Become a Connected Nonprofit

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Become A Connected Nonprofit Connect with your constituents in a whole new way

Transcript of Become a Connected Nonprofit

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BecomeA Connected NonprofitConnect with your constituents in a whole new way

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Brian KomarVP, Marketing

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Rob AckerPresident & CEO, Salesforce.org

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Safe HarborSafe 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 product or service availability, 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, new products and services, 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, the outcome of any litigation, risks associated with completed and any 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 year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures 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 presentations, 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.

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Celebrating 16 Years of Giving Back

1-1-1 Model Adopted by

$85M+Grants

1% Equity

Sharethemodel.org

25K+Nonprofits & Higher Ed

1% Product

920K+Service Hours

1% Time

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Who we are. What we do. How we do it.

A Global Force

for Good

OneModel

1% Product 1% Equity 1% Time

Pledge 1%

10 Free Licenses

DeepDiscounts

TwoProduct

Discounts

ThreeAreas of

ReinvestmentInnovation Community Grants

SixNonprofitSolutions

Fundraising Programs Engagement

Marketing Big Data Platform

TwoSocial

Sectors Nonprofit Higher Ed

$85M+Grants

920K+Hours

25K+Customers

$350M+Yearly Product

Donations

One Percent Product

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#1

#1

Enterprise Cloud Computing Market

Share

World’s Most Innovative Company: 2011, 2012,

2013, 2014

#1World’s

Best CRM

Enterprise,Mid-market, SMB &

Salesforce Automation

#1

#1Best Enterprise

Platform

Salesforce is the Cloud Computing Leader

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ConnectedWorld

5B smart phones by 2017

4.5B social users

“You can achieve amazing progress if you set a clear goal and find a measure that will drive progress toward that goal. “

Bill & Melinda Gates FoundationAnnual Letter, 2013

Every organization reinvents the wheel

Fragmented systems create silos

Not designed for mobile & social world

The Challenge: Changing Landscape

Accountability& Big Data

LegacySystems

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MarketingDonors

PartnersAdvocates

CommunityEmployees

Board

Community

Clients

Volunteers

HR ERP Payroll

Analytics

System ofRecord

System ofIntelligence

System ofEngagement

Program Management

Fundraising

THE CONNECTED NONPROFIT PLATFORM

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Donors

Partners EmployeesAdvocates

Board

Constituents Community

Volunteers

Legacy &External Systems

Multi-channel Campaigns – Email Marketing – Automation – Social Engagement

Member Community – Chapter Community – Partner Community – Social Intranet

Marketing

Community

FundraisingDonor Management

Events Management

Volunteer Management

Grants Management

Analytics

Program ManagementCase Management

Call Centers & Hotlines

Advocacy & Policy Tracking

Grant Portfolios

THE CONNECTED NONPROFIT PLATFORM

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#1 Fundraising Application Built on Salesforce

End-to-end set of complex fundraising tools

Manage donors, volunteers, events, constituent relationships & data

Extend apps with Marketing Cloud, Community Cloud & the Platform

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DonationManagement

Donor Management

Relationship Management

Volunteer Management Sponsorship

Advanced Query Tool

Gift Entry Optimization

New Gift Types

Account & Contact Teams

Pledge Entry Wizard

Payment Grouping

Constituent Profiles

Constituent Types

Communication Methods

Volunteer Community

Application Forms

Now Available!

SOQL Query Builder

Save and Action Query Data

401 Function Upgrades

242 New Features

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Leading Customers Are Driving Innovation

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100% Salesforce1 Mobile Enabled

Automated Health Check

New Household Account Model

New Credit Rollup Fields

Translation Workbench Enabled

Enhanced Affiliations & Addresses

Thriving NPSP Community in HUB

Tips & Tricks by Topic

Free Add-on Apps

Local User Groups

NPSP Workbook & Documentation

GitHub Code Repository

New in NPSP 3.0 The Power of Community360° Constituent Management

Manage Donors & Volunteers

Donations & Memberships

Relationships & Affiliations

Households & Household Giving

Recurring Gifts & Payments

Extend with the Salesforce1 Platform

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Dario MallermanSales Engineer

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Brian KomarVP, Marketing

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Welles HatchChief Information Officer

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WHAT IS

CITY YEAR?City Year is an education-focused nonprofit organization that partners with public schools to keep students in school and on track to succeed.

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Full time 1-on-1

Small groups After school

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170,000

260

2,900

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Students served daily

Schools

Corps members

Cities

City Year Today

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900,000

1,200

14,000

38

Students served daily

Schools

Corps members

Cities

At LTI Plan Scale, Every Day

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Just how are we going to do that?• Transparent service standards• Well-placed investment capital• Diversified funding base• Coordination of local and national initiatives• Strong constituent engagement, insight-driven lead management• Deploy tools to enable scale operations

New ways to work are enabled by our platforms, with the goal of improving impact and giving time back.

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Organization• Staff & corps members• Performance & compensation• Time tracking, payroll• Financials, expense mgt, asset

tracking• Platform: Workday

Services• Students, student performance

data• Intervention sections• Programs• Dosage and time• Platform: Acumen Solutions/Schoolforce

Relationships• School partners, donors, alumni,

other constituencies• Programs & campaigns• Types of engagement• Partner communities • Platform: NGO Connect

Content & Collaboration• Enterprise home page• Internal communications• Team sites, project sites,

communities• Program portals• Platform: SharePoint 2013

cyresource

cyschoolhouse

cychannel

cyconnect

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City Year’s platform

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What “connected” means to City YearUnderstanding the relationship that our constituents have with CY and each other

Managing the diversity of how our constituents engage with us

Supporting how our constituents want to collaborate with CY and with each other

Greg Duran is an individual first; he is also a board member of Bayes Impact, a VP at Cisco and the brother of a teacher at Clinton Middle School

Tina Sanders is accepted for the FY16 corps in January, starts service in August. She has a login to a community where she can access the Idealist Handbook and dialogue with future team members

Phil Howard is a major gift donor, volunteers to tutor students after school in Sacramento, served in the corps in 1992 and is being cultivated as a local CY advisory board member

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How City Year “connects” Some of our constituencies• Corps members/staff• Alumni• Donors• Foundations, grants• Employee engagement• Government support• School & district partners• Community leadership• Thought leaders• Technology partners• Event speakers

Methods for engagement• Conversations• Nurture campaigns• Calls to action• Solicitation• Prospect sourcing• Referrals• Inquiry capture• System integrations• Enterprise analytics

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Q&A