The document provides an agenda for an introduction to Salesforce for non-profits, outlining the key benefits and features of the Salesforce platform including its architecture as a cloud-based CRM solution. Examples are given of how different types of non-profits could utilize apps and tools within the Salesforce ecosystem to manage fundraising, events, volunteering, and other functions. Demonstrations of the Causeview modules for fundraising, events, and volunteer management are included.

1. Introducing
Causeview

3.  Building the business case
 Integrating digital tools and CRM
 Selecting digital tools that work best for you
 New websites or content management systems
 Digital strategy
 Supporting cultural shift
 Training and staff development

4. Tweet @purple_vision

5. Introduction to Salesforce
Overview of Causeview
- Fundraising
- Events
- Volunteering
Questions
Today’s agenda

6. What is Salesforce anyway?
• global technology platform
• software as a service
• in the cloud
• multi-billion-dollar corporation
• business ecosystem
• philosophy for engagement
6
“ The world’s most
innovative
company ”
Forbes

7. 8 game changing facts
Platform
Solution
Social
Cloud
Based
Single
Source of
Truth
App
Exchange
Simple,
Flexible
Reporting
Brings
people
together
Non Profit
Pricing

8. 10Salesforce platform architecture
8
Users experience
the interface(s) of
apps using a web
browser – on PC,
mobile phone or
tablet
Choose a
combination of
apps to suit your
business needs
Third party
developers publish
their services as
apps on the
AppExchange
Salesforce
manages
underlying services
– servers,
upgrades, security,
backup
Force.com is the
developer toolkit for
building custom
applications
Optimised across
platforms – data,
mobile and web,
and in multiple
languages and
currencies

9. • Choose your phone and your network
• Pricing plan based on your use & apps you
use
• Set it up how you want, based on the tools
that you use (social media, email, games,
apps, features)
Think of it like your phone
9

10. Choose from a
palette of world-
class apps

12. 12

14. Choose from a
palette of world-
class apps

15. Where do I start?
Your vision,
goals
and
strategy
Review
existing
tools and
new
options
Findings &
Recomm-
endations

16. Signposting
Examples
Global NGO secretariat
requiring multi-platform
contact and relationship
management with integration
of Gmail and low admin
overhead
Sales Cloud + Vertical
Response + Cirrus
Insight
Membership organisation looking for
self service membership
management with events and online
publishing. Must integrate
seamlessly with existing CMS
MemberNation + Authorize.net +
Drupal + Mailchimp
Fundraising and campaigning
charity aiming to monitor, acquire
and develop new supporters through
social media as well as many small
event attendees
Nonprofit Starter Pack +
Eventbrite + Hootsuite

17. 360 view
Individual
Household
Corporate
All other
connections and
relationships
Transactional
- All donations
- Direct debits
- Gift aid
Events
Volunteering

18. Causeview
Fundraising
Demo

19. Campaign and Appeal Hierarchy
Campaign
Parent Appeal Child Appeal
Parent Appeal
Child Appeal
Child Appeal
Parent Appeal
Event
Event
Parent Appeal Child Appeal

20. Manage multiple structures

21. Reporting – at each level

23. Overview of Causeview

24. Causeview
Events
Demo

25. Causeview
Volunteer
Demo

26. Find out more about Causeview:
Keith Collins, Customer Solutions Director – Purple Vision
keith.collins@purple-vision.com
0845 458 0250
www.purple-vision.com
@purple_vision