www.salesforcefoundation.org/intl

@tetsuwandrew

Drew Smith

Product Program Manager, Asia Pacific

Become a Student Campus The Salesforce Education Donation and Discount License Program

#1 in Cloud Computing and Customer Relationship

Management

#1 Sales, Service,

Marketing

Cloud

Computing

Innovation

2011, 2012

1%

Time • Equity • Product

445,000+ Hours Service

18,000 Non-profit

organizations

$40 M+ Grants

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

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.

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

Next Steps and Resources

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

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.

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

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

Step 4: Apply for the Donation

24-48hr Turnaround on Applications

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

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