Welcome To The Real Time Cloud Salesforce Foundation Final Baseline 2k3
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Transcript of Welcome To The Real Time Cloud Salesforce Foundation Final Baseline 2k3
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Welcome to the Real-Time Cloud for Higher Education
Enrique A. Ortiz-Mundo, MSPresident/Co-FounderThe Value Management Company
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What does every Non-Profit Want Today?
Demonstrate Cost Effective Social Impact
Minimize Risk in Unpredictable Times
Deepen Constituent Relationships
The Tools and Technology To Achieve Change
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Applications and Platforms Moving to the Cloud
TodayCloud Computing
Applications
1960’sMainframe
1980’sClient/server
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The Cloud Serves Organizations of Every Size
ENTERPRISE
MID-MARKET
SMALL BUSINESS
63,000+ Paying Customers
7,000+ Non Profit Organizations
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Nonprofits Use the Same Force.com Platform as Business
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First Cloud Company to Exceed:
FY2005 FY2006 FY2007 FY2008 FY2009
Qua
rter
ly R
even
ue (
$M)
Annual Revenue
Revenue through fiscal quarter ended 1/31/09
$1.4 Billion +$1.4 Billion +
35 41 4655
6472
8391
105118
130144
162177
192
217
248263
276290
305
FY2010
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1/1/1 Model for Strategic Corporate Philanthropy
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1/1/1 Model for Strategic Corporate Philanthropy
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Partners Are Sharing Salesforce Model to Serve You
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Manage All Your Constituent and Org Information
DonorManagement
Integrated Content Library
Forecasting & Analytics
Donations
Leads & Campaigns
Client Support
Partners
Ideas
Social
Events
Non-ProfitStarter Pack
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DonorManagement
Integrated Content Library
AppExchange
Email & Productivity
Real-Time Approvals & Workflow
Partners
Events
Forecasting & Analytics
Donations
Leads & Campaigns
• Centralized and 360°view of donors and constituents in
one place
• Manage multi-channel campaigns and manage events
effectively
• Track donations and activity history
• Maximize donations forecast
• Deliver the right message with the latest content
• Work more effectively with other non-profits and
organizations
The World’s Most Complete Sales Application
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Service Cloud Manager
Client Support
EmailSearch
Social
Join the Conversation!
Partners
Chat
Customer PortalIdeas
• Complete Case Management
• Capture every donor and customer inquiry in real
time
• Maximize social impact ; Serves customer 24/7
• Source donors and constituents ideas ; Build an
online community and let them vote on ideas
• Driver better service and increase efficiencies
working with other organizations
• Capture customer conversations and knowledge
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The Sky is the Limit When You are in the Cloud!
EconomicDevelopment
HumanServices
HealthServices Citizen Ideas
CollaborationBetween Orgs
VolunteerManagement
HealthRecordSchool
Management
EvacueeManagement
Housing
EmploymentOpportunities
Family Services
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Unlimited Real-Time Customization
Granular Security & Sharing
Programmable Cloud Logic
Real-Time Workflow & Approvals
Programmable User Interface
Real-Time Mobile Deployment
Real-Time Analytics
AppExchange
Integrated Content Library
Real-Time Web Sites
The Fastest Way to Build Custom Cloud Apps
• Easy, real-time customization
• Maximize user productivity with the right user interface
• Fast Application development without the cost of infrastructure
• Automated business rules
• Increase the speed of real time websites development
• Write once, run everywhere - real-time mobile deployment
• Share the best content across the organizations
• Real-time visibility with easy to create reports
• Flexible data sharing rules and granular real-time security model
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World’s First Real-Time Cloud
3 Global Data Centers & Disaster
Recovery
Real-Time Upgrades
ISO 27001 Certified Security
Real-Time Sandbox Environment
Salesforce to Salesforce
Real-Time Transparent System
Status
Real-Time Query Optimizer
Proven Reliability
Proven Real-Time Scalability
Proven Real-Time Integration
• ISO 27001, SSL Encryption, SAS70 II Type, Systrust
• Application, Network, and Facility Security ; >99.9% Proven Reliability
• Fast deployment, proven real-time scalability
• Fast data access with massive scale and multiple dimensions
• Confidence, transparency, and trust ; Real-time upgrades
• Proven real-time integration with other systems…connect the clouds
• Eliminate risk in deployment with sandbox environments
• Real-time data exchange between organizations
• 3 Graphically dispersed, mirrored data centers, seamless disaster
recovery no single points of failure
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We do this to make change
Better Data ManagementBetter Data
Management
More Efficient Operational Processes
More Efficient Operational Processes
More Visibility into Towards
Program Goals
More Visibility into Towards
Program Goals
Defined Social Impact
Defined Social Impact
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We Do This to Make Change – Case Studies
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We Do This to Make Change – Case Studies
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Every day, hundreds of nonprofits participate to answer questions, suggest ideas, and contribute to
our community.
Join….
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The Program
The Steps
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Overview of the Product Donation Process
By offering nonprofits 10 donated
licenses—and deep discounts on
additional licenses—the
Salesforce.com Foundation is
revolutionizing the ability of social
change organizations to achieve their missions.
Want to learn more about the program?
– Watch the 7-minute program introduction to find out how Salesforce.com
can work for your organization.
Please visit: http://www.salesforcefoundation.org/products/donation
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The Product Donation Process
1. See if you're eligible. Find out if your organization is eligible to
apply for this program.
2. Sign up for and attend the weekly webinar. Learn how our
program works, get answers to all your questions and watch a
demo.
3. Select a configuration. Find out which configuration will best
meet your organization’s needs.
4. Sign up for a free trial. Try Salesforce.com for 30 days to
make sure it's a good fit for your organization.
5. Start your application process. You must do steps 1–4 before
you start the application process
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Is Your Organization Eligible?
It is important that you visit the site to verify your organization eligibility
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Sign Up For and Attend a Webinar
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Select the Configuration
It is important that before selecting the configuration get advise
from The Value Management Company to select the best
fit for your organization.
Then sign up for the free trial!
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Sign Up for the Free Trial
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Apply for Product Donation
Contact Information
Organization Information
Nonprofit Industry
Organization ID of the trial
Date you attended to the
weekly Webinar
Organization’s Mission
How do you see
salesforce.com helping
further your mission
Nonprofit documentation that
proves that you are
eligible
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Implementation Services
Achieve Salesforce for Non-Profit success with the Value Management Company NPO Services
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ValorRapido Implementation Services OverviewSoluciones ValorRapido
• Paquetes subsidiados para implementación de la herramienta en muy corto tiempo. The Value Management Company ofrece 5
opciones de implementación Llave en mano, en conjunto con un menú de opciones adicionales de extensión para apoyar sus
necesidades o soluciones completamente adaptables para apoyar sus requerimientos mas complejos.
Supuestos:
• Para poder ser exitoso en el camino al éxito en la nube mientras mantenemos los tiempos y costos arriba mencionados, abajo
presentamos varios supuestos que debe ser cumplidos. Si el alcance de trabajo cae fuera de estos supuestos, usted tiene la
oportunidad de contratar servicios complementarios a un costo adicional.
Migración de Datos:
• El numero total de registros a ser migrados no debe exceder 7,500 a través de todos los objetos
• Organización proveerá los datos para importación a Value Management en el formato especificado. Value Management no realizara
extracciones, formato y/o limpieza o depuración de datos a ser importados.
Configuración:
• campos personalizados ("custom") no pueden exceder de 10 por objeto.
• el total de usuario no debe exceder 25 usuarios*
• entidad debe proveer el apoyo necesario y accesos a sus recursos para lograr la implementación de forma puntual
• las funcionalidades de salesforce CRM a ser implementadas se definen en el taller de descubrimiento básico como las prioridades
según el tiempo de implementación y se limitan a un numero de funcionalidades según el paquete seleccionado por usted. (para
ValorExpandido y ValorCompleto usted escoje 2 areas de procesos primarios
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Implementation Options – ValorRapido (<4semanas)
ValorExperto 1 Dia — $980
• Taller de Descubrimiento Básico Discovery (Revisión de Procesos)
• Diseño General Funcional - Mapa de Adopción Recomendado
• Recursos: 1 Consultor Funcional dedicado
• Duración: 2 días
ValorEsencial — $10,080
• Inicio de Proyecto & Taller de Descubrimiento Básico Discovery (Revisión de Procesos)
• Diseño Funcional y de Datos
• Construcción (Configuración)
• Pruebas/Aseguramiento de Calidad u capacitación de salesforce basada en casos de uso
• Recursos: 1 Consultor Funcional dedicado
• Duración: 2-3 semanas calendario
ValorCreciente (sin importación de datos) — $13,790
• Inicio de Proyecto & Taller de Descubrimiento Básico Discovery (Revisión de Procesos)
• Diseño Funcional y de Datos
• Construcción (Configuración)
• Pruebas/Aseguramiento de Calidad u capacitación de salesforce basada en casos de uso
• Recursos: 1 Consultor Funcional dedicado
• 1 Arquitecto de Datos a tiempo parcial
• Duración: 3-4 semanas calendario
ValorCreciente (con importación de datos) — $16,800
• Inicio de Proyecto & Taller de Descubrimiento Básico Discovery (Revisión de Procesos)
• Diseño Funcional y de Datos
• Construcción (Configuración)
• Mapa y Migración de Datos
• - Cuentas & Contactos
• Pruebas/Aseguramiento de Calidad u capacitación de salesforce basada en casos de uso
• Recursos: 1 Consultor Funcional dedicado
• 1 Arquitecto de Datos a tiempo parcial
• Duración: 3-5 semanas calendario
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Implementation Options – ValorRapido (>4semanas)
ValorExpandido — $21,000
• Inicio de Proyecto & Taller de Descubrimiento Básico Discovery (Revisión de Procesos)
• Diseño Funcional y de Datos
• Construcción (Configuración)
• Mapa y Migración de Datos
• - Prospectos
• - Cuentas & Contactos
• Pruebas/Aseguramiento de Calidad u capacitación de salesforce basada en casos de uso
• Recursos: 1 Consultor Funcional dedicado
• 1 Arquitecto de Datos a tiempo parcial
• Duración: 4-6 semanas calendario
ValorCompleto — $26,950
• Inicio de Proyecto & Taller de Descubrimiento Básico Discovery (Revisión de Procesos)
• Diseño Funcional y de Datos
• Construcción (Configuración)
• Mapa y Migración de Datos
• - Prospectos
• - Cuentas & Contactos
• - Donaciones
• Pruebas/Aseguramiento de Calidad u capacitación de salesforce basada en casos de uso
• Recursos: 1 Consultor Funcional dedicado
• 1 Arquitecto de Datos a tiempo parcial
• Duración: 6-8 semanas calendario
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NPO Starter Pack Business Process Area Selector
FunctionalityThe Nonprofit Starter Pack attempts to support a number of business process that Nonprofits need to handle in their CRM. It is broken into individual packages to address each of the key processes:
Nonprofit Starter Pack Contacts And OrganizationsSupports the tracking of individuals as well as organizations
Nonprofit Starter Pack HouseholdsMakes it easy to group people living in the same household
Nonprofit Starter Pack Recurring DonationsAllows for tracking donations pledged over time
Nonprofit Starter Pack RelationshipsAllows for the tracking of key relationships between individuals
Nonprofit Starter Pack AffiliationsTracks relationships between individuals and organizations