Скачать презентацию Salesforce 101 14 NTCSalesforce 101 Kristi Phillips Exponent Скачать презентацию Salesforce 101 14 NTCSalesforce 101 Kristi Phillips Exponent

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Salesforce 101 #14 NTCSalesforce 101 Kristi Phillips Exponent Partners Salesforce 101 #14 NTCSalesforce 101 Kristi Phillips Exponent Partners

Kristi Phillips Exponent Partners Account Manager, Education Practice Exclusively Focused on Nonprofits EXPONENT PARTNERS Kristi Phillips Exponent Partners Account Manager, Education Practice Exclusively Focused on Nonprofits EXPONENT PARTNERS Contributed to the original NPSP Leading Salesforce. com Foundation® Partner 900+ Projects over the Past 10 Years Deep Social Sector Expertise Mission-Based B-Corp Proven Project Methodology Salesforce 101 Slide 1

In the next 90 minutes… • What is Salesforce. com CRM? • How can In the next 90 minutes… • What is Salesforce. com CRM? • How can non-profits leverage Salesforce? SESSION TITLE Slide 2

What is a Constituent Relationship Management (CRM) tool? Salesforce 101 Slide 3 What is a Constituent Relationship Management (CRM) tool? Salesforce 101 Slide 3

Ultimate Goal Re-engage Find Retain Attract Engage Win Salesforce 101 Slide 4 Ultimate Goal Re-engage Find Retain Attract Engage Win Salesforce 101 Slide 4

CRM: A return on investment • Decrease number of data silos • Reduce effort CRM: A return on investment • Decrease number of data silos • Reduce effort simply managing information • Reduce time documenting work Salesforce 101 Slide 5

CRM: A return on investment • Increase EFFICIENCY across organization • Increase COMMUNICATION & CRM: A return on investment • Increase EFFICIENCY across organization • Increase COMMUNICATION & TRANSPARENCY across teams • Increase ability to easily REPORT DATA • Improve ALLOCATION of RESOURCES • Increase real-time DECISION MAKING based on data Salesforce 101 Slide 6

Why Salesforce? Salesforce 101 Slide 7 Why Salesforce? Salesforce 101 Slide 7

What is Salesforce? Salesforce 101 Slide 8 What is Salesforce? Salesforce 101 Slide 8

Why Salesforce? Salesforce 101 Access Slide 9 Why Salesforce? Salesforce 101 Access Slide 9

Why Salesforce? Functionality Out of the Box Extendable Customizable Salesforce 101 Slide 10 Why Salesforce? Functionality Out of the Box Extendable Customizable Salesforce 101 Slide 10

Why Salesforce? Community Salesforce 101 Slide 11 Why Salesforce? Community Salesforce 101 Slide 11

Why Salesforce? Salesforce 101 Cost Slide 12 Why Salesforce? Salesforce 101 Cost Slide 12

Why Salesforce? Foundation 1% Time · 20, 000+ nonprofits · Equity · Product 530, Why Salesforce? Foundation 1% Time · 20, 000+ nonprofits · Equity · Product 530, 000+ hours service · Salesforce 101 $53 million+ grants Slide 13

In the next 90 minutes… • What is Salesforce. com CRM? • How can In the next 90 minutes… • What is Salesforce. com CRM? • How can non-profits leverage Salesforce? Salesforce 101 Slide 14

Salesforce 101 Slide 15 Salesforce 101 Slide 15

Next Steps • Apply for a donation • Develop the vision for your system Next Steps • Apply for a donation • Develop the vision for your system • Find an implementation partner Salesforce 101 Slide 16

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