Introductory presentation at Seminar held 16/11/10.

1. The PLATFORM
Promoting Salesforce’s Gift 1Ⓒ Sho-net Systems Ltd. & ISC Ltd.
Streamlining Fund-
raising and Grant –
making processes
[16th November 2010]
Clyde Williams – Sho-net Systems
&
Ian J Seath – Improvement Skills Consulting

2. The PLATFORM
Promoting Salesforce’s Gift 2Ⓒ Sho-net Systems Ltd. & ISC Ltd.
Agenda
Welcome and introductions
Streamlining Fundraising
• Tina Carr, Director: The Rory Peck Trust
Break
Managing the Grant-making process
• Geoff Sloan: Safer London Foundation
Improving processes, training staff and ensuring effective
SF implementation
• Lucy Mills: Nimbus Partners
Implementing Salesforce.com
Lunch

3. The PLATFORM
Promoting Salesforce’s Gift 3Ⓒ Sho-net Systems Ltd. & ISC Ltd.
About us
We help organisations to
improve fund-raising,
focus on improving
relationships and to
develop winning bids
Work with NCVO and
Salesforce.com to enable
charities to benefit from
the Salesforce
Foundation’s offer
We help organisations to
create SMART business
plans, improve process
performance and simplify
the way they manage
projects

4. The PLATFORM
Promoting Salesforce’s Gift 4Ⓒ Sho-net Systems Ltd. & ISC Ltd.
Current challenges
Public sector bad, voluntary sector good!
Meeting the expectations of public sector
service commissioners
Provide more, with less
Changing technology and high costs of staying
up-to-date
Workforce of volunteers/interns: how to train in
processes and systems, especially if not office-
based

5. The PLATFORM
Promoting Salesforce’s Gift 5Ⓒ Sho-net Systems Ltd. & ISC Ltd.
Today’s focus
Fund-raising fundamentals
Managing relationships
Assessing & targeting
donors
Tracking interactions with
donors
The sheer administration
of all that is required
Grant-making processes
Qualifying grant
applications
Managing approvals
Tracking outcomes and
benefits
Reporting benefits to
funders
Cash-flow forecasting

6. The PLATFORM
Promoting Salesforce’s Gift 6Ⓒ Sho-net Systems Ltd. & ISC Ltd.
What is Cloud
Computing?

7. The PLATFORM
Promoting Salesforce’s Gift 7Ⓒ Sho-net Systems Ltd. & ISC Ltd.
We’re all part of the movement to
the Cloud
Today
Cloud Computing
Applications
1960s
Mainframe
1980s
Client/server

8. The PLATFORM
Promoting Salesforce’s Gift 8Ⓒ Sho-net Systems Ltd. & ISC Ltd.
The economic advantage of Cloud
Computing
Yefim Natis, VP,
No capital expense
Modest operating expense
Scales with your organisation
Focus on your Mission, not your IT
Multi-tenant
Pay-as-you-go
Elastic

9. The PLATFORM
Promoting Salesforce’s Gift 9Ⓒ Sho-net Systems Ltd. & ISC Ltd.
The Salesforce.com Foundation
donation programme
10 user licenses per eligible organisation
(6000+ non-profits currently)
This includes basic software support –
response within 48-hours
Additional licenses sold at 80% discount
Typical non-profit organisation benefits:
 Implemented in 43 days
 Achieved an ROI of 89% in 6 months
 Average 23% increase in income
 Source: Salesforce.com 2008 survey

10. The PLATFORM
Promoting Salesforce’s Gift 10Ⓒ Sho-net Systems Ltd. & ISC Ltd.
THE RORY PECK TRUST
Case Study 1

11. The PLATFORM
Promoting Salesforce’s Gift 11Ⓒ Sho-net Systems Ltd. & ISC Ltd.
THE SAFER LONDON
FOUNDATION
Case Study 2