Transcript File - HandsOn Tech Boston

INTRODUCTION TO SALESFORCE
HandsOn Tech Boston
Marc Baizman, Erick Olson, Karen O’Neill, Kelly Hardebeck,
Meghan Butler, Ehren Foss, Bruce Perry, Jim Laudisio
Free technology trainings (like this one!)
Pro bono technology assistance for local nonprofits
www.HandsOnTechBoston.org
Upcoming Trainings
Training
Date
Social Media 101 for Nonprofits
March 6
Advanced Google Adwords
March 12
Boston Nonprofit Salesforce User Group
March 13
Google Office Hours
March 15
Advanced Google Analytics
March 19
LinkedIn for Nonprofits
April 7
Connects teams of skilled professionals from global
companies to local nonprofits like yours
Technology infrastructure, marketing, financial
management, HR, business process, and more
www.commonimpact.org
Boston Nonprofit Salesforce User Group
Sign up @ www.nonprofitsalesforceboston.org
Next meetup: Wednesday, March 13
Local community that enables nonprofits to be successful with
Salesforce.com
Network, share best Salesforce practices, and enjoy tasty snacks!
Agenda
1 Introduction – Erick Olson
2 Presentation – Marc Baizman, Karen O’Neill, Erick Olson
3 Break – Coffee, Snacks
4
Breakout Groups – Marc Baizman, Ehren Foss, Bruce Perry, Kelly Hardebeck,
Jim Laudisio, Meghan Butler
Breakout Groups
Group
Speaker
Constituent Tracking
Kelly Hardebeck
User Adoption
Jim Laudisio
Data Quality
Ehren Foss / Bruce Perry
Reports
Meghan Butler
Donor Management
Marc Baizman
Marc Baizman
Helping Boston-area nonprofits move to the cloud
using Salesforce, Google Apps and more
INTRODUCTION TO
SALESFORCE
Marc Baizman
My Computer Guy
[email protected]
(617) 329-1868
Presentation Topics
• What is this thing called “Salesforce?”
• Salesforce Stoppers
• Salesforce Success Keys
• Some Tough Questions
• Getting Started
• Business Process Mapping
• The all-important “Live Demo”
• The AppExchange
• The Salesforce Community
What is Salesforce? “the boring version”
“Salesforce.com is a webbased Customer
Relationship Management
(CRM) Application that runs
in the cloud.”
Originally for Salespeople to track deals…
“Hello CONTACT.
I would like to sell
OPPORTUNITIES
to your ACCOUNT”
Lots of things look “Sales-y” – don’t freak out!
Now…it’s an entire technology platform!
And a huge, complicated, beast…
which we’ll talk more about shortly.
What do you get when you sign up?
+
ORG
10 DONATED
LICENSES
Additional licenses can be purchased from the Foundation
(Current cost as of this writing is $360/user license/year)
What do you get when you sign up?
constituent mgmt
donation / grants mgmt
reports & analytics
campaign / events mgmt
custom objects
case management
collaborate with Chatter
file sharing / content mgmt
workflows & approvals
email & activity mgmt
1GB file / 1GB data
storage
mobile access (Mobile
Lite)
Ready to get started?
Marc’s “Salesforce Stoppers”
“Our board member told us to get
this, he loves it at his office.”
“It’s free! That’s all I needed to
hear, and all we can afford.”
“Our VISTA/New Sector volunteer
is really smart. She’ll figure this out!
“We need to get this up and
running in the next 3 weeks.”
Marc’s “Salesforce Stoppers”
“Org Y is using this, so we
figured we could too.”
“We just got a new staff person,
and this is their only project!”
“Our data is a total mess.”
“I’m still trying to convince our
ED to make this switch.”
Marc’s “Salesforce Success Keys”
Org has done a needs assessment and
determined Salesforce is the best fit.
www.idealware.org www.techsoup.org
1 or more staff people with organizational
knowledge and technical skills.
Time available for administrator to attend
training, webinars, and learn Salesforce.
Org deeply understands their business
processes (more to come on process).
Marc’s “Salesforce Success Keys”
Realistic timeline (from 2-3 months to 2+ yrs!)
Executive support for a change of this
magnitude.
If hiring a vendor, defined budget range and
scope.
Time allocated for all-staff training, system
maintenance, data cleansing.
Org understands this is not a “technology
project” but a “change management project!”
“free like a puppy”
time + skill
AND/OR
money =
SUCCESS
Ask yourself some tough questions…
What are your organizational goals?
• Increase total amount donated by 25% for FY2012
• Decrease case resolution time by 30 minutes/case
in the next 6 mos.
SMART = Specific, Measureable, Achievable,
Realistic, Time-based
What are pain points with the current system?
http://2.bp.blogspot.com/-RYkFdryP-Co/Tj70q3DyPI/AAAAAAAABJU/6tETrv8zyb4/s1600/OpsSilo.jpg
Have you assessed and prioritized needs?
http://www.patents4life.com/wp-content/uploads/2011/09/now-later.jpg
What Business Processes are you
planning to track? Now? Later?
Development
Q1 FY13
Marketing
Q2
Program
FY14
CRM
What questions will the system help you
answer?
http://www.37signals.com/svn/images/sxsw-questions-slide.png
What Reports do you need to generate?
How much data can you realistically get?
Have you looked at ALL the available
solutions, or are you just picking the free one?
Do you have staff time and/or
budget dedicated to successfully
implementing AND maintaining a
system like this?
Okay, NOW are you
ready to get started?
http://www.salesforcefoundation.org
Two choices when you sign up…
Nonprofit Starter Pack
(NPSP)
Pre-customized for:
• donations
• grants
• memberships
• households
Enterprise Edition
(EE)
“Vanilla” version, no
pre-customizations
Okay, where do you go from here?
Organizational Process Mapping
It’s for everyone!
Flow Charts
Swim Lanes
Process Mapping Tools
AppExchange: the App Store for SF
These are a few of my favorite…apps!
Join the Salesforce Community!
• Salesforce Foundation Nonprofit Starter Pack Help:
www.salesforcefoundation.org/nonprofitstarterpack
• Nonprofit Starter Pack Support Group:
groups.google.com/forum/?fromgroups#!forum/nonprofitstarter-pack-users
• Boston Nonprofit Salesforce User Group:
www.nonprofitsalesforceboston.org
• Nonprofit Salesforce Practioner's Google Group: general
Salesforce for nonprofits discussion
groups.google.com/group/npsf
• Salesforce Community Group (Answers and Ideas):
success.salesforce.com