Kao Consulting Inc.

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Archive for ‘Salesforce.com Non-Profit / Foundation’


Salesforce.com for Non-Profits: Overview

Thanks go out to Steve Andersen at ONE/Northwest, a consulting firm that does a lot of work with nonprofits, for his 1-page summary for non-profits researching Salesforce for their organization.

Is Salesforce.com right for your Nonprofit?

This document is meant to be a starting point for nonprofits in making their decision whether Salesforce.com is a good choice for their organization. It will give some introduction to what Salesforce.com does, and the benefits and risks involved in using it.

What is Salesforce.com?

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Nonprofit Products for Salesforce.com

If you’re a nonprofit that is using Salesforce, or thinking of using Salesforce.com’s Nonprofit Edition for your organization, make sure you check out their AppExchange partners that provide non-profit discounts for their solutions. This information is listed on the Salesforce.com Foundation page for now, but grassroots efforts are underway to list this information in a Google Group where it can be more searchable. Stay tuned.

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Create Salesforce Tasks Using Jott.com

The folks at the consulting firm, MK Partners, created a quick and easy connector between Jott.com and Salesforce.

Jott.com is a free service that allows users to call a phone number, leave a voice message for someone (including yourself), and then converts the message from speech-to-text, and either emails or text messages it to the recipient.

The MK Partners code allows you to leave a message for yourself, which then generates a task in Salesforce for you to complete. Pretty nifty. (And, if you’re somehow using Jott and Salesforce and David Allen’s Getting Things Done approach to organizing things, I’m sure this will come in handy, too.)

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Email Template for Salesforce.com/Google Integration

Thanks go to Steve Andersen who works for ONE/Northwest and runs the gokubi.com website, for contributing a helpful email template for clients (and that can be modified for in-house users). This tells people about Salesforce.com’s Salesforce for Google Apps functionality, which was officially announced today.

What is Salesforce for Google Apps? Read the template for a great breakdown of the possibilities for your business:

Hi {!Contact.FirstName},

Salesforce has a Google Apps integration that is available at no charge: http://www.salesforce.com/products/google/apps/

Since you are currently using Google Apps I would suggest taking a look at what’s involved.

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