Run Your Business Better Using Salesforce: How Salesforce Uses Salesforce
Salesforce for Nonprofits (CRM Panel, Aug. 2013, PDXTech4Good.org)
-
Upload
pdxtech4goodorg -
Category
Technology
-
view
172 -
download
1
description
Transcript of Salesforce for Nonprofits (CRM Panel, Aug. 2013, PDXTech4Good.org)
TITLE PAGE
Why Should Nonprofits Choose Salesforce CRM?
• Robust CRM • It’s free!
• Ecosystem of nonprofit applications • Caveats issued in the name of honest consulting
Highly Robust CRM
• Salesforce.com is a market-leading CRM in use by many small and large nonprofits and corporations
• Being a market-leader means there is a huge community of people building and developing options for the system
• Complex architecture means nonprofits can use the same system to track multiple processes: (i.e. fundraising and case mgmt. for human services)
Free and Discounted Licenses
• 10 free licenses to nonprofits • 75% discount on additional licenses and other products
Nonprofit Salesforce Applications
• Donor management – Online donation processing
– Event and auction management
– Grant tracking
– Mass email communication
• Grants distribution • Case management
• Volunteer management • Membership management
– Member portal, online membership payments
Caveats
• To be useful to nonprofits, Salesforce requires customization. Customization costs money, expertise or both.
• Salesforce has nearly limitless capability, but the more complex a system, the more maintenance and administration is required.
• Technology evolves. Organizations should expect and plan for ongoing system upgrades and process changes.