum
User Groups – Nonprofit specific once a month in person
NPSF Google Group – Online user/developer/consultant-monthly
Partners
Partners can help plan, migrate data, implement, customize your
Salesforce account and train your organization on best practices 1 2 3
introduction • overview • product donation • steps • resources

63. Where to ask Questions???
Application process
This webinar
Status of donation
Nonprofit Salesforce Functionality
Webinar
Partners
Nonprofit Resources
How to implement Salesforce
introduction • overview • product donation • steps • resources

64. think trial learn submit 1 2 3 4 5 plan
Review of Process
think
trial
learn
submit 1 2 3 4 5
Why do you want the product donation?
Sign up for a trial
Make sure Salesforce is the tool for your organization
Submit your charitable status documentation
Create a plan on how your organization is going to manage and use Salesforce.com
plan
introduction • overview • product donation • steps • resources

65. nonprofit demo coming up next
Please join us for the
nonprofit demo coming up next
Here you will be able to see various nonprofit functionality using Salesforce and ask questions about the application.
introduction • overview • product donation • steps • resources

66. Demo Overview Home Page and Tasks Contacts and Organization Management
Setup and Customizing New Fields
Reports
Campaigns
Appexchange – Integrating with other programs
Help and Training – where to go for help

67. to salesforce

68. Introductions Your name Name & location of your organization
How did you hear about salesforce?
What are you hoping salesforce might help your organization do?
What systems are you currently using to manage your information?
introduction • overview • product donation • steps • resources