3. Introducing…

4. Agenda
• Salesforce.com Overview & Benefits
• HandsOn Connect Features
• Implementation Costs
• Questions

5. About Salesforce.com

6. Who is Salesforce.com?
Who is Salesforce.com?

7. Salesforce.com brought companies To The Cloud …
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72,000+
72,000+ Paying Customers
1,500,000+ Subscribers
1st Billion Dollar Cloud Company
January 31, 2009
2001 2002 2003 2004 2005 2006 2007 2008 2009
Fiscal Year
Fi l Y
Technology Best CRM & Market Leader Leader & Top 100 Top Ten
of the Year On-Demand Enterprise CRM Visionary Innovative Disruptors
Platform Companies

8. And created the world’s first 1/1/1 Corporate Philanthropy Model
1% Time Over 200,000 hours of community service
1% Equity Over $20 million in grants
1% Product Used by 8,2000+ nonprofit organizations
+
Corporate Citizen of #7 Top 100 Best Excellence in Award for Using 2007 World’s Excellence in
the Year Award Corporate Giving IT to Benefit Most Ethical Corporate
Committee Encouraging Citizens Codie Awards Society Companies Volunteerism
Corporate Philanthropy Business Ethics Computerworld Ethisphere Points of Light/Hands On
Magazine National Award

9. In Times Like These, Nonprofits Need A New Approach
I Ti Lik Th N fit N d A N A h
Low cost Low risk Scalable Fast Results

10. Serving Nonprofits of Every Shape and Size

11. Nonprofit Customers Report Real Impact
Source: Salesforce.com Customer Relationship Survey conducted
June 2009, by an independent third-party MarketTools Inc on
6,000+ Customers randomly selected.

12. Fundraising in the Cloud
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Donors & Households Real-time Analytics
Everything you need to know about every Move with speed and efficiency with the
donor – all in one place
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Affiliations Email & Productivity
Learn how everyone is connected to make Work seamlessly with the tools you already
stronger connections with your supporters use everyday
Marketing & Leads Content Library
Run and track campaigns across all No more aimless searching…all of your
channels and know where to invest next collateral, right at your fingertips
Donations & Recurring Gifts Social Media Integration
Manage one-time and recurring donations Wherever your supporters are, you’ll be there.
from pledge to collection Join the conversation
ECommerce Volunteer & Event Management
Quickly set-up and manage online Set-up volunteer tracking and events with the
payments from your donors most usable CRM for nonprofits

13. Managing Your Mission in the Cloud
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Constituents Social Impact Metrics
Everything you need to know about all of Lay out your plan for affecting social change,
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your constituents – donors, board
, and measure it and report it to y
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members, staff, volunteers and clients your board and your supporters
Flexible Database Program Management
Easily set up our database to manage your With management and tracking tools you can
data with wizards that walk you through
d ih i d h lk h h make sure all of the programs you’re running
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the process to meet your mission are on track
Visual Process Manager Volunteer & Event Management
Design and automate any process or Need help to achieve your mission? Set-up
workflow needed to execute your mission volunteer tracking and events with the most
without code usable CRM for nonprofits
Real-time Websites Email & Productivity y
Get your mission on the web. Quickly and Work seamlessly with the tools you already
easily build and run any Web site or Web use everyday
application

14. Why Salesforce.com
Why Salesforce com
Best in class, industry standard, on‐demand CRM platform
• 70,000+ Corporate and 8,000+ Nonprofit customers
• O
Over $30MM invested in Salesforce.com platform over past 10 years, with new
$30MM i t di S l f l tf t 10 ith
features added frequently through quarterly release schedule.
Exceptional commitment to the nonprofit community
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• Unique Philanthropy Model ( 1 : 1 : 1 )
• Salesforce.com Nonprofit Edition + 10 user licenses free to all nonprofits
Robust Technical Foundation
R b T h i lF d i
• Hosted database and development platform
• Open source platform with collaborative development community (App Exchange)
• CRM capabilities increase volunteer acquisition and retention
CRM capabilities increase volunteer acquisition and retention
Unanimous Recommendation for Salesforce.com
• Made by Technology Task Force after significant client input and hundreds of hours
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of research defining requirements and evaluating technical partners /platforms.

15. About HandsOn Connect

16. HandsOn Connect What is it?
HandsOn Connect ‐ What is it?
• HandsOn Connect is a full lifecycle volunteer management platform
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that expands your capability to manage, track and report on people,
programs, trainings and volunteer opportunities in real time.
• HandsOn Connect incorporates decades of best practices in
volunteer management from HandsOn Network and our affiliates.
• Is available to any organization that wants a comprehensive data
management system for volunteer engagement and project
management without the need to buy and update software or
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hardware.

17. HandsOn Connect What does it do?
HandsOn Connect ‐ What does it do?

18. Some of the key features of HandsOn Connect include:
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• Customizable web presence, with • Registration and tracking of
a portal for volunteer engagement volunteer activities
and management
• Verification of volunteer activity
• User friendly site control panel for and hours reporting
creating and editing web pages
and posting content • Search capabilities for volunteers
by skill
• Creation and management of
volunteer opportunities • Engagement and management of
volunteer teams
• Sophisticated search capabilities to
find volunteer opportunities • Communication capabilities for
nonprofits and volunteers

19. Customizable to support desired branding
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20. Homepage
• Entry point for Volunteers
and Organizations
and Organizations
• Easy content
management using
WYSIWYG page editor
• Integrates with social
media, such as WordPress
media such as WordPress
blogs and Facebook

21. Opportunity Search
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Volunteers have robust search capabilities
that allow them to filter search results by:
• Keyword
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• Distance from Zip Code
• Opportunity Date Range
• Volunteer Availability
• Beneficiary
• Organization
• Special Population
• Age Group
• Gender served
• Social Issue Area addressed
• Skills Required by project
• Type of Volunteer Activity
• Special Event designation
• Target Audience
• Invitation Code – for reserved service
Invitation Code for reserved service
opportunities
• By Volunteer Age Range
• Appropriate for Groups
• Appropriate for Court‐Ordered Service

22. Opportunity Details
Opportunity Details
• User can view the description of a volunteer
opportunity along with details such as the
time and date, location, number of
time and date location number of
volunteers needed, special requirements, etc.
• If there are other active occurrences of the
opportunity, the user will find a link that will
opportunity the user will find a link that will
take them to the search results showing all
other active occurrences of the opportunity
• The user can also promote the activities that
The user can also promote the activities that
appear on the website using the social media
sharing widget on each volunteer opportunity
detail page, or via the search widget that can
be embedded into external websites.
• Depending on the registration type, the
opportunity will either display a button to
“sign up” or “express interest” along with
options for teams.

23. Volunteer Opportunity Calendar
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Volunteers can also use the color‐coded, monthly calendar view to identify
volunteer opportunities, special events, trainings, educational programs, fundraisers
and other activities of interest.

24. Volunteer Registration
Volunteer Registration
• New users complete the registration form
with minimal required information (which
can include custom questions you create),
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and optionally answer demographic
questions and upload a photo
• A new contact record is added to your
database and workflows are triggered as
appropriate
• A confirmation page is displayed and
confirmation email is sent to the new user
• The user is logged in and can now modify
their user profile, join/create teams, define
their skills, and sign‐up for volunteer
opportunities and other service activities
opportunities and other service activities

25. Volunteer Account Profile
• User’s personal info photo
User s personal info, photo
(optional), location|
• I l d Skill P fil t
Includes Skill Profiles to specify
if
areas of expertise or certification
• E t i
Entering of day/time availability
f d /ti il bilit
• Provides volunteers access to
verified service history
ifi d i hi t

26. Volunteer Activity Management
Volunteer Activity Management
Logged in user can view and manage their volunteer activity including:
• T t l
Total number of hours served
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(full volunteer history from all
HandsOn Connect clients as PDF)
• All upcoming service opportunities
(with option to remove themselves;
team captains can modify team
participation)
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• All past volunteer opportunities
they participated in (with ability to
they participated in (with ability to
provide feedback or request hours
served to be reported)

27. My Teams Overview
My Teams Overview
Logged in user can view and manage team activity details including:
• Pending team invitations
(accept or decline invitation)
( d li i i i )
• Teams Members can remove themselves
from teams
Team Captains:
• Add/Remove team members
• Email team members
Email team members
• Modify team participation
• View contact info, status, and hours served
for all team members
• Promoting team members
to co‐captain
• Delete team

28. Partner Organization Registration
Partner Organization Registration
• Partner provides organization
Partner provides organization
contact info, uploads logo, and
submits registration
• Organization record, and contact
record(s) are created and
applicable workflow is triggered
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• Confirmation page is displayed
and confirmation email is sent
and confirmation email is sent

29. Volunteer Leader & Partner Organization Portal
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Partner Organizations and Volunteer Leaders you designate will manage
service activities they are assigned and be able to:
• Edit d d t
Edit and update select details of the volunteer
l t d t il f th l t
opportunity, occurrences, location, etc.
• View/Edit select details of related Contact
records, and Connection records for tracking
attendance and reporting hours
• Print check‐in sheets for on‐site
attendance tracking
• View pre‐defined reports
• Search for volunteers based on their skills and
send invitations

30. HandsOn Connect includes a robust reporting tool that
clients can use to create their own reports, and also includes
l h d l l d
a set of pre‐built report templates. These reports include:
Volunteer Reports
V l t R t Volunteering Reports
V l t i R t Overall Metrics
O ll M t i
All active volunteers All active volunteering Total service hours across
opportunities all opportunities
Volunteering activity by Feedback received on Overall volunteering
volunteer past opportunities metrics by:
Volunteering service Attendee lists for •Audience
hours by volunteer
hours by volunteer volunteer opportunities
volunteer opportunities •Impact Area
•Impact Area
Volunteer Demographics Location and directions •Self Managed vs.
for each opportunity partner managed
Skills of each volunteer
Skill f h l t Coordinators for each
C di t f h O i ti
•Organizations
opportunity Served
Volunteering Teams Opportunity Status Top volunteers (by #
(confirmed/pending etc)
(confirmed/pending etc) opportunities & hours)
opportunities & hours)

31. Implementation Costs
I l t ti C t
• Yearly Product Licensing costs – (annual fee) $2,000 ‐ $10,000
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Discounts available based on nonprofit status, affiliate status and
program budget size
• Training and technical deployment costs ‐ (one time) $1,500 ‐ $4,500
Discounts available based on nonprofit status, affiliate status and
program budget size
• Yearly Salesforce licensing costs (payable to salesforce.com)
• 9 admin licenses included with nonprofit edition ‐ additional
9 admin licenses included with nonprofit edition additional
admin licenses $360 per staff person per year
• 5000 volunteer logins per month included
• 500 partner organization / Project Leader logins per month
500 partner organization / Project Leader logins per month

32. Questions?
Mnelson@HandsOnNetwork.org