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A Day in the Life of
a Fundraiser in
Nonprofit Cloud
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of
the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking
statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service
availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future
operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of
our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service,
new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or
delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and
acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and
manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization
and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our
annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and
others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be
delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available.
Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
Forward-Looking Statement
Statement under the Private Securities Litigation Reform Act of 1995
Speakers
Andrea Schiller
aschiller@salesforce.com
Senior Product Marketing Manager
Deb Brown
deb.brown@salesforce.com
Lead Solution Engineer
Mary Pustejovsky
mpustejovsky@salesforce.com
Senior Product Manager
Nonprofit Cloud
Fundraising on Nonprofit Cloud
The Many Hats of Fundraising
Roadmap Review
Questions
Agenda
Salesforce.org Nonprofit Cloud
Program Management
EngagementFundraising
npsp
Income Management
Donor Engagement
Reporting & Analytics
Program Delivery Grant Management
Community Portals
Advocacy
Impact Measurement
Donation Management
Marketing
Automation
#1
CRM
for nonprofits
Become a Connected Nonprofit
Fundraising With Nonprofit Cloud
Salesforce
Technology
Partner
Technology
Complete Platform for
Nonprofits
Salesforce.org
Technology
Raise More Resources with Nonprofit Cloud
Acquire, grow & retain your donor base
Fundraising Reporting &
Analytics
Personalized & Automated
Donor Journeys
Tailored Success Engagements &
Resources
Extend with Best in Class
Fundraising Apps
34%
Increase in donor
retention
Increase Gift Officer
Productivity
Full Donation Tracking &
Moves Management
Raise More Resources with Nonprofit Cloud
Fundraising
npsp
Income Management
Donor Engagement
Reporting & Analytics
Donation Management
+43%
funds raised
+34%
donor retention
Become a Connected Nonprofit
Day in the Life of a Fundraiser - You Wear Many Hats!
Day in the Life of a Fundraiser - You Wear Many Hats!
Donor Relationship Management
& Stewardship
Donor
Engagement
Donation
Management
Data Management
Fundraising Reporting
Hat 1: Donor Relationship Management
49%
confident they have adequate
technology to grow donor
relationship management*
*Nonprofit Trends Report
● Camp Kesem uses Salesforce to manage
constituents and events, process donations, and
run peer-to-peer fundraising campaigns
● Streamlined onboarding and management
processes across all chapters, and scaled from 43
to 105 college chapters, and collecting all the
data in NPSP
● Increased ability to grow, with a 345% increase in
funds raised from $2.2 to $9.8 million
Kesem is a
Unlocking growth to support children impacted by parent’s cancer with Salesforce
“Before, we were limited by the number of chapters we could
support; this year, we’re opening nineteen new chapters. That
just wouldn’t have been possible before.”
Cristin O’Leary Jones, Development Director
Hat 2: Donation Management
31%
embraced tactics to understand
giving preferences*
*Nonprofit Trends Report
● 2.3M fundraising transactions processed
annually with NPSP
● Marketing Cloud helps Barnardo’s segment to
support their 200 different pitches and
communicate with 3 million donors
● 86% more transactions processed, while
decreasing staff required to manage platform
from 11 to 2 people
Barnardo’s is a
Harnessing the power of data to uplift fundraising
“With Salesforce, we can raise more vital funds to
help vulnerable children.”
Rohan Putter, Deputy Director Of Fundraising,
Supporter Marketing, and Engagement
Hat 3: Donor Engagement
44%
successful at sending prospects
and constituents through a
journey*
*Nonprofit Trends Report
● Fully integrated strategy in 2016 with Nonprofit
Success Pack and Marketing Cloud, along with
integrated online constituent fundraising
● Marketing Cloud provides the ability to highly
target communications based on constituent data
● Gave monthly donors a better experience
and increased loyalty and retention
Smile Train is a
Personalized engagement timed across channels
Hat 4: Leverage the Data & AI
361%
use of artificial intelligence by
nonprofit growth projection*
*Nonprofit Trends Report
● Enable high-achieving underrepresented students
to graduate from top colleges
● Use the Nonprofit Success Pack & Form Assembly
to track scholars progress and track 8,000
contacts
● Use Sales Cloud Einstein to log and organize
activities, emails and notes, flag out of date
opportunities
SCS Noonan is a
Hat 5: Fundraising Reporting
42%
reporting impact back to donors is
a manual process*
*Nonprofit Trends Report
● Welcome 1.3+ million visitors per year,
Development team on Nonprofit Success Pack plus
an integrated online fundraising tool
● Moves management and real-time forecasting
managed using out of the box reports, dashboards
and Einstein Analytics
● Use campaign hierarchy to identify which activity
produced the strongest ROI
● VIP experiences managed on Salesforce
National Aquarium is a
Donor relationship management across the organization “Development is all about building relationships with
donors and strengthening their commitment to the
Aquarium, with NPSP, we have a 360-degree view of a
donor at any given time so we can continue to build and
cultivate these relationships”
Melanie Bricker, Director of Development Services
LEARN MORE
Session
Recording Coming
Soon!
Roadmap Sneak Peak: Batch Gift Entry
Streamline your data entry
Enter donation data, fast and mouse-free
Build and reuse templates
Use intelligence to prevent duplicate records
Increase staff efficiency
Optimize for clean and accurate data
Value
In Pilot
Roadmap Sneak Peak: Data Storage Optimizer
Efficiently manage large data volumes
Intelligently archive & restore opportunity data
Easily view archived data in a record
Einstein Analytics & Customizable Rollups ready
Admin Friendly
Salesforce Native: secure and reliable
Enhance Performance
Value
Looking for Pilot
Customers
Questions?
Super Session- A Day in the Life of a Nonprofit Fundraiser

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Super Session- A Day in the Life of a Nonprofit Fundraiser

  • 1. A Day in the Life of a Fundraiser in Nonprofit Cloud
  • 2. This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements. Forward-Looking Statement Statement under the Private Securities Litigation Reform Act of 1995
  • 3.
  • 4. Speakers Andrea Schiller aschiller@salesforce.com Senior Product Marketing Manager Deb Brown deb.brown@salesforce.com Lead Solution Engineer Mary Pustejovsky mpustejovsky@salesforce.com Senior Product Manager
  • 5. Nonprofit Cloud Fundraising on Nonprofit Cloud The Many Hats of Fundraising Roadmap Review Questions Agenda
  • 6. Salesforce.org Nonprofit Cloud Program Management EngagementFundraising npsp Income Management Donor Engagement Reporting & Analytics Program Delivery Grant Management Community Portals Advocacy Impact Measurement Donation Management Marketing Automation #1 CRM for nonprofits Become a Connected Nonprofit
  • 7. Fundraising With Nonprofit Cloud Salesforce Technology Partner Technology Complete Platform for Nonprofits Salesforce.org Technology
  • 8. Raise More Resources with Nonprofit Cloud Acquire, grow & retain your donor base Fundraising Reporting & Analytics Personalized & Automated Donor Journeys Tailored Success Engagements & Resources Extend with Best in Class Fundraising Apps 34% Increase in donor retention Increase Gift Officer Productivity Full Donation Tracking & Moves Management
  • 9. Raise More Resources with Nonprofit Cloud Fundraising npsp Income Management Donor Engagement Reporting & Analytics Donation Management +43% funds raised +34% donor retention Become a Connected Nonprofit
  • 10. Day in the Life of a Fundraiser - You Wear Many Hats!
  • 11. Day in the Life of a Fundraiser - You Wear Many Hats! Donor Relationship Management & Stewardship Donor Engagement Donation Management Data Management Fundraising Reporting
  • 12. Hat 1: Donor Relationship Management 49% confident they have adequate technology to grow donor relationship management* *Nonprofit Trends Report
  • 13. ● Camp Kesem uses Salesforce to manage constituents and events, process donations, and run peer-to-peer fundraising campaigns ● Streamlined onboarding and management processes across all chapters, and scaled from 43 to 105 college chapters, and collecting all the data in NPSP ● Increased ability to grow, with a 345% increase in funds raised from $2.2 to $9.8 million Kesem is a Unlocking growth to support children impacted by parent’s cancer with Salesforce “Before, we were limited by the number of chapters we could support; this year, we’re opening nineteen new chapters. That just wouldn’t have been possible before.” Cristin O’Leary Jones, Development Director
  • 14. Hat 2: Donation Management 31% embraced tactics to understand giving preferences* *Nonprofit Trends Report
  • 15. ● 2.3M fundraising transactions processed annually with NPSP ● Marketing Cloud helps Barnardo’s segment to support their 200 different pitches and communicate with 3 million donors ● 86% more transactions processed, while decreasing staff required to manage platform from 11 to 2 people Barnardo’s is a Harnessing the power of data to uplift fundraising “With Salesforce, we can raise more vital funds to help vulnerable children.” Rohan Putter, Deputy Director Of Fundraising, Supporter Marketing, and Engagement
  • 16. Hat 3: Donor Engagement 44% successful at sending prospects and constituents through a journey* *Nonprofit Trends Report
  • 17. ● Fully integrated strategy in 2016 with Nonprofit Success Pack and Marketing Cloud, along with integrated online constituent fundraising ● Marketing Cloud provides the ability to highly target communications based on constituent data ● Gave monthly donors a better experience and increased loyalty and retention Smile Train is a Personalized engagement timed across channels
  • 18. Hat 4: Leverage the Data & AI 361% use of artificial intelligence by nonprofit growth projection* *Nonprofit Trends Report
  • 19. ● Enable high-achieving underrepresented students to graduate from top colleges ● Use the Nonprofit Success Pack & Form Assembly to track scholars progress and track 8,000 contacts ● Use Sales Cloud Einstein to log and organize activities, emails and notes, flag out of date opportunities SCS Noonan is a
  • 20. Hat 5: Fundraising Reporting 42% reporting impact back to donors is a manual process* *Nonprofit Trends Report
  • 21. ● Welcome 1.3+ million visitors per year, Development team on Nonprofit Success Pack plus an integrated online fundraising tool ● Moves management and real-time forecasting managed using out of the box reports, dashboards and Einstein Analytics ● Use campaign hierarchy to identify which activity produced the strongest ROI ● VIP experiences managed on Salesforce National Aquarium is a Donor relationship management across the organization “Development is all about building relationships with donors and strengthening their commitment to the Aquarium, with NPSP, we have a 360-degree view of a donor at any given time so we can continue to build and cultivate these relationships” Melanie Bricker, Director of Development Services LEARN MORE Session Recording Coming Soon!
  • 22. Roadmap Sneak Peak: Batch Gift Entry Streamline your data entry Enter donation data, fast and mouse-free Build and reuse templates Use intelligence to prevent duplicate records Increase staff efficiency Optimize for clean and accurate data Value In Pilot
  • 23. Roadmap Sneak Peak: Data Storage Optimizer Efficiently manage large data volumes Intelligently archive & restore opportunity data Easily view archived data in a record Einstein Analytics & Customizable Rollups ready Admin Friendly Salesforce Native: secure and reliable Enhance Performance Value Looking for Pilot Customers