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Connected Nonprofit
/salesforce.comfoundation
@SFDCFoundation
Connect Your Community. Prove Your Impact.
Salesforce.com Safe Harbor
Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking
statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves
incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking
statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections
of subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for
future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and
customer contracts or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new
functionality for our service, our new business model, our past operating losses, possible fluctuations in our operating results and rate of
growth, interruptions or delays in our Web hosting, breach of our security measures, risks associated with possible mergers and
acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate
our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling
non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could
affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal quarter. This
document and others are available on the SEC Filings section of the Investor Information section of our Web site.
Any unreleased services or features referenced in this or other press releases or public statements are not currently available and may
not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that
are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
Two Ways to Ask Questions
•  Use question box on webinar
•  Tweet questions with
#connectednonprofit
To be contacted by a nonprofit
specialist, email:
events@salesforcefoundation.org
Today’s Presenters
Julianne Diamond
Citizen Schools
@cschools
SherryAldrich
Student Conservation
Association
@the_sca
Naomi Mandelstein
Salesforce Foundation
@mandelstein
Products: Resources: Time
Our 1:1:1 Social Enterprise Model
Nonprofits
Higher Ed
Technology Innovation
Employee Giving /
Volunteering
Communities
Grants
Best-in-Class
Technology
1%
Product
Time
Equity
588,000+
Hours
Service
$58M+
Grants
20,500+
Nonprofit
Organizations
1:1:1 Model
Adopted by
Our 1:1:1 Social Enterprise Model
Proven Success Across the Nonprofit Sector
The Mandate for Change
A Whole New Way to Engage Supporters
Social Mobile
Connected
Cloud
50B
Connected
Products
4.5B
Aggregate
Social Users
5B
Smartphones
by 2017
58%
Faster
Deployment
Image source: silabs.com/iot
Greater Competition
•  16% increase in registered
charities between 2010-2011
•  65% of millennials get
newsletters from up to 5
different nonprofits
Greater Accountability
“Measurement has quickly
evolved from a ‘nice to have’
to a ‘must have’ for
nonprofits.”
Chronicle of Philanthropy, 2013
Is Your Organization Built for the Connected Era?
Are you enabling 1:1
communications?
Can you deliver
programs & services
with just a few clicks
from anywhere?
Do you collaborate
with all your
supporters?
Are you raising all
the resources you
can?
? ? ?
Deliver better
programs &
services
Raise more
funds
Communicate
more effectively
Connect to Your Community in Whole New Ways
Nonprofit
Connected
Engage &
strengthen your
community
@cschools
Citizen Schools
Julianne Diamond
Our Network
Founded: 1995
■ 7 states ■
■ 32 schools ■
■ 14 communities ■
■ 5,300 students ■
■ 4,700 volunteers ■
■ 244 AmeriCorp Members
■
Our Use of Salesforce
Applications:
•  Program Management and Evaluation
•  Donor & Donation Management
•  Staff Management and Support
•  …and much more!
Users:
•  120 Salesforce & Platform Users, 400 Customer Portal Users
Administration and Development:
•  12 System Admins; Agile Scrum approach to Change Management
•  Volunteer Management
•  Event Management
•  Mass Marketing
Meet Aimee
Managing Director of External Engagement, MA
Home Base
Dig Deeper: Donations
Dig Deeper: Volunteering
…and Deeper: Apprenticeship
…and Deeper: Student
Student Conservation Association and Citizen Schools Succeed with Salesforce
@the_sca
Student Conservation Association
Sherry Aldrich
Telling Our Story
Just Got Easier!
Student Conservation Association
•  Providing service learning
opportunities since 1957
•  31M Budget; 75% of our revenue
is fee for service
•  Annually 4000+ members in life
changing opportunities.
•  Members engage in conservation
service opportunities
Who Are Our Constituents?
•  Board Members
•  Funders (Corporate, Private, Fee, etc)
•  Granters (AmeriCorps. etc)
•  Land Management Partners
•  Parents
•  Potential Members / Candidates
•  Recruiting Contacts
•  Staff
SCA’s Situation:
•  Stuck in an inflexible, expensive legacy
system
•  Unable to meet the changing business
needs
•  Data silos or data on paper
•  Multiple program models
•  Not able to tell our story
How Does SCA Use Salesforce?
•  Basic CRM
•  Pipeline Tracking
•  Opportunities
•  Estimates
•  Business Development
•  Public Grants Tracking
•  Recruiting Efforts
•  Recruiting Contacts
•  Benefit Tracking
•  Eligibility Tracking
•  Program Management
•  Customer Service
•  Member Management
•  Application Management
•  Position Management
•  Applicant to Position Matching
•  Applicant Matching
•  Interview and Selection
Management
•  Medical Form Threshold and
Management
•  Incident Reporting
•  AmeriCorps Tracking
•  Time Logs
•  Output Logs
•  Evaluations
SCA’s SF System Structure
•  125 Custom Objects
•  5 Full integrations
•  4 Partial integration
•  120 Internal users
•  142,500 Community Users
We Made 4 Really Good Decisions
•  Salesforce (our organization was so
supportive of the adoption of Salesforce,
we named it … “MySCA”.)
•  Work closely with Salesforce Foundation
Rep, Sandra Rowe.
•  Create a great relationship with our
Development Partner, roundCorner.
•  Use the expertise / knowledge of staff.
Our Solution for One Program Model
•  Create an system where external
audiences are inputting reportable
data into our system.
•  Get rid of paper trails where possible
•  The Solution: Use SF Communities
Partners and Members go right to our website.
www.thesca.org is the front door to their community.
Partners and Members Log into their Community
Ranger Rick, a Partner, manages his
account, positions and members right
from his community log in.
Friar Tuck, a candidate,
creates and manages his
applications.
Friar Tuck can search, apply to and
manage positions he is interested in.
The system will automatically give him
fit and likelihood of position.
Ranger Rick can review and compare
candidates, request interview
information and ask for more
candidates.
Friar Tuck can accept positions, create or
update his medical form, access his
selection forms to sign, directly from his
home page.
Friar Tuck can also input his
hours and outcomes as well
as request reimbursement
for expenses incurred.
Ranger Rick can approve Friar
Tuck’s time logs and
reimbursement requests.
Both Friar Tuck and Ranger Rick will
get an email with their service
evaluation via a scheduled report. The
reportable results will live on their
records.
Highlight of Some of the System Automation
•  Displays likelihood and fit for candidate
•  Auto sending applications
•  Med forms prompted and sent
•  Med forms are cleared or auto
threshold
•  Pay schedules for allowances
•  Auto approving benefits
•  Auto sends end of service survey
What Has Our Partnership with Salesforce, the
Foundation and roundCorner Done for Us?
•  Removed silos
•  Flexibility
•  Ability to automate / streamline
•  Little to none staff data entry
•  Reportable data from all program models
•  Not only can we start to really tell our
story, we have information not just data.
Now We Have Data:
Where Are We Now?
•  Take a deep breath
•  Stop and Study
•  Is it perfect? No
•  Was is painless? No
•  Are we successful? YES
Q&A
Student Conservation Association and Citizen Schools Succeed with Salesforce

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Student Conservation Association and Citizen Schools Succeed with Salesforce

  • 2. Salesforce.com Safe Harbor Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, risks associated with possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal quarter. This document and others are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
  • 3. Two Ways to Ask Questions •  Use question box on webinar •  Tweet questions with #connectednonprofit To be contacted by a nonprofit specialist, email: events@salesforcefoundation.org
  • 4. Today’s Presenters Julianne Diamond Citizen Schools @cschools SherryAldrich Student Conservation Association @the_sca Naomi Mandelstein Salesforce Foundation @mandelstein
  • 5. Products: Resources: Time Our 1:1:1 Social Enterprise Model Nonprofits Higher Ed Technology Innovation Employee Giving / Volunteering Communities Grants Best-in-Class Technology
  • 7. Proven Success Across the Nonprofit Sector
  • 9. A Whole New Way to Engage Supporters Social Mobile Connected Cloud 50B Connected Products 4.5B Aggregate Social Users 5B Smartphones by 2017 58% Faster Deployment Image source: silabs.com/iot
  • 10. Greater Competition •  16% increase in registered charities between 2010-2011 •  65% of millennials get newsletters from up to 5 different nonprofits
  • 11. Greater Accountability “Measurement has quickly evolved from a ‘nice to have’ to a ‘must have’ for nonprofits.” Chronicle of Philanthropy, 2013
  • 12. Is Your Organization Built for the Connected Era? Are you enabling 1:1 communications? Can you deliver programs & services with just a few clicks from anywhere? Do you collaborate with all your supporters? Are you raising all the resources you can? ? ? ?
  • 13. Deliver better programs & services Raise more funds Communicate more effectively Connect to Your Community in Whole New Ways Nonprofit Connected Engage & strengthen your community
  • 15. Our Network Founded: 1995 ■ 7 states ■ ■ 32 schools ■ ■ 14 communities ■ ■ 5,300 students ■ ■ 4,700 volunteers ■ ■ 244 AmeriCorp Members ■
  • 16. Our Use of Salesforce Applications: •  Program Management and Evaluation •  Donor & Donation Management •  Staff Management and Support •  …and much more! Users: •  120 Salesforce & Platform Users, 400 Customer Portal Users Administration and Development: •  12 System Admins; Agile Scrum approach to Change Management •  Volunteer Management •  Event Management •  Mass Marketing
  • 17. Meet Aimee Managing Director of External Engagement, MA
  • 25. Telling Our Story Just Got Easier!
  • 26. Student Conservation Association •  Providing service learning opportunities since 1957 •  31M Budget; 75% of our revenue is fee for service •  Annually 4000+ members in life changing opportunities. •  Members engage in conservation service opportunities
  • 27. Who Are Our Constituents? •  Board Members •  Funders (Corporate, Private, Fee, etc) •  Granters (AmeriCorps. etc) •  Land Management Partners •  Parents •  Potential Members / Candidates •  Recruiting Contacts •  Staff
  • 28. SCA’s Situation: •  Stuck in an inflexible, expensive legacy system •  Unable to meet the changing business needs •  Data silos or data on paper •  Multiple program models •  Not able to tell our story
  • 29. How Does SCA Use Salesforce? •  Basic CRM •  Pipeline Tracking •  Opportunities •  Estimates •  Business Development •  Public Grants Tracking •  Recruiting Efforts •  Recruiting Contacts •  Benefit Tracking •  Eligibility Tracking •  Program Management •  Customer Service •  Member Management •  Application Management •  Position Management •  Applicant to Position Matching •  Applicant Matching •  Interview and Selection Management •  Medical Form Threshold and Management •  Incident Reporting •  AmeriCorps Tracking •  Time Logs •  Output Logs •  Evaluations
  • 30. SCA’s SF System Structure •  125 Custom Objects •  5 Full integrations •  4 Partial integration •  120 Internal users •  142,500 Community Users
  • 31. We Made 4 Really Good Decisions •  Salesforce (our organization was so supportive of the adoption of Salesforce, we named it … “MySCA”.) •  Work closely with Salesforce Foundation Rep, Sandra Rowe. •  Create a great relationship with our Development Partner, roundCorner. •  Use the expertise / knowledge of staff.
  • 32. Our Solution for One Program Model •  Create an system where external audiences are inputting reportable data into our system. •  Get rid of paper trails where possible •  The Solution: Use SF Communities
  • 33. Partners and Members go right to our website. www.thesca.org is the front door to their community.
  • 34. Partners and Members Log into their Community
  • 35. Ranger Rick, a Partner, manages his account, positions and members right from his community log in.
  • 36. Friar Tuck, a candidate, creates and manages his applications.
  • 37. Friar Tuck can search, apply to and manage positions he is interested in. The system will automatically give him fit and likelihood of position. Ranger Rick can review and compare candidates, request interview information and ask for more candidates.
  • 38. Friar Tuck can accept positions, create or update his medical form, access his selection forms to sign, directly from his home page.
  • 39. Friar Tuck can also input his hours and outcomes as well as request reimbursement for expenses incurred.
  • 40. Ranger Rick can approve Friar Tuck’s time logs and reimbursement requests.
  • 41. Both Friar Tuck and Ranger Rick will get an email with their service evaluation via a scheduled report. The reportable results will live on their records.
  • 42. Highlight of Some of the System Automation •  Displays likelihood and fit for candidate •  Auto sending applications •  Med forms prompted and sent •  Med forms are cleared or auto threshold •  Pay schedules for allowances •  Auto approving benefits •  Auto sends end of service survey
  • 43. What Has Our Partnership with Salesforce, the Foundation and roundCorner Done for Us? •  Removed silos •  Flexibility •  Ability to automate / streamline •  Little to none staff data entry •  Reportable data from all program models •  Not only can we start to really tell our story, we have information not just data.
  • 44. Now We Have Data:
  • 45. Where Are We Now? •  Take a deep breath •  Stop and Study •  Is it perfect? No •  Was is painless? No •  Are we successful? YES
  • 46. Q&A