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Everything You Always Wanted to Know About Salesforce for NonprofitsJacki Askelson, TandemCRMJoseph Piearson, Iowa Department of Cultural Affairs
1. What IS Salesforce?2. It’s Free. Really.3. Customization & the AppExchange4. Nonprofit Success Pack5. Manage Relationships6. Manage Funding7. Volunteers8. Reports & Dashboards9. Complexity
10. Resources
Jacki & Joseph’s Top 10 NPO Salesforce Tips
1. What IS Salesforce?
2. It’s Free. Really.
Celebrating 16 Years of Giving Back1-1-1 Model
1.1M+Service Hours
1%Time
$100M+Grants
1%Equity
26K+Nonprofit Organizations1%
Product
pledge1percent.org
$250MDonated Product
Power of Us Program
Source: Salesforce Customer Relationship Survey conducted March 2014 - May 2014, by an independent third-party, Confirmit Inc., on 4,100+ customers randomly selected. Response sizes per question vary.
3. Customization & the AppExchange
4. Nonprofit Success Pack
Introducing….
NPSP: 10 Years of Community-Driven Innovation
“Wild West”
Nonprofit Template
Nonprofit Starter Pack 2
Nonprofit Starter Pack 3
TodayHow We Created the Industry Standard Together
With the Nonprofit Success Pack, we have a 360 view of a donor at any give time so we can continue to build and cultivate these relationships.”
- Melanie Bricker, National Aquarium
“The power of the Nonprofit Success Pack allows us not only to manage our entire multi-site national program in one place, but also to see the incredible impact of our work in real-time, anytime” - Kylee Durant, RP/6
“NPSP is as much a guiding light as it is guided by the light of the community’s needs.”
- Tracy Kronzak, TK Endeavours
20052006
2008
2014
2016
5. Manage Relationships
5. Manage Relationships
6. Manage Funding
Donations
● Monetary ● Major Gifts● In-Kind Donations● Pledges and Payments toward pledges● Recurring● Matching Donations● Memberships● Donation Acknowledgements
Donation Rollups
Soft Credits
Grant Management
7. Volunteers
8. Dashboards & Reporting
9. Complexity
9. Complexity
10. Resources
Salesforce Success Community
Power of Us HUB
Salesforce Trailhead
http://events.salesforceusergroups.com/iowausergroups
Local User Groups
User Group Leaders
Jacki [email protected]
@jackilaskelson
Joseph [email protected]
@josephpiearson
Questions?
