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Introduction to Salesforce

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.

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Introduction to Salesforce

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  1. Introduction to Salesforce HandsOn Tech Boston Marc Baizman, Erick Olson, Karen O’Neill, Kelly Hardebeck, Meghan Butler, Ehren Foss, Bruce Perry, Jim Laudisio

  2. Free technology trainings (like this one!) Pro bono technology assistance for local nonprofits www.HandsOnTechBoston.org

  3. Upcoming Trainings

  4. 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

  5. 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!

  6. Agenda

  7. Breakout Groups

  8. Marc Baizman Helping Boston-area nonprofits move to the cloud using Salesforce, Google Apps and more

  9. Introduction to Salesforce Marc Baizman My Computer Guy marc@mcgtraining.com (617) 329-1868

  10. 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

  11. What is Salesforce? “the boring version” “Salesforce.com is a web-based Customer Relationship Management (CRM) Application that runs in the cloud.”

  12. 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!

  13. Now…it’s an entire technology platform! And a huge, complicated, beast… which we’ll talk more about shortly.

  14. 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)

  15. What do you get when you sign up? constituent mgmt donation / grants mgmt reports & analytics custom objects case management campaign / events mgmt collaborate with Chatter file sharing / content mgmt workflows & approvals email & activity mgmt 1GB file / 1GB data storage mobile access (Mobile Lite)

  16. Ready to get started?

  17. Marc’s “Salesforce Stoppers”

  18. Marc’s “Salesforce Stoppers”

  19. Marc’s “Salesforce Success Keys”

  20. Marc’s “Salesforce Success Keys”

  21. “free like a puppy” time + skill AND/OR money = SUCCESS

  22. Ask yourself some tough questions…

  23. 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

  24. What are pain points with the current system? http://2.bp.blogspot.com/-RYkFdryP-Co/Tj7-0q3DyPI/AAAAAAAABJU/6tETrv8zyb4/s1600/OpsSilo.jpg

  25. Have you assessed and prioritized needs? http://www.patents4life.com/wp-content/uploads/2011/09/now-later.jpg

  26. What Business Processes are you planning to track? Now? Later?

  27. What questions will the system help you answer? http://www.37signals.com/svn/images/sxsw-questions-slide.png

  28. What Reports do you need to generate?

  29. How much data can you realistically get?

  30. Have you looked at ALL the available solutions, or are you just picking the free one? FREE!

  31. Do you have staff time and/or budget dedicated to successfully implementing AND maintaining a system like this?

  32. Okay, NOW are you ready to get started?

  33. http://www.salesforcefoundation.org

  34. Two choices when you sign up… Enterprise Edition (EE) “Vanilla” version, no pre-customizations Nonprofit Starter Pack (NPSP) Pre-customized for: • donations • grants • memberships • households

  35. Okay, where do you go from here?

  36. Organizational Process Mapping It’s for everyone! Flow Charts Swim Lanes

  37. Process Mapping Tools

  38. AppExchange: the App Store for SF

  39. These are a few of my favorite…apps!

  40. 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/nonprofit-starter-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

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