An information package for Education customers in ANZ who are considering planning, evaluating, trialing and applying for the Salesforce.com Foundation 10 x CRM Licenses Donation.

1. www.salesforcefoundation.org/intl
@tetsuwandrew
Drew Smith
Product Program Manager, Asia Pacific
Become a Student Campus
The Salesforce Education Donation and Discount License Program

2. #1 in Cloud Computing and Customer Relationship
Management
#1
Sales, Service,
Marketing
Cloud
Computing
Innovation
2011, 2012

3. 1%
Time • Equity • Product
445,000+
Hours Service
18,000
Non-profit
organizations
$40 M+
Grants

4. Education Donation: Power of Us
• 10 Foundation Enterprise Edition licenses at no cost
• Deep discounts on additional licenses and/or services
from Salesforce.com
• Discounts on Training, Events, Apps and participating
Partner implementations

5. Education Donation: Eligibility in ANZ
Australia
• Multi-campus Universities, Self-Accrediting Higher Education
Institutions and State & Territory Accredited Higher Education
Institutions with Charitable Tax Concession Status and registered as a
Charitable Institution on the Australian Business Register (ABR).
New Zealand
• State-Owned Tertiary Institutions: Universities, Colleges of Education,
Polytechnics and Wānanga.

6. Taking a Closer Look: Salesforce CRM
Constituent Management: Get a complete picture of your students, alumni, donors and
other constituents in one place
Donation and Membership Management: Manage the donation cycle from pledge to
payment including individual donations and standardise the process
Team Collaboration: Connect to your whole organisation and leverage expertise, smarter
information sharing, real-time updates and it’s all available on the mobile also
Mobile Workforce: Salesforce's mobile capabilities keep you connected so you can log
calls, respond to prospects, donors and faculty, and access vital information like giving
history, prospect information, and reports and dashboards wherever you are
Student Recruitment & Marketing: Manage and track campaigns across all channels from
prospect to student, alumni, or donor.
Scalable: Need to do more? Download apps from our AppExchange, develop yourself or
have a Partner assist to create automation unique to your organisation
Mobile Workforce: Get an at-a-glance, personalised view of your institution, all in real time

7. Next Steps and Resources

8. Join Our Program for Change
1 2 3 4
Plan Your
Implementation
Apply for the
Donation!
Check Your
Eligibility and
Resources
Take Out a 30-
Day Trial

9. Step 1: Planning Your Implementation
Document a clear idea of what you want to achieve with your Salesforce
CRM
Spend some time determining how you want your organisation to work and
translate those ideas into processes and or workflows you’d like to see in
salesforce.
Workbook: Getting Started Workbook
Decide on Key People and Implementation Plan
You require a champion:
- Take the time to consider how your key person will be trained up and skilled to
champion the use of salesforce internally.
Help Resources: Getting Started Resources for Nonprofits
Executive and/or Board buy-in and support
Ensure that you have the full support of the Board and Management Team to
ensure elements such as budget, scope and adoption.

10. Step 2: 30 Day Free Trial
Who Should Use This?
Organisation who want to track
individual donors out-of-the-box
Organisations who want complete
control over their customisation
Whats the Difference?
Enterprise Edition + FREE Nonprofit
Stater Pack (NPSP)
Native Enterprise Edition
FREE 30-Day Trial
Pre-configured for Donor
Management
“Clean” Slate

11. Step 3: Check Everything is in Order Including
Eligibility Documentation
a.
• Have an Active Trial Organisation ID
• Please contact Drew directly if you need to extend your trial:
drew.smith@salesforce.com
b.
• Identify a member of staff to be the named System
Administrator
• Secure authorisation from your Board and/or Management
Team
c.
• Have your eligibility documentation prepared for submission
• Prepare the required documentation to confirm eligibility: on
page 5

12. Step 4: Apply for the Donation
24-48hr Turnaround on Applications

13. Review of Resources Available to You
Step 1 - Planning Your Implementation
Step 2 - 30 Day Free Trial
Step 3 - Check Everything is in Order Including Eligibility Documentation
Step 4 - Apply for the Donation
Nonprofit Self-HELP: Getting More Help
Salesforce Getting Started Information: Getting Started Series
Face-To-Face Training: Administration Essentials
Webinars: Enlightenment Series Webinars
Premier Support Plan: Premier Support Details
Salesforce Foundation Education YouTube Channel: YouTube Information

14. FREE Webinars, Training and Premier Support Plans
Free
Webinars
Getting
Started
Register Here
Discounted
Training
Up to 75% off
Face-Face
Classes
What: Here
Discounted
Support
Plans
Up to 50% off
Premier
Support Plans
What: Here
To know more email your Account Executive or Drew Smith directly