ifPeople's demo of the power of integration the Plone (open source) Content Management System with with Salesforce CRM to create an engagement management platform. Contact info@ifpeople.net for help in setting up your itnegrated CMS-CRM.
5. You might use Plone &/or Salesforce.
links
But before we begin, let's review...
6. •
Content Management System
•
User-Friendly
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Open Source
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International Community
links
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Extensive functionality
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Customizable
7. •
Customer Relationship Management
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Free to nonprofits
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80% off for green businesses
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Functional, customizable, adaptable
•
Plays well with Plone
8. The Problem
Managing multiple and complex
relationships is hard!
Different (and same) data in many
places
Data collected from several sources
Duplication frequent
9. The Solution
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Web-to-x Forms
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Events RSVP
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E-commerce
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Data from salesforce.com
shown/interactive in Plone
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Login authentication
44. Goal: Grow online revenue
Make the giving process
easier
Make tracking and
reporting on giving easier
Reduce technical staff,
costs of data management
108. Tools You Need
Salesforce Integration: Plone Products:
SalesforceBaseConnector PloneFormGen
Connects Plone site to Point-and-click form
SFDC via API login creation tool
Specific Products PloneGetPaid
RSVP, SFDC PFG Adapter, E-commerce engine for
getpaid.SalesforceOrderRec Plone
order