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
Social Media 101 for Nonprofits
Advanced Google Adwords
Date
March 6
March 12
Boston Nonprofit Salesforce User Group March 13
Google Office Hours
Advanced Google Analytics
LinkedIn for Nonprofits
March 15
March 19
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
Constituent Tracking
User Adoption
Data Quality
Reports
Donor Management
Speaker
Kelly Hardebeck
Jim Laudisio
Ehren Foss / Bruce Perry
Meghan Butler
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 marc@mcgtraining.com
(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 allimportant “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”
L ots 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”

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 = S pecific, M easureable, A chievable,
R ealistic, T ime-based

What are pain points with the current system?
http://2.bp.blogspot.com/-RYkFdryP-Co/Tj7-
0q3DyPI/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