July 25, 2012

Teaming for Technology

Delivered by: Allison OConnor
Introductions (Allison OConnor, Class Participants)
Salesforce Demos
Salesforce Overview & Common Nonprofit Functions
Questions & Discussion
Wrap-Up & Additional Resources
Point vs. Platform Solutions
Introductions
Allison OConnor, akaCRM

Business and IT Consultant
Certified Salesforce.com administrator
Works exclusively in the nonprofit and higher
education industries
Focused on CRM strategy, long-term technology
planning, and Salesforce.com implementations
Delivers Salesforce CRM implementation projects to
local, national, and international nonprofits
Introductions
Introduce Yourself:

Your name
Your organization
Your goals for todays session
What do you know about Salesforce?
Have you ever used Salesforce?
Two data or technology issues you face every day at your
organization that you want to solve
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Point Solution Platform Solution
Definition Software that provides a solution to a single
problem rather than addressing all the
requirements that might otherwise be met
with a multipurpose or multiservice system.
A set of cloud computing services that when
combined provide a technology platform and a
solution stack that can be tailored to any and
all business functions. Often referred to as
Platform as a Service or PaaS
Benefits Software is often available off-the-shelf
with little customization, as the solution is
extremely standardized
Business function and industry-specific
applications are built around industry
studies and best practices

Ability to customize and scale the solution
to address exact business requirements
without changing process to match system
Variable costs for implementation and
access (per-license or per-use basis) but
limited long-term costs apply
Challenges Major changes in core functionality or
processes not possible or very costly as
the product is owned by the vendor, not
the organization
Often requires 3
rd
party support to
manage and enhance the solution
Expansive functionality and integration
possibilities seem overwhelming and project
management is critical to ensure proper
scoping and rollout
Development language is up to the provider,
requiring boutique skills for complex work
Examples QuickBooks
PeopleSoft ERP
MS Outlook
Salesforce
Google
WaveMaker for Web
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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 worlds most innovative company by Forbes

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Account (Organization) Data Management
Contact (Individual) Data Management
Prospecting
Solicitations
Grants Management
Committee Management
Relationship Tracking
Volunteering
Email Marketing
Email Templates
Mail Merge Templates (Thank You Letters)
GIS Mapping
Internal Approval Processes
Task & Project Management
Payment Processing
Subscription/Recurring Payment Processing
Product Sales (merchandise, publications, etc.)
Web Integration (Forms)
Event Management
Reports, Dashboards, & Analytics
Document Management
Employee Collaboration (Chatter)
Employee Time Tracking
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Basic Functions
General Navigation
Data Management
Fundraising
Grants Management
Reporting & Dashboards
Website & Email Integration
Online Donations & Event Registration via Click & Pledge*
Volunteering via Volunteers for Salesforce by GroundWire*
Email Marketing via Vertical Response for Salesforce*



*Note: akaCRM recommends analyzing requirements before selecting
Salesforce applications. These applications were chosen for this demo
due to their popularity and functionality.
Questions & Discussion
Resources
Allison OConnor
Senior Consultant
allison@akacrm.com
Office: 303.832.1383
Cell: 303.803.7843
Skype: ali.oconnor
Gtalk: oconnor.allison

Salesforce Websites:

www.salesforce.com Salesforce
www.salesforcefoundation.org Salesforce Foundation

Other Websites:

http://akacrm.com/blog.html - akaCRM Blog
http://appexchange.salesforce.com/home - Salesforce AppExchange