WELCOME! Webinar on roundcorner's donor engagement platform roundcause. with Childfund International, IRC, Salesforce Foundation and roundcorner

Transcription

1 WELCOME! Webinar on roundcorner's donor engagement platform roundcause with Childfund International, IRC, Salesforce Foundation and roundcorner Please stand by, we will get started soon. NOTE: Audio should work automatically through your PC as you sign in Please alert host via Chat window if you cannot hear anything Webinar series sponsored by:

2 Housekeeping Please alert host via the Chat if you cannot hear anything Questions posted via WebEx Chat and Q&A windows will be addressed during discussion session Look for a follow-up Link to recording and collateral on NetHope Solutions Center Contacts: Suzanne DiBianca sdibianca@salesforce.com David Goodman david.goodman@rescue.org Scott Lemler slemler@childfund.org Daniel Lammot dan.lammot@roundcorner.com Anthony Ruebner aruebner@salesforce.com Taksina Eammano taksina@roundcorner.com Webinar series sponsored by: We encourage further collaboration on the NetHope Solutions Center

3 Agenda Suzanne : Opening remarks Salesforce Foundation David & Scott: NetHope members perspectives; goals & objectives Dan: roundcause overview and demonstration All: Discussion - Q&A Webinar series sponsored by:

4 Become a Connected Nonprofit Connect Your Community. Prove Your Impact. Suzanne DiBianca President salesforce.com Foundation

5 Salesforce.com Safe Harbor Safe harbor statement under the Private Securities Litigation Reform Act of 1995: 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 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, 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, risks associated with 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 quarter. This document and others 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 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.

6 Our 1:1:1 Model 1 % Product Time Equity 22,000+ Nonprofit Organizations 580,000+ Hours Service $53M+ Grants 1:1:1 Model Adopted by

7 Our 1:1:1 Social Enterprise Model Products: Resources: Time Technology Innovation Best-in-Class Technology Nonprofits Grants Communities Higher Ed Employee Giving / Volunteering

8 For the First Time: A True End-to-End Nonprofit Solution Engage & strengthen your community Connected Nonprofit Raise more funds Communicate more effectively Deliver better programs & services

9 Our Commitment to Nonprofit Success Through Investments In: New partnerships and technology Expanded training and support Scaling staff and infrastructure

10 NetHope Member Perspectives: David Goodman International Rescue Committee Scott Lemler ChildFund International Webinar series sponsored by:

11 Project Update - CRM Current State External Relations Digital Raiser s Edge Donors Manual Data Imports & Exports Manual Data Imports & Exports Existing Instance Information & Ops USP Volunteer Management 11 From Harm to Home Rescue.org

12 Project Update CRM Drivers Push Factors Pull Factors Multiple fundraising systems are inefficient and require significant effort to maintain data integrity Blackbaud may stop supporting PIDI as part of their strategy CRM Program Rich and easily accessible data would allow better analytics, to help save costs and identify opportunities Single open platform would enable us to take advantage of other easily-integrated software applications 12 From Harm to Home Rescue.org

13 CRM Value Value from new CRM Ability to target direct mail recipients based on previous responses Identify first time donors and proactively retain them Develop 360 degree view of repeat donors and ensure long term retention Provide coordinated online and offline service for sustainers so that donations do not drop off Manual data imports, exports and manipulation no longer required Impact Reduce mail handling costs while maintaining same response $ value Increase in revenue Increase in revenue Increase in revenue Decrease in running costs 13 We are using an assumptions-based approach to quantify the CRM value

14 roundscope CRM Target State - Simplified salesforce: CRM platform that stores all donor and related information, which can be easily accessed online anytime from anywhere, and can be extended beyond CRM External Relations Digital roundcause roundcause: browser-based fundraising software created specifically for non-profits, that extends the standard Salesforce platform and uses Salesforce data Information & Ops Single Instance Donors roundscope: business intelligence tool that uses both Salesforce and rounddata information for historical analysis, metrics monitoring and predictive modeling to turn information into knowledge rounddata USP Volunteer Management 14 From Harm to Home Rescue.org rounddata: datawarehouse that can be used to store historical information in an easily-accessible, seamless way to minimize our data storage costs

15 Goal: Support the evolution of relationships that are key to ChildFund s future fundraising, sponsorship and program efforts. ChildFund Confidential Do Not Copy 15

16 Success Criteria Strengthen and increase Relationships Between contacts (donors, beneficiaries), projects, ChildFund, more relationships = more opportunities Close more Opportunities Projects, proposals, revenue acquisition mechanisms, quicker time to market Streamline Communications One source of truth multiple views Visibility into what other people are doing Increase effectiveness of Operations Enterprise process flow Move money more easily Project management disciplines Solution Scope of Activities Information Linkages Contact /Account Management Opportunity Management Interaction Management Financial Management 16

17 We enable our customer s missions by imagining and delivering the world s best Nonprofit CRM native on Salesforce.com

18 Our Product 10 years with Salesforce San Fran Philly Boston NYC Salesforce.com Investment roundcorner provides best-inclass enterprise donor management solutions, and we will continue our joint efforts to bring the innovation that so many nonprofits have long struggled to find. Suzanne DiBianca - President, SF Foundation Customers Nonprofits Foundations Higher Education 100% Cloud Mobile Social

19 A single application with The Right Data Model for a Single Source of the Truth The Right Business Processes to enable more personal Constituent Centric engagement. Unifying the best of traditional nonprofit business practices with the future of nonprofit donor engagement all native on Salesforce.

20 roundcorner Customers

21 Q&A Discussion Webinar series sponsored by: