Salesforce is a leading cloud-based customer relationship management tool. It was founded in 1999 and has grown to serve over 100,000 customers worldwide. Salesforce offers different cloud services including the Sales Cloud, Service Cloud, and Collaboration Cloud to help organizations manage customer data, sales opportunities, service issues, and internal collaboration. It provides a flexible, cost-effective CRM platform that is accessible via the web and integrates various applications.

1. Salesforce Training

2. INTRODUCTION
Salesforce.com
• Salesforce is a world leader on demand customer relationship
management tool. Salesforce.com is also known as Customer
Relationship Management (CRM).
• Salesforce.com was founded in march 1999 by farmer executive Marc
Benioff as a Software as a service (Saas)
• CRM is originally software for managing customer interaction, such as
scheduling tasks, emailing, texting, and many more tasks.
• Salesforce grew into a cloud software solution and acquired several
other companies for Paas and Saas.

3. Platform as a service (PaaS) is a category of cloud computing
services that provides a computing platform and a solution stack as
a service. The provider provides the networks, servers, storage, and
other services that are required to host the consumer's application
Software as a service (SaaS) is a software distribution model in
which applications are hosted by a vendor or service provider and
made available to customers over a network, typically the Internet.

4. A Few Reasons…
 Good Cause: Private sector helping to advance the public
sector with more than just talk…Product, Equity and Time.
 Affordability: Nonprofit gift delivered at a quarter of the
price of similar database solutions.
Accessibility: Web based solution allowing you to utilize
volunteers, interns and staff more effectively. Utilize
Mac and/or PC interchangeably and reduce the need to
upgrade and maintain hardware and expensive networks.
 Security: Web based solution allowing to forgo the need
for backups and providing a safe environment for your
data.

5.  Tried and Tested: Used by more than 2000 qualified
nonprofit organizations world wide.
 Best of Breed: The most affordable, dynamic CRM on the
market for Nonprofit organizations.
 Support: Contact Idealist Consulting or other Nonprofit
Partners to support you with your adoption of Salesforce.
 Dynamic: Manage track and report on… constituent data,
fundraising campaigns, volunteer opportunities, memberships,
donations, grants and much more.

6. Salesforce.com Overview
 Worldwide leader in cloud-based customer relationship
management (CRM) services
 100,000+ customers (organizations)
 2,000,000+ users
 Available in 18 languages
 Publicly Traded (Ticker: CRM)
 First cloud company to reach $2B in revenue
 Salesforce.com Foundation gives 1% back (of revenue, time, and
product)
 10 Free Licenses given to nonprofits and higher education
institutions ($15,000 value)
 1000+ applications available on the AppExchange
 Recently named the world’s most innovative company by Forbes

7. INTEGRATION

8. Salesforce is divided into different sets of tools referred to as "clouds”
Sales Cloud
Service Cloud
Collaboration Cloud

9. Sales Cloud - Sales Cloud helps to sell products and Services, manage connection
with customer, and close more deals. Sales Cloud include Chatter, Social Contact,
Marketing and Leads, Data.com, Opportunities and quotes, Approval and Work
process, Files and Libraries, Analytics and Forecasting, Partner Management,
AppExchange, Email and calendaring

10. Service Cloud - Service cloud increase agent productivity, reduces service
costs, and gain better visibility into Service Organization. It includes Customer
Portal, Live Agent, Contract and entitlement

11. Collabration Cloud - Collabration cloud consist of Salesforce Chatter and
Radian6 service cloud which helps to connect with co-workers, customers, and
partners to share experience and information across.

12. Custom Cloud - Custom Cloud is infrastructure used to for building customized cloud
application development for automation, analytics and approval processes.

13. Types of applications
Partners built ERP on Salesforce
Human oriented size
Structured Data
Like approval process
Internet & Portal type of applications
Long-tail apps

15. Salesforce Terminology
Icon Definition
Opportunity
A potential sales deal that you want to track
Lead
A leads is a prospect or potential opportunity – a person who expresses interest
Account
Any company or organization you want to manage, including prospects,
customers, vendors, or partners
Contact
A person who works for an account
Tasks and Events
Activities associated to an opportunity, contact, or account
Reports
Real-time summaries generated based on information entered into Salesforce

16. How Salesforce is Useful
 Salesforce.com offers a conclusive concept to deliver an easy to
use CRM Software as a service using a dynamic, scale free cloud
computing approach.
 This satisfies the customer demand and leverages cost benefits
for the customers of Salesforce.com.
 Salesforce does a lot to create a productive, collaborative CRM
environment.
 The success of Salesforce.com is based on an excellent
management, a clear company strategy and a business model,
which uses cutting edge technology combined with a developer
community and an easy to use platform, which is delivered in a
very cost effective manner