Salesforce for Nonprofits: An Introduction to Salesforce.org. NPSP, and Aptaria
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The document outlines the agenda for a Salesforce Non-Profit Success Pack event held on November 29, 2016, in Baltimore, Maryland, focusing on 'Giving Tuesday.' It highlights Salesforce.org's impact in the nonprofit sector, showcasing their Nonprofit Success Pack (NPSP), which offers tools for donor management, volunteer engagement, and grant tracking. Additionally, it introduces Aptaria, a consulting partner with extensive experience in Salesforce implementations for nonprofits.
Salesforce for Nonprofits: An Introduction to Salesforce.org. NPSP, and Aptaria
- 1. Salesforce Non-Profit Success Pack Event November 29th, 2016 – “Giving Tuesday” Hotel Monaco, Baltimore, MD Sponsored by Aptaria and Wealth Engine
- 2. Agenda Welcome Salesforce.Org Overview – SFDO Aptaria Overview – Aptaria Non-Profit Success Pack Overview – Aptaria Non-Profit Success Pack Demo – Aptaria Wealth Engine Overview – Wealth Engine Customer Success Story – National Aquarium Customer Success Demo – National Aquarium Questions Social Hour
- 3. 2013 • 2014 • 2015 2008 • 2009 • 2010 2011 • 2012 • 2013 2014 • 2015 2011 • 2012 2013 • 2014 2015 Most innovative companies in the world 4th Largest Enterprise Software Company in the World
- 4. Salesforce.org 1:1:1 17 Years of Impact & Innovation 1.3M+ Service Hours People $115M+ Grants Resources 29K+Nonprofit Organizations Technology pledge1percent.org $250M Donated Product
- 5. will recommend Salesforce to others 92% say Salesforce has improved their ability to operate effectively 93% Proven Success Across the Nonprofit Sector
- 6. Legacy Databases ERP External Systems HR Spreadsheets Program Management Fundraising Partners Donors Community Volunteers Employees Constituents Board The Connected Nonprofit System of Record System of Intelligence System of Engagement Analytics Salesforce for Nonprofits Marketing Communications Community Engagement Donor Management Events Management Volunteer Management Grants Management Multi-channel Campaigns – Automation Journey Building – Social Engagement Communities for: Donors – Volunteers – Chapters/Partners – Employees Case Management Call Centers & Hotlines Advocacy & Policy Tracking Grant Portfolios NPSP Build Apps Automation APIs & Integration Nonprofit CRM Admin & Governance Platform Services
- 7. About Aptaria Founded in 2002, enterprise application integration services with CRM focus Exclusive Salesforce.com consultants since 2007 Hundreds of Salesforce.com implementations completed. Salesforce.com Consulting Partner serving the Mid-Atlantic (10/10 customer satisfaction rating) Salesforce.org Impact Partner Based in McLean, Virginia Onshore + offshore development for delivering high quality, best value solutions Agile software development approach ensures successful, on-time, on-budget projects Deep experience developing Apps for Salesforce partners (including Wealth Engine)
- 8. Aptaria Non-Profit / NPSP Clients
- 9. What is NPSP? The Nonprofit Success Pack is Salesforce.org’s solution for nonprofits of all sizes. It’s an application, or “app,” built on top of the Salesforce Platform that provides tons of out-of-the-box functionality for nonprofits. The Nonprofit Success Pack helps you manage donors and donations, organizations, grants, relationships, and many other things. Because it’s built on the Salesforce platform, it also lets you build customized functionality when the out-of- the-box functionality doesn’t suffice. . The Nonprofit Success Pack is a series of Apps installed on top of Salesforce Enterprise Edition
- 10. Key NPSP Features • Contact & Household Management • Volunteer Management • Organization & Affiliation Management • Track Relationships Between Contacts • Track Donations & Payments • Track Memberships • Grant Lifecycle Management
- 11. NPSP Demo Demo of key features of the NPSP featuring a fictitious non-profit.
Editor's Notes
- #2: Introduction Slide Present the Nonprofit Success Tour Event In A Box During this time, we’ll be highlighting the new Nonprofit Success Pack and the new Solution Exchange as well as going through a few fun activities to get us excited about the announcements
- #4: Let’s talk a little bit about Salesforce the company. Salesforce started in 1999, and since then, our customers’ success has helped us grow from a startup to the 4th largest software company in the world. we’ve been welcomed into the Fortune 500 and are honored to have been named: Fortune’s most admired software company three years in a row Fortune’s Best Place to Work seven years in a row One of Forbes’ most innovative companies in the world five years in a row! All of this is only made possible by the success and innovation of our customers.
- #5: While these things have made me a fan, I joined Salesforce because there is a higher cause. Salesforce has a philanthropic 1-1-1 model where we donate 1% of our tech, resources and time to help nonprofits achieve their own missions for improving the world. Over the last 17 years, we’ve donated: Over $250M worth of product to over 29K nonprofits and counting…. We’ve donated over $115 million in grants Over 1.3M hours of community service We also encourage other companies to adopt an integrated philanthropy model through the Pledge 1% program. The organization that I founded in 2010 and now I sit on the board - focuses on community wellness, with programs delivered in schools, summer camps, online and through a few products, like activity books. There is also a wristwear product that empowers people with ADHD to be more successful. Salesforce was an easy choice for us because we knew that they had the industries best solution from previous experiences and the multiple gartner quadrants demonstrating the leader position but it certainly doesn’t hurt that salesforce gives 501c3s their first 10 licenses for FREE and also offer steep discounts on the rest of their offerings.
- #6: This strategy has helped NGOs across the sector and around the world achieve success, regardless of size or vertical. Based on our annual, third-party customer survey, 93% of our customers said Salesforce helped them achieve their mission more effectively, and 92% would recommend it to other organizations, as evidenced recently at our annual dreamforce event, where over 170k registered and almost 3000 sessions were delivered by our customers, to our customers. It’s an incredible and exciting community to be a part of….
- #7: Let’s talk about Building Apps on the Salesforce Lightning Platform.