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Basics of salesforce for nonprofits organizations

Get the basics introduction of salesforce for nonprofits. This is not a techie presentation.

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Basics of salesforce for nonprofits organizations

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  1. Basics Of Salesforce For Nonprofits

  2. Nonprofit CRM- Connecting With Your Donor’s Volunteers & constituents

  3. Introduction of CRM- • Customer Relationship Management • Drive Your entire organizations • Kind of database created to hold information • about people relevant to your organization. • Improve your business in sales world

  4. Salesforce offers for your nonprofits Salesforce foundation is commited to nonprofits Up to 10”Enterprise”level licenses are free to any nonprofit organizations. Support users with a world wide community (Power of US hub) and dedicated staff. Add on applications can integrate directly into salesforce CRM (Donation processing, Volunteer management etc). Provide nonprofit starter package for nonprofit organizations.

  5. What salesforce can do for your nonprofits? Salesforce CRM- A place which holds information about people improtant to your mission Management -Donors -Volunteers -Corporate -Program participants -Staff -Vendors -Partners How they relate to Nonprofit organizations? Activities- Donations, Participations in an events,Volunteer time etc. Connections with other people- Employers, Teammates, spouses etc.

  6. What salesforce can do for your nonprofits? • Stream line event planning and execution. • Provide complete pictures of funders and supporters. • Recurit, track and manage all your volunteer. • Manage programs and service delivery. • Measure impact and report in real time on any aspect of your • organziation from fundrising to program effectiveness. • Be connected from everywhere you need to be

  7. Salesforce Helps “Understand Individual” An Active volunteer Irregular but active donor Active vendors

  8. Salesforce Helps “Automate management of grant process” Provide instruction to insure: -Reminders are sent to responsible party for completing elements on time. -If grant awarded, regular reports can sent on time to the grantor. -Include apporoval process for each elements and individual. Reports automatically presented to the dashboards -Apporopriate report can also be saved for exporting into documents for grantor.

  9. “Features” -Case management -Call centers and client service management -Program Management -Apps to fit your mission -Grant management

  10. -Low cost -More control over data -More data secure -More accesibility -Better customer support -Better desicision making -Improved finincial management -Better analysis Benefits of salesforce for nonprofits

  11. Are you ready to get started? Salesforce for nonprofit organizations Salesforce for nonprofits

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