July 25, 2012
Teaming for Technology
Delivered by: Allison O’Connor
Introductions (Allison O’Connor, Class Participants)
Point vs. Platform Solutions
Salesforce Overview & Common Nonprofit Functions
Salesforce Demos
Questions & Discussion
Wrap-Up & Additional Resources
Introductions
Allison O’Connor, 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:
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Your name
Your organization
Your goals for today’s 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
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 3rd 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
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100,000+ customers (organizations)
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2,000,000+ users
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Available in 18 languages
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Publicly Traded (Ticker: CRM)
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First cloud company to reach $2B in revenue
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Salesforce.com Foundation gives 1% back (of revenue, time, and product)
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10 Free Licenses given to nonprofits and higher education institutions ($15,000 value)
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1000+ applications available on the AppExchange
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Recently named the world’s most innovative company by Forbes
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Account (Organization) Data Management
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GIS Mapping
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Contact (Individual) Data Management
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Internal Approval Processes
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Prospecting
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Task & Project Management
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Solicitations
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Payment Processing
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Grants Management
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Subscription/Recurring Payment Processing
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Committee Management
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Product Sales (merchandise, publications, etc.)
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Relationship Tracking
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Web Integration (Forms)
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Volunteering
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Event Management
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Reports, Dashboards, & Analytics
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Document Management
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Employee Collaboration (Chatter)
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Employee Time Tracking
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Email Marketing
Email Templates
Mail Merge Templates (Thank You Letters)
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Basic Functions
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General Navigation
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Data Management
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Fundraising
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Grants Management
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Reporting & Dashboards
Website & Email Integration
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Online Donations & Event Registration – via Click & Pledge*
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Volunteering – via Volunteers for Salesforce by GroundWire*
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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.9
Questions & Discussion
Resources
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
Allison O’Connor
Senior Consultant
allison@akacrm.com
Office: 303.832.1383
Cell: 303.803.7843
Skype: ali.oconnor
Gtalk: oconnor.allison