Salesforce Education Donation Program Information Package
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Salesforce Foundation offers a program for educational institutions in Australia and New Zealand, providing free or discounted CRM licenses, training, and support for managing students, donors, and alumni. The program includes resources for implementation and eligibility documentation, along with a 30-day free trial to help organizations customize their use of Salesforce. Key steps involve planning implementation, securing board support, and applying for donations to enhance constituent management and collaboration.
Salesforce Education Donation Program Information Package
- 1. www.salesforcefoundation.org/intl @tetsuwandrew Drew Smith Product Program Manager, Asia Pacific Become a Student Campus The Salesforce Education Donation and Discount License Program
- 2. #1 in Cloud Computing and Customer Relationship Management #1 Sales, Service, Marketing Cloud Computing Innovation 2011, 2012
- 3. 1% Time • Equity • Product 445,000+ Hours Service 18,000 Non-profit organizations $40 M+ Grants
- 4. Education Donation: Power of Us • 10 Foundation Enterprise Edition licenses at no cost • Deep discounts on additional licenses and/or services from Salesforce.com • Discounts on Training, Events, Apps and participating Partner implementations
- 5. Education Donation: Eligibility in ANZ Australia • Multi-campus Universities, Self-Accrediting Higher Education Institutions and State & Territory Accredited Higher Education Institutions with Charitable Tax Concession Status and registered as a Charitable Institution on the Australian Business Register (ABR). New Zealand • State-Owned Tertiary Institutions: Universities, Colleges of Education, Polytechnics and Wānanga.
- 6. Taking a Closer Look: Salesforce CRM Constituent Management: Get a complete picture of your students, alumni, donors and other constituents in one place Donation and Membership Management: Manage the donation cycle from pledge to payment including individual donations and standardise the process Team Collaboration: Connect to your whole organisation and leverage expertise, smarter information sharing, real-time updates and it’s all available on the mobile also Mobile Workforce: Salesforce's mobile capabilities keep you connected so you can log calls, respond to prospects, donors and faculty, and access vital information like giving history, prospect information, and reports and dashboards wherever you are Student Recruitment & Marketing: Manage and track campaigns across all channels from prospect to student, alumni, or donor. Scalable: Need to do more? Download apps from our AppExchange, develop yourself or have a Partner assist to create automation unique to your organisation Mobile Workforce: Get an at-a-glance, personalised view of your institution, all in real time
- 7. Next Steps and Resources
- 8. Join Our Program for Change 1 2 3 4 Plan Your Implementation Apply for the Donation! Check Your Eligibility and Resources Take Out a 30- Day Trial
- 9. Step 1: Planning Your Implementation Document a clear idea of what you want to achieve with your Salesforce CRM Spend some time determining how you want your organisation to work and translate those ideas into processes and or workflows you’d like to see in salesforce. Workbook: Getting Started Workbook Decide on Key People and Implementation Plan You require a champion: - Take the time to consider how your key person will be trained up and skilled to champion the use of salesforce internally. Help Resources: Getting Started Resources for Nonprofits Executive and/or Board buy-in and support Ensure that you have the full support of the Board and Management Team to ensure elements such as budget, scope and adoption.
- 10. Step 2: 30 Day Free Trial Who Should Use This? Organisation who want to track individual donors out-of-the-box Organisations who want complete control over their customisation Whats the Difference? Enterprise Edition + FREE Nonprofit Stater Pack (NPSP) Native Enterprise Edition FREE 30-Day Trial Pre-configured for Donor Management “Clean” Slate
- 11. Step 3: Check Everything is in Order Including Eligibility Documentation a. • Have an Active Trial Organisation ID • Please contact Drew directly if you need to extend your trial: drew.smith@salesforce.com b. • Identify a member of staff to be the named System Administrator • Secure authorisation from your Board and/or Management Team c. • Have your eligibility documentation prepared for submission • Prepare the required documentation to confirm eligibility: on page 5
- 12. Step 4: Apply for the Donation 24-48hr Turnaround on Applications
- 13. Review of Resources Available to You Step 1 - Planning Your Implementation Step 2 - 30 Day Free Trial Step 3 - Check Everything is in Order Including Eligibility Documentation Step 4 - Apply for the Donation Nonprofit Self-HELP: Getting More Help Salesforce Getting Started Information: Getting Started Series Face-To-Face Training: Administration Essentials Webinars: Enlightenment Series Webinars Premier Support Plan: Premier Support Details Salesforce Foundation Education YouTube Channel: YouTube Information
- 14. FREE Webinars, Training and Premier Support Plans Free Webinars Getting Started Register Here Discounted Training Up to 75% off Face-Face Classes What: Here Discounted Support Plans Up to 50% off Premier Support Plans What: Here To know more email your Account Executive or Drew Smith directly