Presented by Heller Consulting and Idealist Consulting at the NTEN.org's 2014 Nonprofit Technology Conference (14NTC) the Salesforce Salon covers all things Salesforce for nonprofit organizations. Ken Lewis of Heller Consulting introduced the Salon with the benefits of cloud computing, and an intro Salesforce for those nonprofit organizations who wanted more information. The rest of the session was spent answering questions from the audience and helping them understand why they should move their constituent data to Salesforce to have a 360 degree view of their constituent.

1. Salesforce Salon
#14NTCSalesforceSalon
Ken Lewis, Heller Consulting
Matthew Nelson, Idealist Consulting

2. Salesforce Salon Agenda
- Agenda Review (5 min)
- Salesforce Intro (10 min)
- Salesforce Topic Breakout Discussions (60 min)
- Facilitation: You, Us, Topic Experts
- Full Group Discussion Recap (15 min)
- 3 tips from each discussion group
Slide 1Salesforce Salon

3. Discussion Group Talking Points
- Best Practices
- Lessons Learned
- Topic Area Features
- Example: What features are important in a
fundraising system/application? … event
management system/application?
- Success Stories
- Questions for the experts
Slide 2Salesforce Salon

4. Discussion Group Topics
- Fundraising
- Program Management
- Event Management
- Salesforce Implementation and User Adoption
Slide 3Salesforce Salon

5. Benefits of Cloud Computing
Cloud computing levels the technology playing field for
nonprofits and makes sophisticated technical solutions more
accessible and economical.
Benefits of Cloud Computing to Nonprofits include:
-Accessibility – from any device with an internet connection
-Flexibility – scale up or down to meet needs, mix and
match solutions to meet your unique requirements
-Security and Stability – higher investment in security in
the cloud, no backups required, 99.9% uptime
-Upgrades – happen behind the scenes, you are always
using the most recent version of the software
Slide 4Salesforce Salon

6. Salesforce for Nonprofits Intro
- Cloud-based CRM application
- Accessible via web browser
- Customer (Constituent) Relationship Management (CRM)
- Salesforce Foundation’s Power of Us program
- First 10 licenses available at no cost to NPOs
- Additional licenses deeply discounted
- Highly customizable and extendable
- Customizable configuration via “point and click” tools
- Custom development via programmatic tools
- Extension via the AppExchange marketplace
- Best in class, industry standard, on-demand CRM platform
- 100,000+ Corporate and 20,000+ Nonprofit customers
- Over $250MM invested in Salesforce.com platform in 2013
Slide 5Salesforce Salon

7. Real-time Cloud Solutions for Nonprofits
Managing Your Key Activities and Data
Slide 6Salesforce Salon
Information
Technology
Productivity,
HR & Finance
Management
Team
Fundraising Grants
Management
Case
Management
Constituent
Service &
Engagement
Mission
Management
Planning &
Goal Setting
Visibility &
Tracking
Donors &
Gifts
Multi-
channel
Marketing
Activities
Multi-
channel
Service
Managemen
t
Community
&
Knowledge
Managemen
t
Program
Managemen
t
Social Impact
Metrics &
Reporting
Client Intake
& Case
Tracking
Outcome
Reporting
Proposals &
Response
Tracking
Progress
Reports
Staff Recruiting,
Training &
Collaboration
General
Ledger &
Budgeting
Visual Process
Manager
Project &
Help Desk
Management

8. Salesforce Salon Agenda
- Agenda Review (5 min)
- Salesforce Intro (10 min)
- Salesforce Topic Breakout Discussions (60 min)
- Facilitation: You, Us, Topic Experts
- Full Group Discussion Recap (15 min)
- 3 Key Takeaway’s from each discussion group
Slide 7Salesforce Salon

9. Slide 8Salesforce Salon
The Connected Cause is a place for experts
in the nonprofit online space to share perspective,
offer guidance and promote best practices
for using today’s technology effectively.
TheConnectedCause.com
@TheConnectCause TheConnectedCause

10. What did you think?
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