We'll take a look at the Salesforce platform and explore how it can help your nonprofit deliver better on its mission through constituent management, donor management, volunteer management, program management, and more. With a thriving global nonprofit user community, a generous license donation from the Salesforce Foundation, and the customizability to manage nearly anything in the cloud, Salesforce is a great option for many nonprofits. PRESENTER **Beth Breisnes** has been working with nonprofits and social enterprises on Salesforce since 2009. She loves working with innovative nonprofit organizations and helping them deliver on their missions more effectively through technology. Active in the Salesforce community, she co-leads the Vancouver Nonprofit User Group and was named a Salesforce MVP (one of just 134 in the world) in Summer 2014 in recognition of her expertise and community contributions. Beth is a Salesforce Certified Developer and Administrator and currently helps a variety of nonprofits with their Salesforce implementations as a consultant with Bigger Boat Consulting.

1. How Salesforce Can Help
Your Nonprofit ROCK!
Beth Breisnes | @bethbrains

2. Where we’re headed…
• What is CRM?
• What isn’t CRM?
• Why should you care?
• What is Salesforce?
• What makes Salesforce unique?
• Where can you learn more?

3. Who am I?
• 2009: Salesforce…hmm…this is cool!
• 2010: MBA in Sustainable Business
• 2012: Small implementations
• 2013: David Suzuki Foundation Salesforce
Admin/Dev, my first Dreamforce 2x
Certified
• 2014: Relaunched Vancouver Nonprofit
User Group, Named Foundation
Community Hero, Named Salesforce MVP,
Dreamforce Speaker
• 2015: Bigger Boat Consulting
• Family, Coops, Kickstarter pitches

4. Who are you?
• Fundraising?
• Technology?
• Communications?
• Programming?
• 1-5 Staff?
• 5-15 Staff?
• 15+ Staff?

5. What is CRM?
• Customer Relationship Management
• Practice, not product

7. Not Just a Rolodex
Contact
Details
Donations
Advocacy
Program
Attendance
Communications
Volunteering
Purchases

8. Constituent Relationship Cycle
Transact
Find out about organization
Event, Gala, Program
Decide to attendFollow up
Interact at
every stage
Discover
Transact
Attend
Review +
React

9. Institutional Memory
A nonprofit’s data and
information about its
constituents is its legacy,
which must outlive the
people who are currently
responsible for it.
—Tracy Kronzak,
BrightStep Partners

10. In short, CRM helps you…
• Do more with less
• Interact meaningfully
• Create constituent loyalty

11. So, why Salesforce?

12. 1-1-1 Model
• 1% Time
• 1% Product
• 1% Equity

14. No More Data Silos
• Clients
• Programs
• Fundraising
• Campaigns
• Outcomes
• Communications
• Operations
• Volunteers
• More…
ALL IN
ONE
PLACE

16. Customize with Clicks, not Code
• “Own” your own system
• Make changes without a consultant
– Custom architecture/objects/tables
– Custom fields
– How data appears on a page
– Reports
– Permissions
– Automation

18. Cloud-Based
• Nothing on-premise
• Automatic updates
3x/year
• Access from anywhere
• Any device

20. Foundation Grant
• First 10 licenses
are free for
registered
charities
• Deep discounts
after that
• “Free like a
puppy”

22. Nonprofit Starter Pack (NPSP)
• Free!
• Open source!
• Modifies B2B  B2C
• Household and address management
• Common nonprofit business process
• Hybrid support and development model

24. Third-Party Apps
• Extend native
functionality
• Free or discounted for
nonprofits
• Examples: volunteers,
auctions, affordable
housing programs,
MailChimp integration

26. Thriving Community
• Power of Us HUB
• Success Community
• User Groups
• 24,000+ nonprofits
and higher ed
institutions
• Network of
nonprofit-dedicated
consulting firms

27. image from @cloudforgood

28. Powerful Reports and Dashboards
• LYBUNT/SYBUNT
• Top donors?
• Top donors this year?
• Who’s in program X?
• Who’s in >1 program?
• Which single people
came to the gala, gave
>$500 last year and live
in North Vancouver, but
haven’t yet RSVP’d for
the next event?

30. Flexible Data Security
• Who can do what?
• Who can see what?
• Granular permissions
• Change on the fly
• Types of data
• Specific records
• Particular fields
• Who can create? Read? Edit? Delete?

32. Workflow Automation
• Automate your common business processes
• Email alerts
• Follow-up tasks
• Weekly summary reports

33. Who’s using it?
• Ashoka
• Canadian Cancer
Society (SK)
• City Year
• Donors Choose
• Free the Children
• Girl Scouts of USA
• Greenpeace
• Grameen Foundation
• KIVA
• The Nature Conservancy
• Sierra Club
…and countless small-but-mighty organizations!

34. Case Study:
David Suzuki Foundation
• Online petition signatures
• Communication preferences
– Two languages, 5+ content streams
• Community organizer onboarding
• Volunteer management

35. Case Study:
LGBTQ Drop-in Resource Centre
• Intake process
• Mental Health Services Vouchers
• Drop-in visits
• Community Group attendance
• Volunteer check-in/check-out

36. Where can you go from here?
• Free 30-day trial:
salesforcefoundation.org/tri
al
• Power of Us HUB:
powerofus.force.com
• Foundation webinars:
salesforcefoundation.org/ev
ents
• Vancouver Nonprofit User
Group: link on the HUB
• Appexchange consultant
listings: filter on nonprofit