Track Nonprofits, Education Public Sector

Connect with the Community Track: Nonprofits, Education & Public Sector Steve Andersen Lisa Glass Kornstein, MSW Marc Baizman Safe Harbor Statement “Safe harbor” statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forwardlooking statements including but not limited to statements concerning the potential market for our existing service offerings and future offerings. All of our forward looking statements involve risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions proves incorrect, our results could differ materially from the results expressed or implied by the forward-looking statements we make. The risks and uncertainties referred to above include - but are not limited to - risks associated with possible fluctuations in our operating results and cash flows, rate of growth and anticipated revenue run rate, errors, interruptions or delays in our service or our Web hosting, our new business model, our history of operating losses, the possibility that we will not remain profitable, breach of our security measures, the emerging market in which we operate, our relatively limited operating history, our ability to hire, retain and motivate our employees and manage our growth, competition, our ability to continue to release and gain customer acceptance of new and improved versions of our service, customer and partner acceptance of the AppExchange, successful customer deployment and utilization of our services, unanticipated changes in our effective tax rate, fluctuations in the number of shares outstanding, the price of such shares, foreign currency exchange rates and interest rates. Further information on these and other factors that could affect our financial results is included in the reports on Forms 10K, 10-Q and 8-K and in other filings we make with the Securities and Exchange Commission from time to time. These documents are available on the SEC Filings section of the Investor Information section of our website at www.salesforce.com/investor. Salesforce.com, inc. assumes no obligation and does not intend to update these forwardlooking statements, except as required by law. Leverage the Community Succeed & Help Others Do the Same Today, our community leaders will help you:   Learn how your peers are benefiting Learn ways you can get involved Web Foundation Resources Blogs Salesforce Blogs Gokubi.com Forums Salesforce: Nonprofits User Groups Nonprofits Salesforce Ideas Mom At Home NonprofitCRM NPSF Best Practices PocketSOAP All those blog comments Regular Community Leadership Panel Moderated By: Bryan Breckenridge Director, Nonprofits and Education salesforce.com / Salesforce.com Foundation Steve Andersen Director of CRM Solutions Lisa Glass Kornstein, MSW Director, Collaborative Enterprise Marc Baizman Manager of Information Technology Steve Andersen Director of CRM Solutions All About ONE/Northwest ONE/Northwest is a not-for-profit consulting firm that helps environmental groups connect with people. We are a change agent dedicated to helping communities thrive in harmony with their natural surroundings. • INDUSTRY: Nonprofit Strategy Consulting • • • • EMPLOYEES: 22 GEOGRAPHY: Northwest USA, Southwest Canada # USERS: 585 PRODUCT(S) USED: Salesforce CRM SFA, Service & Support, Vertical Response, 35 custom objects, VisualForce and Apex Nonprofit Salesforce.com Practitioners – Google Group - http://groups.google.com/group/npsf – Implementers, Administrators and Users – 423 members Interesting Discussions  The nonprofit template and Firefox 3  Salesforce and Quickbooks  Handling Membership  Person Accounts vs. the Nonprofit Template  Split Gifts  Client Tracking What Works  Getting questions answered What Doesn’t  More focused on implementers than on novices  Could benefit from more leadership investment  Plenty of listeners, not enough posters  Connection to others with similar interests  Updates on Salesforce CRM latest developments  Connect with salesforce.com staffers  Very little spam Quick stats… Roles of Members In what sector do you work? How satisfied are you with NPSF? Quotes from members NPSF has been a great way to hear about the latest developments in Salesforce CRM for non-profits as well as learn about new, innovative ways to customize Salesforce CRM especially for the needs of non-profits. I have appreciated being kept up to date about issues in the new NP template, events in the area and also general thoughts on best practices as it applies to the NP universe. I like the broad range of participants/org roles. I also think that it is great to correspond directly with salesforce.com employees, this is an invaluable networking opportunity and provides insight into the future and direction of salesforce.com. Call to Action 1. Join NPSF! http://groups.google.com/group/npsf 2. Join the discussion! 3. Share your ideas and challenges! Lisa Glass Kornstein, MSW Director, Collaborative Enterprise The Solid Foundation The Solid Foundation is dedicated to empowering social service organizations with the tools and technology to solve critical issues. We facilitate collaboration in order to increase quality and decrease costs of technology solutions so our clients achieve maximum impact. • INDUSTRY: Nonprofit implementation services • SECTORS SERVED: Microenterprise, Sustainable Development, Affordable Housing, Eldercare, Insurance, Healthcare SERVICES: Application Distribution, Implementation Workshops, Outcome Analysis, Volunteer Matching PRODUCT(S) USED: Salesforce CRM SFA, Visualforce, Apex, Partner Portal, AppExchange partners • • About – Networking/ Learning Group – Led by a Volunteer User – For the Nonprofit Industry – Nonprofit User Groups: 9 Current Locations US Cities • Bay Area • Boston • NYC • Philadelphia – Members: 688 – Meetings since May ‘07: 48 – Average Meeting Size: 16 – Frequency: Most meet monthly • San Diego • Seattle • Washington DC Outside US • Israel • UK What do User Groups do? – Discussions • User Adoption, Education sector – User Showcases • Center for American Progress: S-controls and APEX, Young Enterprise Alliance: NP Template, C3: org charts, COA – Partner Presentations • Google, Vertical Response, Convio, Paypal, Conga, Appirio – Answer Questions • LYBUNT report (gave Last Year But Unfortunately Not This) – Speakers from salesforce.com and Salesforce.com Foundation – What do you want your User Group to do? What do Members get out of the User Group? – Meet people from similar organizations – Connect with others who are going through similar issues – Have your finger on the pulse of what’s happening in the Nonprofit Salesforce.com community – Learn new features of Salesforce CRM – Extend current implementation – “My co-workers call this my support group.” User Group Blogs & Sign up http://usergroups.salesforce.com/ Call to Action  Join a local Nonprofit User Group!  Contribute your ideas!  Start one!  View blogs & sign up: http://usergroups.salesforce.com/  Drop a business card Marc Baizman Manager of InformationTechnology All About Organization – Root Cause Root Cause is a nonprofit organization that advances enduring solutions to social and economic problems by supporting social innovators and educating social impact investors. We do this through business planning and implementation, leadership development, research, and the creation of networks that unite the public, private, and nonprofit sectors. • INDUSTRY: Nonprofit – Capacity Building • • • • EMPLOYEES: 31 GEOGRAPHY: Cambridge, MA # USERS: 15 (soon to be more…) PRODUCT(S) USED: Salesforce CRM SFA, Service & Support, Vertical Response, DemandTools, FormAssembly, Google Calendar Sync Web Foundation Resources Blogs Salesforce Blogs Gokubi.com User Forums Groups Salesforce: Nonprofits Nonprofits Salesforce Ideas Mom At Home NonprofitCRM NPSF Best Practices PocketSOAP All those blog comments Regular http://www.salesforcefoundation.org/resources http://blogs.salesforce.com/blogs http://community.salesforce.com/sforce/board?board.id=Non-Profits How can you keep up? Look for RSS symbol! Tools: Some great RSS Readers! http://www.google.com/reader http://www.bloglines.com http://www.newsgator.com/individuals/default.aspx Screenshot of my Google Reader Call to Action: Join the conversation! More Resources and Blogs. Resources: Sites, Discussion Forums, Blogs!  Salesforce Foundation: http://www.salesforcefoundation.org/resources  Community! www.salesforce.com/community  Discussion Forums: http://community.salesforce.com/sforce/board?board.id=NonProfits  IdeaExchange: http://ideas.salesforce.com/popular/nonprofit  Best Practices: http://www.salesforce.com/community/crmbest-practices/  Blogs next slide Resources: Blogs Blogs and more Blogs!  SFDC Blogs: Official, Nonprofit, Analytics, User Groups, Dev  www.gokubi.com - Steve Andersen, sitting next to me   www.momathome.com - Judi Sohn  www.nonprofitcrm.org - NPower network  www.pocketsoap.com - Simon Fell, Mac geek at SF  sfdc.arrowpointe.com - Scott Hemmeter (Arrowpointe Maps)  www.salesforcewatch.com - SF rumors, updates  www.salesforcetimes.com - Adam Killam, Vancouver admin  www.pipelime.com - app developer, geeky and fun Session Feedback Let us know how we’re doing and enter to win an iPod nano! 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