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Engage and Strengthen
Communities
Become a Connected Nonprofit
Today’s Presenters
Dave
Austin
Salesforce
Foundation
Eddie
Nino
AARP
Foundation
Lori
Freeman
Salesforce
Foundation
Tompkins
Spann
KELL
Partners
Emily
Allen
AARP
Foundation
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.
1%
Product
Equity
Time
620K+
Hours
Service
$65M+
Grants
22K+
Nonprofit +
Education
Organizations
1-1-1
Model
Adopted
by
Proven Success Across the Nonprofit Sector
%
84
Improved Ability to Achieve Mission
%
%
86
Improved Overall Efficiency
%
Marketing
Communications
Fundraising
•  Multi-Channel Marketing
•  Email Marketing
•  Marketing Automation
•  Social Engagement
•  Donor Management
•  Events Management
•  Volunteer Management
•  Grants Management
Become a Connected Nonprofit with
Community
Engagement
•  Social Intranet
•  Member Community
•  Affiliate/Chapter
Community
•  Partner Community
Program
Management
•  Case Management
•  Call Centers/Hotlines
•  Advocacy/Policy
Tracking
•  Grant Portfolios
56% of nonprofits will partner with
others in 2014 to meet increased
demand—up from 49% in 2013.
—Nonprofit Finance Fund Survey
In Need of Answers—Not Emails
Are You Unleashing Mass
Collaboration?
•  Surface the best ideas
•  Deepen member engagement through
branded, private communities
•  Build alignment, share information, and
elevate best practices
•  Connect with your partners and
volunteers
Salesforce1 for Nonprofits Engage and Strengthen Communities
Supporter –Pencils of Promise
CHRISTINE HAGAN
“My family helped
build school #76. I
would love to share
my experiences to
help fuel the
movement to
educate more
children. We're all in
this together!"
Eddie Nino
Technology Project Manager,AARP Foundation
Emily Allen
Vice President, Impact Programs-IncomeAARP Foundation
Our Mission
Tackling hunger
Proactively
Paving the way to
stable income
Improving access
to safe housing
Rebuilding
connections
Strengthening laws
and policies
Working with Local Communities
•  AARP Foundation is also working side-by-side with hardworking, trusted organizations in
communities across the nation.
•  These organizations are doing a heroic job of helping strugglingAmericans, but with the
numbers of people in crisis growing every day, it’s a challenge to reach everyone and
ensure that those who need support know where to find it.
Before
• There was no before – each program ran independently and
keep track of basic participant data on their own with
traditional non-CRM tools.
• Same for Community Partners
Before
John
Smith
John
Smith
Programs Data
John
Smith
John
Smith
John
Smith
John
Smith
Needs
•  Track all participants and be able see all Foundation interactions
•  Run our social programs and provide specific access to our
community partners that helps us run these programs
•  Easily expandable and flexible
•  Easy to use - multiple users (volunteers, staff, call centers,
partners, self-service) across multiple programs and geographies
•  Long-term solution
Platform for Semi-Custom Solution
•  Capture participant data as leads and only when they enrolled in a program
we create a contact and program record
•  Use workflow to streamline programs process and generate notifications
•  Integrate Google maps to determine distance between participants and our
programs and services
•  Provide Community Partners role based access to specific programs and
participant records they are assisting with, and update these records as they
move through the program
•  Built an application that can be used by our volunteers, partners and non-
program staff to easily assess client needs, provide immediate assistance
and streamline the program enrollment process
Low
Development
Configuration
High
Development
Configuration
Solution – Participant Focus
Events
Call Center
Local Office
John
Smith
Solution – Community Focus
Foundation
Headquarters
Local Community
Partners
Foundation Local
Offices
John
Smith
Solution - Geographic
FOUNDATION IMPACT
SYSTEM
• Single	
  data	
  collec-on	
  point	
  
for	
  all	
  programs	
  
• Opportunity	
  for	
  cross-­‐service	
  	
  
• Centralized	
  real-­‐-me	
  
repor-ng	
  
• Program	
  Managers	
  have	
  
visibility	
  on	
  the	
  programs	
  
across	
  geographical	
  loca-ons	
  
• HQ	
  have	
  visibility	
  and	
  
repor-ng	
  across	
  all	
  
programs.	
  	
  
Impact
•  Ability to quantify programs’ social impact with tangible client success
•  Ability to cross-service participants with two or more programs in different impact areas
•  Able to be increasingly predictive of interventions that have the most impact on individuals
and communities
Opportunities
•  Data analysis provides insight on programs and helps determine what is proving most
successfully and what doesn’t work as well as we thought
•  Data helps Programs Managers make programs adjustments before moving into a new
market
•  Real time program feedback from community Partners
•  Targeted marketing – ability to see which marketing efforts are reaching the most audience
in our demographics
Takeaways
•  Community Partners now have a tool – the same tool
•  The platform now supports 7 unique focus areas of the
Foundation
•  First deployment – December 2012 and made 6 more
deployments of new programs in 12 months
•  Speak the same language
•  Establishes data platform for greater analytics and predictive
modeling in the future
Tompkins Spann
KELL Partners
Before You Get Technical
Create persona profiles of
your community members
–  Who is this community
for?
–  Who should NOT be
included?
–  What are their needs?
–  What are their goals?
Volunteers
Board
Members
Donors
Before You Get Technical
Document the
experience(s) you want
them to have within the
Community
–  What specifically do you
want them to do within
the Community?
Modify
Profile
Register
for Shifts
Engage
Peers
Before You Get Technical
Determine Your Internal
Community Champions
–  Who from your team will
be monitoring,
encouraging, coaching
and engaging the
Community members?
The Technical “To Do’s”
Architect Salesforce to
capture and deliver the
information you need
• Objects, fields, data
relationships, page
layouts
The Technical “To Do’s”
Develop the Community
pages to match the
profiles
•  Community page
layouts
•  Custom visualforce (if
needed)
The Technical “To Do’s”
Create the Reports and
Dashboards to Monitor
Progress
•  Monitor logins,
interactions, topics,
chatter posts and
engagement
Ideas
Build
Test
Launch
Learn
Your launch is a
milestone, not a
destination
Your salesforce.com Success Resources
•  Webinar Tuesday August 12th “Launching Salesforce
Communities: Flipping the switch and making them work”
•  Get help from the Power of Us HUB online community
powerofus.force.com
•  Join your local User Group at usergroups.salesforce.com
•  Contact your Account Executive
•  Find more help at www.salesforcefoundation.org/help/
Salesforce1 for Nonprofits Engage and Strengthen Communities

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Salesforce1 for Nonprofits Engage and Strengthen Communities

  • 3. 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.
  • 5. Proven Success Across the Nonprofit Sector % 84 Improved Ability to Achieve Mission % % 86 Improved Overall Efficiency %
  • 6. Marketing Communications Fundraising •  Multi-Channel Marketing •  Email Marketing •  Marketing Automation •  Social Engagement •  Donor Management •  Events Management •  Volunteer Management •  Grants Management Become a Connected Nonprofit with Community Engagement •  Social Intranet •  Member Community •  Affiliate/Chapter Community •  Partner Community Program Management •  Case Management •  Call Centers/Hotlines •  Advocacy/Policy Tracking •  Grant Portfolios
  • 7. 56% of nonprofits will partner with others in 2014 to meet increased demand—up from 49% in 2013. —Nonprofit Finance Fund Survey In Need of Answers—Not Emails
  • 8. Are You Unleashing Mass Collaboration? •  Surface the best ideas •  Deepen member engagement through branded, private communities •  Build alignment, share information, and elevate best practices •  Connect with your partners and volunteers
  • 10. Supporter –Pencils of Promise CHRISTINE HAGAN “My family helped build school #76. I would love to share my experiences to help fuel the movement to educate more children. We're all in this together!"
  • 11. Eddie Nino Technology Project Manager,AARP Foundation Emily Allen Vice President, Impact Programs-IncomeAARP Foundation
  • 12. Our Mission Tackling hunger Proactively Paving the way to stable income Improving access to safe housing Rebuilding connections Strengthening laws and policies
  • 13. Working with Local Communities •  AARP Foundation is also working side-by-side with hardworking, trusted organizations in communities across the nation. •  These organizations are doing a heroic job of helping strugglingAmericans, but with the numbers of people in crisis growing every day, it’s a challenge to reach everyone and ensure that those who need support know where to find it.
  • 14. Before • There was no before – each program ran independently and keep track of basic participant data on their own with traditional non-CRM tools. • Same for Community Partners
  • 16. Needs •  Track all participants and be able see all Foundation interactions •  Run our social programs and provide specific access to our community partners that helps us run these programs •  Easily expandable and flexible •  Easy to use - multiple users (volunteers, staff, call centers, partners, self-service) across multiple programs and geographies •  Long-term solution
  • 17. Platform for Semi-Custom Solution •  Capture participant data as leads and only when they enrolled in a program we create a contact and program record •  Use workflow to streamline programs process and generate notifications •  Integrate Google maps to determine distance between participants and our programs and services •  Provide Community Partners role based access to specific programs and participant records they are assisting with, and update these records as they move through the program •  Built an application that can be used by our volunteers, partners and non- program staff to easily assess client needs, provide immediate assistance and streamline the program enrollment process Low Development Configuration High Development Configuration
  • 18. Solution – Participant Focus Events Call Center Local Office John Smith
  • 19. Solution – Community Focus Foundation Headquarters Local Community Partners Foundation Local Offices John Smith
  • 20. Solution - Geographic FOUNDATION IMPACT SYSTEM • Single  data  collec-on  point   for  all  programs   • Opportunity  for  cross-­‐service     • Centralized  real-­‐-me   repor-ng   • Program  Managers  have   visibility  on  the  programs   across  geographical  loca-ons   • HQ  have  visibility  and   repor-ng  across  all   programs.    
  • 21. Impact •  Ability to quantify programs’ social impact with tangible client success •  Ability to cross-service participants with two or more programs in different impact areas •  Able to be increasingly predictive of interventions that have the most impact on individuals and communities
  • 22. Opportunities •  Data analysis provides insight on programs and helps determine what is proving most successfully and what doesn’t work as well as we thought •  Data helps Programs Managers make programs adjustments before moving into a new market •  Real time program feedback from community Partners •  Targeted marketing – ability to see which marketing efforts are reaching the most audience in our demographics
  • 23. Takeaways •  Community Partners now have a tool – the same tool •  The platform now supports 7 unique focus areas of the Foundation •  First deployment – December 2012 and made 6 more deployments of new programs in 12 months •  Speak the same language •  Establishes data platform for greater analytics and predictive modeling in the future
  • 25. Before You Get Technical Create persona profiles of your community members –  Who is this community for? –  Who should NOT be included? –  What are their needs? –  What are their goals? Volunteers Board Members Donors
  • 26. Before You Get Technical Document the experience(s) you want them to have within the Community –  What specifically do you want them to do within the Community? Modify Profile Register for Shifts Engage Peers
  • 27. Before You Get Technical Determine Your Internal Community Champions –  Who from your team will be monitoring, encouraging, coaching and engaging the Community members?
  • 28. The Technical “To Do’s” Architect Salesforce to capture and deliver the information you need • Objects, fields, data relationships, page layouts
  • 29. The Technical “To Do’s” Develop the Community pages to match the profiles •  Community page layouts •  Custom visualforce (if needed)
  • 30. The Technical “To Do’s” Create the Reports and Dashboards to Monitor Progress •  Monitor logins, interactions, topics, chatter posts and engagement
  • 31. Ideas Build Test Launch Learn Your launch is a milestone, not a destination
  • 32. Your salesforce.com Success Resources •  Webinar Tuesday August 12th “Launching Salesforce Communities: Flipping the switch and making them work” •  Get help from the Power of Us HUB online community powerofus.force.com •  Join your local User Group at usergroups.salesforce.com •  Contact your Account Executive •  Find more help at www.salesforcefoundation.org/help/