1. Fundraising and management tools for foundations and
Non-profit organizations
Focus on your mission not your technology

2. What is Salesforce.com?
• The World Leader in Customer Relationship Management (CRM)

3. Platform strengths
• In the cloud – Nothing to install or update. Real-time upgrades
• Mobile access – Wherever you are, stay up-to-date
• Easy to use – Turn-key solution for your front or back office
• Adapts to your business – Customize it with just a few clicks
• Trustworthy provider – Salesforce.com is used by more than 10,000
nonprofit organizations and 100,000 companies
• Secure and reliable – Proven reliability and most advanced protection

4. 1/1/1 Model and the Salesforce Foundation
1% Time 1% Product 1% Equity
• 6 Paid Days Service • First 10 Donated • Pre-IPO Shares
• 100,000 hours • 5,600+ NPOs in 60 countries • Over $11 million grants
• Staff in 5 Countries • Specialized Apps • BizAcademy

5. What is a Salesforce Account?
One Salesforce account gives your organization
common access to information. The product donation
includes 10 licenses, meaning
10 users have access to one account.
Scales easily
1 User
Board Member
Can create
security controls to
limit access to
information
1 User = 1
License
1 User
Fund Development 1 User
Volunteering Coordinator

6. 1% Product Donation Program
What is the Donation?
• 10 Nonprofit Edition Licenses/annually
• $15,000 USD/year List Price Value
• Donations auto renew on an annual basis at a $0 cost.
• Additional licenses 80% discount
• Implementation services NOT included in donation

7. Nonprofits have many different use cases of their
Salesforce licenses
Stanford Business School uses Foundations like Google.org are using
salesforce to manage all of its salesforce to manage grant tracking.
corporate relationships allowing
students better opportunities to
expand their education through
tracking these relationships
Family Service Agency is using Susan G. Komen Breast Cancer Foundation
salesforce to track clinician client is using salesforce to track donations and
relationships to improve case operational processes with national
management and better report affiliates.
program outcomes.
Nature Conservancy is tracking their American Red Cross Bay Area uses
parcels they protect using salesforce tracking volunteer engagement
salesforce and processes around to better match volunteers with disaster skill
this to improve environmental set so when the next disaster strikes they
conversation. are ready to prepare

8. Is Salesforce CRM right for you?
1. Try out the trial!!!
2. Participate in our nonprofit demo webinar
to see different aspects of Salesforce
3. Research what Salesforce can and cannot do
4. Talk with your organization
5. Think about the budget and commitment you are making

9. Sign up for a Trial
Sign up for a trial at http://www.salesforcefoundation.org/default-trial-signup
quick tips -
1. You must sign up on the foundation site, not the company’s
website.
2. The person who signs up for the trial is the system
administrator
3. The system administrator can add other users to the trial by
going to setup I manage users I user l new user
4. Never share your password but always include your username
Email: Your email is your when talking to Salesforce staff.
username. This is what
defines your unique trial.

10. Benefits for your organization
Institutional memory
Keep institutional knowledge across the organization
External communication
Track every interaction you have with your constituents – donors,
board members, staff, volunteer and clients
Fundraising tools
Tools for prospecting, campaign management, event & volunteer
management and social networking
Improved access to information
Share information and collaborate in real time
Real-time Analytics
Get the insight you need to stay on track

11. CloudTango services
Cloud computing service provider
We integrate business applications in the cloud
Salesforce consultants
We are Salesforce certified consultants
Implementation & integration
We deliver quick success
Customization
We adapt the solution to your business
Training & Education
We help you and provide support

12. Demo overview
• Home page
• Contacts and Organization Management
• Campaigns
• Reports and Dashboards
• Calendar, meetings and tasks
• Outlook sync