1' Make sure you join our audio portion' The dial in is in the gotowebinar portion on the right side

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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

Mute your phone line! 6 will mute un-mute
your line.
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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

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What is Salesforce.com?
The World Leader in On-Demand Customer
Relationship Management Services (CRM)
Software as a Service (SaaS)
Client/Server
Mainframe
21st Century Platforms
Mid 20thCentury Platforms
Late 20thCentury Platforms
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Innovation. Not Infrastructure
You
salesforce.com
Application Services
Infrastructure Services
Operations Services
Business Services
Innovation
The Important Stuff
Security Sharing Integration Customization
App Server Web Server Data Center Disaster
Recovery
Authentication Availability Monitoring Patch Mgmt
Fundraising Outreach Volunteer Advocacy Renewal
Web Services API Multi-Language Multi-Currency
Network Storage OS Database
Upgrades Backup NOC
Volunteer Recruiting
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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
1 User 1 License
1 User Fund Development
1 User Volunteering Coordinator
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Nonprofits have many different use cases of their
Salesforce licenses
How could you use Salesforce to better achieve
your stated mission?
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1/1/1 Model and the Salesforce Foundation
1 Time
1 Equity
1 Product

• 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

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1 Product Nonprofit Donation Program
www.salesforcefoundation.org/product

• 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 www.salesforcefoundation.org/partners
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Steps to Getting Product Donation
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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
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2. Sign up for a Trial
Sign up for a trial at http//www.salesforcefounda
tion.org/default-trial-signup
quick tips -

• You must sign up on the foundation site, not the
  companys 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.

Email Your email is your username. This is what
defines your unique trial.
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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 www.salesforcefoundation.o
rg/nonprofitstarterpack
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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
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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.
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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
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Documentation and where to submit
Cover Letter or email that includes
National charity issued documentation
Send to
For US and Latin America crmdonation_at_salesforce.co
m Fax [phone] Asia Pacific Fax 65 6491
5712 Europe, Middle East and Africa Fax
353-1-272-3509 Japan Fax [phone]
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 persons name

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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

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How do I know I have been approved?
Keep this email 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 dont
hear back from anyone?
Review the steps to make sure you submitted the
proper documentation and included the proper
username. If you dont hear back from us and it
has been more than a week please email
crmdonation_at_salesforce.com. In this email 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 gt company profile
gt company information.
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5. Planning to Use Salesforce
http//success.salesforce.com/
These two websites have a plethora of resources
to get you started with Salesforce.
http//www.salesforcefoundation.org/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 QA Forum online community forum
• User Groups Nonprofit specific once a month in
  person
• NPSF Google Group Online user/developer/consulta
  nt-monthly
• Partners
• Partners can help plan, migrate data, implement,
  customize your
• Salesforce account and train your organization
  on best practices
• http//www.salesforcefoundation.org/partners

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www.salesforcefoundation.org/resources
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Where to ask Questions???
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Review of Process
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Please join us for the nonprofit demo coming up
next www.salesforcefoundation.org/product
Here you will be able to see various nonprofit
functionality using Salesforce and ask questions
about the application.
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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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Email 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?

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