Integrating your website with Salesforce: Nonprofit Roundtable of Greater Washington
1. Integrating your website with Salesforce
Nonprofit Roundtable of
Greater Washington
www.nonprofitroundtable.org
2. Nonprofit Roundtable of Greater Washington
An alliance of over 300 nonprofits and community
partners working in health and human services,
education, the environment, the arts and more to
improve the quality of life for all in the Greater
Washington region.
"Together we solve problems that no organization
can solve alone."
3. Priorities for Nonprofit Roundtable
1. Unified branding but unique content for individual
audiences for each of three entities: Nonprofit
Roundtable, Nonprofit NoVA, and Nonprofit
Montgomery
2. Easily updatable, engaging website
3. Online member management integrated with
Saleforce: from application to dues payment to
searchable directories of members to
members-only portal to editing of member
profiles to member ticket levels for events
4. Online donation processing - with integration
5. Online event management - with integration
6. Job posting and listings functionality - with
integration
7. Map of members
4. Solutions provided
Connect and customize existing Salesforce
instance containing member data with a new
website to provide desired functionality
5. PICnet
Certified B Corporation serving non-profits and
other organizations enhancing the social good
We use technology to make organizations more
efficient and effective in meeting their missions
6. Nonprofit Soapbox
• Content management system designed
for the nonprofit sector
• Offered as a software as a service
• Integrates with Salesforce
• Provides tools for donation processing,
event management, form building to
post data to Salesforce, search tools to
display data from Salesforce, and
member portal
13. Implementation timeframe
Kick off meeting in August 2011
Initial launch of website in February 2012
Launch of job posting and listing tools in May 2012
14. Costs for full website integration
Full Non-Profit Soapbox content management
system with Salesforce integration tools:
Between $12,000 and $1B
(Okay, so we've never charged a billion and it's more like $12,000 - $40,000
but we're always happy to accept a billion)
15. Alternative: Costs for Soapbox Engage
For organizations wishing to keep existing website but integrate
their web presence with Salesforce
Non-Profit Lite:
Donations processing with Salesforce integration
$9 per month / no setup fee
Non-Profit Unlimited:
Donations processing, event management, submit to
Salesforce, Search Salesforce
$99 per month / $500 setup fee
www.soapboxengage.com/pricing
16. Benefits of integration
Faster, more efficient movement of data so staff can
focus on what's most important to the mission
Enhanced services available to members (member-
only ticket levels, member directory listings, etc)
Flexible platform with Non-Profit Soapbox that is
expanding its features all the time - including email
blasting tool for Salesforce later this summer
18. Questions to ask
Do you have, or can you achieve, staff buy in?
Can you identify the main priorities for moving to
Salesforce and integrating it with your website?
Do you have an internal champion within the
organization?
19. More informational goodness
Tim Forbes
VP of Products and Marketing, PICnet
tim@picnet.net, @timothyforbes, @picnet
www.nonprofitroundtable.org / the client
www.picnet.net / the company
www.nonprofitsoapbox.com / the full CMS
www.soapboxengage.com / the integrations only
