Transcript Salesforce.com™ and the Volunteer Impact Program

Salesforce.com™ and the
Volunteer Impact Program
Richard Saunders
Technology Consultant
Gaia ICT, LLC
What is Salesforce?
http://trust.salesforce.com
http://www.salesforcefoundation.org
Salesforce CRM and
Salesforcefoundation.org
SalesforceFoundation.org: http://www.salesforcefoundation.org/products/nonprofit_starter_pack
Salesforce CRM + Apps
• Salesforce enables a single database solution
that can deliver a true 360 degree view of
your constituents
And many more…
Implementation Options
• Salesforce CRM vs. Salesforce Nonprofit
Starter Pack
• Customization options
– On your own -> need to have/obtain admin
expertise
– With a volunteer -> need to have/obtain admin
expertise
– Consultant -> Higher cost but will more closely
meet your requirements
Flexibility vs. Cost
SalesforceFoundation.org: http://www.salesforcefoundation.org/products/nonprofit_starter_pack
Demos
• How ESCWa uses Salesforce to track its
volunteers
• Basic volunteer management included in
NPower Seattle’s NPowerforce app
• Other examples of Volunteering applications
Functionality
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Adding records
Adding fields
Scheduling shifts
Skills search
General search
Reports
Exporting
Issues
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Data security
Backups
Licensing/Number of users
Permission levels
Modifying/customizing the database
Questions
• How are duplicate entries corrected?
• Can you import data easily?
• Is there a limit to the number of records
the system can take?
• How stable is the company that makes it?
• Is there a users discussion forum?
Prepare and Plan
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Build your team
Define and prioritize your goals
Define your process
Map your process to Salesforce CRM
functionality
• Define the reports you need
• Train your administrator
• Communicate with your users
SalesforceFoundation.org: http://www.salesforcefoundation.org/products/nonprofit_starter_pack
How to get started?
SalesforceFoundation.org: http://www.salesforcefoundation.org/products/nonprofit_starter_pack