Example of how Salesforce and the Nonprofit Starter Pack can be used to to meet the needs of nonprofit organizations. Event organized by the Foundation Center and HandsOn Tech Silicon Valley

1. Salesforce for Nonprofits: An
Introduction
May 13, 2014

2. About Upwardly Global
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2,000+
Professionals back in
their careers
5,000+
Immigrants participating
in our programs
700+
Employers in our
network
$30,000
Average income gain one
year after placement
THE CHALLENGE
OUR PROGRESS SO FAR
1.8 million
The number of skilled, college-educated immigrants in the
United States who are underemployed or unemployed.
(Migration Policy Institute)
300% Return on investment in placing participants in skilled jobs.
(Upwardly Global Economic Impact Report, April 2013)
RETURN ON INVESTMENT

3. Event Management Flow
Plan Market
Manage
Registrations
Analyze
Attendance
• Update participation status
• Un-publish past events
• Attendance reports
• Topic and description
• Location or Webinar
• Date, Time
• Publish on public website
• Publish on Job Seeker Portal
• Invitation only
• Track registrants
• Event-related communication
• Build registration list

4. Event Management Demo
4

5. How Salesforce Helped
• All event-related information and tools in one system
• Streamlined registration and attendance tracking
• Automated event-related communications
• Native mass email tool for one-off personalized
messages
• Large community of integrated products for event
management on AppExchange
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6. Individual Giving Lifecycle
Develop/Segment
Target List
• Salesforce reports
Create Campaign
• Sub-campaigns
• Add prospects
Outreach
• Track emails, calls &
meetings
Collect Donations
• Data entry &
reconciliation
Thank You and
Follow up
• Based on gift size
Analyze
• New vs recurring
• Gift level
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7. Individual Giving Demo
7

8. Also Check Out
8
Donor Management Apps Payment Processing Apps

9. Where to start?
2010 2011 2012 2013 2014
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Program Events,
Volunteer Mgmt
& Job Seeker
Portal
Basic donation
tracking
Job Seeker
Intake &
Onboarding
Fundraising
Events
Individual
Giving
Job Seeker
E-learning
Site
E-learning
Site UI
Upgrade
Job Board
Integration
IT Support
Tech Release
Mgmt
Financial
Reporting
Coaching
Services
Case Mgmt
Programs
Fundraising&
Administration
Grants
Mgmt
Upwardly Global’s Salesforce Journey

10. Thank you!
Aaron Winters
aaron@upwardlyglobal.org
@aaronwinters
Training Resources:
• End Users: http://bit.ly/free-salesforce-end-user-training
• Admins: http://bit.ly/free-salesforce-administrator-training
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