5 Key Steps for Nonprofit Customers in APAC to consider and act on to your Salesforce CRM implementation is successful.

1. www.salesforcefoundation.org/intl
@tetsuwandrew
Drew Smith
Product Program Manager, Asia Pacific
5 Steps to Implementation
Helping Nonprofit Implementation Success on Salesforce

2. How Do You Prepare For Success?
1 2 3 4 5
Choose
Your
Implementation
Path
Map
Business
Objectives
Create
Your
Rollout
Plan
Define
Your
Vision
Identify
Key
Contacts

3. Partners Self Implement
1
2
1. Choose Your Implementation Path

4. • Fast time to value
• Track record of success
• High customer satisfaction scores
• Ability to scale
• Industry/product expertise
• Local presence
Why Choose A Partner?
Where can I find a partner?
Nonprofit Certified Partners Ask Drew Smith at
the Foundation!

5. Strong in-house expertise
Small deployment / low complexity
Lack of budget
Getting Started
Implementation
Guide
Getting
Started
Workbook
FREE Online
Webinars
Premier
Support Plans
and Face-to-
Face Training
Premier Support and Face-to-Face Training is Discounted for Nonprofits
Contact Drew Smith for Pricing
Why Self Implement?

6.  Articulates the value
 Encourages adoption
 Communicates the strategy
Executive Sponsor
 Business process expert
 Ability to configure Salesforce
 Train and support end users
System Administrator
2. Identify Key Contacts

7. “To provide our
organisation with
industry-leading
capability to maximize
fundraising and
productivity, accelerate
donations, and work
smarter.”
Clear
purpose
Align on a
common goal
3. Define Your Vision

8. Goal:
Increase Donations
Objectives:
Acquire new donors and
better manage and
market to existing donors
Capabilities:
Capture Web leads
Track campaign
effectiveness
Manage the program
spend
Click here to download our Free Dashboards!
Salesforce CRM Dashboards
4. Map Business Objectives

9. Limited
Functionality
BusinessImpact
Low
High
Extensive
Contact
Management
Reporting & Task
Management
Customer Service
Volunteer
Management
Campaign
Management
Lead Tracking
Donation and
Grants
Management
Accounting
Integration
5. Create Your Rollout Plan