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Welcome to the Real-Time Cloud for Higher Education Enrique A. Ortiz-Mundo, MS President/Co-Founder The Value Management Company
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
Applications and Platforms  Moving to the  Cloud Today Cloud Computing Applications 1960’s Mainframe 1980’s Client/server
The Cloud Serves Organizations of Every Size 63,000+ Paying Customers 7,000+ Non Profit Organizations ENTERPRISE MID-MARKET SMALL BUSINESS
Nonprofits Use the Same Force.com Platform as Business
First Cloud Company to Exceed: FY2005 FY2006 FY2007 FY2008 FY2009 Quarterly Revenue ($M) Annual Revenue Revenue through fiscal quarter ended 1/31/09 $1.4 Billion + 35 41 46 55 64 72 83 91 105 118 130 144 162 177 192 217 248 263 276 290 305 FY2010
1/1/1 Model for Strategic Corporate Philanthropy
1/1/1 Model for Strategic Corporate Philanthropy
Partners Are Sharing Salesforce Model to Serve You
Manage All Your Constituent and Org Information Donor Management Integrated Content  Library Forecasting  & Analytics Donations Leads  & Campaigns Client Support Partners Ideas Social Events Non-Profit Starter Pack
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],The World’s Most Complete Sales Application Donor Management Integrated Content  Library AppExchange Email &  Productivity Real-Time Approvals  & Workflow Partners Events Forecasting  & Analytics Donations Leads  & Campaigns
Service Cloud Manager Email Social Join the Conversation! Chat Customer Portal Ideas ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Client Support Search Partners
The Sky is the Limit  When You are in the Cloud! Economic Development Human Services Health Services Citizen Ideas Collaboration Between Orgs Volunteer Management Health Record School  Management Evacuee Management Housing Employment Opportunities Family Services
The Fastest Way to Build Custom Cloud Apps ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],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
World’s First Real-Time Cloud ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],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
We do this to make change Better Data Management More Efficient Operational Processes More Visibility into Towards Program Goals Defined Social Impact
We Do This to Make Change – Case Studies
We Do This to Make Change – Case Studies
Every day, hundreds of nonprofits participate to answer questions, suggest ideas, and contribute to our community. Join….
 
The Program The Steps
Overview of the Product Donation Process ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The Product Donation Process ,[object Object],[object Object],[object Object],[object Object],[object Object]
Is Your Organization Eligible? ,[object Object]
Sign Up For and Attend a Webinar
Select the Configuration ,[object Object],[object Object]
Sign Up for the Free Trial
Apply for Product Donation ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Implementation Services Achieve Salesforce for Non-Profit success with the Value Management Company NPO Services
ValorRapido Implementation Services Overview ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Implementation Options – ValorRapido (<4semanas) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Implementation Options – ValorRapido (>4semanas) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
NPO Starter Pack Business Process Area Selector Functionality The 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 Organizations Supports the tracking of individuals as well as organizations Nonprofit Starter Pack Households Makes it easy to group people living in the same household Nonprofit Starter Pack Recurring Donations Allows for tracking donations pledged over time Nonprofit Starter Pack Relationships Allows for the tracking of key relationships between individuals Nonprofit Starter Pack Affiliations Tracks relationships between individuals and organizations

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Welcome To The Real Time Cloud Salesforce Foundation Final Baseline 2k3

  • 1. Welcome to the Real-Time Cloud for Higher Education Enrique A. Ortiz-Mundo, MS President/Co-Founder The Value Management Company
  • 2. 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
  • 3. Applications and Platforms Moving to the Cloud Today Cloud Computing Applications 1960’s Mainframe 1980’s Client/server
  • 4. The Cloud Serves Organizations of Every Size 63,000+ Paying Customers 7,000+ Non Profit Organizations ENTERPRISE MID-MARKET SMALL BUSINESS
  • 5. Nonprofits Use the Same Force.com Platform as Business
  • 6. First Cloud Company to Exceed: FY2005 FY2006 FY2007 FY2008 FY2009 Quarterly Revenue ($M) Annual Revenue Revenue through fiscal quarter ended 1/31/09 $1.4 Billion + 35 41 46 55 64 72 83 91 105 118 130 144 162 177 192 217 248 263 276 290 305 FY2010
  • 7. 1/1/1 Model for Strategic Corporate Philanthropy
  • 8. 1/1/1 Model for Strategic Corporate Philanthropy
  • 9. Partners Are Sharing Salesforce Model to Serve You
  • 10. Manage All Your Constituent and Org Information Donor Management Integrated Content Library Forecasting & Analytics Donations Leads & Campaigns Client Support Partners Ideas Social Events Non-Profit Starter Pack
  • 11.
  • 12.
  • 13. The Sky is the Limit When You are in the Cloud! Economic Development Human Services Health Services Citizen Ideas Collaboration Between Orgs Volunteer Management Health Record School Management Evacuee Management Housing Employment Opportunities Family Services
  • 14.
  • 15.
  • 16. We do this to make change Better Data Management More Efficient Operational Processes More Visibility into Towards Program Goals Defined Social Impact
  • 17. We Do This to Make Change – Case Studies
  • 18. We Do This to Make Change – Case Studies
  • 19. Every day, hundreds of nonprofits participate to answer questions, suggest ideas, and contribute to our community. Join….
  • 20.  
  • 22.
  • 23.
  • 24.
  • 25. Sign Up For and Attend a Webinar
  • 26.
  • 27. Sign Up for the Free Trial
  • 28.
  • 29. Implementation Services Achieve Salesforce for Non-Profit success with the Value Management Company NPO Services
  • 30.
  • 31.
  • 32.
  • 33. NPO Starter Pack Business Process Area Selector Functionality The 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 Organizations Supports the tracking of individuals as well as organizations Nonprofit Starter Pack Households Makes it easy to group people living in the same household Nonprofit Starter Pack Recurring Donations Allows for tracking donations pledged over time Nonprofit Starter Pack Relationships Allows for the tracking of key relationships between individuals Nonprofit Starter Pack Affiliations Tracks relationships between individuals and organizations

Notes de l'éditeur

  1. Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company&apos;s Third Sector Group &amp; The Salesforce.com Foundation
  2. Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company&apos;s Third Sector Group &amp; The Salesforce.com Foundation
  3. Shift started with CRM applications ten years ago Now, many other applications are now in the cloud: HR, desktop &amp; productivity, finance, supply chain, etc. You can run your business in the cloud Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company&apos;s Third Sector Group &amp; The Salesforce.com Foundation
  4. Salesforce serves small, medium, and large sized companies Small companies benefit with access to enterprise apps and infrastructure that they might not be able to afford - Large companies benefit with the innovation, rapid scalability, and rapid deployment of people and apps in the cloud Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company&apos;s Third Sector Group &amp; The Salesforce.com Foundation
  5. Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company&apos;s Third Sector Group &amp; The Salesforce.com Foundation
  6. Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company&apos;s Third Sector Group &amp; The Salesforce.com Foundation
  7. Salesforce has also received recognition as being a leader for strategic corporate philanthropy Our 1/1/1 program means we donate 1% of equity, time, and product to philanthropic causes - [tell a personal story] Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company&apos;s Third Sector Group &amp; The Salesforce.com Foundation
  8. Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company&apos;s Third Sector Group &amp; The Salesforce.com Foundation
  9. Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company&apos;s Third Sector Group &amp; The Salesforce.com Foundation
  10. Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company&apos;s Third Sector Group &amp; The Salesforce.com Foundation
  11. The World’s most complete sales application Accounts &amp; Contacts – one central repository for all customer information – 360 degree view Leads &amp; Campaigns – generate more business and align marketing and sales Opportunities &amp; Deals – track all deal activities and accelerate sales cycles Forecasting &amp; Analytics – Offer real time visibility into performance Approvals &amp; Workflow – automate your business, reduce administration, and keep deals moving quickly Email &amp; Productivity – seamless integration between the apps you use most often Content Library – central repository to manage all presentations, collateral, and documents Genius – iTunes recommends songs, Amazon recommends books, Salesforce tells you how to close more deals Partners – revolutionary technology that makes selling with your partners as coordinated as your direct sales team AppExchange – extend your sales success with easy to deploy apps and components built by salesforce labs and our customers and partners Access the Sales Cloud from anywhere – any browser, desktop, laptop, or mobile device. Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company&apos;s Third Sector Group &amp; The Salesforce.com Foundation
  12. The service cloud is a new approach for modern customer service It connects traditional channels, like phone, email, and chat… With new channels that today’s customers use more and more: Web service, partners, web search, and social networks And it all runs on a single cloud computing platform that ties every thing together So now you can join every conversation that your customers are having Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company&apos;s Third Sector Group &amp; The Salesforce.com Foundation
  13. We have delivered these key elements for customizing the Sales Cloud, the Service Cloud or building your own custom apps. Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company&apos;s Third Sector Group &amp; The Salesforce.com Foundation
  14. We have delivered these key elements for customizing the Sales Cloud, the Service Cloud or building your own custom apps. Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company&apos;s Third Sector Group &amp; The Salesforce.com Foundation
  15. Let’s take a look at our cloud infrastructure. Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company&apos;s Third Sector Group &amp; The Salesforce.com Foundation
  16. Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company&apos;s Third Sector Group &amp; The Salesforce.com Foundation
  17. Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company&apos;s Third Sector Group &amp; The Salesforce.com Foundation
  18. Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company&apos;s Third Sector Group &amp; The Salesforce.com Foundation
  19. Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company&apos;s Third Sector Group &amp; The Salesforce.com Foundation
  20. Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company&apos;s Third Sector Group &amp; The Salesforce.com Foundation
  21. Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company&apos;s Third Sector Group &amp; The Salesforce.com Foundation
  22. Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company&apos;s Third Sector Group &amp; The Salesforce.com Foundation
  23. Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company&apos;s Third Sector Group &amp; The Salesforce.com Foundation
  24. Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company&apos;s Third Sector Group &amp; The Salesforce.com Foundation
  25. Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company&apos;s Third Sector Group &amp; The Salesforce.com Foundation
  26. Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company&apos;s Third Sector Group &amp; The Salesforce.com Foundation
  27. Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company&apos;s Third Sector Group &amp; The Salesforce.com Foundation
  28. Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company&apos;s Third Sector Group &amp; The Salesforce.com Foundation
  29. Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company&apos;s Third Sector Group &amp; The Salesforce.com Foundation
  30. Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company&apos;s Third Sector Group &amp; The Salesforce.com Foundation
  31. Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company&apos;s Third Sector Group &amp; The Salesforce.com Foundation
  32. Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company&apos;s Third Sector Group &amp; The Salesforce.com Foundation
  33. Puerto Rico Third Sector Cloud Initiative A initiative by The Value Management Company&apos;s Third Sector Group &amp; The Salesforce.com Foundation