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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
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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
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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
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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.
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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”
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Aaron Bagchee IT Sr. Manager
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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
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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
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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
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Seagate SalesCenter Portal
SSO Enabled
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Salesforce.com System Map
350 Users 3500 Users 15000 Users 1500 Users
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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
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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.
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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
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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”
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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
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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
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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
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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
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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
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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
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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
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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
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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
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SPA Home
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Create SPA
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Search Bill to Customers
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Step 2 - Capture Product Pricing Information
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Step 3 – Justification and Comments
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Step 4 – SPA Summary
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SPA – Partner Home
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SPA - Partner Create
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Search SPA
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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
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C S Swaminathan General Manager – CRM and SCM
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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
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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
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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
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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
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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.
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QUESTION & ANSWER SESSION
Aaron Bagchee IT Sr. Manager William Coker Sr. Manager, Sales Productivity Operations C S Swaminathan Global Practice Head – CRM, SCM
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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.
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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
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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
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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
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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
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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
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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
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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
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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
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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
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“ ” 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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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to salesforce
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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
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