Overview of the Power of Us Product Discount and Donation Program
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Salesforce.com is a trusted leader in cloud computing and customer relationship management as well as a respected pioneer in corporate philanthropy. As part of these philanthropic efforts, the Salesforce.com Foundation makes salesforce.com products available to nonprofit organizations and higher-ed institutions at a deep discount through our Power of Us program. http://www.salesforcefoundation.org
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Overview of the Power of Us Product Discount and Donation Program
- 1. Overview of the Power of Us Program /Salesforce.comFoundation @SFDCFoundation
- 2. People + 300,000 + hours of service Technology + 15,000 + nonprofit orgs vision: Resources +$30 million + grants = improve communities around the world. = integrated philanthropy
- 3. CRM salesforce.com? Salesforce is a centralized hub where you can track and manage everything you need to effectively achieve your mission. • • • • •
- 4. Power of Us benefits
- 5. • • • • • •
- 6. Enterprise Edition + constituent mgmt donation / grants mgmt reports & analytics campaign / events mgmt + custom objects case management collaborate with Chatter file sharing / content mgmt workflows & approvals ORG LICENSES email & activity mgmt 1GB file / 1GB data mobile access (Mobile storage Lite)
- 7. Enterprise Edition + Foundation Edition = Enterprise Edition + Feature Accounts, Contacts, Opportunities ✔ = included Tasks, Events, Activities ✔ Email integration – Outlook, Gmail, Lotus ✔ Google Apps ✔ Mobile Access ✔ Content Library ✔ Reports & Dashboards ✔ Leads, Lead Management Routing, Web-to-Lead ✔ Cases, Case Management Routing, Web-to-Case Foundation Edition = Enterprise Edition + ✔ Email templates, Mass Email ✔ Salesforce to Salesforce Sandbox – Developer, Configuration, Full 5 Developer,✔1Config Only, $ Full Chatter ✔ Unlimited Tabs &Forecasting Campaigns, Apps ✔✔ Products, Pricebooks, Quotes ✔ Role permissions 2,000 Custom Objects ✔✔ Workflow & Approvals ✔ Territory Management ✔ Apex Code, Dynamic Dashboards ✔ Profiles, Page Layouts ✔ Offline ✔ Web Services API ✔ Full Mobile $ = additional cost Premier Plus $ = additional cost Data.com $ = additional cost Sandbox – Developer, Configuration, Full Unlimited Tabs & Apps www.salesforcefoundation.org/translator Only, $ Full 5 Developer, 1Config ✔ 2,000 Custom Objects ✔ * includes 1GB of data and file storage
- 8. Help & Training Portal is your home base
- 9. local business unlimited online hours resources 1-800-NOSOFTWARE 2-day response time “Getting Started” online training
- 10. % We give to Purchase discount more additional nonprofits licenses Proceeds go back cycle of into the Foundation sustainabilit y
- 11. discounts on additional products 1-800-NOSOFTWARE
- 12. training and certification discounts
- 13. discounts on special salesforce events
- 14. access to nonprofit and higher ed specific users groups, events and webinars
- 15. discounts on participating Apps
- 16. Is this the right solution for my org?
- 17. “free like a puppy”
- 18. #SUCCESS the success equation + have a clear idea of what you want to accomplish with the technology + have a skilled technical resource or consultant dedicated to your implementation + have identified someone on staff who will serve as your System Administrator + have senior management who are planning on actively using the product + have an organization that is somewhat flexible and open to change
- 21. next steps • Start a 30-Day Trial • Determine if our solution is right for your organization • Check eligibility • Gather your information • Submit application
Notes de l'éditeur
- So what is salesforce.com? Salesforce.com is a trusted leader in cloud computing and customer relationship management or CRM as well as a respected pioneer in corporate philanthropy. Salesforce CRM is a platform that can be used to track and manage all the people, companies, programs and resources that you need to effectively achieve your mission.And cloud computing has a number of benefits that are particularly relevant to the nonprofit and higher ed communities. For instance, Cloud computing allows for:Reduced spending on technology infrastructure and capital costsAllows you to Access data anywhere you are via mobile or desktop devicesIt allows you to Scale as neededGives you access to Top rated security and uptimeAs well as access to Continued innovation – you don’t have to buy new versions as everyone is always on the latest version of the salesforceplatformTo learn more about cloud computing, check out a short video on cloud computing available via YouTubeAnd to learn more about salesforce product, check out the get started pages on the foundation website
- Through the Power of Us program, qualified nonprofit organizations will receive the products and resources needed to more effectively manage your constituents and programs including
- 10 salesforce.com enterprise edition licenses at no cost, deep discounts on additional licenses, products and/or services from salesforce.com,discounts on training,discounts on special events,access to nonprofit and higher ed specific users groups, events and webinars, and discounts on participating Apps and consulting partners from the AppExchange.
- When you are accepted into the Power of Us Program, your organization will receive your very own securesalesforce org with 10 Enterprise Edition licenses. A license is attached to a single user, so with 10 licenses, you could have 10 users logged on to your Salesforce org at one time. Your org or instance of Salesforce is the virtual space provided to an individual customer of salesforce.com. Your org includes all of your data and applications, and is separate and secure from all other orgs. ANIMATION:The Enterprise Edition is the most popular edition offered by salesforce.com and it includes access to a host of objects and tools that your organization can use to manage constituents, programs, volunteers, and lots more.
- In addition to the standard Enterprise Edition, Power of Us customers also get some extended limits including 2,000 custom objects, unlimited tabs and apps, and 1 configuration only sandbox. Download the Edition comparison document to see all the data objects and tools included in the Enterprise Edition.ANIMATION: If you are new to salesforce and want to learn more about what an object or a sandbox is please review our nonprofit translator at www.salesforcefoundation.org/translator
- Included with the Enterprise Edition is the salesforce.com Standard Success plan. Through the Standard success plan your organization will have access to the salesforce.com Help and Training portal which is where you can contact technical support, view online training modules, and get answers to your questions through our knowledge base, documentation, and online community.
- The Help and Training portal is also where you can log tech support tickets. Standard support allows you to submit non-critical cases through the portal with a guaranteed response time of two days and it is included with your 10 free licenses. If you want additional support with quicker response times or access to additional online training, you can purchase premiere support which is offered at a discount through the Foundation. If you are interested in premiere support, please call 1-800-NOSOFTWARE and ask to get connected with your account executive.
- The additional products available at a discount include salesforce.com products like service cloud licenses, force.com licenses, portal licenses and premiere support among others. We also offer deep discounts on salesforce.com owned products like Radian6 and data.com among others. ANIMATION: If your organization needs more than 10 licenses OR if you are interested in these additional products, please call 1-800-NOSOFTWARE to get connected to your Account Executive.
- Once you are accepted into the Power of Us program, you will also be eligible for deep discounts on salesforce.com training and certification.Courses in the United States and Canada are offered at a 50% discount off the list price. Discounts on salesforce.com training for nonprofits based outside of the United States and Canada vary by country. You can review the full class catalogue on the salesforce.com website under the services menu
- Nonprofit and higher ed institutions in the Power of Us program also have access to deep discounts on the cost of admission to some salesforce.com events like the annual Dreamforce conferenceDreamforce is the largest cloud computing event in the country and it includes 4 days of learning, networking with like minded users, and getting sneak peaks at the newest features and innovations on the platform.
- As a Power of Us participant, your organization will also have access to nonprofit specific user groups and nonprofit and higher ed specific events and webinars. The Foundation sponsors more than 30 nonprofit specific users groups around the world as well as a series of special events and webinars designed to help you connect with other users, learn how to get the most value out of our product, and generally contribute to prominent discussions in the nonprofit and higher ed communities.
- The AppExchange is Salesforce’s online marketplace for cloud computing applications. It is kind of like the Salesforce version of iTunes. The AppExchange is where you can find apps or solutions to extend your functionality like doing online donation processing or integrating with Quickbooks. The AppExchange includes tags to allow nonprofits to search for app providers that discount their paid apps to nonprofit organizations as well as consulting companies that offer discounted pricing for nonprofits. There are also free apps like the Foundation’s own Nonprofit Starter Pack.
- Salesforce is an incredibly powerful, incredibly scalable and incredibly customizable application. It is not, however, the right solution for EVERY organization. And we don’t want you to use our product because it is free. We want you to use our product because it will help you more effectively achieve your mission.
- One of our super users once said that getting 10 free licenses of salesforce was kind of like getting a free puppy. ANIMATION: While the puppy was free, it is going to require some investment of time, skill and money to get that puppy to grow into a well trained best friend.Essentially, salesforceisn’t a product that most organizations can turn on and start using effectively on day 1. Salesforce is an enterprise level solution and it requires some initial customization in order for you to get the most out of it. Most of that customization can be done in what we call a point-and-click interface, but effective customization requires some combination of either time, technical skill and/or a budget to hire a consultant.
- Over the last year or so, the Foundation has been researching what kinds of organizations are most successful using Salesforce CRM. In general, we’ve found that the organizations that are successful using Salesforce:have a clear idea of what they want to accomplish with the technologyhave a skilled technical resource or consultant dedicated to their implementationhave identified someone on staff who will serve as their System Administrator and the go to person for end users who need helphave senior management who are planning on actively using the producthave an organization is somewhat flexible and open to changeObviously, there are many exceptions to these generalities, but again, we want you to be best prepared to take advantage of this technology.
- The license discount and donation program is open to most 501c3 nonprofit organizations in the United States and Canada, but there are a few exceptions. Please review the eligibility requirements on our website carefully at www.salesforcefoundation.org/eligibility. There you can also review eligibility for organizations based outside of the United States.
- Your acceptance into the Power of Us program will be renewed annually. You must be actively using your licenses for them to be renewed. So please do not apply for the Power of Us program until you are ready to actively implement and use the licenses. You must also agree to and abide by our Master Service Agreement which can be found on our website at www.salesforcefoundation.org/msa
- In order to join the Power of Us program, start a trial of salesforce to determine if the product is a good fit for your organization. Your trial will become your live instance of salesforce once your application has been approved. You will have 30 days from the time you start the trial to complete the application. During the application process, you will be asked to locate your organizational ID. Your organizational ID is the number that is used to determine which trial will become your live org when your donation is processed. To find your organizational ID, login to salesforce, choose setup, admin setup and then company information. You will find the organizational ID on the bottom right side. If you do not complete the application within 30 days, we will assume that you are not interested in our product and your trial will expire. Any data entered into that trial will also be deleted. To request a trial extension, please email powerofus@salesforce.comYour donation application will be processed in 7 to 14 business days. Please do not contact us to verify the status of your application until after 14 business days. If you have questions about the application process, please contact powerofus@salesforce.com